Elite Summit

12-14 June 2018   |  Fairmont Le Montreux Palace | Montreux | Switzerland

The Elite Summit is the premium forum bringing top tier Family Offices together with qualified leaders of wealth and international asset managers.

The one-to-one business meetings provide access to prominent Family Offices actively evaluating a small number of new managers and partners.

For more information: minac@marcusevanscy.com 

marcus evans

Solution Providers


About the Event

© Copyright 2018-2019 Marcus Evans

Some of our distinguished speakers

Todd Benjamin
Former Financial Editor
CNN International 

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. 


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Some of the key topics for 2018 included:

  Utilising alternative strategies to attain innovative assets in a constantly changing market

  Enhancing business operations and offering a unique value proposition by embracing the latest and greatest      tech developments

  Canvassing global opportunities to source sustained portfolio profitability

  Developing and implementing socially responsible policies to satisfy ESG requirements and deliver long term      value creation

  Creating firm family succession, education and conflict resolution planning to solidify core family values

• Your delegate package at the Elite Summit includes all the essentials needed for a productive and rewarding event. As a delegate, you will receive:

• A three-day streamlined agenda consisting of compelling presentations, interactive forums and business meetings provoking your creativity, and offering superior knowledge and practical insights

• Access to the secured event website where you can review premium event content and attending solution providers to make educated meeting selections and optimise the use of your time

• A comprehensive directory of solution providers, allowing ample time to research and identify products which efficiently address the most pressing needs of your organisation

• An experienced event management team dedicated to facilitating your participation and ensuring optimal use of your time out of office

• Two nights accommodation

As a sponsor of the Elite Summit you will conduct mutually selected and prescheduled 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 sponsors and select the ones that best fit their strategic and tactical needs. Employing a secure web-based scheduling system, selections are matched by order of priority and mutual interest.

To ensure that the summit’s delegation is of high relevancy for the attending sponsors, we methodically select and qualify potential participants. Each delegate completes an application, confirming their responsibility for the investment budget and providing details on:

Total portfolio size of minimum 100 million Euros and over
• Sign-off authority on investment and outsourcing decisions
• Current portfolio and service needs
• Geographic regions of interest
• Portfolio composition by asset class
• Investment and purchasing priorities for the next 6-18 months

Fill out the form on the right to receive more information about the Elite Summit:

For the full speaker list contact: minac@marcusevanscy.com 

For the full program click here

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

"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


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


An All-Inclusive Package

More information

Edward Goodchild
Founder & Director
Chawker & Co

Christopher Rossbach
Managing Partner
J. Stern & Co

Marcie Odum
Managing Director
The Lupton Company

Dr Alexander Koeberle-Schmid
Koeberle-Schmid & Unger Advisors

Charles Nakouzi
Verna Investments

Sara Viktorsson
Wictor Management Committee

Lex van Dam
Rinkelberg Capital

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