The Elite Summit will highlight the current challenges and opportunities for independent advisers of wealthy private investors and international fund and asset managers through visionary keynote presentations and case studies delivered by your most esteemed peers and thought leaders in the industry.

The one-to-one meetings with leading solution providers will offer a wealth of expertise in cutting edge technology, strategy and implementation. All this seamlessly integrated with informal networking opportunities over three days will provide a unique interactive forum. Do not miss this opportunity to network, establish new connections, exchange ideas and gain knowledge.

About the Event

What makes this Summit Different


The  Elite Summit's cutting edge sessions and comprehensive content offer you access to strategic business information, unique expertise and new solutions to related challenges.


Meet face to face with independent advisers of wealthy private investors and international fund and asset managers, discuss and debate strategies with the most knowledgeable experts and rapidly build a network of new business relationships.

Our focus on exclusivity remains unwavering and it gives you a huge competitive advantage. Teach your peers and learn from them with the comfort of the luxurious Fairmont Le Montreux Palace in Switzerland.



© Copyright 2019 Marcus Evans

18 – 20 November 2019

Fairmont Le Montreux Palace, 
Montreux, Switzerland

Elite Summit 

The Summit's program topics have been pinpointed and validated by senior executives from the investment community as the top critical issues they face. 

Key issues for 2019 include:

Enhancing the family portfolio though accumulation of lucrative private equity deals that fit with the family values 

Monitoring the modern macro economy to counter stagnation in Europe and abroad

Exploring the alternative investment market to take advantage of future and global trends 

Evaluating the social impact of the family’s charitable goals to ensure successful execution of family vision and principles

Key Topics

A strictly invitation-only event; selection of delegates according to criteria such as scope of responsibility and size of company

Restricted number of delegates in order to facilitate successful networking opportunities

Personalized summit and meeting schedule to suit individual requirements and provide an efficient use of time

Keynote presentations, case studies and interactive sessions by world-class industry experts and pioneers

A relaxed but professional business environment, in which to explore new ideas, strategies and technical developments with industry colleagues, experts and peers

Access to the secured summit website, providing information on other delegates and each solution provider prior to the event

Individual pre-arranged one-to-one business meetings with senior representatives from key industry solution providers

An All-Inclusive Package

Solution Providers


As a Solution Provider at the Elite Summit you will conduct mutually selected and pre-scheduled one-to-one meetings with interested buyers of your products and services. Prior to the event you will receive exclusive access to the profiles of all delegates, allowing you to make educated meeting selections. 

Delegates are also requested to review the profiles of participating solution providers and select the ones that best fit their strategic and tactical needs. Employing a web-based secure scheduling system, selections are matched by order of priority and mutual interest.

As a Delegate at the Europack Summit you will benefit from the informative key-note presentations. You will also have the opportunity to meet with key market players of the industry. 
Lastly all delegates will receive a personalized itinerary based on their priority selections of conference sessions, business meetings and special networking events. 

Delegates will include senior executives responsible for investment strategy, asset allocation and outsource decision-making from the following:

  • Multi Family Offices 
  • Single Family Offices 
  • Independent Financial Advisers 
  • Private Trusts 
  • Private Foundations

Don't just take our word for it, hear it from your peers!

More information

About marcus evans Summits

marcus evans summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions.

Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, case studies, roundtables and one-to-one business meetings.

"We found the event to be very well organised and it gave us invaluable access to one-to-one meetings with a focused client group".
SEI Investments                    

"This was the best event I've attended so far. The quality of the attendees is amazing and the diversity exceeded my expectations. I really enjoyed it, many thanks for the great organisation"!
ETF Securities

See if your company 
is a fit!

Find out if you qualify

Some of our past distinguished speakers

Todd Benjamin
Former Financial Editor
CNN International 

For the full speaker list contact: 

Edward Goodchild
Founder & Director
Chawker & Co

Christopher Rossbach
Managing Partner
J. Stern & Co

Dr Alexander Koeberle-Schmid
Koeberle-Schmid & Unger Advisors

Charles Nakouzi
Verna Investments

Sara Viktorsson
Wictor Management Committee