8th Annual Private Banking & Wealth Management Switzerland Conference and Awards 2023

Uncovering The Future Outlook of Private Banking & Wealth Management

14

December

  • Zurich Marriott Hotel
  • Ticketed

2023 Sponsors Include

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Company Information

Accomplish Partners with Private Banks and Wealth Managers to issue charge, debit and prepaid cards to their U/HNW clients.
Accomplish is a complete PCI DSS Level 1 service provider with a Banking Solutions division dedicated exclusively to providing cards and payment-as-a-service for private banks and wealth managers.
As a Principal Member of Mastercard and a registered EMI, we offer cards-as-a-service across the markets where a private bank or wealth manager operates. Private banks and wealth managers can choose to issue our card designs or design a range of cards with their own branding. We rely on a private bank or wealth managers’ KYC and can fulfil a digital card instantly at application before the physical card is dispatched. Private banks and wealth managers can change a client’s spending limit at any time.
Our systems are built for customisation, with a broad suite of integration options and client-centric solutions. Whether a private bank or wealth manager wants a simple cost-efficient solution for a few clients, or full automation and API integration for thousands – we’re here to help.
Our payment cards and authorisation systems have been exclusively designed for U/HNW clients. We understand that their lifestyles and spending patterns are exceptional and diverse, so we support cardholders globally with worldwide Mastercard acceptance and an extensive range of benefits and services whether they are travelling for leisure or business, paying for a coffee, enjoying a shopping spree, or chartering a plane or yacht.

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Company Information

Azqore, a subsidiary of the Crédit Agricole Group and Capgemini, is a company specialized in the outsourcing of Information System and Banking Operations in the Wealth Management.

Azqore enables banks to share and reduce its IT and operations costs by relying on a “Core Banking” (S2i), while benefiting from a wide range of digital and Front-office solutions integrated into this platform.

A proposal that covers 100% of the needs of Wealth Managers.
With this offer, Azqore is speeding banks up in their digital transformation.

https://www.azqore.com/

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Company Information

Backbase is on a mission to re-architect banking around the customer.

Backbase created the Backbase Engagement Banking Platform – a unified platform with the customer at the center, empowering banks to accelerate their digital transformation. From customer onboarding, to servicing, loyalty and loan origination, our single platform — open and frictionless, with ready-to-go apps — improves every aspect of the customer experience. Built from the ground up with the customer at the heart, our Engagement Banking Platform easily plugs into existing core banking systems and comes pre-integrated with the latest fintechs so financial institutions can innovate at scale.

Industry analysts Gartner, Celent, Omdia and IDC continuously recognize Backbase’s category leadership. Over 120 financials around the world have embraced the Backbase Engagement Banking Platform — including AIB, Banorte, Barclays, BIAT, Bank of the Philippine Islands, BDO, BNP Paribas, Banque Saudi Fransi, BRD, Citibank, Citizens Bank, Discovery Bank, First National Bank, HDFC, Ila Bank, KeyBank, Lloyds Banking Group, NatWest, Navy Federal Credit Union, OTP Group, PostFinance, Raiffeisen, RBC, Standard Bank, Saudi National Bank, Société Générale, Truist, and TPBank.

Backbase is a private fintech company, founded in 2003 in Amsterdam (Global HQ), with regional offices in Atlanta (Americas HQ), Boise, Cardiff, Dubai, Hyderabad, Kraków, London, Mexico City, Milano, New York, Singapore (Asia HQ), Sydney, and Toronto.

Company Website

To learn more , please visit our website - http://backbase.com

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Company Information

Finfox is the full-service hybrid investment advice solution for banks, advisers and their clients. Thanks to intelligent business logic, a consistent data set and full omnichannel capability, Finfox makes wealth planning a high-quality, regulatory compliant and seamless experience across all client touchpoints – personal and digital, customised yet automated at the same time. With over 35 years of experience under our belt, we have a deep understanding of complex business requirements as well as broad expertise in designing client-centric solutions and implementing individual configurations. Going beyond the software itself, we also see ourselves as strategic partners to our clients in all matters relating to the digital transformation, effectiveness and efficiency of their wealth advisory business. More than 250 banks already trust Finfox, from private banks, cantonal banks to cooperative and savings banks.

