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Richmond PIMS Forum offers senior industry professionals the opportunity to:
  • meet potential new product & service providers
  • listen, as well as directly contributing, to industry thought leaders in conference and workshops
  • develop your personal network amongst industry peers
Attendance as a delegate is free of charge, but by personal invitation only.

Already have an invite?

Complete your registration form here.



Need an invitation?

If you'd like to attend this or any other Richmond Event as a delegate, please get in touch

Alina Benkenstein
Delegate Manager
abenkenstein@richmondevents.com
+41 61 335 94 32

The Format
The Format
  • Learn. Network. Meet.
    Richmond PIMS Forum will combine conference sessions, peer networking and supplier meetings into a time efficient and focused event that is unique to you.

    No time wasted
    Using our unique appointment system, we'll make sure that your valuable time is not wasted and that you are engaged learning about topics that are interesting to you and your business and meeting suppliers who you have chosen to meet based on your upcoming needs.

    Expertly organised and delivered
    Based on your choices, we'll let you know before the event who you are due to meet and which conference sessions you are attending via our on line event management systems. We'll also make all the pertinent information available for download after the event including material from the conference sessions and details of all the supplier companies you have met.

    Format3.jpg

     
     


Networking
Networking
  • There are extensive opportunities to network and build relationships at the Richmond PIMS Forum. Our annual research shows that delegates value this element of the programme as highly as any other aspect.

    In a neutral, judgement-free environment you can:
    • Discover new trends and ideas
    • Find out more about approaches being adopted by other senior professionals
    • Deepen knowledge in a specific area
    • Meet new supplier companies through direct access and peer recommendations
    • Develop joint initiatives and strategic alliances

    Here are some of those joining us this year:

    • 1.618 Capital AG - Managing Director
    • 47 Heritage AG - Chief Executive Officer
    • acrevis Bank AG - Head Investment Center
    • ACT Asset Management AG - Senior Partner & Board Member
    • Agenda Invest AG - Chief Executive Officer
    • Alpenrose Wealth Management – Partner
    • ALPINUM INVESTMENT MANAGEMENT AG - CEO, Head Research & Portfolio Management
    • Alternative Capital Management AG - Member of the Advisory Board
    • Alvier Asset Management AG – Partner
    • Amasus Investment AG - Senior Wealth Manager
    • Amergeris Wealth Management (Switzerland) AG  - Head Advisory Asset Management
    • ANREPA ASSET Management AG - Partner
    • Arfina Capital SA - Head Portfolio Management
    • ARP Vermögensverwaltungs AG - Chief Executive Officer
    • Arrowa AG – Chief Investment Officer
    • Asset Management Partners AG - Director, CIO, Head Portfolio Management
    • AXIOMA Wealth Management AG - Partner & Chairman of the Board
    • B&M Wealth Management AG - Founding Partner
    • Bank Alpinum AG - Head of Portfolio Management, CIO
    • Bank EKI Genossenschaft - Chief Investment Officer
    • Bank J. Safra Sarasin AG - Executive Director
    • Banque Internationale à Luxembourg (Suisse) SA - Head Advisory
    • Barreto & Partners Sarl - Managing Director
    • Bendura Bank AG - Portfolio Manager
    • Bitcoin Suisse AG - Head Family Offices, EAM and HNWI Clients
    • Blackfort Capital AG - Managing Partner
    • Boreal Capital Management - Head Investment Advisory
    • Brevalia AG - Chief Executive Officer
    • CAM Schweiz AG - Co-Founder & Chief Executive Officer
    • Cape Capital AG - Head of Asset Management
    • Cape Capital AG - Fund Advisor
    • CAT Wealth Management AG - Chief Investment Officer / Managing Partner
    • Clarus Capital Group AG - Partner
    • Clearstream Fund Centre AG - Global Head Sales & Business development
    • CMS Advisors - Managing Director
    • Commercial Treuhand- und Verwaltungs AG - Asset Manager
    • Convestro AG - CEO & Owner
    • Corum Vermögensverwaltung AG - Deputy Chief Executive Officer & Managing Director
    • CV Partners AG – Partner / Chief Executive Officer
    • Deep Wealth SA - Chief Executive Officer
    • Diamond Capital Management - Senior Portfolio Manager
    • DIAMAN PARTNERS LTD - Chief Executive Officer
    • Döbelin Maurer Lasagni Stüdeli AG – Partner
    • Dr. Blumer & Partner Vermögensverwaltung Zürich AG – Chief Executive Officer
    • ecamos Capital AG - CEO & CIO
    • Entrepreneur Partners AG - Managing Partner / Co-Founder
    • EW Asset Management AG – Partner
    • FACTUM AG Vermögensverwaltung – Head of Portfolio Management
    • Fairway Asset Management AG - Director
    • Finance-Doc Multimanagement – Head Fund Selection / Chairman
    • FinanzZentrum Jungfrau AG - Chief Executive Officer, Owner
    • Finaport Ltd. – Director
    • Fortuna Investment AG - Chief Executive Officer
    • gammaVega - Founder
    • GN Finance AG - Partner & Member of the Executive Board
    • Gordian Partners Family Office AG - Investment Manager
    • Graubündner Kantonalbank – Specialist Fonds-Selection
    • H.Advisory - Founder & CEO
    • Hans-Rudolf Roth Vermögensverwaltung und Anlageberatung - Chief Executive Officer
    • Helvetia Schweizerische Versicherungsgesellschaft AG - Head Product Management & Development
    • Helvetic Trust AG - Senior Partner, Investment Manager
    • Hérens Quality Asset Management AG - Managing Partner
    • Hinder Asset Management AG – Head of Research
    • IBEX Finance AG – Chief Investment Officer
    • Industrial and Commercial Bank of China Limited, Beijing, Zurich Branch - Head of Treasury Department
    • Iridis AG - Managing Partner
    • Jud & Partner Strukturierte Produkte AG - Senior Portfolio Manager
    • Leo Trust Switzerland AG - Director
    • LGT Group - Head Products & Services Management
    • Luzerner Kantonalbank - Vice President, Chief Active Advisory
    • Migros Bank AG - Senior Economist
    • Moshe Jonas Asset Management Ltd. - Owner & Manager
    • NEUERBURG GROUP GmbH – Partner
    • Novum Asset Management AG – Partner / Head Portfolio Management
    • Obwaldner Kantonalbank - Head Client Engagement
    • Pramadex S.A. - Relationship Manager
    • Philippos Asset Management AG - Asset Manager
    • Point5 Family Office – President
    • PR1ME Aquila Partners AG - Managing Director
    • Principal Vermögensverwaltung AG - Chief Investment Officer
    • PWA Private Wealth Advisors AG - Partner & Head Asset Management
    • Remaco Asset Management – Chief Executive Officer
    • Rüegg Asset Management AG – Chief Executive Officer
    • Saba Asset Management AG - Senior Partner & Chief Investment Officer
    • Salmann Investment Management AG - Relationship Manager, member investment committee
    • Salus Partners SA - Director, ESG & Clean Technology Investments
    • Seilern-Aspang Family - Investment Specialist
    • Schwyzer Kantonalbank - Head of Asset Management
    • Sim Global Advantage AG – Chief Executive Officer
    • SLM Impact Finance - Executive Partner
    • SLM Impact Finance - Founding Partner
    • SP Hinduja Bank – Vice President
    • SPW Management Ltd. - Managing Director
    • St. Gotthard Fund Management - Chief Investment Officer
    • Styger & Partner AG – Member of the Executive Board & Partner
    • Styger & Partner AG - Owner
    • swisspartners AG - Head Portfolio Management
    • Swissquote Bank SA - Senior Relationship Manager
    • TerraEquitas – Chief Executive Officer
    • Thalmann & Verling Trust reg. - Managing Director
    • Thalmann & Verling Trust reg. – Analyst
    • Tramondo Investment Partners AG - Senior Investment Solutions Manager
    • Unita Finanz & Treuhand AG - Founder & Managing Director 
    • Veraison Capital AG - Senior Partner
    • VP Bank AG - Head of Group Manager Selection
    • WAAM Solutions SA – Chief Investment Officer
    • Wealth Solutions Partners SA - CEO, Managing Partner
    • Wealthguard Asset Management AG
    • Weber Hartmann Vrijhof & Partners - Executive Assistant
    • Weston Compagnie de Finance et d'Investissement SA - Managing Director
    • Zuger Kantonalbank - Senior Portfolio Manager
    • Zürcher Kantonalbank – Head Financial Institutions CH/FL




