wrapper

Forthcoming Event

  • SHOREX EVENTS ORGANISER

    Specialist media group for the wealth management industry                                                                                                                                                          

  • SHOREX EXHIBITION & CONFERENCE
    SHOREX EXHIBITION & CONFERENCE

    The exhibition and conference is a unique platform where professionals can network to explore new services, products and ideas

  • SHOREX ROUNDTABLES

    Roundtables - Personalised, targeted and efficient approach to connect with your potential client base and present your solutions

  • SHOREX GENEVA

    The Shorex Wealth Management Forum Geneva - Widely recognised as the leading European event for international wealth managers

  • SHOREX EVENTS
    SHOREX EVENTS

    Shorex has organised events in Europe, North America, South America and Asia with more than 40,000 professionals and HNWIs worldwide having attended

Daniel Glasner

Daniel Glasner

Daniel Glasner provides a turn-on key solution for independent financial advisors who want to start their business in Switzerland, minimizing their costs. Benefitting of a custom made strategic advice geared to fulfil their specific needs, as well as a local accountable and authorized presence with an experienced and pro-active Compliance function, essential for independent financial advisors having offices abroad. He is a frequent speaker or moderator at industry events and often quoted in Swiss and International media. Mr. Glasner takes charge of all regulatory, compliance & operational responsibilities and actively manages from Geneva all tasks that need to be performed in strict conformity with the Swiss legislation.

He received a Master of Science (MSc) HEC and a Master of Arts (MA) in Political Science from the University of Lausanne. He is the former chairman of SAIFA, Swiss Association of Independent Financial Advisors (GSCGI).

Robo-Advisors: What to Expect - Automation and Responsibility

One way to improve the financial advisory service provided by the banking and financial industry to the retail investor, while reducing costs, would be to learn from the automation and the remarkable information systems today available in the Japanese Rail Road and the Tokyo underground...

Read more...

The Transformation of the Mutual Fund Industry: Commissions Retroceded to Sellers/Distributors

Several factors have an impact on the TER (TOTAL EXPENSE RATIO). Primarily it is the size of the mutual fund that is significant, since a larger mutual fund can "dilute" the costs incurred. The higher the TER, the more the investor is disadvantaged...

Read more...

About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

Press

Les clients vont-ils bientôt investir en ayant ...
La sortie de l’Union européenne va-t-elle faire ...
La mission du cycle de conférences organisé à ...