9th Annual Private Banking & Wealth Management DACH Conference & Awards 2024

Uncovering The Future Outlook of Private Banking & Wealth Management

12

December

  • Zurich Marriott Hotel
  • Ticketed
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  • 2023 Agenda
  • 2023 Speakers
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Why attend?

What to Expect for 2024?

• Discover and discuss the practical applications and trends within the Private Banking Industry
• Prepare, plan, and predict the problems the industry face and find ways to look to the future
• Be a part of the discussion on the future of Swiss Private Banking
• Meet and network with peers in the industry

200+

Attendees

15+

Exhibitors

20+

Speakers

70+

Attendees at Director+ level

200+

Attendees

15+

Exhibitors

20+

Speakers

70+

Attendees at Director+ level

PRIVATE BANKING & WEALTH MANAGEMENT CONFERENCE & AWARDS SWITZERLAND 2023

2023 Agenda

  • 12 Dec 2024
Expand All

Streams

Stream one

Digital Transformation and Innovation

Stream two

Client-centric growth

8 AM

Registration

8:50 AM

Welcome address and chair’s opening remarks

Speakers

Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

SESSION ONE | The Future Outlook of Private Banking

Chair: Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

9 AM

Conquering the Crossroads of Swiss Private Banking

    • Development of the Swiss Private Banking market in the global context, consolidation and new entrants (Fintech companies).
    • Highlight trends impacting Swiss private banks; regulatory trends, tech innovation and artificial intelligence, next generation, ESG requirements.
    • Strategies to prepare for upcoming developments.

Speakers

Stefan Kirsch
Head of International Private Banking, Managing Director, Bergos Bank

9:20 AM

Streamlining Client Business Interactions in Wealth

- Rethink today’s costly, inefficient, and fragmented client interaction model requiring significant manual intervention- Create client interaction workspaces and seamlessly blend contextual unstructured client interactions with structured business actions in one stop.- Provide a private, personalized, and modern client experience and increase retention- Use actionable business insights to improve team productivity, identify bottlenecks, and drive efficiency- Maintain account control with a complete audit trail and seamless transfer of account interactions across staff

Speakers

Martin de Heus
EMEA Director, Moxo

9:40 AM

Future proofing Swiss Private Banks: Digital Innovation, Sustainability and Clients’ Expectations

  • Highlight trends in clients’ requirements across generations.
  • Explore the intersection of digital innovation and sustainability for clients’ engagement.

Speakers

Rosa Sangiorgio
Head of Responsible Investing, Pictet

10 AM

Training Finance AI Models: AI Data Best Practices & Pitfalls

  • Discuss the impact of training data on AI model success.
  • Provide real-world examples of the consequences of using the wrong data to train AI.
  • Present practical AI training data strategies to mitigate bias, support explainability, ensure transparency while maintaining privacy and security, and more.

Speakers

Melanie Peterson
TrainAI Centre of Excellence Lead & Program Director, RWS

10:20 AM

Green Economy Transition – Implications for Wealth Portfolios

  • Defining and Dimensioning the Green Economy.
  • Risk and opportunities of the Transition.
  • Public versus Private markets.
  • Implications for Wealth Portfolio’s.

Speakers

Jon Duncan
Chief Impact Officer, REYL Intesa Sanpaolo

10:40 AM

Panel Discussion | Looking to 2024: What does Switzerland have to offer?

Speakers

Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management
Rosa Sangiorgio
Head of Responsible Investing, Pictet
Stefan Kirsch
Head of International Private Banking, Managing Director, Bergos Bank
Jon Duncan
Chief Impact Officer, REYL Intesa Sanpaolo
Kai Lenz
Head of Financial Services Industry EMEA, Service Now
Martin de Heus
EMEA Director, Moxo

11 AM

Morning Refreshment Break

SESSION TWO

Stream A | Digital Transformation and Innovation

Chaired by Ian Woodhouse, Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

11:30 AM

Building a Future-State Ethical Data & AI Framework

  • With the explosion of Generative AI the focus on what to trust has exponentially increased, this applies all products and services, including Data.
  • Need for Data and AI frameworks to be code to support scalability.
  • What Data as a Product looks like and steps to get there?
  • Data awareness and literacy for the whole organisation (and the whole world.

Speakers

Sarah Gadd
Chief Data Officer and Head of Data & Process Engineering, Julius Baer

11:50 AM

How to use Machine Learning and Generative AI to drive research-driven and personalized investment recommendations at scale

  • Data, AI and the Cambrian Explosion
  • From House View to Recommended for You – How AI can help
  • How to embed AI in a highly regulated environment like investing?

Speakers

Dr. Boris Rankov
Head of Product Strategy International (EMEA and APAC), InvestCloud

12:10 PM

Boosting Productivity and Profits: How Technology can Elevate Efficient Growth

  • Learn how we can utilise technology to boost workplace efficiency.
  • Discover how we can use technological efficiency; what can we learn?
  • How does technology benefit your efficiency, but also maximise client interaction.

