9th Annual Private Banking Conference & Awards 2024

Interconnecting digital transformation to continue the new world order of Private Banking

12

December

  • Zurich Marriott Hotel
  • Ticketed
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  • Media Centre
  • Awards
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Why attend?

What to Expect for 2024?

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

200+

Attendees

15+

Exhibitors

20+

Speakers

70+

Attendees at Director+ level

200+

Attendees

15+

Exhibitors

20+

Speakers

70+

Attendees at Director+ level

PRIVATE BANKING & WEALTH MANAGEMENT CONFERENCE & AWARDS SWITZERLAND 2023

Agenda

  • 12 Dec 2024
Expand All

Streams

Stream one

What are the key disruptors that private banks need to consider in digital transformation?:

Stream two

Navigating the future for client services:

8 AM

Registration

8:50 AM

Chair Introduction

Speakers

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

SESSION 1: The Emergence of an Interconnected Private Banking Ecosystem

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

9 AM

Keynote: Assessing the Uncertain Global Economic Landscape

  • Current economic circumstances - where do we stand?
  • Inflation and Monetary Policy in DACH region
  • Eurozone economy and the private banking sector

Speakers

Dr. Stefan Gerlach
Chief Economist, EFG Private Bank

9:20 AM

Keynote Case study: Understanding the importance of empowerment, intergenerational and wealth transfer change

  • Highlighting the importance of adapting to intergenerational change to prepare for succession and wealth planning
  • Reviewing statistics and examples of wealth transfer market gaps to generate new processes/offerings
  • Empowerment and diversity is the new direction in Private Banking

Speakers

Maryann Umoren Selfe
Managing Director, Head of Investment Solutions, BIL Suisse

9:40 AM

Top Themes for 2025

  • What are the big investment themes for 2025?
  • Who are the leading players?
  • What predictive signals can we see from
  • GlobalData’s thematic engine?

Speakers

Suneet Muru
Analyst, GlobalData

10 AM

The Era of Engagement Banking – unlock the new- generation banking model

  • Reshaping your digital banking architecture around customers and employees
  • Harnessing the power of a unified omnichannel approach
  • Reimagining your customer journey

10:20 AM

Panel discussion: A present-future or future-back approach?

  • Where are the opportunities for breakthrough growth?
  • Executing strategy and realising purpose
  • How can the industry create an innovation roadmap that benefits all?
  • Linking future opportunities with today’s initiatives

Speakers

Roger Furrer
Director, ERI Bancaire
Maryann Umoren Selfe
Managing Director, Head of Investment Solutions, BIL Suisse
Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC
Raja Beurer
Director Banking, Finance and Insurance, PriceHubble
Lennart Asshoff
Product Director, Backbase

10:40 AM

Morning refreshments

SESSION 2: Managing for Outcomes

Speakers

Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

11:10 AM

Assembling the Private Banking digital infrastructure

  • Consolidating data to safeguard your clients’ information
  • What regulatory hindrances are expected to disrupt the digital journey?
  • Evaluating where AI has been proficient in reshaping the onboarding process and business strategizes for easier productivity
  • Selecting the right digital tools to enhance your back office systems

Speakers

Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

11:30 AM

Case study: Maintaining a high level of personalized service expected by private clients while transitioning to digital channels

  • Reimagining the client engagement journey for the digital era
  • Enhancing service delivery without compromising on the quality of service
  • How internal efficiency reinforced Raiffeisen Bank’s reputation for reliability and excellence?

Speakers

Shimona Pinto
UK Country Manager , MOXO

11:50 AM

Transforming Private Banking: Leveraging Digital Innovation for Enhanced Client Engagement, Operational Excellence, and Sustainability

  • Understanding Digitalization in Banking Digitalization as a Business Accelerator and Enabler for Sustainability
  • Enhancing Client Engagement Through Technology
  • Promoting SDGs through Banking Practices

Speakers

Christoph Schwarz
Chief Technology Officer, Radicant Bank

12:10 PM

Fireside chat: Alleviating C-Suite executives’ pressure

  • Leveraging AI-assisted productivity
  • Prioritizing trust and security to prevent compliance issues
  • Combining human engagement and AI

Speakers

Puneet Saraswat
SVP Global Sales & Solutions, Linguistic AI & Regulated Industries, RWS Group
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

12:30 PM

Panel Discussion: Fighting against digital disruptors in Private Banking

  • How have Neo banks and key disruptors challenged digitalization of traditional banks?
  • Synergizing digital tactics, AI and data management to upscale value, back office productivity and client interaction
  • Traditional vs Fintech - who’s best at offering alternative investments?

