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Helge Ole Hansen
Director
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15th Richmond PIMS Forum
Nov
02-03
2023
Grand Resort Bad Ragaz Bad Ragaz, Switzerland
Why you should attend the forum
The Richmond PIMS Forum is a unique event, designed to offer sophisticated 3rd party fund selectors with the opportunity to research new and innovative investment possibilities, from leading financial product and solution providers.
Pre-scheduled one-to-one business meetings and an outstanding conference programme allow you to:
Discover new trends and ideas.
Learn from experts and peers.
Debate, evaluate and share key issues.
Build strong, long lasting relationships.
When
2–3 November 2023
The event starts on Thursday morning and finishes on Friday afternoon. Accommodation for Thursday night is complimentary.
Attendees
Who will be attending?
Delegates
Senior 3rd party fund selectors from private banks, insurances, family offices and independent asset managers.
Suppliers
Product and solution providers offering a broad range of investment opportunities and services, based on the requirements of the attending delegates.
Speakers
International experts in the fields of economics, investment strategy, product development and wealth management.
Where
Grand Resort Bad Ragaz, Bad Ragaz
Discover a sleek, sophisticated 5-star-venue nestled in an extraordinary environment. This resort offers a unique service and perfect atmosphere for intensive networking sessions.
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Programme
How will you spend your time at the forum?
You will create a personalised itinerary, tailor-made to suit your needs and purposes. It will consist of:
Business & Mealtime Meeting:
Delegates and suppliers will meet over pre-scheduled one-to-one meetings, each lasting 30 minutes, and at breakfast, lunch and dinner.
Cutting-edge Conference Programme
Enhance your knowledge through our focused conference programme delivered by experts and innovative speakers on topics chosen by delegates.
Peer Networking
Use the opportunity to meet your industry peers outside business hours in the relaxing environment of the Grand Resort Bad Ragaz.
Documents Richmond PIMS Forum
For further information please contact:
Helge Ole Hansen
Director
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Aleksandra Papierz
Sales Executive
What people say about us
Conference Outlook
The programme 2023
The conference programme will be shaped by the people whose views matter most – the audience. Conference topic ideas will be generated by discussions with delegates and leading industry experts during the changes of the year.
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Opening Keynote Address
The Richmond Finance Summit offers an opening keynote on Thursday and Friday morning keynote to present you a general economic summary, a micro view to the actual situation in the banking industry and an outlook of future matters. All the contents of the key address could be a chance to discuss later in peer to peer networking, in the sessions or the one-to-one meetings with suppliers.
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Conference
The programme will be designed to include an interactive exchange of information on hot topics and latest trends which will inspire attendees, provide them with new ideas and key points to take away and implement within their organisations. The conference programme will consist of workshops, think-tanks and personal development sessions based on feedback from our attending delegates.
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Discussion Group
Several discussion groups will feature small numbers of senior professionals based on key themes. All group sessions will be led by expert moderators to give a high-level view of the industry, offering ideas and insights to help develop new strategies and goals.
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Supplier Presentations
All suppliers have the chance to submit a supplier presentation. Delegates will evaluate and choose those presentations of most interest and relevance to them. The highest-rated presentations will be included in the conference programme.
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Out of the box
Always a great way to think in a different matter – get new experience and use this way as an advantage in your business environment!
Keynotes 2023
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Sustainable Investing 2.0. - For a Low-Carbon Future
Mirjam Staub-Bisang
Country Manager at BlackRockkeynote)
Sustainable Finance and Self- Regulation – the Way Forward in Switzerland
August Benz
Head Private Banking & Asset Management, Deputy CEO Schweizerische Bankiersvereinigungkeynote
Industry Sessions
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Five Investment Trends for 2024
Dr. Anja Hochberg
Head Multi-Asset Solutions at Asset Management Zürcher Kantonalbank
industry session
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Radical Collaboration to Accelerate and Scale Impact Investing in Europe
Luca Zerbini
Founding Partner & CEO at Una Terra Venture Capital Fund
industry session
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Sustainable Finance strategies –From Buy & Hold to Buy & Carethrough shareholder engagement
Dominique Habegger
Chief SustainabilityOfficer at de Pury Pictet Turrettini
industry session
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How to Navigate the Regulatory and Compliance Landscape of Sustainable Finance in Switzerland: A Practical Guide for Financial Intermediaries
Céline Kohler
Lawyer, Managing Partner at KOHLER GOTZEV
industry session
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Real Estate Club Deals in Your Asset Allocation?
André N. Lagler & André Lüdi
Managing Dir. at ACRON AG & Sr. Partner and Board Member at ACT Asset Management AG
industry session
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Artificial Intelligence in the Financial Service Industry – Experience the power of AI in different dimensions while getting insights into real-case applications.