Speakers

Jeff-Richard Angehrn
Chief Financial Officer, Raiffeisenbank Zurich and Klarpay AG

12:30 PM

AI in Wealth Management: A New Era of Opportunity

  • Leverage AI to drive automation and efficiency
  • Unlock value from a state-of-the-art software architecture and data stack
  • Use case: Win more business from mass affluent and (U)HNW individuals

Speakers

Alexander Stumpfegger
Chief Sales Officer, CID

12:50 PM

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

Speakers

Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management
Yiping Li
Chief Operating Officer, Private Bank Central Europe & US, Deutsche Bank
Jeff-Richard Angehrn
Chief Financial Officer, Raiffeisenbank Zurich and Klarpay AG
Sarah Gadd
Chief Data Officer and Head of Data & Process Engineering, Julius Baer
Alexander Stumpfegger
Chief Sales Officer, CID
Thierry Chatenet
Senior Sales Executive, Wealth Dynamix
Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud

1:10 PM

Lunch and Networking

SESSION THREE

Stream A | The Question of Growth

Ian Woodhouse, Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

2:10 PM

Partners for tomorrow’s Wealth Managers, Azqore is supporting the quest for growth through:

  • An integrated IT platform for wealth managers.
  • The promotion of cross selling opportunities between its clients.
  • The use of cutting edge technology like GenAI.

Speakers

Stéphane Gomis
Deputy CEO, Azqore

2:30 PM

How can Private banks attract new customer segments – GenZ, their expectations, and requirements

  • Why Swiss Private banks should consider extending their audience focus to emerging retail investor segments?
  • How is financial landscape being changed by unique financial needs and values of NextGen consumers.
  • What long-term potential stems from GenZ - the first digitally native generation of investors.
  • Why is brand loyalty important to ensure a competitive edge of Private banks.

Speakers

Tamara Kostova
CEO, Velexa

2:50 PM

Crypto Ecosystem Update by Sygnum Bank

  • Introduction of Sygnum Bank
  • Crypto ecosystem, key growth drivers and opportunities for investors
  • Institutional adoption of crypto assets by independent asset managers and banks

Speakers

Nayana Talwar
Head Private Clients & Family Offices, Sygnum
Stefan Edelmann
Head, Asset Management Business Development, Sygnum

3:10 PM

Banks for digital assets mass adoption, BBVA use case

  • Traditional assets and digital assets, the two worlds together.
  • BBVA Digital Assets Platform.
  • BBVA vision.
  • The technology upheaval must continue.

Speakers

Antonio Sundas
Digital Assets Specialist, BBVA

3:30 PM

Panel Discussion | Emerging Opportunities in Private Banking: Is growth needed?

Speakers

Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management
Nayana Talwar
Head Private Clients & Family Offices, Sygnum
Tamara Kostova
CEO, Velexa
Antonio Sundas
Digital Assets Specialist, BBVA
Stéphane Gomis
Deputy CEO, Azqore

3:50 PM

Afternoon Refreshment Break

SESSION FOUR | Preparing for disruption in the financial landscape

Chaired by Ian Woodhouse, Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

4:10 PM

Prepare, don’t predict: what could shape global markets in 2024?

▪ How private clients can successfully navigate in a rapidly changing world order.
▪ What’s driving the world economy, geopolitics, the energy transition, AI, inflation and monetary policy.

Speakers

Dr. Burkhard P. Varnholt
Head of Investments, Credit Suisse, a UBS Group Company

4:30 PM

How to define “growth” for Wealth Management in 2024 – the shift in client approach

  • Complex wealth situation vs. desire for simplification: How to master the challenge
  • Banks and Family Offices – partnership or competition?

Speakers

Michael Welti
Managing Partner and Head of Private Banking, Banque Heritage

4:50 PM

Panel Discussion | Preparing for disruptive forces; ways to navigate periods of uncertainty

Speakers

Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management
Dr. Burkhard P. Varnholt
Head of Investments, Credit Suisse, a UBS Group Company

5:20 PM

Close of Conference

6:30 PM

Drinks Reception

7:30 PM

Private Banking & Wealth Management Switzerland 2023 Awards Ceremony

SESSION TWO

Stream B | Client-centric growth

Chaired by Caroline Babayéguidian, Director – Sustainability, Group Compliance, Regulatory & Governance, UBS

11:30 AM

The rise of successful founders as the next generation of wealth creators

  • Evolution in our client base in today’s era of innovation.
  • Case study examining how client values and expectations are dynamically transforming.
  • Turning challenges into opportunities to build long-lasting client relationships.

Speakers

Alina Aroni
Senior Vice President, Lombard Odier

11:50 AM

Beyond Regulation: Crafting a Customized ESG Investment Experience

  • ESG landscape, perceived tendencies and market practices
  • Core-satellite investing in the context of ESG
  • Facilitating ESG implementation: from regulatory compliance to a client-centric value-add offering

 

Speakers

Dr. Michael Schlattau
Head of Business Consulting, Finfox

Factor Investing – The Key to Differentiation and Growth in a Competitive Market

  • Navigate the competitive investment landscape, and find key trends that could engage your clients.
  • Learn what factor investing is, and how a client centric mindset can strengthen relationships and growth.
  • How MBaer Merchant Bank combines macroeconomic views, factor investing and clients' risk preferences.

