Forum on Investment and Asset Protection in Switzerland September 6th

The Wealth Forums is proud to present the Swiss Wealth Forum, Saturday, September 6th, in Lugano, Switzerland. Workshops will run from 1:30pm-7pm.

​The constantly evolving global business environment forces entrepreneurs, investors and finance professionals to be especially careful in looking for new and better solutions to develop and protect their own businesses and the interests of their global clientele. Switzerland has long been known to the finance industry as the ultimate location for risk-free investments and asset protection.

The Swiss Wealth Forum will feature renowned experts in the Swiss finance industry who will provide up-to-date information on wealth and asset protection, smart investment and investment citizenship. The workshop series is designed for wealthy and super-wealthy individuals, wealth managers, private managers, tax planners, immigration lawyers/consultants and real estate investment consultants.

The cost is 430 CHF (Swiss Francs), the equivalent of approximately $450 USD. The forum is intended to be a small time and money investment that will bring much larger returns in both profits and savings for attendees and their clients. For consultants, this means higher competence and higher fees.

To purchase your ticket, please contact Marina Savicka at or call +371 2787 8704. You can also use the online registration form at their website,, in the Upcoming Forums section.

The forum’s topics, speakers and schedule are below.

What is the Wealth Forums?

The Wealth Forums is a series of worldwide conferences addressing the needs of professionals serving the needs of high net worth and ultra-high net worth individuals. The events are organized by Ian and Martina Brodie and Richard Moir (CEO) and are based in major cities around the world including London, Monaco and Lugano.

The events address a range of essential topics for the serious HNW professional, with notable speakers and round-tables on subjects including banking privacy, personal and on-line security, the ever-changing landscape of fiscal challenges and addressing the needs of the newly wealthy. They also address the patterns of HNW big-ticket expenditure, including real estate, yachts, cars, art and jewellery, with a focus on luxury travel and services and professional wealth services and family offices. Their website is

The main topics of the Swiss Wealth Forum

·       Swiss Safe Haven: why invest in Switzerland?

·       Arts investment in 2016

·       What next? Developing a new and necessary opportunity for the wealth management business in Ticino.

·       Brexit consequences for European wealth

·       Real estate investments as the way to obtain freedom, security and worldwide tax benefits

·       European citizenship and residency programmes: an opportunity for wealthy non-Europeans

·       Is investment immigration in the Caribbean an efficient asset protection tool?

Forum Speakers

Michel Santi

Michel Santi is a French-Swiss economist, financier, writer, advisor to central banks and sovereign funds.

Michel Santi was for several years a Professor of Finance in Geneva, a member of the World Economic Forum and the IFRI and a qualified member of the NGO “Finance Watch”.

After 30 years of experience in major financial institutions, he decided to move into the art and business worlds in order to create art portfolios for the customers of his new firm, Art Trading & Finance.

Christopher L. Cruden

Christopher L. Cruden is the founder and sole shareholder of Insch Capital Management.

His investment career began in 1979 as a gold analyst in South Africa. He subsequently worked for Dean Witter Reynolds in New York, AHL in London and Tamiso & Co LLC in New York. He established Insch in Lugano, Switzerland in 2004.

Since founding Insch, he has built a dedicated team of researchers and analysts that have developed a number of highly successful quantitative investment methodologies in FX and related markets.

Mr. Cruden is featured in the highly regarded books `Trend Following` (Covel, 2004), `Investing with Hedge Fund Giants` (Chandler, 1998) and a number of other publications. In all, Mr. Cruden has been actively and continually involved in the Alternative Investment Industry for over thirty-five years.

Louis Macchi

Louis Macchi graduated in Business Administration at Università Commerciale ‘Luigi Bocconi’ in Milan and subsequently attained the Certified Tax Advisor diploma in Zurich.

Louis has been active within PwC for almost 10 years and gained an extensive experience in tax consulting to individuals and legal entities, with a particular focus on domestic and international tax planning, as well as in M&A transactions. In 2015 he has been nominated Leader of Tax and Legal Services of PwC Lugano, and in 2016 he became a Partner of PwC Switzerland.

Aleksandr Voronov

Aleksandr Voronov is the Development Director of NTL Trust Limited in CIS and Eastern Europe. Alexander specializes in Programmes of Economic Citizenship and Real Estate Investment in the Caribbean. Alexander regularly visits the Caribbean, staying up to date on the latest aspects of the Citizenship Programmes, new possibilities of remote acquisition of Economic Citizenship, investment into Caribbean real estate, or donations to the local Governments.

Dr. Peter Krummenacher

Dr. Peter Krummenacher is Partner of Henley & Partners Switzerland AG. Peter is an expert in Swiss immigration and tax law in particular, as well as in international residence and citizenship planning in general. He holds a Master of Law degree from the University of Zurich and a Doctorate of Law from the University of Lucerne. Furthermore, he is an author of books and other publications on Swiss business law, Swiss lump-sum taxation and related topics. He is a frequent speaker at international conferences.

Swiss Wealth Forum Schedule

13.30 - 14.00 Registration

14.00 - 14.30 Swiss Safe Haven: why invest in Switzerland?

14.30 - 15.00 Arts investment in 2016

15.00 - 15.30 What next? Developing a new and necessary opportunity for the wealth management business in Ticino

15.30 - 15.45 PwC

15.45 – 16.30 Trends in European Citizenship and Residence programs

16.30 – 17.00 Caribbean economic citizenship and real estate investments

17.00 - 17.30 Panel Discussion: Citizenship and Residency Strategies (Dr. Peter Krummenacher, Henley & Partners Switzerland AG; Aleksandr Voronov, NTL Trust; Yuriy Blazevitch, Multitravel)

17.30 – 19.00 – Cocktail reception

Source: The Wealth Forums

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