Private-wealth managers in discussion at a Zurich forum
FinanceMalta
/
December 10, 2025
/

Private Wealth Switzerland Forum

Markets Group’s Private Wealth Switzerland Forum convenes 350 family offices, private banks, and independent asset managers to debate allocation shifts in a post-rate-hike landscape. Morning macro sessions dissect ECB policy spill-overs, while afternoon panels spotlight private credit, secondary PE, and crypto custody. Malta’s delegation emphasises EU passporting and cost-efficient UCITS hosting—appealing to Swiss managers grappling with FinSA equivalence. A special focus on succession planning resonates with Swiss founders eying Malta’s remittance-based tax regime. Delegates leave with actionable playbooks and fresh contacts, reinforcing Malta’s proposition as Switzerland’s EU outpos

Overview

The ninth forum convenes Swiss family offices, private banks, and wealth managers to discuss asset-allocation trends, succession, and alternatives. Maltese firms can position the island as an EU passporting base for Swiss managers.

Why Attend?

Agenda Highlights:

Confirmed Speakers

Sponsors

Wealth Management
Private Wealth Switzerland Forum
Calendar

December 10, 2025

Location Icon

Marriott Hotel, Zurich, Switzerland

Euro Symbol

Markets Group

Upcoming Events

Family Offices & Private Wealth
Prestel & Partner Ltd.
/
April 14, 2026
/
The Ritz-Carlton, Riyadh, Saudi Arabia
The Ritz-Carlton, Riyadh, Saudi Arabia
Family Offices & Private Wealth
Family Office Forum Riyadh 2025

Search for a Business in Malta

Looking to host an event of your own?

From workshops and local meetups, to conferences and virtual meet and greets, we have it all! To have your event highlighted on our Events homepage, submit your event's details below. All events will be reviewed by the Finance Malta Community team.