Company Website

To learn more , please visit our website - www.finfox.ch

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Company Information

Futora is a leading global provider of innovative technology for financial products with more than fifteen years of deep market experience.
Enables a financial institution to offer personalised structured investments to all its clients by providing a holistic platform for investment products, covering the entire life-cycle from pre-trade to maturity.
A bank of any size is able to offer a wider range of bespoke products to end clients either by distributing third party structured notes or by issuing its own products, offering consequently a better customer experience to its customers, increasing market share and profitability.
Futora’s solution is a modular system that serves functions from the front, middle and back office, empowering an institution to structure, manage and distribute structured investments internally and externally.
Our vision is to make structured personalised investments available to any client type through an ecosystem of innovative technology and operations.

Company Website

To learn more , please visit our website - http://www.futora.com/

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Company Information

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

For more information, visit InvestCloud.com.

Company Website

To learn more , please visit our website - www.investcloud.com

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Company Information

Luxoft, a DXC Technology company, is a leading expert in banking software solutions with over 40 years’ expertise in bespoke software development for banking, wealth management, lending, payments, and core modernization. We combine expertise in data analytics, digital product design, banking software engineering and automation services to improve financial firms’ efficiency, enhance customer experience and increase agility while reducing costs and delivering innovation at scale. Our experts leverage Luxoft’s design and data capabilities to help private banks and wealth managers attract and retain their customer base. 

Being a system integrator for strategic partners to accelerate time to market for advisory and back office solutions, Luxoft helps banks navigate the increasingly complex operational and regulatory environment and fully adapt to the software-defined future.

Website – https://www.luxoft.com/industries/banking

Company Website

To learn more , please visit our website - www.luxoft.com/banking

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Company Information

Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

Company Website

To learn more , please visit our website - https://www.moxo.com/

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Company Information

Founded in 1973, REYL & Cie is a diversified banking group with offices in Switzerland, Europe, and the rest of the world. It manages assets in excess of CHF 25 billion and employs over 400 professionals.In 2021, it entered into a strategic partnership with Fideuram – Intesa Sanpaolo Private Banking, pursuant to which Fideuram ISP acquired a 69% stake in REYL & Cie. Developing an innovative approach to banking, REYL & Cie serves a clientele of international entrepreneurs and institutional investors through its Wealth Management, Entrepreneur & Family Office Services, Corporate Finance, Asset Services and Asset Management business lines.

Company Website

To learn more , please visit our website - www.reyl.com

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Company Information

RWS is the world’s leading provider of language solutions to the banking and wealth management sectors.
Our tech-enabled services enable finance institutions to connect with their global audiences, accelerating the way they create, translate and deliver content.
Our secure translation solutions reduce risk in the content process, giving our clients confidence in the quality and accuracy of their most sensitive regulated materials, wherever they are delivered.
Our ability to bring control to content across the enterprise helps our clients to demonstrate compliance with regulators while building trust with their audiences.
Our proven language capabilities support our clients as they seek to improve speed-to-market, drive competitive advantage and optimise the client experience.
Find out more at https://www.rws.com/industries/financial-services/.

Company Website

To learn more , please visit our website - www.rws.com/industries/financial-services/

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ServiceNow makes the world of work better and easier for people. Its cloud-based platform and connected solutions enable an intuitive user experience with digital workflows so employees and businesses can work more efficiently. Workflows enabled by the Now Platform cover numerous areas such as IT, HR, Risk & Compliance, ESG reporting, and Customer Service.

ServiceNow serves over 7,700 customers worldwide, which include numerous financial services companies. The company currently employs more than 21,000 people worldwide, with headquarters in Santa Clara, USA, offices across EMEA and local Swiss offices in Zurich and Lausanne.

Company Website

To learn more , please visit our website - www.servicenow.com

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Company Information

Societe Generale Private Banking Switzerland is the Swiss private bank of Societe Generale. The Group is one of Europe’s leading financial services providers with a diversified and integrated banking model, present in Switzerland for over 125 years.

From Geneva and Zurich, we serve a domestic and international clientele of UHNWIs, entrepreneurs, family offices and external asset managers with sophisticated international wealth management needs. Our clients are our highest priority, and we are constantly striving to innovate with ever more relevant and socially responsible investment and financing solutions.

We offer a full range of private banking services – asset management, financing, wealth planning, diversification solutions, etc. – leveraging the bank’s international presence and synergies across the Group, including corporate and investment banking, to provide a unique 360-degree approach to our clients’ wealth.

Finally, Societe Generale is a benchmark responsible bank, with strong long-term ESG commitments reflected in all our activities and solutions.

