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*
14
QoQ 8%
* Including internal and external events organized by WMCH team
* Including Salon Zurich which was cancelled on short notice.
Total external events*
11
QoQ 0%
* Only including external events (for clients, prospects, intermediaries and art contacts) organized by WMCH team
* Including Salon Zurich which was cancelled on short notice.
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 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 external events*
11
QoQ 0%
* Only including external events (for clients, prospects, intermediaries and art contacts) organized by WMCH team
Total Cost
CHF 133'292
QoQ 13%
Cost per person (avg.)
354.50
QoQ 23%
E
X
T
.
Total events*
10
QoQ 43%
*External events, excluding art events.
Prospects attended
67
QoQ 158%
Total Cost
CHF 123'542
QoQ 21%
Cost per person (avg.)
CHF 444.4*
QoQ 6%
* based on the total attendance for these 10 events: 278 guests
A
R
T
Total Art events*
1
QoQ -75%
*Only art events.
Contacts attended
75
QoQ -55%
Total Cost
CHF 9'750.55
QoQ -41%
Cost per person (avg.)
CHF 99.5*
QoQ 0.7%
* based on the total attendance for this 1 event: 98 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 376 attended guests, check out some highlights:
Successful Family Office Roundtable of 2025 with external speakers
High interest in the latest Gonet Geneva, which counted with the attendance of Djokovic
Well-visited Vernissage of the 2025 curated exhibition, Systems & Codes
Great collaboration with Advance, PensExpert and HSLU for in-house panel on women and retirement
In Q2 2025, we organised and supported 11 external events, here is more information about 10 events we analysed:
Internal x external guests (attended)
Excluding art events
External: 212 guests (clients, intermediaries & prospects) Internal: 66 guests (client advisers & internals)
Total: 278 guests
External guests statistics
Excluding art events
Attended: 278 guests
Response pendng: 131 guests Declined/No Show/Late Cancellation/Tentative: 107 guests
Attendance rate per quarter in Q2 2025
Overall, in Q2 2025, clients had the highest attendance rate due to the high number of client entertainment events we hosted.
Note, Internal guests include guest speakers, hosts, and internal staff.
*Guests unknown refer to the event in Dubai with PWC.
Events type
Considering the 10 external events that we hosted in Q2 2025, we can see that we focused on client entertainment and Business related events.
Client conversion & NNA in Q2 2025
Overall, in Q2 2025, 2 prospects became a client in Q2 2025, amounting to a total of NNA CHF 844,724
Although CAs engage with these contacts through various touchpoints beyond our events, their attendance clearly supports client acquisition efforts.
Upcoming events
Q3 2025
01.07.2025 | Pink Golftour
17.07.2025 | Chats & Cheers (internal)
20.08.2025 |Private Markets Educational event
21.08.2025 | Summer barbecue with Intermediaries
28.08.2025 | Flower Power Bonanza (internal)
04.09.2025 | Golf-Break Breitenloo
04.09.2025 | VorsorgeDIALOG 2025
10.09.2025 | Blumberg event in Israel
14.09.2025 | The Epicure
17.09.2025 | Champagne & Art Ladies event
17.09.2025 | Wine Tasting in Mongolia
18.09.2025 | VorsorgeDIALOG Luncheon
18.09.2025 | Chats & Cheers (internal)
19.09.2025 | Kunsthalle Gala
24 - 26.09.2025 | WAM Offsite (internal)
25.09.2025 | Client Lunch with AdeR