Private Banking & Wealth Management Switzerland Conference and Awards 2023

Uncovering The Future Outlook of Private Banking & Wealth Management

14

December

  • Zurich Marriott Hotel
  • Ticketed

Featured Speakers

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DR DOMINIK HELBERGER​

Head Of Private Banking, Member Of The Extended Executive Board, Bergos

Dr. Dominik Helberger verfügt über mehr als 20 Jahre Erfahrung an den Finanzmärkten. Seit 2006 ist Dr. Dominik Helberger bei der Bergos AG (ursprünglich Bergos Berenberg AG). Seit Februar 2021 leitet er den Bereich Private Banking und ist Mitglied der erweiterten Geschäftsleitung. Zuvor war er für die Leitung des Teams Strategic Clients zuständig. welches als Kernziel die ganzheitliche Betreuung komplexer Kunden unter Zuhilfenahme interner- und externer Spezialisten am Standort Schweiz verfolgte. Bis 2014 war er Leiter Familienunternehmer der Berenberg Gruppe, 2011 Leiter Familienunternehmer Schweiz und von 2010 bis 2011 CoHead der Niederlassung Genf. Vor seiner Zeit bei Bergos war er als Institutional Asset Manager für JP Morgan Frankfurt tätig sowie als Aktienanalyst für die Dresdner Bank Frankfurt und London. Sein Studium der Betriebswirtschaftslehre schloss er mit Auszeichnung ab. Er promovierte ausschliesslich neben dem Beruf 2009 an der TU-Berlin am Lehrstuhl Finance in Behavioral Finance und ist Charterholder des CEFA und des CWMA. Dr. Helberger ist Mentor bei Startup-Teens, Unterstützer des Theater Rigiblick und Förderer der Schweizer Paraplegiker-Stiftung

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Georgios Leontaris​

Chief Investment Officer – Europe, Middle East And Africa, HSBC Global Private Banking And Wealth

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Jeremias Berte​

Executive Director, Julius Baer

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Stefan Jenni​

CEO, Itaú Private Bank Zurich

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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 once again, 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 across private banking strategy, client relationship management post-Covid, investment market trends, and digital innovation.

    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?

    The Private Banking & Wealth Management Switzerland 2023 Conference & Awards is the premium in-person experience for the industry to hear about the most relevant initiatives paving the future of private banking and wealth management and expand their network.

    200+

    Attendees

    		20+

    Exhibitors

    		20+

    Speakers

    		85+

    Attendees at Director+ level
    200+

    Attendees

    		20+

    Exhibitors
    20+

    Speakers

    		85+

    Attendees at Director+ level

    Testmonials

    PRIVATE BANKING & WEALTH MANAGEMENT CONFERENCE & AWARDS SWITZERLAND 2022

    The Private Banking & Wealth Management Switzerland 2023 Conference & Awards is the premium in-person experience for the industry to hear about the most relevant initiatives paving the future of private banking and wealth management and expand their network.

    2022 Agenda

    • 14 Dec 2023
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    8 AM

    Registration

    8:50 AM

    Welcome address and chair’s opening remarks

    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

    Anticipating the upcoming paradigm shift in client expectations

    • An increasing appetite for more complex and differentiating products
    • A proactive search for diversification via non-directional investment strategies
    • Enhanced client experience and proximity through an optimal phygital service mix
    • Growing aspirations for responsibility, sustainability and transparency

    9:20 AM

    Private Banking & Sustainable Finance: Enabling positive impact?

    • Climate change is probably the most difficult challenge that the world will have to face over the next decades.
    • There will be loser and winners during the climate transition.
    • Winners are innovative companies that are providing solutions to accelerate the climate transition.
    • Investing in winners will deliver returns that are similar to those obtained from the digital revolution leaders.

    9:40 AM

    Future and Challenges in Swiss Onshore Wealth Management

    • Overbanked Swiss Wealth Management Market
    • Demands of Entrepreneurs, Executives and Wealthy Families
    • Positioning and Offering

    10 AM

    Embedding ESG seamlessly into the advisory process

    • Establishing the importance of ESG in private banking
    • How can technology support advisors in delivering ESG ideas
    • The key pillars of ESG with UBS Partner
    • Case study – effectively implementing ESG in a tailored portfolio context

    10:20 AM

    Modernising Client Lifecycle Management

    • Make your business a one-stop hub to modernise your client interaction workflows
    • Streamline your client business processes in banking across account onboarding, account servicing, and exception handling
    • Rethinking today’s costly, inefficient, and fragmented client engagement model, which requires significant manual intervention
    • Orchestrate each step of your workflows to fast-track client business, gain efficiency, and grow your business

    10:40 AM

    Panel Discussion | How optimistic does the future look as we head into 2023?

