To attract the most discerning guests
Challenge
HSBC Private Bank needed a way to engage and inspire ultra high-net-worth individuals across generations. The goal was to build trust and deepen relationships with both existing and prospective clients — while cementing HSBC Private Bank’s reputation in Switzerland, the home of private banking. But how do you entertain people who have access to every luxury imaginable?
Solution
Origination designed and delivered the HSBC Private Bank Family Forum – an annual three-day event in the alpine resort of Gstaad. Each year featured world-class speakers, thought-provoking panels, and curated networking, with the finest Swiss hospitality. Activities ranged from private mountain excursions to a bespoke Cirque du Soleil performance at the gala dinner.
Results
The Family Forum became HSBC Private Bank’s flagship platform for connecting with UHNWIs. It ran for over ten consecutive and consistently-oversubscribed years. It won industry recognition for innovation and execution. Commercially, it delivered tangible new business. Strategically, it enabled deeper succession planning and investment conversations. Reinforcing HSBC Private Bank’s position at the top of the wealth management world.
“The Family Forum wasn’t just a great event — it became a strategic platform. Clients came to network, to share knowledge, to learn, and to experience something truly unique. That combination made it a must-attend in the private banking calendar.
Year after year, it brought our clients closer to us, deepened trust, and unlocked meaningful commercial conversations. Origination understand how to design experiences that deliver real business outcomes. It set a new standard for us — and for the industry.”Head of Family Office, HSBC Private Bank