effective. dynamic. exklusive.
European Private Wealth Excellence Forum
Gain insights from industry leaders: connect directly with investment specialists.
Attend our exclusive event tailored for Family Offices, Trusts, and Private Investors.
Share
Your gateway to the future of investment
- Impressions of European Private Wealth Excellence Forum.
- What participants say about our events.
Attend the European Private Wealth Excellence Forum and connect with top investment professionals and wealth managers.
Explore the latest trends and advancements in the investment world at our premium event, designed for a selected group of family offices, foundations, trust directors, wealthy private investors, asset owners, and family members. The focus is on productive networking and exchanging innovative ideas. Take advantage of this opportunity to gain valuable insights and expand your network for a successful future. Contact us now to secure your place.
Attendees
Talk to Experts: Future proof strategies
Experts
Learn from the greatest: New ideas and proven concepts
Meetings
Tailored to your needs: Private meetings with a purpose
Focus
Design the future; Overcome obstacles along the way
Attendees
What to expect
Shape the future of the investment industry with the European Private Wealth Excellence Forum. Engage in dialogue with industry decision makers and influence future topics.
Take advantage of this unique opportunity to network with industry leaders. Our experienced investment solution providers are eager to tackle your specific challenges and provide tailored solutions. In the One-to-One meetings, interact directly with our partners and collaboratively address your concerns. Experience a dynamic exchange that will broaden your horizons and support you in reaching your goals.
Present your challenges and let our experts inspire you – you won’t be disappointed!
Attending this forum is essential for:
- Investment and Wealth Management Executives
- Board Members and Senior Management
- Top-level Management
- Managers responsible for Financial Analysis and Portfolio Management
Testimonials
What attendees say about us
ProgrammE
The Contents
What the programme offers to participants from the investment industry
Become a member of a group of investors and gain insights from top industry leaders and discover the most effective methods for realizing your vision for a brighter future.
Join the next era of investing and building better solutions for a brighter future.
- Investing with Impact: Positive for the Environment and Society
- Implementing Global Investment Strategies
- Personal Tales of Success
- Timing the Legacy Transfer to the Next Generation
- Real Estate Acquisition in Ideal Regions
- Navigating Economic Downturns
- Managing Crypto and Political Challenges
- Art Investment Acquisition
The Process
After registering for the event, you will receive an email containing all important information as well as a link to our password-protected Excellence Portal.
We will provide you with information about the presentations and speakers, as well as details about the participants and the solution approaches and core competencies of the represented solution partners.
The excellence forum is an interactive event. Receive a personalized agenda featuring panel discussions, interactive roundtables, case studies, and private One-to-One meetings with solution providers and industry leaders, creating a schedule for your event journey.
You can rely on the Smart Bridges team to assist you throughout the event, allowing you to focus on engaging in discussions and exchanging ideas.
The European Private Wealth Excellence Forum concludes with an informal yet enjoyable exchange including a varied support programme, networking and coffee breaks, a reception, and an exclusive business dinner.
Location
Le Méridien Lav
Split
Grljevacka, 2A, Podstrana,
Split 21312 Croatia
00385 (0)21 500 500
The Le Méridien Lav is located in the suburb of Split, Croatia. It takes only a few minutes by car to the Old Town of Split which is filled with historical foundations like Gregory of Nin and Diocletian’s Palace which has been added to the UNESCO list of World Heritage Sites in 1979.
From the hotel terrace you have a breath-taking view of the Dalmatian Coast and nearby islands. It’s a wonderful combination of history and prestigious hotel for an exclusive meet up.
Split Airport is only a 30 minutes’ drive to Le Méridien Lav.
Registration
To download the full Excellence Forum agenda, please fill out the form below. You will then receive a download link by email.
Are you interested in participating? Please fill out the form below completely. We will process your request immediately and get in touch with you as part of the invitation process.
European
Private Wealth
Excellence Forum
- 80+ Participants
- 15+ Top Speakers
- 15+ Lectures, Panel Discussions & Case Studies
- 4+ One-to-One Meetings: With all participants
- 4 Round Tables
- 2 Inspiring event days
- 2 Business Lunch
- 1 Unforgettable Surprise Dinner
