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    Executive Director

    Morgan Stanley

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Spring 2019, Montreux Palace, Montreux


The Private Wealth Management summit has become our flagship investment event, and has grown substantially since we first launched the event. This event is designed to address the challenges of the Multi Family Office and Single Family Office. At last count, there were approximately 5,000 family offices operating in the United States.

WHAT MAKES A MARCUS EVANS SUMMIT DIFFERENT?

BY INVITATION ONLY
Over the years, the marcus evans summit format has gained considerable prestige as the ideal method for uniting decision makers and solution providers. We maintain a high level of selectivity, opening the events to senior level executives only who are individually selected and qualified. This commitment to quality ensures a relevant and productive networking environment for all participants

DYNAMIC PROGRAMME
The three-day agenda delivers unparalleled insight on key issues as identified by the executive community. Extensive research with industry professionals provides the foundation of every summit programme ensuring that each attendee leaves the summit with relevant information that will enable them to achieve their daily business ambitions

HIGH LEVEL SPEAKERS
Our thoroughly researched editorial programmes are further strengthened by the sheer level of presenters – the world’s foremost strategists, thought leaders and trend setters. Our distinguished speakers convey leading edge content and stimulate discussion of fundamental issues through visionary keynote presentations,real-life case studies and interactive sessions

UNIQUE ONE-TO-ONE MEETINGS
marcus evans summits supply detailed advance information about all participating executives and their strategic business needs through a secure platform. A sophisticated web-based scheduling system enables delegates and providers to select one-to-one business meetings that fit their current priorities and preferences

NETWORKING AND ENTERTAINMENT
An integral part of the agenda at marcus evans summits are the numerous networking opportunities over luncheons, cocktail receptions, gala dinners and breaks in the event programme. Interactive entertainment and leisure activities are provided to complement the busy three-day summit agenda and allow the participants to discuss their business objectives face to face in a relaxed atmosphere

WHAT MAKES A MARCUS EVANS SUMMIT DIFFERENT?

BY INVITATION ONLY
Over the years, the marcus evans summit format has gained considerable prestige as the ideal method for uniting decision makers and solution providers. We maintain a high level of selectivity, opening the events to senior level executives only who are individually selected and qualified. This commitment to quality ensures a relevant and productive networking environment for all participants

DYNAMIC PROGRAMME
The three-day agenda delivers unparalleled insight on key issues as identified by the executive community. Extensive research with industry professionals provides the foundation of every summit programme ensuring that each attendee leaves the summit with relevant information that will enable them to achieve their daily business ambitions

HIGH LEVEL SPEAKERS
Our thoroughly researched editorial programmes are further strengthened by the sheer level of presenters – the world’s foremost strategists, thought leaders and trend setters. Our distinguished speakers convey leading edge content and stimulate discussion of fundamental issues through visionary keynote presentations,real-life case studies and interactive sessions

UNIQUE ONE-TO-ONE MEETINGS
marcus evans summits supply detailed advance information about all participating executives and their strategic business needs through a secure platform. A sophisticated web-based scheduling system enables delegates and providers to select one-to-one business meetings that fit their current priorities and preferences

NETWORKING AND ENTERTAINMENT
An integral part of the agenda at marcus evans summits are the numerous networking opportunities over luncheons, cocktail receptions, gala dinners and breaks in the event programme. Interactive entertainment and leisure activities are provided to complement the busy three-day summit agenda and allow the participants to discuss their business objectives face to face in a relaxed atmosphere

Guest Speakers

Daniel Goldstein



Senior Managing Director, Manchester Capital Management, LLC

Tony Guernsey



President and Chief Client Advocate, Wilmington Trust

Bill Levant



Chief Investment Officer, Arlington Partners Family Office

Mike Sluder, CFA



Chief Investment Officer, Synovus Family Asset Management

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