Luxembourg Wealth Day in Paris

Panel IV: Wealth transfer and family businesses: navigating the greatest transfer of wealth in history

Oct 17, 2024 — 05:30 pm - 6:15 PM
Plénière - Auditorium Colette

This panel highlights the importance of estate planning and adaptive investment strategies to ensure a smooth transition and maintain long-term growth. A closing panel discussion focuses on how family offices and asset managers can capture and retain the next generation, also integrating changing investment preferences and customer experience.

Moderated by

Presented by:

Signatures

The other sessions

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Salle Sartre
4:20 PM4:45 PM

Workshops Session II

Pierre ThomasOpportunity Real Estate FundFounder & Managing Partner
Description
Whether geographically or financially as a result of rising interest rates, there will be plenty of opportunities over the next twenty-four months. Find out more about our opportunistic strategy for these times.
Auditorium Colette
3:30 PM3:50 PM

Workshops Session I

Michel EscaleraPalatine Asset ManagementDirecteur général
Description
“Interest of a social strategy in a portfolio”
Salle Romain Gary
4:20 PM4:45 PM

Workshops Session II

SĂ©bastien ChampionSwissquote Bank EuropePartner Solutions Senior Manager
Description
Transfer of wealth to a new generation, value for money, digital solutions: how Swissquote Bank Europe meets the challenges of tomorrow.
Auditorium Colette
4:20 PM4:45 PM

Workshops Session II

Emilie FisterLa Mondiale EuropartnerSenior Sales OfficerKader ZoubirLa Mondiale EuropartnerSales Manager
Description
“How to re-enchant the customer experience”
Salle Sartre
3:30 PM3:50 PM

Workshops Session I

Philip RauhSwiss Life Asset ManagersInfrastructure Head of Products
Description
“Equity infrastructure, a new brick of diversification into real assets”
Plénière - Auditorium Colette
2:15 PM2:45 PM

Panel I: 2025 - economic outlook and investment innovation

François de MitryAstorgCIORémi DouchetiVesta Family OfficeCo-founder Financial MarketsJoachim SavignyCheval Blanc PatrimoinePrésident & FondateurDavid Seban-JeantetSociété Générale Investment SolutionsCIOFabrice ZamboniMalakoff HumanisEx Directeur des Investissements
Description
This panel combines the topics of future markets post US elections and European prospects, highlighting blue chips and innovations in asset management to anticipate economic trends and reshape investment strategies.
Plénière - Auditorium Colette
2:45 PM3:30 PM

Panel II: Families, elites and wealth planning: the rules and codes of the high-end customer experience

Anice ChlagouLetus Private OfficeManaging PartnerDavid LiebmannLombard International AssuranceDeputy Sales Director EuropePhilippe MossierPictet & CieMarket Head - Continental EuropePhilippe SchausMoët HennessyCEO
Description
An inspiring debate that analyzes the codes of art, luxury and wealth management to explore how traditional high-end sectors and their entrepreneurs are adapting to trends and the expectations of new clienteles.
Plénière - Auditorium Colette
2:00 PM2:15 PM

Fireside Chat

Véronique SimoninSwiss Life Global SolutionsHead of Sales and Strategic Key Partner ManagementEric TréguierJournaliste, Historien et Créateur du classement des Fortunes françaises
Description
Véronique Simonin & Eric Tréguier “Today’s and tomorrow’s wealth: what opportunities and what challenges”
Salle Romain Gary
3:30 PM3:50 PM

Workshops Session I

Ronald RichterBitwise Asset ManagementRegional Director, Investment Strategy
Description
The impact of a crypto allocation within a traditional portfolio.
Plénière - Auditorium Colette
4:45 PM5:30 PM

Panel III: Advanced strategies in financial and wealth engineering

Olivier BontouxMyWay Family OfficeCo-Founder & Family OfficerVirginie DuffourBeelong Family OfficeFondatriceJean-François GramainPragmatik PartnersFounder & CEONadim KadaMNK PartnersDirecteur – Portfolio ManagementSina Meier21SharesManaging Director
Description
This panel explores strategic financing and investment in private assets requiring a high level of asset analysis and engineering.
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