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

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Marriott Hotel, Zurich, Switzerland

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Markets Group

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