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*

19

QoQ 36%

* Including internal and external events organized by WMCH team.

Total external events*

15

QoQ 36%

* Only including external events (for clients, prospects, intermediaries and art contacts) 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 they should be categorised as a "contact". Similarly, the data from the art events are not accurate and distort the overall results.

Total external events*

12

QoQ 36%

* Only including external Swiss Onshore events (for clients, prospects, intermediaries and art contacts) organized by WMCH team

Total Cost

CHF 106,007.1

QoQ -20%

Cost per person (avg.)

451.09

QoQ 27%

E

X

T

.

Total events*

11

QoQ 43%

*External Swiss Onshore events, excluding art events.

Prospects attended

54

QoQ -19%

Total Cost

CHF 83,928.8

QoQ -32%

Cost per person (avg.)

CHF 394*

QoQ 6%

* based on the total attendance for these 11 events: 191 guests

A

R

T

Total Art events*

1

QoQ 0%

*Only art events.

Contacts attended

46

QoQ -55%

Total Cost

CHF 4,005

QoQ -59%

Cost per person (avg.)

CHF 87.1*

QoQ -12%

* based on the total attendance for this 1 event: 77 guests

The statistics presented above reflect the results of 12 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 Q3 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 235 attended guests, check out some highlights:

Flower Power Bonanza party with kind ExC waiter service

First (wine tasting) event in Mongolia in partnership with Omtis and MSM Group

We offered our guests the chance to see the SailGP from up-close in Geneva

Introducing the results of the VorsorgeDIALOG for clients and prospects at our in-house event

In Q3 2025, we organised and supported 12 external events, here is more information about 11 events we analysed:

Internal x external guests (attended)

Excluding art events

External: 136 guests (clients, intermediaries & prospects) Internal: 55 guests (client advisers & internals)

Total: 191 guests

External guests statistics

Excluding art events

Attended: 138 guests

Response pendng: 110 guests Declined/No Show/Late Cancellation/Tentative: 102 guests

Attendance rate per quarter in Q3 2025

Overall, in Q3 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.

Events type

Considering the 12 external events that we hosted in Q3 2025, we can see that we focused on client entertainment and Sponsorships.

Upcoming events


Q4 2025

04 - 10.10.2025 | Festival Chopin

17.10.2025 | R&Co x WA4STEAM Madrid Event

22.10.2025 | StartAngels Network

23.10.2025 | Salon in Zurich with Hans Flatscher

29.10.2025 | Cooking class with Heiko Nieder

05.11.2025 | Private Markets Summit Geneva

06.11.2025 | Private Markets Summit Zurich

12.11.2025 | Cooking class with Heiko Nieder

13.11.2025 | National Future Day

13.11.2025 | Dubai event

18.11.2025 | Family Office Roundtable

19 - 20.11.2025 | ZH and GE Team Heads Front Office Offsite

25.11.2025 | Art Market Review and Finissage

26.11.2025 | Event with Walde Immobilien

27.11.2025 | Tiger 21 Succession Summit

29.11.2025 | Pink Ribbon Gala

03.12.2025 | Geneva Children's Christmas event

05.12.2025 | Crans Montana