About the event
Following the success of our previous event "Trends and Perspectives in the Portfolio Manager industry – A 360° Market View", which engaged a wide audience, PwC is delighted to invite you to an exclusive session dedicated to succession planning.
The topic of succession planning considerations arises at some point in the lifetime of an entrepreneur and leads to the following questions:
What are the key steps and opportunities, and how can challenges related to succession planning be effectively addressed?
What is the value of my business and what are the prevailing pricing trends?
How may I choose the right partner to secure the continuity of my company’s future?
What are the critical considerations and negotiation challenges, along with the key success factors?
Please join us to explore these crucial questions, which we will address by examining practical cases and a roundtable with our panelists.
Agenda
| 17h15 | Welcome |
| 17h30 | Succession Planning Case Study
|
| 18h15 | Roundtable and Panel Discussion
|
| 18h45 | Apéro and Networking |
| 20h30 |
End of Event |
Date and Location
Tuesday, 3 June 2025, from 17.15 to 20.30
Hotel Lugano Dante
Piazza Cioccaro 5
6900 Lugano
Information
This event is mainly aimed at independent asset managers.
The primary language of the event will be English, with selected segments presented in Italian.
Please note that registrations will be processed on a first-come, first-served basis, subject to availability.
Registration
https://pages.pwc.ch/view-form?id=701Vl00000dR6HRIA0&embed=true&lang=en