Events

Events play an important role in retaining and converting clients. They are one of the best ways to showcase our brand and differentiate us from the competition.

Events organised


Total events*

13

QoQ -28%

* including internal and external events organized by WMCH team

Total external events

11

QoQ +10%

* including only external events organized by WMCH team

Going forward, we will separate the art events from our overall events analysis. Based on the internal audit, it is clear we can't continue referring to participants as "prospects" because actually, they should be categorised as a "contact". Similarly, the data from the art events are not accurate and distort the overall results.

Stats on our events organised


Total events

11

QoQ +10%

* including external events organized by WMCH team

Total Cost

CHF 118'420

QoQ +27%

Cost per person (avg.)

CHF 287.4

QoQ -33%

E

X

T

.

Total events*

7

*External events, excluding art events.

Prospects attended

26

Total Cost

CHF 101,926

Cost per person (avg.)

CHF 416*

* based on the total attendance for these 7 events: 245 guests

A

R

T

Total Art events*

4

*Only art events.

Contacts attended

167

Total Cost

CHF 16,493.7

Cost per person (avg.)

CHF 98.8*

* based on the total attendance for these 4 events: 167 guests

The statistics presented above reflect the results of 11 external events for which we managed both the guest lists and associated costs. Please note, these figures are based on the available cost data as of the end of Q1 2025. Some of these costs are subject to change, so they should be considered as an approximate.

In this quarter, we didn't detect any prospects converting into clients.

Events highlight


With 412 attended guests, check out some highlights:

Exciting panel on financial trends for 2025 at our Investment Outlook in January

Discussing luxury watchmaking during our Salon with François-Henri Behnnamias in Geneva

Sold out Vernissage event for the latest hosted exhibition, Bellevue, in Zurich

First ever Roundtable event for BVG brokers at our office with external speakers

In Q1 2025, we organised and supported 11 external events, here is more information about 7 events we analysed:

Internal x external guests (attended)

Excluding art events

External: 132 guests(clients, intermediaries & prospects) Internal: 69 guests(client advisers & internals)

Total: 245 guests

External guests statistics

Excluding art events

Attended: 245guests

Response pendng: 140 guests Declined/No Show/Late Cancellation/Tentative: 117 guests

Attendance rate per quarter in 2024

Overall, in Q1 2025, clients had the highest attendance rate due to the high number of client entertainment events we hosted.

Note, Internal guests includes, guest speakers, hosts, and internal staff.

Events type

Considering the 11 external events that we hosted in Q1 2025, we can see that we focused on client entertainment and art events.

Upcoming events


Q2/2025

08.04.2025 | Family Office Roundtable

10.04.2025 | Chats & Cheers

15.04.2025 | Dubai event

07.05.2025 | Salon by Rothschild & Co in Zurich (Jochen Zeitz)

17 - 24.05.2025 | Gonet Geneva

19 - 22.05.2025 | Wealth Transition Educational Program

21.05.2025 | Pink Golftour Holzhäusern

28.05 - 07.06.2025 | Roland Garros

12.06.2025 | Vernissage new curated art exhibition

18.06.2025 | Pink Golftour Niederbüren

24.06.2025 | Advance Panel