Speakers

Dr. Francesco Mandalà
Chief Investment Officer, MBaer Merchant Bank

12:30 PM

Reach your clients where they are: Responsible Business Communications on mobile messaging

  • Gain a competitive advantage by enabling compliant communications on messaging apps, such as WhatsApp, iMessage, SMS, WeChat and others.
  • Implement compliant mobile messaging policies through the native messaging application or an enterprise-grade application, also available through Microsoft Teams.
  • Meet not only local and global recordkeeping but also security requirements, while unlocking new business opportunities and potential.

Speakers

Michele Torti
EMEA Sales Director, LeapXpert

12:50 PM

Panel Discussion | Fuelling growth through client focus; what do clients want from their banks? Sustainable action, personalisation, or new market opportunities?

Speakers

Caroline Babayéguidian
Director – Sustainability, Group Compliance, Regulatory & Governance, UBS
Alina Aroni
Senior Vice President, Lombard Odier
Dr. Francesco Mandalà
Chief Investment Officer, MBaer Merchant Bank
Michele Torti
EMEA Sales Director, LeapXpert
Dr. Michael Schlattau
Head of Business Consulting, Finfox

1:10 PM

Lunch and Networking

SESSION THREE

STREAM B | Innovative Solutions: Changes in Investments and Asset Class

Chaired by Caroline Babayéguidian, Director – Sustainability, Group Compliance, Regulatory & Governance, UBS

2:10 PM

Geopolitics, Resources, and Globalization: Impacts on Investors

▪ Understand how these developments influence portfolios.
▪ Develop strategic recommendations for Investors.

Speakers

Dr. Reto Cueni
Chief Economist, Vontobel

2:30 PM

Vendor

2:50 PM

‘Monetary policy is tightening’: A Swiss perspective

▪ The SNB and the outlook for monetary policy in Switzerland.
▪ The macroeconomic backdrop and asset markets: inflation and the threat of recession.
▪ A longer term view: public debts, interest rates and fiscal policy.

Speakers

Dr. Stefan Gerlach
Chief Economist, EFG Private Bank

3:10 PM

Vendor

3:30 PM

Panel Discussion | Sustainability, Central Banks and Geopolitics

Speakers

Caroline Babayéguidian
Director – Sustainability, Group Compliance, Regulatory & Governance, UBS
Dr. Reto Cueni
Chief Economist, Vontobel
Dr. Stefan Gerlach
Chief Economist, EFG Private Bank
Aurélie Maillard
 Head of Private Markets for Societe Generale Private Banking Europe, Société Générale Private Banking (Suisse) SA

2023 Speakers

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Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

Ian is a board advisor to wealth managers, software firms and fin-techs, helping solve business and technology challenges and opportunities. He brings industry insights, strategy, marketing, client understanding and modern technology experience to assist firms on their journey to meet evolving good practice, be future ready and well positioned ahead of the next wave of industry and competitive disruption.

With international experience and an extensive network, he is a recognised industry thought leader and author and serves on the editorial advisory boards of leading wealth management publications. Ian also helps build the next generation of industry talent through mentoring the U.K. PIMFA industry association under 40 leadership committee. In recognition of outstanding contributions to the industry, he received the 2022 PBI (Private Banker International) London Industry Ambassador Award.

Previously, Ian has held senior roles with Accenture, helping achieve the successful post-acquisition integration of Orbium, a software integrator, into the firm. Prior to this, he was with IBM and PwC, serving their global financial services clients with the design and delivery of various business led, technology enabled change initiatives.

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Caroline Babayéguidian
Director – Sustainability, Group Compliance, Regulatory & Governance, UBS

Caroline Babayéguidian is a Director in Sustainability at UBS AG based in Zurich. She primarily focuses on ESG risks and opportunities as well as related regulations and international standards. She has also developed a strong expertise on the Nature & Biodiversity loss topic in the financial industry. Prior to joining UBS in 2022, Caroline worked for several international leading banks such as Deutsche Bank, Rothschild and Credit Suisse across various businesses especially in private banking and wealth management. Caroline holds a Master of Science degree in Banking & Finance from the EM Lyon University and holds the CFA in ESG investing as well as the Biodiversity & Finance certificate from the University of Zurich.

Session Details:

Panel Discussion | Sustainability, Central Banks and Geopolitics

2023-12-14, 3:30 PM

Session Details:

Panel Discussion | Fuelling growth through client focus; what do clients want from their banks? Sustainable action, personalisation, or new market opportunities?

2023-12-14, 12:50 PM

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Yiping Li
Chief Operating Officer, Private Bank Central Europe & US, Deutsche Bank

Yiping Li is the Chief Operating Officer for Deutsche Bank (Switzerland) Ltd. as well as for the DB International Private Bank for Europe, Middle East and Africa.

She joined Deutsche Bank in 2019, as the Head of Wealth Management in Luxembourg, with dual responsibilities for the local Wealth Management platform in Luxembourg, as well as for the entire Benelux market region.

Before joining Deutsche Bank, Yiping Li was acting as COO and deputy CEO of Credit Suisse (Luxembourg) S.A. with responsibilities for Luxembourg and branches in France, Austria, the Netherlands, Portugal and Ireland. Prior to this, she held various management positions at Credit Suisse

Yiping Li holds a Bachelor of Science in Business Information Systems and in Computer Science and Technology from the Beijing Technical University, China, as well as from the Saxion Hogescholen Deventer, the Netherlands, respectively. She also holds a Master of Science degree in Information System Engineering from the University of Twente, the Netherlands.

