Helge Ole Hansen
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.
The event starts on Thursday morning and finishes on Friday afternoon. Accommodation for Thursday night is complimentary.
Senior 3rd party fund selectors from private banks, insurances, family offices and independent asset managers.
Product and solution providers offering a broad range of investment opportunities and services, based on the requirements of the attending delegates.
International experts in the fields of economics, investment strategy, product development and wealth management.
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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You will create a personalised itinerary, tailor-made to suit your needs and purposes. It will consist of:
Delegates and suppliers will meet over pre-scheduled one-to-one meetings, each lasting 30 minutes, and at breakfast, lunch and dinner.
Enhance your knowledge through our focused conference programme delivered by experts and innovative speakers on topics chosen by delegates.
Use the opportunity to meet your industry peers outside business hours in the relaxing environment of the Grand Resort Bad Ragaz.
Thalmann & Verling Trust reg.
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.
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.
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.
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.
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.
Always a great way to think in a different matter – get new experience and use this way as an advantage in your business environment!
Mirjam Staub-BisangCountry Manager at BlackRock
August BenzHead Private Banking & Asset Management, Deputy CEO Schweizerische Bankiersvereinigung
Dr. Anja HochbergHead Multi-Asset Solutions at Asset Management Zürcher Kantonalbank
Luca ZerbiniFounding Partner & CEO at Una Terra Venture Capital Fund
Dominique HabeggerChief SustainabilityOfficer at de Pury Pictet Turrettini
Céline KohlerLawyer, Managing Partner at KOHLER GOTZEV
André N. Lagler & André LüdiManaging Dir. at ACRON AG & Sr. Partner and Board Member at ACT Asset Management AG
Sandro SchmidPartner and Member of the Board at LPA
Marcel SchnyderFounding Partner of Alternative Partners
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David KüttelChief Executive Officer atGenerali Investments Schweiz AG
Christian Alois BucherAsset Manager at Corum AG
Marcel StroblCEO at Convestro AG
Markus MatuszekCEO & Chief Investment Officer at M17 Capital Management
Sandra SchlöffelCOO, Novak, Thurnheer + Partner AG
Markus MaurerCo-Owner, CEO at torck capital management AG
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Alex MonkPortfolio Manager Global Resource Equities at Schroders
Kevin EndlerHead of Quantitative Portfolio Management at ACATIS
Nidal MoughrabiExecutive Coach, MD - Healthy performance coaching for people in high pressure professions
Diana Brasey, Reputation and transformation strategist
Sommelier of the Grand Resort Bad Ragaz
Dieter MessmerFounder, Owner & General Manager Glen Fahrn Group (Switzerland & Germany), Co-Founder & Co-Owner AP Liquid Pearls AG
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.
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.
Bank Julius Bär
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.
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.
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.