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Elite Summit: Europe’s Premier Private Wealth Management Summit

November 20-22, 2013

Fairmont Le Montreux Palace | Montreux, Switzerland

Contact: Laurel Zevitz at l.zevitz@marcusevansch.com or 312-540-3000 ext. 6683


The 12th Elite Summit is the premium forum bringing together independent advisers of wealthy private investors and international fund and asset managers. The summit offers an intimate environment for a focused discussion of key new drivers shaping wealth and management asset allocations.

Key issues for 2013 include:

Devising a Plan of Attack – Pinning down the infrastructure of a powerful investment strategy through the wisdom of the macroeconomic outlook
Structurally Sound – Exploring robust architectures for wealth in a new age of transparency to optimize tax efficiency and asset preservation
Some Like it Hot – Quantifying the potential for trending and emerging asset classes
In Pursuit of the Holy Grail – Investigating absolute return and market neutral strategies for independent and sustainable portfolios
Shaking up the Family Tree – Establishing effective and dynamic succession, education and conflict resolution planning for the family and the wealth
Blasting Social Barriers – Tapping into the networks and knowledge base that identify opportunities and implement processes to maximize social impact
On the Defense – Devising security measures to safeguard financial, non-financial and human assets from both real and virtual world threats