Session Details:

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

2023-12-14, 12:50 PM

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Dr. Burkhard P. Varnholt
Head of Investments, Credit Suisse, a UBS Group Company

Burkhard is the former Global Chief Investment Officer at Credit Suisse and currently Head of Investments at
Credit Suisse, a UBS Group Company. He has about 30 years of investment experience and advises large
investors around the globe. Burkhard is a regular public speaker, author of books and publishes regular market
commentaries.
Burkhard earned a doctorate in Economics at the University of St. Gallen and was awarded an honorary doctorate
(Dr. h.c.) in International Relations from the Geneva School of Diplomacy.
In 2004, Burkhard founded the children-charity ‘Kids of Africa’, which runs a village for homeless children in
Uganda (www.kids-of-africa.com). In 2006, he was awarded the Swiss Re Civilian Services Prize. Burkhard used
to serve on the Tate Modern Acquisition committee and currently acts as a trustee to the board of the Museum
Haus Konstruktiv, Zurich as well as friends of the Kunsthaus Zurich.

Session Details:

Panel Discussion | Preparing for disruptive forces; ways to navigate periods of uncertainty

2023-12-14, 4:50 PM

Session Details:

Prepare, don’t predict: what could shape global markets in 2024?

2023-12-14, 4:10 PM

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Dr. Reto Cueni
Chief Economist, Vontobel

Reto Cueni joined Vontobel Asset Management in 2014 as a Senior Economist. In 2020, he was appointed Chief Economist. He focuses on longer-term topics to support Vontobel’s positioning as a thought leader and to shape the company’s strategic asset allocation principles.

Prior to joining Vontobel Asset Management, from 2009 to 2014, he worked as an empirical researcher and lecturer at the Economics Department of the University of Zurich. Today still he is a guest lecturer at the Zurich University of Applied Sciences (ZHAW). He started his career in 2006 as a quantitative analyst in Equity Research at Vontobel Investment Banking.

Reto studied at the University of Zurich, at Universita degli Studi in Siena, and at the Columbia University in New York. He holds a Master’s degree and a PhD in Economics from the University of Zurich.

Session Details:

Panel Discussion | Sustainability, Central Banks and Geopolitics

2023-12-14, 3:30 PM

Session Details:

Geopolitics, Resources, and Globalization: Impacts on Investors

2023-12-14, 2:10 PM

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Jeff-Richard Angehrn
Chief Financial Officer, Raiffeisenbank Zurich and Klarpay AG

- 10+ years leadership experience as CFO / Head Finance from medium sized to internationally listed Group for financial service providers

- 5+ years of professional experience as an auditor at Ernst & Young (Swiss CPA)

- broad experience in finance, digitalization and lean management, IFRS, Compliance, Credit- & Risk management, internal and external financial reporting, regulatory reports for the authorities, SAP

- highly motivated leader, target and results focused, team oriented, above-average commitment, dynamic and international experience, who sets new standards and aligns the finance department along customer needs as well as centralizes, reorganizes and prepares the finance department for future challenges

Session Details:

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

2023-12-14, 12:50 PM

Session Details:

Boosting Productivity and Profits: How Technology can Elevate Efficient Growth

2023-12-14, 12:10 PM

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Dr. Stefan Gerlach
Chief Economist, EFG Private Bank

Thirty years' experience as a monetary economist in private banking, central banking, international organisations and academia in the US, Europe and Asia. Executive roles in central banking.

Session Details:

Panel Discussion | Sustainability, Central Banks and Geopolitics

2023-12-14, 3:30 PM

Session Details:

‘Monetary policy is tightening’: A Swiss perspective

2023-12-14, 2:50 PM

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Dr. Francesco Mandalà
Chief Investment Officer, MBaer Merchant Bank

Francesco Mandalà, CIO, joined MBaer Merchant Bank in February 2021. His background is in Economics and Financial Engineering, and his competencies are portfolio management, fixed income modelling, macro strategy, risk management and fund analysis. Previously, Francesco worked at UBS and Julius Baer in various roles. Earlier, he was a Statistician at the European Central Bank (ECB) in Frankfurt and an Analyst at the Committee of European Banking Supervisors (CEBS) in London. He currently collaborates with the Swiss Finance Institute (SFI) and co-leads some Master Classes together with SFI Academics. Francesco holds a Certificate in Financial Engineering & Risk Management (Columbia University), a Certificate in Investment Management with Python and Machine Learning (EDHEC Risk Institute), a PhD in Economics (Pavia University), an MSc in Economics & Econometrics (Southampton University), a BA in Economics (Bocconi University, Marks: 110/110). Francesco is fluent in Italian and English.

Session Details:

Panel Discussion | Fuelling growth through client focus; what do clients want from their banks? Sustainable action, personalisation, or new market opportunities?

2023-12-14, 12:50 PM

Session Details:

Factor Investing – The Key to Differentiation and Growth in a Competitive Market

2023-12-14, 12:10 PM

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Rosa Sangiorgio
Head of Responsible Investing, Pictet

Rosa is leading the Environmental Social and Governance effort for Pictet Wealth Management.

She has over 24 years experience in structuring, managing and distributing traditional and responsible investment solutions for institutional and private investors globally.

