Archives: Agenda

• Enhance personalised advice with AI
  Use AI to craft financial plans aligned with client goals, improving engagement and outcomes.
• Achieve consistency in suitability and risk profiling
  Integrate cashflow planning and investment suitability for seamless, duty-compliant advice.
• Optimize advisory efficiency with technology/AI
  Automate routine tasks and focus on high-value interactions to boost client engagement.

• Trump 2.0
• Global Geopolitics in response
• Geopolitics supply shock to increase?

• Empowering our customers to achieve success with connectivity, tailored solutions and dedicated support.
• Helping to provide: Multi- currency Bank Accounts, Operational Bank Accounts, Domestic and International Payments

Senior representative, iFAST

• Analysis of top business priorities, where acquiring new customers, retaining existing ones, and providing cost-efficient scalable services lead industry objectives
• Key findings on data management challenges
• Strategic focus on all-in-one advisor desktop platforms
• Latest insights on AI adoption trends

• Discussing bearish outlooks on US vs Swiss treasuries and tactical preference for Swiss bonds, gold, pension funds and tax
• The rise and fall of crypto and digital assets
• Examining the rise in sustainability-related investments in Switzerland
• Evaluating the role of alternative data in assessing the latest investment approaches against a backdrop of volatility and uncertainty
• Reinforcing significance of long-term value creation in investment strategies

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services