Events

Event details

LATAM Wealth Management Forum

Date 
5 October 2021
Time
2:30 pm - 4:30 pm
Zurich

 LATAM Wealth Management Forum

Tuesday 5 October, 14:30 Zurich time

Park Hyatt, Zürich


We are delighted to bring you an expert panel to discuss the latest trends in investment, structuring, tax and wealth planning for HNW clients in Brazil, Mexico, Peru & other key private wealth markets of the region.  The panel will be held at the Park Hyatt, Zürich.

The session will be moderated by:

Geralda Kral - Managing Partner, UMA Swiss AG, Zurich.  Geralda has 19+ years of global experience working with high-net-worth families, assisting with succession planning, asset protection, and corporate structuring. 

Geralda has extensive experience and knowledge in working with global families and entrepreneurs from Latin America and other emerging markets, and she has an in-depth understanding of wealth management and fiduciary requirements for the region. Her background, combined with many years of industry and market experience, makes for the perfect combination to ensure clients the expert and quality support and service they deserve.

Geralda will be joined by:

Robert Reymond - Partner, Private Client, Charles Russell Speechlys LLP, London.  Robert advises financial institutions and high-net-worth families on international wealth structuring, with a focus on tax, information exchange and estate planning and the international regulatory environment, particularly for families in Latin America, Canada and Europe. He also advises on political risk mitigation strategies for international and in-country assets, on mergers and acquisitions in the trust and corporate service provider industries, and on Canadian transnational trust companies.

Robert speaks regularly on international taxation and information exchange, particularly from a Latin American and Canadian perspective. He is a member of the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation.

Alejandro Gil Rivero - Co-founder and Managing Partner, Sophós Advisors, Miami.  Alejandro is Co-founder and Managing Partner at Sophós Advisors, a risk management platform founded in 2016 specialized in providing Insurance products and tailored programs to cover private placement life,, as well as captive insurance and alternative risk transfer mechanisms. Before establishing Sophós, he was Managing Director for the Americas Region at Willis Global Wealth Solutions where he led a team of professionals advising high net worth individuals in the Americas on life insurance-based wealth structuring and estate planning solutions. He is a professional trust & estate practitioner with over 20 years of client-relationship management and advisory experience in the financial services industry.

Alejandro graduated in 1995 from the Tecnologico de Monterrey in Mexico, with a BA in International Business and obtained a Finance Degree from the HES Amsterdam School of Business in the same year. He has worked extensively advising international insurance companies, private banks and clients on regulatory and tax matters related to the use of international life insurance products as a wealth planning tool.

Stefano Demarco - Senior Relationship Manager, Latin America, Vontobel, Zürich.  Stefano has been a Relationship Manager for Latin America (Chile, Argentina, Bolivia, Mexico, Peru) at Vontobel Zurich since 2016.  He has 20 years’ experience in Wealth Management of which 13 have been in Latin America.

Stefano is a Certified Wealth Management Advisor and previously worked as an Investment Specialist at UBS AG, Latin America (HNWI).  He is fluent in several languages - German, French (both mother tongues), Italian, English and Spanish and holds a degree from The University of Applied Sciences, Zurich, Economics and Administration.

Jorge Carstensen - Co-Founder and Managing Partner, Sophós Advisors, Miami, a Risk Management consultancy.  In nearly twenty years advising clients globally, Jorge has developed an extensive experience identifying risks, and implementing the strategies to tackle those risks. His expertise with private clients is in designing bespoke solutions that work towards the clients’ long-term strategy of protecting, growing and transferring wealth.  These solutions encompass insurance, trust and estate planning, portfolio management, asset allocation, family governance and succession strategies.  Jorge’s expertise on the corporate side is advising companies on how to set up and manage alternative risk management and risk transfer solutions, such as captives and private reinsurance companies for enterprises.

Jorge has worked as Private Banker at Scotia Wealth Management, Itaú Private Bank, and the Royal Bank of Canada, being responsible for growing and managing relationships for High and Ultra High-Net-Worth individuals and large companies.  He also worked as Head of Wealth Management at Helvetica 1890, a Miami and Geneva-based Multi-Family Office.

For the past 21 years, Jorge has acted as senior advisor at a single-family office that manages a portfolio of commercial real estate properties.  He has lived and worked in several countries, including Mexico, Canada, the US, France, and the Bahamas.  Jorge is the President of the Interamerican Chapter of the US-Mexico Chamber of Commerce.

Daniel Vegue Dominguez - Founder Estating & Parnert at Block Asset Management, Zürich. Daniel has over 20 years experience across Private Banking, Wealth Management and intermediary relationships. (B2B). Has worked as Head of EAM for Julius Baer, Credit Suisse and Head for Lloyds Bank TSB for LatAm in Zürich, Panama, Montevideo, Bahamas, Miami and Buenos Aires.

Daniel has developed an extensive network within the Latin American Financial players and service providers in the banking industry. He has been advising family offices and financial institutions about the challenges, regulation, technology and industry trends.

Moreover, Daniel has developed a passion for the transformation of the financial industry, Fintech and Digital trends. He has participated in several digital initiatives from STOs, digital exchanges, NEO Banks and the digitalisation of Real Estate.

Jennifer Mayo - Partner, Anaford Attorneys, Zürich.  Jennifer is a co-founder of Anaford Attorneys. She specializes in international taxation for wealth-owning families, family offices and corporations, focusing her practice on wealth restructuring transactions, most of them with connections to Spain.  She also has significant experience in cross-border succession planning combining both civil and common law jurisdictions.

She participates as a speaker at conferences related to wealth owning families on matters such as international succession, tax residence and wealth reorganizations and has been recognized with the award of Best Lawyers 2020 and 2021 in the field of tax.


New Covid policies and procedures:

Each guest will be asked to produce a Swiss COVID certificate as proof of a double vaccination (all EMA approved vaccines), recovery or as proof of a negative test result (either a negative PCR test within the last 72 hours or rapid antigen test taken within the previous 48 hours).  Please note that only the certificates of countries using the EU digital COVID certificate are compatible with the Swiss system - if you are coming from outside of the EU you will need to download the SwissCovid app which is available here.   

In addition:

Hand sanitiser will be available, which guests will be encouraged to use on arrival and throughout the event. All event spaces are sprayed with an electrostatic machine ahead of guest arrival and subject to enhanced disinfection cleaning.

Handshakes will be discouraged at the event and contact details will be made available virtually, avoiding the need to exchange business cards.


If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the panel will be closed via website).

If you would like to attend the networking dinner following the panel please find booking details here.



Prices
Panel Registration
Free
Major credit cards accepted
credit cards accepted

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