Events
Events play a key role in retaining and converting clients. They are one of the best ways to showcase our brand and what makes us different.
Events organised
Total events organised
8
QoQ -14%
Prospects attended
360
QoQ +143%
Total Cost
CHF 124,462
QoQ -18%
Cost per person (avg.)
CHF 307.5
QoQ -13%
Total client acquisition
4*
Between Q1-Q2 of 2024
Total AuM of the 4 new clients
CHF 1.1 mil
*New clients acquired by the following CAs: Andreas Feller (ZH), Jürg Kramis (ZH), Philippe Neher (ZH), Martin Noseda (ZH)
*2 out of the new clients attende our events in 2023 and 2024.
The events in black are not taken into consideration for the numbers above. For ticketing events, the data available is not exact.
Ticketing events supported
PSG/Dortmund match
2 tickets
EURO 2024
3 tickets
AC/DC concert
2 tickets
Roland Garros
4 tickets
Paris Olympics
14 tickets
Montreux Jazz Festival
2 tickets
In Q2 2024, we organised eight external events, here is more about them:
Internal x external guests (attended)
External: 310 guests(clients, intermediaries & prospects) Internal: 103 guests(client advisers & internals)
External guests statistics
Attended: 310 guests Response pending: 537 guests Declined/No Show/Late Cancellation/Tentative: 541 guests
With 310 attended guests, check out some highlights:
Salon by Rothschild & Co in Zurich with Thomas Zurbuchen, former Director at NASA
Vernissage and Open House of Identities, the third edition of our Art Exhibition series.
Summer edition of our Geneva Market Outlook, presenting our view on investments to clients and prospects
Attended guests by CA
The letter icon represents the total invitations sent per CA in Q2.
Attendance rate per quarter (2024)
Q2 2023: 467 attended guests | 9 events
Q2 2024: 413 attended guests | 8 events
Events type
The EHL Conference is not contemplated on this graph; target audience was not clients or prospects.
Internal Feedback
Surveys Sent
6 surveys
Feedback Sessions Organized
3 sessions
Upcoming events
Q3
03.07.2024 | Investor lunch with Accelleron
09.07.2024 | Champagne & Art Lawyer event
18.07.2024 | Wealth Preservation Summit in Prague
05.09.2024 | Golf Break
10.09.2024 | VorsorgeDIALOG Konferenz
19.09.2024 | VorsorgeDIALOG Luncheon
20.09.2024 | Kunsthalle Gala
26.09.2024 | Wine Experience in Hong Kong
Q4
03.10.2024 | Salon by Rothschild & Co in Zurich
3 - 10.10.2024 | Festival Chopin
10.10.2024 | Salon by Rothschild & Co in Geneva
15.10.2024 | Event in Madrid with Lord Sedwill
24.10.2024 | Investor lunch with SKAN
5.11.2024 | Schulthess Forum Kunst im Recht
7.11.2024 | Investment Outlook in Zurich
12.11.2024 | Family Office Roundtable
14.11.2024 | National Future Day (ZH and GVA)
28.11.2024 | Finissage and Art Market 2024
30.11.2024 | Pink Ribbon Christmas Gala
3.12.2024 | Geneva Market Outlook
19.12.2024 | Staff Christmas Party