Sandro Schmid
Partner and Member of the Board at LPA
industry session
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Real Alternative Investment Niche in your Portfolio
Marcel Schnyder
Founding Partner of Alternative Partners
industry session
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Discussion Groups
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Business Models in Transition - Conceivable Directions Using the Example of a Swiss Fund Company
David Küttel
Chief Executive Officer atGenerali Investments Schweiz AG
discussion group
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The Tokenization of Securities
Christian Alois Bucher
Asset Manager at Corum AG
discussion group
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Revival of Bond Segment – Ways to Ensure Solid Returns Going Forward
Marcel Strobl
CEO at Convestro AG
discussion group
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Asset Allocation Strategy in Relation to Interest Rate Change with Focus on Family Office and Independent Asset Management
Markus Matuszek
CEO & Chief Investment Officer at M17 Capital Management
discussion group
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#Better Together – an Inspiring Session
Sandra Schlöffel
COO, Novak, Thurnheer + Partner AG
discussion group
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The Energy Transition a costly mistake?
Markus Maurer
Co-Owner, CEO at torck capital management AG
discussion group
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Supplier Presentation
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The Next Decade in Energy: 10 Big Questions to Consider
Alex Monk
Portfolio Manager Global Resource Equities at SchrodersSupPlier PrEsentation)
Artificial Intelligence in Portfolio Management – My Colleague Is a Machine
Kevin Endler
Head of Quantitative Portfolio Management at ACATISSupPlier PrEsentation
Out of the box
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Busy, calm and sharp - with the power of the subconscious
Nidal Moughrabi
Executive Coach, MD - Healthy performance coaching for people in high pressure professionsout of the box)
A Good Reputation. A Tustworthy Image. A Strong Corporate Identity.
Diana Brasey, Reputation and transformation strategist
out of the box
Activity
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Wine Cellar Tour with Tasting
Sommelier of the Grand Resort Bad Ragaz
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The fascinating world of premium spirits! Whisky/Cognac Tasting.
Dieter Messmer
Founder, Owner & General Manager Glen Fahrn Group (Switzerland & Germany), Co-Founder & Co-Owner AP Liquid Pearls AGactivity
Take part in the programme
If you would like to participate in the programme or recommend any speakers or topics, please get in touch.
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Helge Ole Hansen
Director
The Supplier Experience
One of the most important factors for delegates at a Richmond forum is the opportunity to investigate potential solution providers and asset solutions.
If your business development strategy is meeting with these senior decision makers, the Richmond PIMS Forum offers you unrivalled new-business opportunities with the top end of the wealth management / investment industry:
Access to 120 delegates, all senior 3rd party fund selectors.
Pre-scheduled one-to-one business meetings with the delegates that have asked to meet you.
The opportunity to participate in the conference programme through supplier and fund manager presentations.
Small group meetings over mealtimes.
Detailed profile information on each attending delegate.
Confirmed Suppliers
To see the full supplier list, please contact us directly.
If you'd like to attend this or any other Richmond forum as a supplier company, please get in touch with our sales team
Helge Ole Hansen
Director
Aleksandra Papierz
Sales Executive
The Delegate Experience
The Richmond PIMS Forum is designed for senior decision-makers from the wealth management and investment industry.
We offer a time-efficient and effective platform over 1.5 days at the Grand Resort Bad Ragaz. A personalised itinerary gives you the opportunity to:
Enhance your knowledge through our keynotes and first class conference programme.
Build strategic relationships with providers of your choice in one-to-one meetings.
Network with up to 120 senior representatives from private banks, family offices and independent asset managers.
Attendance for delegates is free of charge – strictly by personal invitation only.
Confirmed Delegates
Decision-makers from leading wealth management and investment institutions in Switzerland:
Bank Julius Bär
Raiffeisen
Generali Investments
Tareno
VP Bank
To see the full delegate list, please contact us directly.
AT A GLANCE
The Richmond Format
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Meet. Learn. Network.
The Richmond PIMS Forum will combine conference sessions, peer networking and supplier meetings into a time efficient and focused event that is unique to you.
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No time wasted
Using our unique appointment system, we'll make sure that your valuable time is not wasted and that you are engaged learning about topics that are interesting to you and your business and meeting suppliers who you have chosen to meet based on your upcoming needs.
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Expertly organised and delivered
Based on your choices, we'll let you know before the event who you are due to meet and which conference sessions you are attending via our online event management systems. We'll also make all the pertinent information available for download after the event including material from the conference sessions and details of all the supplier companies you have met.
Need an invite?
If you'd like to attend this or any other Richmond forum as a delegate, please get in touch.
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Helge Ole Hansen
Director