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Global Investment Solutions Conference
Zurich | 18th November 2025

In a period of persistent inflation, technological disruption, and shifting global capital flows, investors face a complex and rapidly evolving market landscape. Our conference brings together a curated group of local asset allocators, CIOs, macro experts and investment strategists to share insights on how best to position portfolios amid these structural changes.

Designed for professionals in fund selection, portfolio construction and investment advisory, the conference, now in its 10th year, offers macro and strategy plenaries led by global and Swiss market experts, small-group roundtables focused on practical allocation themes and private networking with peers and leading managers in a confidential and collegial setting.

In a period of persistent inflation, technological disruption, and shifting global capital flows, investors face a complex and rapidly evolving market landscape. Our conference brings together a curated group of local asset allocators, CIOs, macro experts and investment strategists to share insights on how best to position portfolios amid these structural changes.

 

Designed for professionals in fund selection, portfolio construction and investment advisory, the conference, now in its 10th year, offers macro and strategy plenaries led by global and Swiss market experts, small-group roundtables focused on practical allocation themes and private networking with peers and leading managers in a confidential and collegial setting.

Plenary Speakers

CHARLES HENRY MONCHAU

CHARLES-HENRY MONCHAU
Chief Investment Officer
Banque Syz

COLLA RENSCH

COLLA RENSCH
Head of Alternatives, Funds &
Quant Research
Syz Group

ANJA HOCHBERG

Dr. ANJA HOCHBERG
Head Multi-Asset Solutions
ZKB




CHRISTOPH BONER

CHRISTOPH BONER
Chief Investment Allocation Officer
Vontobel




Philippe Weber

PHILIPP WEBER
Head Investment Consulting
Mercer




MUSSIE KIDANE

MUSSIE KIDANE
CIO
Pictet North America Advisors




RETO CUENI

RETO CUENI
Chief Economist
Banque Syz




STEFAN GERLACH

STEFAN GERLACH
Chief Economist
EFG Bank




TSETEN GYALZUR

TSETEN GYALZUR
Senior Investment Consultant
Complementa




NADJA BLEULER

NADJA BLEULER
Chief Economist, Partner
Marcuard Family Office




Dr. ANASTASIA NESVETAILOVA

Dr. ANASTASIA NESVETAILOVA
Head, Macroeconomic &
Development Policies Branch
UNCTAD




Charlie Carre

CHARLIE CARRÉ
Senior Economist
CBH Bank




JAIME ARÉVALO-Headshot

JAIME ARÉVALO
Senior Portfolio Manager
Investec




Belal Khan

BELAL KHAN
Consultant
KS Advisory




Roundtable Presenters

FRANCIS ELLISON

FRANCIS ELLISON
Client Portfolio Manager
Columbia Threadneedle Investments

THOMAS MEINKE

THOMAS MEINKE
Investment Director and VP
Dimensional Fund Advisors

FILIPPO GUERZONI

FILIPPO GUERZONI
High Yield Portfolio Manager
Eurizon Capital

CLAUS F NIELSEN

CLAUS F. NIELSEN
Head of Diversified Equity/Multi Asset
Nordea

Tom Jeffcoate

TOM JEFFCOATE
Head of Equity Funds
Stonehage Fleming

CHRISTIAN SUTER

CHRISTIAN SUTER
Portfolio Manager, Swiss Equities
UBS

Event Sponsors

Mandarin Oriental Savoy, Zurich

18th November 2025

08:15 – 14:00

Register for Event

There is no cost to attend, and places are reserved exclusively for professionals involved in, supporting, or influencing fund selection and/or allocation decisions within their firms.

