The Swiss Finance Institute is hosting its International Wealth Management Retreat event – with a particular emphasis on China - in the exclusive mountain resort of St Moritz in the Alpine state between September 1-4 this year. (Editor's note: Readers of FWR who either work for, or with, Swiss banks and who are interested in developments in that country might be interested in the event, which is why we are flagging it up.)

The SFI, a private foundation of Switzerland’s banking and finance community in cooperation with Swiss universities, brings in top-rated academics and practitioners. Speakers such as the leading economist Professor Philippe Bacchetta from the University of Lausanne or the chief executive of the Swiss-American Chamber of Commerce, Martin Naville.

To view more about the SFI, click here. For details about the retreat, click here.

The event focuses on business and relationship challenges specific to wealth management for the wealthiest clients around the world. As described by the organization, the SFI’s retreat “functions as a platform for senior executives who want to better understand how to shape their businesses and to test their views against research findings and the experience of their peers”.

"The current environment for banking remains challenging, requiring new answers to an increasing number of questions, and a search for innovation. That is why this year’s retreat looks at where to find solutions 'beyond wealth management'.”

The four-day event will cover three topics:

- How to best engineer wealth management in an environment of change?

- How to address the wealth dislocation from the West to the East?

- How to engage with the wealthiest clients at the highest level of banks?