- Empowering wealth and asset management to streamline and accelerate production
- Elevating your investment reporting
- Eliminating silos to support client requirements whilst maintaining compliance and accuracy
Archives: Agenda
SESSION 3: Private Banking through the ‘Macro-scope’
Panel Discussion: Fighting against digital disruptors in Private Banking
- How have Neo banks and key disruptors challenged digitalization of traditional banks?
- Synergizing digital tactics, AI and data management to upscale value, back office productivity and client interaction
- Traditional vs Fintech – who’s best at offering alternative investments?
Private Banking & Wealth Management Switzerland 2024 Awards Ceremony
Drinks Reception
Close of Conference
SESSION 1: The Emergence of an Interconnected Private Banking Ecosystem
Chair: Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management
Chair Introduction
Afternoon Refreshment Break
Assembling your sustainable portfolio and products
- Creating targeted investment portfolios
- Adopting Future-orientated and client-centric focused tools to leverage decisions
- Improving your CRM performance with low environmental impact
Reyl & Cie