Prior to joining Pictet in 2020, she worked for several major European financial institutions. Since 2012, she is focusing on Sustainability and Impact Investing, most recently leading the Sustainability and Impact Investing effort for Credit Suisse Investment Management.

Rosa is Vice President of the Expert Commission Sustainable Finance of the Swiss Banking Association (SBA), a CEFA charter holder and a TEDx speaker.

Session Details:

Panel Discussion | Looking to 2024: What does Switzerland have to offer?

2023-12-14, 10:40 AM

Session Details:

Future proofing Swiss Private Banks: Digital Innovation, Sustainability and Clients’ Expectations

2023-12-14, 9:40 AM

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Stefan Kirsch
Head of International Private Banking, Managing Director, Bergos Bank

In 2014, Stefan Kirsch joined the Bergos Private Bank as Senior Relationship Manager and Head of Eastern Europe. In recent years, Stefan Kirsch has won numerous clients for the Bank, not least thanks to his networking skills. Stefan Kirsch regularly participates in wealth management conferences, also as a speaker and moderator. As an accomplished Relationship Manager, he understands that serving Private Banking clients means more than just providing investment advice. He incorporates both the clients' family circumstances and business activities into his advice. Before joining what was then Berenberg, Stefan Kirsch worked at Deutsche Bank for around 15 years. From 2011 to 2014, he was Desk Head Private Banking. In 2004, he co-founded an Islamic finance joint venture (Dar Al Istithmar Ltd.) in London and led the company as CEO.

Session Details:

Panel Discussion | Looking to 2024: What does Switzerland have to offer?

2023-12-14, 10:40 AM

Session Details:

Conquering the Crossroads of Swiss Private Banking

2023-12-14, 9:00 AM

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Nayana Talwar
Head Private Clients & Family Offices, Sygnum

Nayana Talwar leads the Private Banking team at Sygnum, helping private clients and single-family offices to invest in digital assets and partner with Sygnum as their main crypto banker. She brings over a decade of experience in managing private and institutional clients and building business working with start-up banks in her previous banks. Her track record includes shaping business strategies at RBL Bank, Yes Bank in Mumbai and played pivotal role in building business across treasury market products for institutional clients including large corporates, private equities, venture capitals, pension funds across India & Asia. Nayana is MBA graduate from S.P Jain Institute of Management, Mumbai and holds bachelor’s degree in accounting and finance.

Session Details:

Panel Discussion | Emerging Opportunities in Private Banking: Is growth needed?

2023-12-14, 3:30 PM

Session Details:

Crypto Ecosystem Update by Sygnum Bank

2023-12-14, 2:50 PM

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Stefan Edelmann
Head, Asset Management Business Development, Sygnum

Stefan Edelmann leads the Asset Management Business Development team at Sygnum, helping clients to invest in digital assets and integrate these assets into traditional investment portfolios. He brings over a decade of experience in investment advisory and business development for global investment firms. In his previous roles at UBS, BlackRock and Nordea, he managed key relationships with Swiss and international investors covering investment solutions across all asset classes. Stefan is a Chartered Alternative Investment Analyst (CAIA) charter holder and holds a master’s degree in Finance from the University of St. Gallen (HSGStefan Edelmann leads the Asset Management Business Development team at Sygnum, helping clients to invest in digital assets and integrate these assets into traditional investment portfolios. He brings over a decade of experience in investment advisory and business development for global investment firms. In his previous roles at UBS, BlackRock and Nordea, he managed key relationships with Swiss and international investors covering investment solutions across all asset classes. Stefan is a Chartered Alternative Investment Analyst (CAIA) charter holder and holds a master’s degree in Finance from the University of St. Gallen (HSG

Session Details:

Crypto Ecosystem Update by Sygnum Bank

2023-12-14, 2:50 PM

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Sarah Gadd
Chief Data Officer and Head of Data & Process Engineering, Julius Baer

Over 20 years experience innovating and implementing change, mostly in Financial Services, but really the skills work anywhere. I enjoy taking businesses that are used to the traditional and introducing new and exciting approaches using suitable technology, from simple business friendly tools to advanced AI systems. Managed large, diverse and remote teams and present frequently in different forums across topics like Diversity and Ethics, to AI and Deep Learning. Data has always been a big part of my life.

Session Details:

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

2023-12-14, 12:50 PM

Session Details:

Building a Future-State Ethical Data & AI Framework

2023-12-14, 11:30 AM

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Aurélie Maillard
 Head of Private Markets for Societe Generale Private Banking Europe, Société Générale Private Banking (Suisse) SA

Aurélie Maillard was appointed Head of Private Equity for Societe Generale Private Banking Europe in July 2022.

Aurélie Maillard started her career in 2014 at Banque Privée 1818 (now Natixis Wealth Management) as a Private Banker in charge of business development for the wealth management offering of regional Caisses d'Epargne. She then joined Flexstone Partners (a subsidiary of Natixis IM, a global private assets specialist with $9.6 billion in assets under management) in 2017, first in the Paris office and then in the Geneva office, as Vice President in the Investor Relations and Business Development team.