    11 AM

    Morning Refreshment Break

    SESSION TWO | Digital Transformation and WealthTech Innovation

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

    SESSION TWO | Sustainability and Impact Investing

    Chair: Gianpaolo Chiriano, Former Managing Director, Mirabaud Group

    11:30 AM

    Wealth Management in today’s challenging environment

    • A Swiss bank with local expertise for Latin American clients: away from a model “one size fits all”, by having a unique focus on one audience.
    • Global platform: one stop shop for on and offshore needs.
    • Client centricity: one bank for each client offering exclusive solutions designed according to our client’s plans, wherever and whenever they need.
    • Digital transformation: our journey to improve our client’s experience providing self-service banking solutions.

    11:30 AM

    The Future of Documents – a foundation for innovation

    • Covering the fundamental drivers behind the Future of Documents and strategies to effectively respond to this.
    • Which innovations arise from a successful journey ‘from documents to data’?
    • How can organisations prepare whilst meeting the requirements of today?

    11:50 AM

    Leveraging impactful investing with ESG: driving change across generations

    • Integrating ESG considerations into the investment process to help achieve enhanced risk-adjusted returns over the long term
    • Debunking the misperception that you have to sacrifice returns if you want your investments to be aligned with your values
    • Will the rise in ethical investing push private clients to be more socially responsible with their money?
    • A focus on “conscious capitalism”: delusion or dream?

    11:50 AM

    M&A: fast track to digital disruption

    • M&A a strategic lever for transformation
    • From M&A 1.0 (scale benefits and market consolidation) to M&A 2.0 (know-how acquisition and front-running cannibalization)
    • How to embrace digital transformation for conservative banks?
    • Insight, and potential pitfalls, on M&A in the context of digital disruption

    12:10 PM

    OK, boomer: how private banks can perform the transformation from baby boomers to Gen Z

    • Super rich influencers and social media stars are wealth management clients of tomorrow. What do they want?
    • The baby boomer generation retires, Gen Z joins the workforce: are banks ready for this culture shift?
    • Creating a win-win-win: what it means and how to build perspectives

    12:30 PM

    Why Swiss Banks Should Make Client Lifecycle Management Their SaaS of Choice?

    • Understanding the key challenges in wealth management firms around cost transformation, client centricity, and profitability.
    • Explaining the barriers and drivers for adopting SaaS/Cloud technology.
    • Providing ways banks can re-assert their banking dominance using SaaS CLM solutions. ​

    12:30 PM

    Back to the future: banking version 0.0

    • Considering new ways of proposing banking services by looking at the past and the original roots of the industry
    • Evaluating opportunities in the private assets markets as the new exclusive financial products boosting the move towards more sustainable and long-term investments
    • Creating alternative value propositions aiming at engaging with entrepreneurs and family offices helping them achieve their business objectives and build sustainable long-term success
    • Incorporating differentiated solutions to provide unique expertise to serve clients as the receipt for the increasing of assets into the sustainability realm of banking

    12:50 PM

    Panel Discussion | Sustainability transparency: building stakeholder confidence and creating value for clients’ individual needs

    • Overcoming challenges: the need for customisation when integrating sustainability into business models
    • Implementing environmental rating methodologies and the ability to offer tailor-made sustainable investment solutions
    • Ensuring wealth managers are appropriately equipped to deal with the increasing demand for sustainable investing
    • Tapping into new ways to ensure sustainability for clients

    Chair: Gianpaolo Chiriano, Former Managing Director, Mirabaud Group

    12:50 PM

    Panel Discussion | Harnessing the potential of WealthTech: How it’s shaking up the private banking industry

    • Finding new ways to capitalise on Wealth Tech in the industry to solidify competitive positions
    • Optimising Wealth Tech to reduce operational complexity and empower clients Traditional private banks and evolving Wealth Tech: an inevitable union or will they remain parallel entities?
    • Friend over foe: ways to partner with WealthTech companies to maximise business growth

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

    1:10 PM

    Lunch and Networking

    1:10 PM

    Lunch and Networking

    SESSION THREE | Navigating the Investment Landscape and New Asset Classes

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

    SESSION THREE | Strategies to Accelerate Growth

    Chair: Gianpaolo Chiriano, Former Managing Director, Mirabaud Group

    2:10 PM

    Fostering an attractive overall strategic development plan in private banking: maximising the growth

