Events
Events play a key 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 +63%
Prospects attended
79
QoQ -80%
*We didn't manage the guest list for several events in this quarter
Total Cost
CHF 75,143.32
QoQ -40%
*4 events total costs were n/a
Cost per person (avg.)
CHF 398.16
QoQ +34%
Total client acquisition
3*
in Q3 of 2024
Total AuM of the 3 new clients
CHF 2.6 mil
*New clients acquired by the following CAs: Andreas Feller (ZH), Adrian Bosshard (ZH), Martin Noseda (ZH)
*3 out of the new clients attended our events in 2024.
For ticketing events, the data available is not exact.
Ticketing events supported
Festival Chopin Festival
85 tickets
Joshua Bell Concert
Zurich: 19 tickets
Basel: 16 tickets
Geneva: 7 tickets
*Only counting clients, prospects, and intermediaries
In Q3 2024, we organised 13 external events, here is more about them:
Internal x external guests (attended)
External: 158 guests(clients, intermediaries & prospects) Internal: 37 guests(client advisers & internals)
External guests statistics
Attended: 158 guests Response pending: 107 guests Declined/No Show/Late Cancellation/Tentative: 114 guests
With 195 attended guests, check out some highlights:
Family Office event in Prague, featuring Arielle de Rothschild with local partner
Event based on the VorsorgeDIALOG study results with our clients and prospects
Ticketing of Joshua Bell's concerts in Zurich, Basel and Geneva
Attended guests by CA
Showing the Client advisors who sent out the most invitations to our events in Q3.
Zurich
Geneva
The letters on top of the bar charts represent the total invitations sent by the Client Advisors in Q3.
Attendance rate per quarter (2024)
Q3 2023: 119 attended guests | 5 events
Q3 2024: 195 attended guests | 13 events
Events type
Internal Feedback
Surveys Sent
3 surveys
Feedback Sessions Organized
5 sessions
Upcoming events
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
2025
06.02.2025 | WealthBriefing Awards
27.02.2025 | Vernissage hosted exhibition
TBC | Salons in Geneva and Zurich
TBC | Geneva Front Office Offsite
And many more to come!