    We have senior professionals attending the event from a wide range of companies, which presents some fantastic networking opportunities. Get in touch if you'd like to see the full list.
Sample Itinerary
Sample Itinerary
  • So now you know about the event format, here’s a taster of what your itinerary might look like. You select the conference sessions you want to attend and the suppliers you want to meet. You create your own itinerary and make the best use of your time.



    Tuesday 5 November

    09.30 — Registration & Welcome Coffee
    11.00 — Opening Keynote
    12.00 — Lunch Meeting
    14.00 — Individual Conferences / One-to-One Meetings
    17.00 — Free Time
    19.00 — Networking Cocktail
    20.00 — Dinner Meeting

    Wednesday 6 November

    08.00 — Breakfast Meeting
    09.00 — Morning Keynote
    10.00 — Individual Conferences / One-to-One Meetings
    12.00 — Lunch Meeting
    14.00 — Individual Conferences / One-to-One Meetings
    17.00 — End of Forum, Farewell Drinks


Brochure
Brochure
  • To view the 2020 PIMS Forum Brochure please click here
Testimonials
Testimonials
  • "In my opinion it's the best format for connecting with high-quality suppliers and delegates, get new ideas and develop the own business perception."
    Carl-Luis Werner - Swissquote SA

    “Anytime again - there are not that many occasions where you could meet such a high number of people in a short period of time like at Richmond PIMS Forum.”
    Dejan Ristic - Clarus Capital Group AG
      
    “Meeting with interesting people in a fantastic environmenet. An important break from hectic everyday's work to re-think and discuss crucial issues with Senior Investment professionals.”
    David Sigg - Dara Capital


    "A forum that offers very interesting content and is professionally organized"
    Alexander Sinn - Gordiann Partners Familiy Office AG

General Enquiries:

UK
T: +44 20 8487 2200
F: +44 20 8487 2300
general@richmondevents.com

USA
T: +1 212 651 8700
F: +1 212 651 8701
general@richmondevents.com

Switzerland
T: +41 61 335 94 44
F: +41 61 544 74 44
general@richmondevents.com

Italy

T: +39 02 312009
F: +39 02 3313976
general@richmondevents.it