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
18
QoQ +38%
Prospects attended
116
QoQ +47%
Total Cost
CHF 88,146.9
QoQ +17%
Cost per person (avg.)
CHF 248.3
QoQ -38%
The stats displayed above, only represent the results of 10 external events.
In this quarter, we didn't detect any prospects converting into clients.
Casino Royale
Events highlight
With 237 attended guests, check out some highlights:
Bringing magic to life during our Salon with Markus Gross in Zurich
Discussing global challenges and local solutions during our Salon with Paul Bulcke in Geneva
'Seeking the master move': Our first event organised for the Madrid office
Celebrating the opening of our new Dubai subsidiary with Alexandre de Rothschild
In Q4 2024, we organised and/or supported 17 external events, here is more information about 10 events we analysed:
Internal x external guests (attended)
External: 237 guests(clients, intermediaries & prospects) Internal: 118 guests(client advisers & internals)
External guests statistics
Attended: 237 guests Response pending: 464 guests Declined/No Show/Late Cancellation/Tentative: 349 guests
Attended guests by location
Showing the locations which sent out the most invitations to our events in Q4.
Of the 237 guests who attended, 8 were excluded from the analysis as no CA was listed next to guest names, making it unclear whether they were invited by a CA in Zurich or Geneva.
Zurich
Invitations sent vs. attendance
Zurich Attendance: 19% of guests attended out of 627 invitations sent in Q4.
Geneva
Invitations sent vs. attendance
Geneva Attendance: 26% of guests attended out of 414 invitations sent in Q4.
Attendance comparison by guest type Zurich & Geneva
Zurich
- Clients attended: 34; Prospects attended: 75; Intermediaries attended: 12
Geneva
- Clients attended: 62; Prospects attended: 37; Intermediaries attended: 9
Key insights:
- Geneva tends to invite more clients, while Zurich invites more prospects. The latter is however due to the Finissage Art event, as all guests of the curator are deemed to be prospects.
- In Zurich, also attendance data is influenced by Art events, which generate a high number of invitations.
- Overall Q4 Trends:Geneva had a higher attendance rate, with the majority of attendees being clients. Zurich had a lower attendance rate relative to invitations, with a greater number of prospects attending.
Attendance rate per quarter in 2024
Overall, in 2024, CAs are primarily focused on inviting prospects to events, with clients as a secondary priority. Intermediaries receive very little attention.
Events type
Q4 focused on business related events.
Internal Feedback
Surveys Sent
2 surveys
Feedback Sessions Organized
8 sessions
Upcoming events
Q1/2025
22.01.2025 | Investment Outlook in Zurich
31.01.2025 | ArtGenève - VIP art tour
06.02.2025 | WealthBriefing Awards
12.02.2025 | Geneva FO Team Heads Offsite
27.02.2025 | Vernissage hosted exhibition & art lecture on Alberto
Giacometti by Leila Mebert (Zurich)
04.03.2025 | Golf and Wine event (Hong Kong)
11.03.2025 | Wine tasting (Singapore)
27.03.2025 | Roundtable with BVG-Brokers (Zurich
TBC | Salons in Geneva and Zurich
TBC | Geneva Front Office Offsite