Speakers

Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission
Javier Peña Roncero
Data Engineer, Vontobel
Christoph Schwarz
Chief Technology Officer, Radicant Bank
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
Vadim Sobolev
Head of Models and Technology, LGT Private Banking
Puneet Saraswat
SVP Global Sales & Solutions, Linguistic AI & Regulated Industries, RWS Group
Shimona Pinto
UK Country Manager , MOXO

1 PM

Lunch and Networking

SESSION 3: Private Banking through the ‘Macro-scope’

2 PM

Painting the “green” road to sustainable investments

  • How to define “green” assets and do they stimulate growth?
  • Is “green” and “sustainable” investing a new story?
  • How to think about sustainability from

Speakers

Dr. Reto Cueni
Chief Economist, Vontobel

2:20 PM

Building and unifying your private banking with Fund Report Orchestrator On-Demand

  • Empowering wealth and asset management to streamline and accelerate production
  • Elevating your investment reporting
  • Eliminating silos to support client requirements whilst maintaining compliance and accuracy

Speakers

Rachel Rowe
RVP, Seismic

2:40 PM

2024: Trump 2.0, Volatility and Rate Cuts

  • FED, equities, macro
  • Core strategies and themes 2
  • Global impact: Europe/China?

Speakers

Freya Beamish
Chief Economist, TS Lombard

3 PM

Assembling your sustainable portfolio and products

  • Creating targeted investment portfolios
  • Adopting Future-orientated and client-centric focused tools to leverage decisions
  • Improving your CRM performance with low environmental impact

Reyl & Cie

3:20 PM

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

  • Long-term holistic approaches to impactful
  • investing and sustainable capabilities
  • Are we green splaining truth of incorporating green activities and ESG strategies?
  • How are private banks aligning their sustainability strategies to the Paris Agreement and Green Deal Examples of successful sustainability offerings, portfolios strategies and products

 

Speakers

Dr. Reto Cueni
Chief Economist, Vontobel
Christopher Greenwald
Head of Sustainable Investing, LGT Private Banking
Nico Frey
Head of SDG Impact Rating, Radicant Bank
Freya Beamish
Chief Economist, TS Lombard
Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

3:50 PM

Afternoon Refreshment Break

SESSION 4: The future of money or the future of value: Where is Private Banking heading?

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

Speakers

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

4:10 PM

The 2020’s and the Macro Super cycle

  • CAPEX focus will be on real assets, shifting away from financial engineering
  • Can central banks and governments live in a 3% inflation world?
  • Investment conclusions on the future outlooks

4:30 PM

Panel discussion: The changing role of relationship managers – professionalising the role

  • A shift to team-based work
  • Providing RMs with the same level of digital capacities as you provide to your clients
  • How has the fast-changing regulatory environment been a key driver in the evolution of skills and tools for RMs?

Speakers

Christophe Cantala
Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
Henrik Herr
Head of Wealth Management Germany, Rothschild & Co
Natalia Voychuk
Managing Director, CORUM Vermögensverwaltung AG
Christine Ciriani
President of International Digital Wealth, InvestCloud

5 PM

The future evolution of wealth management

  • How is digitising the client-adviser experience central to the sustainability of future growth?
  • Using AI to deliver long-term advice: helping wealth managers to prove their value
  • Adapting with agility and eliminating friction in delivery and take-up
  • Providing seamless global connectivity and relevance

InvestCloud

5:30 PM

Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

  • Exploring the concept of Contextual banking
  • Unveiling the subtle transformation happening in wealth and private banking for accessing capital markets and the changing market landscape
  • Can embedded finance change private banking for the better?
  • Keeping your internal teams in the loop: creating a client service framework for employees
  • Becoming a trusted gateway for clients through the extension of products provided through partnerships and third parties

Speakers

Stephen Grady
Executive Vice President Head of Global Markets, Lombard Odier
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
Giambattista Atzeni
Head of Family Office, Bordier & Cie
Sahar Attaripour
Co-founder and Former CEO, Suzugia

