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

Oct 17, 2024 — 02:45 pm - 3:30 PM
Plénière - Auditorium Colette

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.

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The other sessions

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Plénière - Auditorium Colette
2:00 PM2:15 PM

Fireside Chat

Eric TréguierJournaliste, Historien et Créateur du classement des Fortunes françaisesVéronique SimoninSwiss Life Global SolutionsHead of Sales and Strategic Key Partner Management
Description
Véronique Simonin & Eric Tréguier “Today’s and tomorrow’s wealth: what opportunities and what challenges”
Plénière - Auditorium Colette
2:15 PM2:45 PM

Panel I: 2025 - economic outlook and investment innovation

David Seban-JeantetSociété Générale Investment SolutionsCIOFabrice ZamboniMalakoff HumanisEx Directeur des InvestissementsFrançois de MitryAstorgCIORémi DouchetiVesta Family OfficeCo-founder Financial MarketsJoachim SavignyCheval Blanc PatrimoinePrésident & Fondateur
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

Philippe SchausMoët HennessyCEOAnice ChlagouLetus Private OfficeManaging PartnerPhilippe MossierPictet & CieMarket Head - Continental EuropeDavid LiebmannLombard International AssuranceDeputy Sales Director Europe
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.
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.
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 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”
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 Romain Gary
4:20 PM4:45 PM

Workshops Session II

Sébastien 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.
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.
Plénière - Auditorium Colette
4:45 PM5:30 PM

Panel III: Advanced strategies in financial and wealth engineering

Nadim KadaMNK PartnersDirecteur – Portfolio ManagementJean-François GramainPragmatik PartnersFounder & CEOOlivier BontouxMyWay Family OfficeCo-Founder & Family OfficerVirginie DuffourBeelong Family OfficeFondatriceSina Meier21SharesManaging Director
Description
This panel explores strategic financing and investment in private assets requiring a high level of asset analysis and engineering.
Plénière - Auditorium Colette
5:30 PM6:15 PM

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

Nora LemhachhecheQuintet Private BankCo-Head of Wealth ManagementHelie de CornoisSTONEHAGE FLEMINGPartner, Head of Family OfficeJérôme JambertHerestGérant co-fondateurCédric GenetHEDON Family OfficeAssocié fondateur - PrésidentJuan José Rodriguez GarcíaCardif Lux VieChief Wealth Management Officer
Description
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.
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