After obtaining a Bachelor of Law from Sheffield Hallam University in the UK, Aurélie Maillard continued her legal studies in France with a Master's degree in Business Law from UPEC and a Master's degree in Wealth Law, Notary Track, from Jean Moulin Lyon 3 University. She is also a graduate of the Grande École programme (Master of Science in Management) of EM Lyon Business School.

Session Details:

Panel Discussion | Sustainability, Central Banks and Geopolitics

2023-12-14, 3:30 PM

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Jon Duncan
Chief Impact Officer, REYL Intesa Sanpaolo

Jon Duncan began his career in 1996 in South Africa, where he held roles in environmental research, consulting, and engineering. As a senior sustainability researcher and consultant at Trialogue between 2004 and 2006, Jon designed and implemented corporate sustainability and social investment strategies. In 2006, he became a partner at Environmental Resource Management, focused on climate and sustainability for Southern Africa. There, his work focused on enhancing businesses’ understanding and ability to manage the key risks and opportunities presented by sustainability and climate change. In 2011, Jon became Head of the Group Responsible Investment Program for Old Mutual, where he led the development and implementation of the Responsible Investment Program across the business’ global operations. He developed Old Mutual’s ESG research and analysis capabilities, developed ESG integration and sustainability focused product propositions across the various investment capabilities and asset classes, and led the business’ engagement with key stakeholders including regulators, academia, clients and the media, as well as industry associations. Jon joined REYL in 2022 as Chief Impact Officer where he is tasked with developing, implementing and leading REYL's impact strategy to maximise the value-add opportunities that arise from the global economic transition to a low carbon footprint.

Session Details:

Panel Discussion | Looking to 2024: What does Switzerland have to offer?

2023-12-14, 10:40 AM

Session Details:

Green Economy Transition – Implications for Wealth Portfolios

2023-12-14, 10:20 AM

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Melanie Peterson
TrainAI Centre of Excellence Lead & Program Director, RWS

Melanie is the Centre of Excellence Lead and Program Director of RWS’s TrainAI data services practice, responsible for delivering complex, cutting-edge AI training data solutions to global clients operating across a broad range of industries. She has 20 years’ experience working in the AI, SaaS, technology, and localization sectors in a variety of program, product, and project leadership roles.

Prior to joining RWS, Melanie worked for Amazon Web Services (AWS) where she was responsible for managing business operations to enhance the AWS customer experience. Before that, she led multi-million dollar AI data services and localization programs for both Lionbridge and Telus International, supported product launches for Articulate and Web.com, and provided consultancy services to small businesses on launching their own AI innovation-led practices. Melanie holds a Bachelor of Science in Education (BSED) degree from West Chester University of Pennsylvania.

Session Details:

Training Finance AI Models: AI Data Best Practices & Pitfalls

2023-12-14, 10:00 AM

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Michele Torti
EMEA Sales Director, LeapXpert
Michele joined LeapXpert as EMEA Sales director in March 2023 to lead the expansion of the company across the region through direct sales, partnerships and alliances.
He is an expert in the SaaS solutions industry with 13 years of experience helping Financial Services firms solve Regulatory and Compliance problems, particularly in the communication compliance space, and prior to Join Xpert, he led the EMEA Team of Relativity Trace for 4 years.
Previously he was at Bloomberg for 6 years where he was responsible for sales of Bloomberg Vault and Regulatory solutions in Europe and Africa. He joined Bloomberg after 3 years at HP/Autonomy based in Cambridge.
Michele has a legal background and is a Solicitor as well as a qualified lawyer in Italy.

Session Details:

Reach your clients where they are: Responsible Business Communications on mobile messaging

2023-12-14, 12:30 PM

Session Details:

Panel Discussion | Fuelling growth through client focus; what do clients want from their banks? Sustainable action, personalisation, or new market opportunities?

2023-12-14, 12:50 PM

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Thierry Chatenet
Senior Sales Executive, Wealth Dynamix

Thierry joined Wealth Dynamix as the Switzerland Sales Director in September 2023, to lead the company's expansion across the region through direct sales. With 25 years of experience in the industry, he is an expert in helping financial services firms navigate and address their digitalisation challenges, ranging from Core Banking systems to e-Banking/Mobile Banking and CRM/CLM space.

Before joining Wealth Dynamix, he held positions at UBS, SAP, Finnova, and Crealogix for several years, as well as previous roles at US tech companies.

Session Details:

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

2023-12-14, 12:50 PM

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Alexander Stumpfegger
Chief Sales Officer, CID

Alexander Stumpfegger is Chief Sales Officer at CID, a digital solution and AI innovator. Over 20+ years at CID, Alexander has helped to develop technological solutions for web crawling, natural language processing, and semantic graphs to support information exploration to benefit clients in various industries. His background combines technological expertise with business-oriented approaches to AI and Big Data Analytics. Today, Alexander supports asset and wealth managers to leverage more actionable insights from quantitative, fundamental, and qualitative data sources to build better thematic investment products and to drive business development at wealth managers and private banks.

 

Session Details:

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

2023-12-14, 12:50 PM

Session Details:

AI in Wealth Management: A New Era of Opportunity

2023-12-14, 12:30 PM

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Tamara Kostova
CEO, Velexa

As CEO of WealthTech company Velexa, Tamara Kostova works with financial and non-financial institutions on maximizing their growth opportunities through forward-thinking, customised and embedded investing services. She is a passionate advocate for the modernisation of the financial services industry, offering personalised, services with clients’ needs at the forefront. She has spent over 20 years driving client and partner strategies in top-tier financial technology companies and banks including DXC Technology, Deutsche Bank, UBS, and Thomson Reuters.