    • Consolidation / M&A trends in the wealth management market and its challenges
    • How digitalising wealth management can lead the path to competitive advantage
    • Fin Tech forcing the private banking industry to rethink models and mindsets

    2:10 PM

    Implementation of Bergos’ analysis approach with the client in the current market environment, using examples and a behavioural approach

    • Advising in uncertain times – challenge and privilege
    • Diversification – from a behavioural customer view
    • FOMO – a quick review from an advisor’s perspective
    • Choice in financial markets – how to help customers

    2:30 PM

    Hybrid wealth advice – The best of the two worlds of investment advisory services and discretionary portfolio management

    • Investment advisory services vs. discretionary portfolio management
    • Omnichannel approach as a prerequisite for hybrid wealth advice
    • Automation and personalisation in the wealth advisory process

    2:50 PM

    As Global as our Clients

    • HNW clients are becoming more global in how they think and act
    • Seamless coverage with local teams to service needs with excellence across different regions
    • Access to local opportunities

    3:10 PM

    Developing several bulletproof solution strategies to mitigate cyber and fraud risks

    By Azqore

    3:10 PM

    Benefits of a platform model to grow a digital and sustainable WM business!

    • Explore some of the driving forces impacting Wealth Management 2023;
    • Toward Augmented WM…or How to maximize value from the client-advisor/RM relationship?;
    • Tailoring your digital journey with Out-of-the box, co-constructed or bespoke solutions;
    • Identify how a platform model can help share costs but also increase top line thanks to the ecosystem and co-business possibilities.

    3:30 PM

    Panel Discussion | Navigating the Investment Landscape and New Asset Classes

    • How quickly do private banks need to adapt to implement the infrastructure of digital assets in order to yield profit?
    • What demand do we see from the client side?
    • Overcoming regulatory obstacles surrounding crypto investments and effectively investing in crypto as a bank
    • Traditional banks getting on board with decentralised finance

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

    3:30 PM

    Panel Discussion | Strategies to Accelerate Growth

    Chair: Gianpaolo Chiriano, Former Managing Director, Mirabaud Group

    3:50 PM

    Afternoon Refreshment Break

    SESSION FOUR | Disruptive Forces and Emerging Trends

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

    4:10 PM

    Adapting in the face of disruption: a focus on macro variables in the global market

    • Preparing for rising inflation and interest rates: outlining the views and expectations for the industry and addressing the outlook and implications from an investment perspective
    • Dealing with changing investing and lending attitudes in the global economy amid the Ukraine-Russia conflict: what this means for commodities and what is the economic outlook?
    • Putting together portfolios and seizing investment opportunities to yield profit and grow business
    • Understanding how business models need to remain agile, resilient and change fluidly as the market and client behaviours evolve

    4:30 PM

    Making an impact – intuitive client-advisor experience drives value

    • Exploring the implications of market uncertainty on business and technology decision
    • The importance of mastering digital fundamentals to ensure your firm can leverage technology to grow and retain clients whilst enhancing operational efficiency (i.e. true scale).
    • Specific Communication and Planning tools that put scale into practice by transforming the way your advisers interact with clients

    5:10 PM

    Panel Discussion | Preparing for the upcoming transfer of wealth for the Baby Boomer generation

    • Learning how to deal with both the opportunity and major threat this poses to wealth management firms
    • Devising useful strategy and effectively building multi-generational relationships with clients and their families to better understand the needs of the new clientele Future proofing family wealth
    • Integrating hyper-personalised, intelligent services that accommodate multiple profiles and permissions
    • Chair: Ian Woodhouse, Lead Wealth Management Business Transformation and Thought Leader for Europe, Accenture

    5:30 PM

    Close of Conference

    6:30 PM

    Drinks Reception

    7 PM

    Private Banking & Wealth Management Switzerland 2022 Awards Ceremony

    2022 Speakers

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    Yusuf Savmaz
    Global Head Of Swiss Market, BNP Paribas Wealth Management Switzerland

    Yusuf Savmaz is Global Head of Swiss Market at BNP Paribas Wealth Management Switzerland. He has 22 years of experience in the Wealth Management industry, focusing on entrepreneurs and executives for the last 10 years. For the past six years, he was responsible for the entrepreneurs, executives and wealthy families segment in the Zurich region as a Managing Director at Credit Suisse. He holds a Master of Arts in Business Administration from the University of Zurich, is a Swiss certified tax expert and is a Certified International Wealth Manager.