Company Website

To learn more , please visit our website - www.privatebanking.societegenerale.com

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    Why attend?

    We are delighted to announce that the Private Banking & Wealth Management Switzerland 2023 Conference & Awards will return to Zurich for its 8th edition, offering a premium in-person event experience. The event will feature a daytime conference, which will be followed by a black-tie gala awards dinner celebrating outstanding achievement in the sector.

    Our high-level programme will feature key presentations and panel discussions led by industry leaders. The 2023 agenda will cover the latest cutting-edge discussion points and topics.

    Experience engaging and thought-provoking sessions on:

    • Digital Technology such as AI
    • Predicting Future Banking Trends
    • The Rise of the Next Generation of Entrepreneurs and How to Engage Them
    • Geopolitics and Monetary Regulations
    • Growth in Dynamic Markets

    Hear from companies including UBS, Vontobel, Julius Baer, Deutsche Bank and many more.

    As the unrivalled event in Switzerland, the Private Banking & Wealth Management Switzerland Conference & Awards is an opportunity for the industry to connect and recognise the latest successes in the Swiss market. We look forward to seeing you there!

    What to Expect for 2023?

    • 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

    Testmonials

    PRIVATE BANKING & WEALTH MANAGEMENT CONFERENCE & AWARDS SWITZERLAND 2022

    Agenda

    • 14 Dec 2023
    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

    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

    • Discuss the competitive landscape of Fintech and consolidation threats.
    • Highlight trends impacting Swiss private banks; emerging markets, tech innovation, and sustainability regulations.
    • Strategies and prepare for upcoming developments in the financial landscape.

    Speakers

    9:20 AM

    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

    10 AM

    RWS

    10:20 AM

    REYL

    10:40 AM

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

    REYL
    RWS
    Moxo

    Speakers

    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.
    • Regulatory focus on AI Governance and Data Governance.
    • Need to scale fast with agility and handle structured and unstructured data.
    • Need for Data and AI frameworks to be code.
    • 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

    11:50 AM

    Invest Cloud

    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

    12:30 PM

    CID

    12:50 PM

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

    Invest Cloud
    CID

    Speakers

    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

    Azqore

    2:30 PM

    Velexa

    2:50 PM

    In Search for Growth in a Dynamic Market

    • Navigate competitive pressures facing Swiss private banks.
    • Discuss opportunities for consolidation.
    • Create a roadmap and business model for strategic growth.

    Speakers

    3:10 PM

    The Evolution of Private Banking in Switzerland: Opportunity and risk in Emerging Markets

    ▪ Uncover the development of the Swiss socio-economic landscape in the last 12 years.
    ▪ Assess, understand, and learn how to navigate future periods of risk and crisis, using hindsight.
    ▪ Explore a case study on Latin America's unique risks and opportunities.

    Speakers

    3:30 PM

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

    Velexa
    Azqore

    Speakers

    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, Plan, and Predict: A Global Market Outlook

    ▪ 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

    4:30 PM

    Vendor

    4:50 PM

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

    Speakers

    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 Entrepreneurs as your Next Generation of Clients

    • Explore the expectations and values of Next Gen Entrepreneurs.
    • Learn how developing communication and sustainability strategies can boost Next Gen Entrepreneur’s acquisition and engagement.
    • Engage in a case study on how London RM’s are engaging Next Gen Entrepreneurs.

    Speakers

    11:50 AM

    Finfox

    Client Centric 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 client centric investing is, and how a client centric mindset can strengthen relationships and growth.
    • What are MBaer Merchant Bank doing to support client centric investments?

    Speakers

    12:30 PM

    Vendor

    12:50 PM

    Panel Discussion | Fuelling growth through client focus; what do clients want from their banks?

    Finfox

    Speakers

    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

    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

    3:10 PM

    Vendor

    3:30 PM

    Panel Discussion | The Evolving Landscape: Opportunities and Risks in Alternative Assets

    Speakers

    Speakers

    Select a speaker to learn more

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    Yiping Li
    International Private Bank EMEA, Chief Operating Officer, 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
    Chief Investment Officer, Head of Investments, UBS

    Burkhard P. Varnholt is Head of Investments at Credit Suisse, a UBS Group Company. He has more than 25 years of investment experience, having run large portfolios for private and institutional investors around the globe. Burkhard earned his doctorate at the University of St. Gallen and published several books on investing and numerous articles. In 2004, Burkhard founded the charity ‘Kids of Africa’, which runs an orphanage for homeless children in Uganda (www.kids-of-africa.com). In 2006, he was awarded the Swiss Re Civilian Services Prize. In 2012, he received an honorary doctorate (Dr. h.c.) in International Relations from the Geneva School of Diplomacy.

