Swiss Wealth Forum

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Swiss Wealth Forum

The constantly evolving 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.

Over many decades Switzerland has been the ultimate Safe Haven, and today it is still attracting far-sighted finance industry professionals.

The Swiss Wealth Forum is a unique opportunity to learn more about the Swiss Safe Haven and the factors which make this jurisdiction so comfortable and suitable for risk-free investments and asset protection, as well the latest trends within the Swiss finance industry.

Keynote Speakers at the Forum, each an expert in the Swiss finance industry, will address the most demanding issues of the day and potential ways of further developing Switzerland as a Safe Haven. Other attractive jurisdictions, real estate investment opportunities, asset protection and new business possibilities also form a core part of the programme.


The main topics of 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 to Caribbean an efficient asset protection tool?

Who should attend Swiss Wealth Forum? 

  • Wealth Managers
  • Private bankers
  • Tax planners
  • Immigration lawyers and consultants
  • Rela Estate investment consultants


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, 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 world and business, in order to create art portfolios for the customers of his new firm, Art Trading & Finance.

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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 and `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 graduated in Business Administration at Università Commerciale ‘Luigi Bocconi’ in Milan and subsequently attained the Certified tax advisor diploma in Zurich.

Louis is active within PwC since 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 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.

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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 in 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, and he is a frequent speaker at international conferences.


Originally from Kiev (Ukraine), Yuriy Blazhevych obtained his Law Master’s degree from the Kyiv National Economic University and PhD in International Commercial Law. During his career he has successfully worked for organizations including international property group Colliers International and Salans (Dentons) law firm. As such Yuriy has gained extensive experience in tax matters, real estate, corporate and commercial law – providing full range of legal and consulting services to leading international property investors and developers. Yuriy’s work has also involved advising foreign investors on conducting operations in Ukraine and closing acquisitions of Ukrainian companies. In particular, Yuriy gained experience in real estate and land issues, due diligence investigation, anti-monopoly and securities regulation issues, as well as various other projects related to general tax, corporate and commercial matters.

Before joining MULTITRAVEL Consultants Inc. Yuriy was a senior associate with one of the biggest Russian law firms Cliff (Moscow) where he was responsible for development of the tax law practice in Cliff Kiev office, as well as establishment and promotion of Cliff office in Cyprus. WWW.COMOROS-CITIZENSHIP.COM

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How to attend the event?

The cost of Lugano Wealth Forum is CHF 430.

To purchase your ticket, please contact Marina Savicka at or +371 2787 8704
or use the online registration form at our website

September 06 2016


Date: September 6, 2016
Time: 1:30 pm - 7:00 pm
Cost: CHF 430
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Hotel Splendide Royal

Riva Antonio Caccia 8
Lugano, Lugano 6900 Switzerland

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  • 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; Aleksander Voronov, NTL Trust; Yuriy Blazevitch, Multitravel)
  • 17.30 – 19.00 – Cocktail reception