ANNELISE PEERS

Annelise Peers

Chief Investment Officer
Investec Bank

DAN SCOTT

Dan Scott

Head of Multi Asset
Vontobel

MUSSIE KIDANE

Mussie Kidane

Chief Investment Officer
Pictet North America Advisors

MAXIMILIAN KUNKEL

Maximilian Kunkel

Chief Investment Officer
Family & Institutional Wealth
UBS

TSETEN GYALZUR

Tseten Gyalzur

Senior Investment Consultant
Complementa

PHILIPP WEBER

Philipp Weber

Head Investment Consulting
Mercer Switzerland

OMAR GADSBY

Omar Gadsby

Head of Fixed Income
Fund Selection
Banque Lombard Odier & Cie SA

COLLA RENSCH

Colla Rensch

Head of Alternatives
Fund & Quant Research
Banque Syz

ADRIEN PICHOUD

Adrien Pichoud

Chief Economist
Banque Syz

KARSTEN JUNIUS

Karsten Junius

Chief Economist
Bank J. Safra Sarasin

COLLA RENSCH

Colla Rensch

Head of Alternatives
Fund & Quant Research
Banque Syz

RETO CUENI

Reto Cueni

Chief Economist
Vontobel

GIANLUIGI MANDRUZZATO

Gianluigi Mandruzzato

Senior Economist
EFG Asset Management

Nataliya Shybanova

Gianluigi Mandruzzato

Board Member
Green Wealth Partners

PHILIPP BÄRTSCHI

Philipp Bärtschi

CIO
Bank J. Safra Sarasin

NORMAN VILLAMIN

Norman Villamin

Group Chief Strategist
Union Bancaire Privée

DR. ANJA HOCHBERG

Dr. Anja Hochberg

Head of Multi Asset Solutions
ZKB

DIMITRI SENIK

Dimitri Senik

Leader Investor Trust Services
PwC Switzerland

PASCAL SCHULER

Pascal Schuler

Head Fund Solutions & Direct Investments
Credit Suisse

PHILIPPE LUETHY

Philippe Luethy

Head of Investment Switzerland
AON

DR. FELIX BRILL

Dr. Felix Brill

CIO
VP Bank

DR. CHRISTOPH KÜNZLE

Dr. Christoph Künzle, CFA

ZHAW & Director
Deloitte

LIANA LOGIURATO

Liana Logiurato

Board Member
Intesa Sanpaolo

ANDRÉ BANTLI

André Bantli

Head Investments
Distribution & Client Management
Vontobel Wealth Management

MAXIME SABIAUX

Maxime Sabiaux

Deputy CEO & COO
Société Générale Pvt Bank

ADRIAN KÜNZI

Adrian Künzi

CEO of Union Bancaire Privée Zurich
& Head of Wealth Management
European Markets

Past Sponsors

Event Highlights

Event Location

Disclaimer: Professional Investors Only

 

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FRANCIS ELLISON

FRANCIS ELLISON
Client Portfolio Manager
Columbia Threadneedle Investments

Francis Ellison is a client portfolio manager in the European equities team. He joined in 2007 and provides information on capabilities and investment views to clients, consultants and other intermediaries. Francis was a portfolio manager, first at MIM Britannia and then at Kleinwort Benson Investment Management.

 

In 1992 he became Managing Director of Bank of Ireland Asset Management (UK). Francis was head of institutional sales and client servicing at Jupiter Asset Management from 2000 to 2005, then moved to SEI as Head of UK institutional sales. Francis holds a BA (Hons) in Law from Durham University and speaks German, French and Italian.

THOMAS MEINKE

THOMAS MEINKE
Investment Director & VP
Dimensional

Thomas Meinke is an Investment Director and Vice President for Dimensional’s Munich office. He works closely with investors across Europe to understand how Dimensional’s investment solutions can offer clients a better investment experience. At the same time, he is a point of contact for current investment topics and for the detailed explanation of Dimensional’s investment strategies. Thomas previously spent three and a half years as a Portfolio Manager in Dimensional’s London office, where he was primarily responsible for the implementation of emerging market and small cap strategies. Before joining Dimensional, Thomas was an investment manager at Allianz, where he helped manage the investments of the German nonlife insurer.


Thomas holds an MBA from the University of Oxford and studied management and technology at the Technical University of Munich. He also completed an apprenticeship as an information technology systems engineer at Deutsche Telekom. He has been a CFA® charterholder since 2014.

FILIPPO GUERZONI

FILIPPO GUERZONI
High Yield Portfolio Manager
Eurizon Capital

Filippo is a Portfolio Manager within the Credit Strategies team, bringing over ten years of experience in the financial industry. His career began at banking institutions such as BPER Banca and BNP Paribas. Before specializing in the management of Eurizon’s High Yield funds, he gained experience as an analyst in the Macro Research Strategy team and as an analyst and manager within the Investment Grade segment. He holds a Bachelor’s degree in Business Administration with a specialization in Banking and Finance from the University of Modena and Reggio Emilia, and later earned a Master of Science in Finance from Luiss University in Rome.

CLAUS F NIELSEN

CLAUS F. NIELSEN
Head of Diversified Equity/Multi Asset
Nordea

Claus F. Nielsen is the Head of Diversified Equity in Nordea Asset Management. He attended the University of Aarhus where he gained an MSc in mathematics & economics. Claus started his career in 1987 as an analyst at Livsforsikring. Between 1991 and 1998 he worked for Baltica, Danica and Danske Capital as a portfolio manager and in 1998 he joined Tryg-Baltica in the same position. Claus joined Nordea in 1999 as a portfolio manager and since 2004 he has been head of the diversified equity team. Claus has been managing funds for over 22 years.

Tom Jeffcoate

TOM JEFFCOATE
Head of Equity Funds
Stonehage Fleming

Tom is a Partner at Stonehage Fleming. He joined the company in 2009 to start the global equity strategy with Gerrit Smit, the Global Best Ideas Lead Fund Manager and Head of Global Equity Management. In addition to his role as Head of Equity Funds, Tom leads equity research for the Global Best Ideas Equity Fund and overseas the equity investment team in Switzerland. Tom is a CFA charterholder, a chartered member of the Chartered Institute for Securities and Investment and holds a CFA Certificate in Sustainable Investing.

CHRISTIAN SUTER

CHRISTIAN SUTER
Portfolio Manager, Swiss Equities
UBS Asset Management

Christian Suter is a portfolio manager for Swiss Equities within the Swiss Equity team based in Zurich. He is responsible for the portfolio construction of the Swiss All Cap and as deputy for the Swiss High Dividend / Income strategies.


Additionally, he is responsible for the primary analysis of Swiss companies within the consumer, telecom, biotech and industrial sectors.
Christian started in the Swiss Equities team at UBS Asset Management 2010 and since the beginning he actively contributed as an analyst and in portfolio construction to the performance of the strategies. In addition Christian used to be responsible to represent our Biotech and Healthcare strategies to clients, prospects and consultants until 2018.