Session Details:

Panel Discussion | Emerging Opportunities in Private Banking: Is growth needed?

2023-12-14, 3:30 PM

Session Details:

How can Private banks attract new customer segments – GenZ, their expectations, and requirements

2023-12-14, 2:30 PM

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Kai Lenz
Head of Financial Services Industry EMEA, Service Now

Kai Lenz is Head of Financial Services Industry Go To Market, Central & North EMEA at ServiceNow.

He has deep experience with more than 20 years in senior leadership roles in Zurich, London, New York and Singapore. From 2006 to 2012, he worked in international wealth management at Credit Suisse, after which he spent 6 years at Microsoft as Industry Lead Financial Services in Switzerland and Australia. In his current role at ServiceNow, he helps Banking and Wealth Management customers achieve their strategic business goals based on the Now Platform.

Session Details:

Panel Discussion | Looking to 2024: What does Switzerland have to offer?

2023-12-14, 10:40 AM

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Dr. Boris Rankov
Head of Product Strategy International (EMEA and APAC), InvestCloud

Boris Rankov is a co-founder of InCube Group, which was acquired by Finantix earlier this year. At Finantix, he is Head of Digital Advisory. He has more than 15 years of experience in banking and wealth management, working with global financial institutions on digital transformation programmes. His expertise lies primarily is in the fields of wealth advisory, portfolio and risk management, as well as applying data science in the investment context. Boris holds a Masters degree and PhD in Electrical Engineering from the ETH Zurich (Dr. Sc. ETH).

Session Details:

How to use Machine Learning and Generative AI to drive research-driven and personalized investment recommendations at scale

2023-12-14, 11:50 AM

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Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud

Christine is the Chief Revenue Officer, International and General Manager, APAC, at InvestCloud. She has a career of successfully building businesses across Europe and Asia. In addition, she is on the Board of Barclays Private Bank Switzerland and Institut Pasteur Switzerland.   

Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy dedicated to the Financial Services industry. She was also a founding member of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan, where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong.   

Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College. 

Session Details:

Panel Discussion | Digital Disruption or Digital Delight? Looking towards the digitalisation of Private Banking

2023-12-14, 12:50 PM

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Alina Aroni
Senior Vice President, Lombard Odier

Senior banker focused on international entrepreneurs and UHNW families living in the UK and abroad. I have been in wealth management for the last 15 years dealing with client matters ranging from investments, to portfolio construction, cross-border and wealth planning. I have strong technical skills due to background in financial markets on investment banking side. My clients call me an all-round banker with a holistic and empathic approach to their families and wealth. PAM Top 40 Under 40 award 2019 and Societe Generale Top Performer award 2016.

Session Details:

Panel Discussion | Fuelling growth through client focus; what do clients want from their banks? Sustainable action, personalisation, or new market opportunities?

2023-12-14, 12:50 PM

Session Details:

The rise of successful founders as the next generation of wealth creators

2023-12-14, 11:30 AM

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Martin de Heus
EMEA Director, Moxo

I have a background in the FinTech industry and I’m heading the Moxo team in the EMEA region. We help financial institutions with modernizing their client interaction workflows across all stages of their client lifecycle, from account onboarding, account servicing and exception handling.

Session Details:

Panel Discussion | Looking to 2024: What does Switzerland have to offer?

2023-12-14, 10:40 AM

Session Details:

Streamlining Client Business Interactions in Wealth

2023-12-14, 9:20 AM

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Stéphane Gomis
Deputy CEO, Azqore

Stéphane Gomis has been Deputy CEO of Azqore since 2019.

After obtaining a diploma from EM Lyon, he spent the first years of his career as a Front Officer at Société Générale where he advised clients in the field of mergers and acquisitions, then for the implementation of leveraged and structured financing, particularly in the media and telecommunications sector. In 2009, he joined the financial department within the Strategy team, before becoming Chief of Staff to the Chief Financial Officer of the Société Générale Group in 2013. He joined Société Générale Asset & Wealth Management in 2017 as Deputy Financial Director before joining the Private Banking Executive Committee in 2019 as Head of business development, strategic projects, innovation, digital and ESG.

Session Details:

Panel Discussion | Emerging Opportunities in Private Banking: Is growth needed?

2023-12-14, 3:30 PM

Session Details:

Partners for tomorrow’s Wealth Managers, Azqore is supporting the quest for growth through:

2023-12-14, 2:10 PM

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Antonio Sundas
Digital Assets Specialist, BBVA

Passionate about Digital Transformation and Blockchain Technology, Antonio has collaborated in tech companies like Tesla and then moved into the financial sector with the objective to transform processes and operations. After important projects with Swiss Re, now he is responsible for the Product Development and Commercial Relationship of BBVA Switzerland. The institution has been the first Tier-1 Bank to offer a Digital Assets Custody Solution and is now looking to expand its value proposition.

Session Details:

Panel Discussion | Emerging Opportunities in Private Banking: Is growth needed?

