Archives: Agenda
Carriages
Keynote Panel Discussion: What is the Latest Best Practice for Wealth Preservation, Cross-Generational Wealth transfer and Succession Planning?
- Trusts licenses and foundations with clients
- The evolving role of Family Offices in Switzerland
- Neobanks vs Traditional Private Banks
- Strategic initiatives to plan and prepare for clients
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
Panel Discussion: The Multi-Generational Maze – How Swiss Banks are Wooing the New Wealth Creators
- Serving Next-Gen Clients: Beyond Digital and Personalization
- Creating a Client Service Framework: From Reactive to Proactive
- The Great Wealth Transfer: Navigating Intergenerational Dynamics
- Attracting New Clients: Beyond Traditional Referrals
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
Serving U.S. Clients in Switzerland: Expectations, Opportunities, and Best Practice
Next-Generation Intelligent Advice
How to Find the Perfect Balance Between Human-Driven vs AI-Led Client Interactions
Fireside chat: Adapting to Shifting Realities in Wealth Management
Networking Break and Refreshments
Closing Keynote Panel: How Are Swiss Private Banks Evolving Their Investment Strategies to Best Serve Future Investors?
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services