Wealth Management

Is an advanced type of financial planning that provides high net worth individuals (HNWIs) with private banking, estate planning, asset management, legal and trust services, investment management, tax planning and portfolio management.

Shorex Wealth Management Forums

Attracting senior professionals today to conventional conferences is proving more and more difficult. They only want to attend fthe presentations that are directly relevant to them. Shorex wealth management forums provide this flexibility and cost-effectiveness.

Shorex forums attract leading financial institutions and our flagship event in Geneva - The Shorex Wealth Management Forum Geneva - is Europe’s leading event for the industry.

Objectives

- Provide a comprehensive networking platform for professional investors & advisors
- Enhance distribution channels for financial institutions
- Deliver knowledge updates from leading industry figures

The Audience

Professional Investors, Private Banks, Independent Asset Managers, Financial Advisers, Fund of Funds, Single Managers, Tax Planners, Family Offices and Trustees.

Exhibitors & Sponsors

Banks, Asset Managers, Stockbrokers, Insurance Companies, Fiduciaries, Corporate and Trust Companies, Tax Consultancies, Financial IT Companies, Financial Information Providers.