A morning to decode tomorrow's investment landscape with those shaping it!
Asset Allocation Insights
Organized by Allnews & VoxFinance
About the Event
A morning to decode tomorrow's investment landscape with those shaping it!
Throughout the morning, industry experts will explore emerging paradigms in asset allocation with leading decision makers. The event will also provide a platform to address key questions and challenges facing the Swiss financial industry today. Bringing together asset managers and Romandie’s investment community — including external asset managers (EAMs), family offices, bankers, and fund selectors — the morning offers a unique opportunity to exchange insights, showcase expertise, and present innovative investment solutions. This event is intended for professional investors only.
Program
Door Opening - Coffee time ☕
Welcoming words
Opening panel ⚡ Outlook - Risks, Trends & Strategy
Charles-Henry Monchau, CFA, CMT, CAIA, CIO at Syz Group
Jean-Louis Nakamura Head of Conviction Equities at Vontobel
Patrick Zweifel, Chief Economist at Pictet Asset Management
Moderator : Manon Duez, CFA, Senior Sales Executive at Vanguard
Alpha in the Age of AI
Baptiste Maréchal, Head of Intermediaries – Switzerland, Romandie & Ticino, Pictet Asset Management
David Wright, Head of Quantitative Investments, Pictet Asset Management
PANEL Banque Edmond de Rothschild
Bruno Taillardat, Head of Quantitative portfolio management, Edmond de Rothschild AM
Coffee break & Networking
💯 Charles Gave: A Rare Appearance, an Unfiltered View of the Markets
Charles Gave, Founder of Gavekal Research, President of the Institut des Libertés, and Founder of the Université de l'Epargne
PANEL Matrixport Asset Management
Friedrich W. Herzog, CIO & PM, Matrixport Asset Management
Aliya das Gupta, President, Women in Web3 Switzerland
European SMID Caps: Finding Alpha Beyond Large Caps
Andrzej Kawalec, CEO , Moneta Asset Management
🔍Research Spotlight : NextGen Private Banking " How the Next Generation is Reshaping Wealth Management"
Claude Baumann, Chaiman, Fin21 / Wealth Summit
Prof. Christoph Künzle, Founder & CEO, Fin21 / Wealth Summit
Key findings from Wealth Summit latest NextGen study
Speakers
Sponsors
Community Partners
Location
Hotel Metropole
Quai du General-Guisan 34, 1204 Geneva
Organised by
Allnews
Designed by experts in economics and finance, Allnews.ch, the leading Swiss digital financial platform in French, has the mission to be a cornerstone rendez-vous. Allnews collects and synthesizes news and analyses to provide at a glance the crucial information for tracking market developments. The platform offers content throughout the day with open access. With articles authored by specialized journalists and contributions from over 1000 renowned financial institutions, Allnews is attentive to the financial sector and caters to institutional investors, private investors, banks, asset managers, independent fund managers, and the entire French-speaking Swiss financial ecosystem.
https://allnews.ch/VoxFinance
Voxfinance is Voxia communication's practice dedicated to the financial and banking sectors. Leaders in PR and communication in Switzerland, the agency has developed a unique database of contacts leading to the success of mainstream events such as the Geneva Forum for Sustainable Investments (GFSI) and the Geneva Private Insights.
https://voxia.ch/en/voxfinance/