    Session Details:

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

    2023-12-14, 4:50 PM

    Session Details:

    Prepare, Plan, and Predict: A Global Market Outlook

    2023-12-14, 4:10 PM

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    Reto Cueni
    Chief Economist, Vontobel

    I joined Vontobel Asset Management in October 2014 as a Senior Economist and took over the Chief Economist role in 2020. I am a member of the WM Investment Committee and the Investment Strategy and Asset Allocation Team within WM Investments.

    Prior to joining Vontobel, from 2009 to 2014, I worked as an empirical researcher and lecturer at the Economics Department of the University of Zurich. My research was awarded a research fellowship from the Swiss National Science Foundation (SNF). I am still a regular guest lecturer at the University of Basel and at the Zurich University of Applied Sciences (ZHAW).

    Session Details:

    Panel Discussion | The Evolving Landscape: Opportunities and Risks in Alternative Assets

    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, Raiffeisen

    - 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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    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 | The Evolving Landscape: Opportunities and Risks in Alternative Assets

    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?

    2023-12-14, 12:50 PM

    Session Details:

    Client Centric 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

    Session Details:

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

    2023-12-14, 3:30 PM

    Session Details:

    In Search for Growth in a Dynamic Market

    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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    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?

    2023-12-14, 12:50 PM

    Session Details:

    The Rise of Entrepreneurs as your Next Generation of Clients

    2023-12-14, 11:30 AM

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    Mercedes Grandes Ordoñez
    Director, Edmond de Rothschild
    • Positive, can do attitude, innovative and self-motivated wealth management executive with an international background and extensive experience in Business Development and Relationship management for institutional and private clients
    • Broad network in Latin America, specially in Pacto Andino and Mexico Regions.
    • Deep knowledge of Swiss Banking Law, international standard and cross border regulations

    Session Details:

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

    2023-12-14, 3:30 PM

    Session Details:

    The Evolution of Private Banking in Switzerland: Opportunity and risk in Emerging Markets

    2023-12-14, 3:10 PM

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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

    Session Details:

    Panel Discussion | The Evolving Landscape: Opportunities and Risks in Alternative Assets

    2023-12-14, 3:30 PM

    Session Details:

    Panel Discussion | Fuelling growth through client focus; what do clients want from their banks?

    2023-12-14, 12:50 PM

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    Awards

    Private Banking Switzerland & Wealth Management Awards 2023 - Nominations Are Open

    We are pleased to announce that nominations are open for the Private Banking Switzerland & Wealth Management Awards 2023. You can view the various categories below.

    Join us in celebrating great achievement in the sector by submitting your nominations.

    Download the information pack and entry form below for all the information you need on the various categories and nomination criteria.

    The deadline for entries is 5pm GMT on 6th October 2023.

    We wish you luck and look forward to seeing you on the 14th December at the Zurich Marriott Hotel for an insightful daytime conference and glamorous black-tie awards ceremony.

    2023 Award Categories

    • Excellence in Customer Experience

      This award recognises software and technology solution providers that enable private banks, family offices and wealth managers to offer a first-class customer experience to their clients.

      The provider should be able to demonstrate how their technology/software solution has improved the client’s private banking/wealth management experience. An example could be speeding up the process for the client.

      The judges will particularly be looking for evidence that the software or technology innovation has improved the

      • Customer experience, for example, by increasing customer satisfaction scores.
      • Best Next Generation Offering in Switzerland
      • Celebrating an institution that is extending its product proposition effectively and successfully to engage the next
      • generation of wealthy clients

      Suggested performance to include (where possible):

      • Number of private clients
      • Percentage of new clients in past 12 months

      Please describe the service offering you are entering and why?

      Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out

      How do you plan to develop the service capability in the future?

    • Outstanding UHNW Offering in Switzerland

      Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele.

      Suggested performance to include (where possible):

      • Number of private clients
      • Percentage of new clients in past 12 months

      Please describe the service offering you are entering and why?

      Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out.

      How do you plan to develop the service capability in the future?

    • Outstanding Philanthropy Proposition in Switzerland

      Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice

      Suggested performance to include (where possible):

      • Number of private clients
      • Percentage of new clients in past 12 months
      • Number of advisors/relationship managers/private bankers
      • Please describe the service offering you are entering and why?

      Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out

      How do you plan to develop the service capability in the future?

    • Outstanding Family Office Proposition in Switzerland

      Suggested performance to include (where possible):

      • Client assets under management
      • Net new money
      • Number of private clients
      • Number of advisors/relationship managers
      • Annual staff retention rate

      Please expand on your specific business model as well as retention strategy in Switzerland

      Please expand on the other strengths that enable your institution to excel and stand out in the Swiss family offices market (in no more than 250 words)

      Please expand on the important new initiatives you have launched in 2020 that strengthens your value proposition

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

      Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss wealth industry through successful middle-end technology offerings

      Suggested performance criteria for the region to include (where possible):

      • Number of clients
      • Percentage of new clients in past 12 months
      • Number of advisors/relationship managers/private bankers

      Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2020?

      Kindly expand on what makes this technology platform stand out from its competitors

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

      Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss wealth industry through successful back-end technology offerings

      Suggested performance criteria for the region to include (where possible):

      • Number of clients
      • Percentage of new clients in past 12 months
      • Number of advisors/relationship managers/private bankers

      Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2020?

      Kindly expand on what makes this technology platform stand out from its competitors

    • Outstanding Wealth Management Technology Platform in Switzerland (Bank)

      Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency

      Suggested performance criteria for the region to include (where possible):

      • Number of clients
      • Percentage of new clients in past 12 months

      Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2020?

      Kindly expand on what makes this product stand out from its competitors

      How do you plan to develop the service capability in the future?

    • Outstanding Front-End Digital Solutions Provider (Vendor)

      Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings

      Suggested performance criteria for the region to include (where possible):

      • Number of clients
      • Percentage of new clients in past 12 months

      Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2020?

      Kindly expand on what makes this product stand out from its competitors. Client recommendations/successful case study

    • Outstanding Private Bank for Sustainable and Ethical Investment

      Celebrating the best among private banks that are successfully serving wealthy clients in terms of sustainable and ethical investments as well as ESG. Suggested performance criteria to include (where possible):

      • Client assets under management
      • Cost/income ratio
      • Net new money
      • Number of private clients
      • Ratio of investments into sustainable products/companies compared to those who are not
      • Reflection on how the firm has respected ethical values, such as those set up by the UN

      Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

    • Outstanding Private Bank for Diversity and Inclusion

      Celebrating the best among the private banks that are successfully embracing diversity and inclusion, both in the company and in terms of clients. Suggested performance criteria to include (where possible):

      • Client assets under management
      • Cost/income ratio
      • Net new money
      • Number of private clients and the segmentation of said clients
      • Number of advisors/relationship managers/private bankers and diversity within these roles
      • Annual staff retention rate
      • Please expand on your specific business model for inclusion to the bank, whether this is through certain schemes or frictionless onboarding etc.

      Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

    • Outstanding Boutique Private Bank in Switzerland

      Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Switzerland

      Suggested performance criteria to include (where possible):

      • Client assets under management
      • Cost/income ratio
      • Net new money
      • Number of private clients
      • Number of advisors/relationship managers/private bankers
      • Annual staff retention rate

      Please expand on how being a boutique private bank is an advantage for you

      Please expand on your specific business model and client acquisition as well as retention strategy

      Kindly mention other strengths that enable your institution stand out in Switzerland

    • Outstanding Private Bank – Switzerland - International Players

      Celebrating the best among the private banks in Switzerland that are successfully serving international wealthy clients

      Suggested performance criteria to include (where possible):

      • Client assets under management
      • Cost/income ratio
      • Net new money
      • Number of private clients
      • Number of advisors/relationship managers/private bankers
      • Annual staff retention rate

      Please expand on your specific business model and international clients acquisition as well as retention strategy in Switzerland

      Please expand on the other strengths that enable your institution to excel and stand out

    • Outstanding Private Bank – Switzerland- Domestic Players

      Celebrating the best among the private banks in Switzerland that are successfully serving domestic wealthy clients

      Suggested performance criteria to include (where possible):

      • Client assets under management
      • Cost/income ratio
      • Net new money
      • Number of private clients
      • Number of advisors/relationship managers/private bankers
      • Annual staff retention rate

      Please expand on your specific business model and domestic clients acquisition as well as retention strategy in Switzerland

      Please expand on the other strengths that enable your institution to excel and stand out

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