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    FRANÇOIS DE LESCURE
    Chief Revenue Officer, Wealth Dynamix
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    Boris Rankov
    Head Of Digital Advisory EMEA, InvestCloud

    Dr. Boris Rankov is the Head of Digital Advisory at InvestCloud EMEA region. Previously a co-founder of InCube Group, Boris has more than 15 years of experience in banking and wealth management, working with global financial institutions on digital transformation programs. His expertise lies primarily in the fields of wealth advisory, portfolio and risk management and applying data science in the investment context. Boris holds a Master’s degree and PhD in Electrical Engineering from the ETH Zurich (Dr. Sc. ETH).

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    Christine Ciriani
    CEO EMEA, InvestCloud
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    Thomas Schlaus
    Zurich Head, Citi Private Bank
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    Patrick Makulinski
    Senior Sales Specialist, UBS Partner

    Patrick is Senior Sales Specialist at UBS Partner, UBS’ WealthTech solution for Private Banks and Wealth Managers and helps clients on their digital transformation journey. He primarily focuses on the EMEA region and is also responsible for driving partnerships for UBS Partner.

    Before joining UBS Partner Patrick was leading the Swiss hub within the UBS EMEA Cross-Business Development unit fostering a holistic client coverage for the region’s top clients across all UBS divisions. Patrick joined UBS in 2011 at UBS Switzerland’s Strategy & Business Development unit where he led a business consulting team primarily focusing on digitalization projects.

    Patrick started his career in banking and business consulting. He holds a diploma in business administration from the Cooperative State University Loerrach and a Master of Science from the WHU / Otto Beisheim School of Management in Vallendar.

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    Delia Steiner
    Country Manager CH/LI, Aixigo

    Delia is an accomplished wealth management expert with more than a decade of experience in financial services. As an educated economist she has started her career in economic forecasting at the Swiss National Bank and the Swiss State Secretariat for Economic Affairs. Since 2021 she leads the Swiss branch of Aixigo, the world’s fastest API-based wealth management platform, after several years in consulting banks and wealth managers in digital innovation.

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    Suresh Mistry
    Head Of Sustainability, Alquity
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    Ian Woodhouse
    Lead Wealth Management Transformation and Thought Leader, Accenture

    I’m a trusted business and technology advisor to wealth management executives helping them meet industry trends and confidently change through focused reinvention. I help firms to solve specific issues ranging from revising strategic ambition and purpose through to meeting evolving client segment expectations and needs, digitising the client & advisor experience, innovating propositions, simplifying operations, and adopting modern technology platforms. Additionally, I drive Accenture’s European wealth thought leadership content covering key trends, emerging good practices, benchmarks and author relevant surveys, blogs and articles. I also serve on the editorial advisory boards of leading wealth management specialist publications and help build future talent and capabilities through running executive awareness sessions and mentoring the next generation of diverse talent with PIMFA’s under 40 leadership committee. In recognition of outstanding contributions to the industry, I was honoured to receive the 2022 PBI (Private Banker International) London Industry Ambassador Award.  Prior to Accenture, I held senior roles with other leading firms EY, PwC, IBM and Orbium serving their global financial services clients

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    Gianpaolo Chiriano
    Former Managing Director, Mirabaud Group

    15+ years’ international experience managing transactions and assessing investment opportunities, helping clients, entrepreneurs and organizations achieve strategic business objectives. Goal-oriented professional skilled to handle multiple tasks, manage stakeholders’ needs and lead projects and cross-functional teams towards success

    Based in Geneva and currently Managing Director at the Mirabaud group providing and structuring a wide spectrum of services to private and institutional clients. Built up relationships and developed a strong network of clients (i.e. UHNWIs, family offices, wealth managers, fund managers, CEOs, CFOs).

    Managed private clients’ wealth and structured their assets allocation matching their financial needs and target objectives. Led investments process conducting c transactions for clients. Structured deals and financial terms leading negotiations of term sheets, legal contracts and SPAs for clients

    Session Details:

    SESSION TWO | Sustainability and Impact Investing

    2023-12-14, 1:30 AM

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    Georgios Leontaris
    Chief Investment Officer – Europe, Middle East And Africa, HSBC Global Private Banking And Wealth
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    DR DOMINIK HELBERGER
    Head Of Private Banking, Member Of The Extended Executive Board, Bergos

