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

Why attend?

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

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

Back
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

View In Agenda
Next speaker
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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

View In Agenda
Next speaker
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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

View In Agenda
Next speaker
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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

View In Agenda
Next speaker
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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

View In Agenda
Next speaker
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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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Next speaker
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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

View In Agenda
Next speaker
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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

View In Agenda
Next speaker
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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

View In Agenda
Next speaker
Back
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.

Next speaker
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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

View In Agenda
Next speaker

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Venue

Zurich Marriott Hotel

Neumühlequai 42, 8006 Zürich, Switzerland

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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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To enquire about sponsorship opportunities for the conference, please contact:

Ray Giddings

Director of Events


T. +44 (0)20 7936 6512 M. +44 (0)7803 393327

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To enquire about speaking opportunities for the conference, please contact:

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Conference Producer


020 4540 7650