Private Banking & Wealth Management Switzerland Conference and Awards 2023

Uncovering The Future Outlook of Private Banking & Wealth Management

  • Zurich Marriott Hotel
  • Ticketed

Why attend?

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

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

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

12:30 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. ​

12:50 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

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

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 | Strategies to Accelerate Growth

Chair: Gianpaolo Chiriano, Former Managing Director, Mirabaud Group

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

3:50 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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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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GEORGIOS LEONTARIS
Chief Investment Officer – Europe, Middle East And Africa, HSBC Global Private Banking And Wealth
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IAN WOODHOUSE
Lead Wealth Management Business Model Transformation And Thought Leader For Europe, Accenture Wealth And Asset Management
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JEREMIAS BERTE
Interim Head Of Corporate Development, Julius Baer
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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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Nicolas Munaretto
Managing Director, Head Financial Services Advisory Switzerland Credit Suisse Investment Banking
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SURESH MISTRY
Head Of Sustainability, Alquity
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Frederic Kemp
Chief Market Officer and Member of the Group Executive Committee Azqore
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MARKUS STIERLI
Head Of ESG Research & Strategy, Vontobel Multi Asset, Vontobel Asset Management AG
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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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ANTOINE BLOUIN
Head of Wealth Management Solutions, Société Générale Private Banking (Suisse)
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Martin de Heus
EMEA Director, Enterprise and Corporate Solutions, Moxo
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JAN BENEDICTUS
Founder and Managing Director, Fonto (part of RWS Group)
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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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GUIDO BOLLIGER
Managing Director, Partner - Chief Investment Officer, Asteria
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FRANÇOIS DE LESCURE
Chief Revenue Officer, Wealth Dynamix

François joined Wealth Dynamix in 2020 to grow the company’s presence in France and further extend business operations across Europe and has since been designated Chief Revenue Officer, a member of the board. Having closed several flagship deals for the company across Europe and Switzerland, today his role encompasses responsibility for new and existing revenues, recruiting, structuring and managing the sales team, plus owning the business forecast and reseller channels. Previously, François served as Chief Sales and Marketing Officer, Executive Committee member and investor at DreamQuark, an Artificial Intelligence software startup. At DreamQuark, he secured the firm’s first recurring revenues with Tier-1 banks and insurance companies, won the Fintech of the Year award and enabled A and B level fundraising. Before that François spent almost 10 years at Nokia Networks, leading European Sales for Analytics Software. François has an MBA awarded by INSEAD and an engineering degree from the École Centrale de Nantes.

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CHRISTINE CIRIANI
CEO EMEA, InvestCloud

Christine is the CEO of the EMEA region of InvestCloud. She has a career of successfully building businesses across Europe and Asia. In addition, she is on the Board of Barclays Private Bank Switzerland and Institut Pasteur Switzerland. Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy dedicated to the Financial Services industry. She was also a founding member of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan, where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong. Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College.

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THOMAS SCHLAUS
Zurich Head, Citi Private Bank
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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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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

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ALEXANDER STUMPFEGGER
Chief Sales Officer, CID
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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