2023-12-14, 3:30 PM

Session Details:

Banks for digital assets mass adoption, BBVA use case

2023-12-14, 3:10 PM

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Dr. Michael Schlattau
Head of Business Consulting, Finfox

Dr. Michael Schlattau joined Zurich-based ECOFIN Software and Technology AG – the
company that develops Finfox – in 2019 and has been Head of Business Consulting since
2021. Prior to that he worked as a research assistant at the Chair of International Management
at the University of the Bundeswehr Munich and as a senior consultant at EY in Munich.
Michael holds a degree in Business Administration from the University of Augsburg (Dipl.-
Kfm.) and earned his doctorate at the University of the Bundeswehr Munich. He was a visiting
scholar at Columbia University in New York and at the Higher School of Economics in
Moscow.

Session Details:

Panel Discussion | Fuelling growth through client focus; what do clients want from their banks? Sustainable action, personalisation, or new market opportunities?

2023-12-14, 12:50 PM

Session Details:

Beyond Regulation: Crafting a Customized ESG Investment Experience

2023-12-14, 11:50 AM

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Michael Welti
Managing Partner and Head of Private Banking, Banque Heritage

Michael Welti is member of the Executive Committee and Head of Private Banking at Banque Heritage, a renowned Swiss Private Bank representing the core values of Swiss Wealth Management with a strong focus on Entrepreneurs & Executives. With over 30 years in the banking industry, he specialized in Global Wealth Management and financial advisory services. His career includes multiple senior leadership roles across various Swiss financial institutions such as UBS, UBP and REYL Intesa Sanpaolo.

Recognized for his contributions to the banking sector, Michael was awarded with the "Banker of the Year" in 2020, a Certified Wealth Management Advisor CWMA, passed the Advanced Executive Program and Executive Program by Swiss Finance Institute and did targeted studies in Sustainable Investing and Current Trends in Sustainable Investing at University Zurich.

Session Details:

How to define “growth” for Wealth Management in 2024 – the shift in client approach

2023-12-14, 4:30 PM

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Plan Your Visit

Venue

Zurich Marriott Hotel

Neumühlequai 42, 8006 Zürich, Switzerland https://www.marriott.com/en-us/hotels/zrhdt-zurich-marriott-hotel/overview/

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2023 Awards

Private Banking & Wealth Management Switzerland - 2023 Winners

JUDGES

Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

Ian is a board advisor to wealth managers, software firms and fin-techs, helping solve business and technology challenges and opportunities. He brings industry insights, strategy, marketing, client understanding and modern technology experience to assist firms on their journey to meet evolving good practice, be future ready and well positioned ahead of the next wave of industry and competitive disruption.

With international experience and an extensive network, he is a recognised industry thought leader and author and serves on the editorial advisory boards of leading wealth management publications. Ian also helps build the next generation of industry talent through mentoring the U.K. PIMFA industry association under 40 leadership committee. In recognition of outstanding contributions to the industry, he received the 2022 PBI (Private Banker International) London Industry Ambassador Award.

Previously, Ian has held senior roles with Accenture, helping achieve the successful post-acquisition integration of Orbium, a software integrator, into the firm. Prior to this, he was with IBM and PwC, serving their global financial services clients with the design and delivery of various business led, technology enabled change initiatives.

Patrick Brusnahan
Editor, Private Banker International

Patrick Brusnahan, a University of Aberdeen graduate, has been a financial reporter for a decade and editor of PBI for close to five years. In addition, he has chaired events across the globe, from London to Switzerland to Singapore.

Steve Dyson
Founding director of Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private banks, family offices, asset managers, software vendors and service providers.

Steve has over 30 years’ experience in the Financial Services’ industry and has held senior positions in the Wealth Management sector as Operations Director for Schroders Private Bank and Head of Product Development for State Street’s Wealth Manager Services division. In addition, he has worked at The Bank of New York where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was Head of European Business Development.

Steve is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards.

By utilising his extensive network of contacts and market knowledge, Steve is able to add value to start-up & scale up Fintech companies and private equity organisations.

2023 Winners

  • Excellence in Client Experience (Bank)

    BBVA

  • Excellence in Client Experience (Vendor)

    Finfox

  • Outstanding UHNW Offering in Switzerland

    Societe Generale Private Banking Switzerland

  • Outstanding Family Office Proposition in Switzerland

    Societe Generale Private Banking Switzerland

  • Outstanding Wealth Management Technology Provider in Switzerland - Middle Office (Vendor)

    Velexa Ltd

  • Outstanding Wealth Management Technology Provider in Switzerland - Back Office (Vendor)

    Accomplish

  • Outstanding Wealth Management Technology Platform in Switzerland (Bank)

    CBH Bank | Compagnie Bancaire Helvétique

  • Outstanding Front-End Digital Solutions Provider (Vendor)

    InvestCloud

  • Outstanding Private Bank for Sustainable and Ethical Investment

    CA Indosuez Wealth Management

  • Outstanding Boutique Private Bank in Switzerland

    REYL Intesa Sanpaolo

  • Outstanding Private Bank – Switzerland - International Players

    Societe Generale Private Banking Switzerland

  • Outstanding Private Bank – Switzerland- Domestic Players

    LOMBARD ODIER

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Private Banker International

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