    Dr. Dominik Helberger verfügt über mehr als 20 Jahre Erfahrung an den Finanzmärkten. Seit 2006 ist Dr. Dominik Helberger bei der Bergos AG (ursprünglich Bergos Berenberg AG). Seit Februar 2021 leitet er den Bereich Private Banking und ist Mitglied der erweiterten Geschäftsleitung. Zuvor war er für die Leitung des Teams Strategic Clients zuständig. welches als Kernziel die ganzheitliche Betreuung komplexer Kunden unter Zuhilfenahme interner- und externer Spezialisten am Standort Schweiz verfolgte. Bis 2014 war er Leiter Familienunternehmer der Berenberg Gruppe, 2011 Leiter Familienunternehmer Schweiz und von 2010 bis 2011 CoHead der Niederlassung Genf. Vor seiner Zeit bei Bergos war er als Institutional Asset Manager für JP Morgan Frankfurt tätig sowie als Aktienanalyst für die Dresdner Bank Frankfurt und London. Sein Studium der Betriebswirtschaftslehre schloss er mit Auszeichnung ab. Er promovierte ausschliesslich neben dem Beruf 2009 an der TU-Berlin am Lehrstuhl Finance in Behavioral Finance und ist Charterholder des CEFA und des CWMA. Dr. Helberger ist Mentor bei Startup-Teens, Unterstützer des Theater Rigiblick und Förderer der Schweizer Paraplegiker-Stiftung

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    Stefan Jenni
    CEO, Itaú Private Bank Zurich
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    Jeremias Berte
    Interim Head Of Corporate Development, Julius Baer
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    Nicolas Munaretto
    Managing Director, Head Financial Services Advisory Switzerland Credit Suisse Investment Banking

    Session Details:

    M&A: fast track to digital disruption

    2023-12-14, 11:51 AM

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    Markus Stierli
    Head Of ESG Research & Strategy, Vontobel Multi Asset, Vontobel Asset Management AG
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    ALEXANDER STUMPFEGGER
    Chief Sales Officer, CID
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    Frederic Kemp
    Chief Market Officer and Member of the Group Executive Committee Azqore

    Frederic Kemp is Chief Market Officer at Azqore and Member of the Group Executive Committee. With 20+ years’ experience in banking and digital transformation projects, Frederic has gained a specific insight into Wealth management and in the disruptive models and technologies currently reshaping the Finance industry. He today drives Azqore's Strategic Marketing in order to best answer existing and future clients evolving needs, implement resilient operating model and deliver news digital services globally. Before joining Azqore, he was a Managing Director at the Swiss-based group Avaloq where he founded the first foreign entity in Luxembourg and actively contributed to the group’s international expansion. He previously worked for IBM Global Services and an internet start-up, as well as for the Belgian Parliament. Frederic holds a bachelor in marketing and a master in Political Sciences & International Relations from UCLouvain.

    Session Details:

    Benefits of a platform model to grow a digital and sustainable WM business!

    2023-12-14, 3:10 PM

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    JAN BENEDICTUS
    Founder and Managing Director, Fonto (part of RWS Group)
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    Guido Bolliger
    Managing Director, Partner - Chief Investment Officer, Asteria
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    MARTIN DE HEUS
    EMEA Director, Enterprise And Corporate Solutions, Moxo

    I have a background in the IT tech industry and I advised European enterprise businesses in their digital transformation journeys. I am passionate about challenging our customers to reach the best possible outcome and I always strive to be the guide for our clients and work on long-term partnerships. It is great to help companies transforming into customer centric organizations with 'outside-in' mindset. I am based in Amsterdam and I look after Moxo's EMEA business.

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    Antoine Blouin
    Head of Wealth Management Solutions, Société Générale Private Banking (Suisse)

    Société Générale Private Banking (Suisse)

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    Ursina Lüthi
    Chief Product Officer Finfox

    Ursina Lüthi has been Chief Product Officer at ECOFIN Software and Technology AG – the Finfox company – since 2020. She joined ECOFIN in 1995, held various leading positions within the firm and has been a member of the Executive Board since 2002. Ursina is the mastermind of Finfox, having been in charge of the solution and its continuous development since the very beginning in 2007. Over the last 25 years she has gained deep expertise in product development, product strategy and consulting in the area of wealth advisory services. Ursina graduated in Business and Economics from the University of Zurich. She is fluent in five languages including her mother tongue Rhaeto-Romanic.

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    Plan Your Visit

    Venue

    Zurich Marriott Hotel

    Neumühlequai 42, 8006 Zürich, Switzerland

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    SPONSORSHIP ENQUIRIES

    Ray Giddings

    Director of Events

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

    SPEAKER ENQUIRIES

    Niki Khoshkbary

    Conference Producer

    +44 (0) 20 4540 7545

    MARKETING ENQUIRIES

    Moona Popal

    Marketing Manager

    Sponsorship Enquiries

    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

    SPEAKER ENQUIRIES

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

    Niki Khoshkbary

    Conference Producer


    +44 (0) 20 4540 7545