6 PM

Close of Conference

6:30 PM

Drinks Reception

7:30 PM

Private Banking & Wealth Management Switzerland 2024 Awards Ceremony

11:10 AM

Q&A: Client retention – a matter of trust

  • Personalizing investment product offerings and communication styles to match clientele interests
  • Utilizing mass affluent/HNW client behaviour to gain trust and good relationships with private bankers
  • Increasing client confidentiality to enable transparency and better relations

Chair: Suneet Muru, Associate Analyst, GlobalData

Speakers

Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer
Suneet Muru
Associate Analyst, GlobalData

11:30 AM

Case study: A digital solution for investors to review their assets and liabilities with the inclusion of property

  • Helping clients gain complete visibility across all investment products and asset classes
  • Identifying new revenue streams within real estate portfolios
  • Portfolio crystalisation - knowing what to sell and when

Speakers

Raja Beurer
Director Banking, Finance and Insurance, PriceHubble

11:50 AM

How Swiss, Liechtenstein & offshore private trust companies are transforming inheritance planning for UHNW families

  • Why is private trust company (PTC) becoming increasingly more popular among UHWNI families and what is the main difference to a trust
  • Key jurisdictions where those PTCs are used and differences among those jurisdictions
  • Actual life examples of PTCs currently used in a practice

Speakers

Vadim Neumann
Country Head Switzerland & Liechtenstein, ZEDRA

12:10 PM

Unlocking Secure Client Engagement in Private Banking: RCO’s Journey to Digital Excellence

  • Our vision at RCO - Why digital customer interactions are compatible with HNWI Private Banking services

  • Our focus as a Private Bank - Key uses cases to deliver value

  • Driving Adoption amongst stakeholders - the blueprint to delivering a successful project

Speakers

Jens Rabe
COO
Sébastien Hénon
Head of Digital Factory, Rothschild & Co

12:30 PM

Panel Discussion: Enhancing Client Onboarding and Engagement: The Role of Technology and Human Touch

  • How should we balance the onboarding process dynamics and have there been any successful examples in achieving this?

  • Rewriting onboarding - what technology should we be using to ease onboarding?

  • Utilizing client behavioural analytics to optimize a tailored, client-centric engagement and processes

Speakers

Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer
Rachel Rowe
RVP, Seismic
Sébastien Hénon
Head of Digital Factory, Rothschild & Co
Jens Rabe
COO
Suneet Muru
Associate Analyst, GlobalData

1 PM

Lunch and Networking

SESSION 3: Private Banking through the ‘Macro-scope’

2 PM

Fireside chat: Separating noise from information in a digital era

  • Understanding the current macroeconomic environment
  • Separating noise from information. What to expect of Markets?
  • Building effective strategies for Private Clients
  • Designing portfolios for Private Clients rather than for Private Banks

Speakers

Dr. Carlos Mejia
Chief Investment Officer, Member of the Executive Committee, Rothschild & Co Bank AG
Sahar Attarpouri
Co-founder and Former CEO, Suzugia

2:20 PM

Tokenizing the Future: Private Equity – Case in Point: Green Energy Powered AI Data Centres

Speakers

Prasanth Kalagani
Founder and CEO, Zoniqx
Venkat Bussa
CEO, Aurum Equity Partners

2:40 PM

Small changes with outsized impact: using behavioural science to shape decisions and drive growth

Discuss how the implementation of behavioral science techniques can improve:

  • Digital tool adoption
  • Client retention
  • Solution selection

Allianz Global Center for Behavioral Economics

3 PM

Inserting legal touchpoints into your private banking strategy

  • How can market trends teach banks to do business dynamically whilst avoiding legal mistakes?
  • Helping banks to adhere to cross-bordering laws during globalisation
  • Advising best movements to modernize your compliance and AML environment

Streams

Stream one

Navigating the future for client services:

11:10 AM

Q&A: Client retention – a matter of trust

  • Personalizing investment product offerings and communication styles to match clientele interests Utilizing mass affluent/HNW client behaviour to gain trust and good relationships with private bankers
  • Increasing client confidentiality to enable transparency and better relations

Speakers

Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer
Suneet Muru
Associate Analyst, GlobalData

5 PM

Fireside chat: The future evolution of wealth management

  • How is digitising the client-adviser experience central to the sustainability of future growth?
  • Using AI to deliver long-term advice: helping wealth managers to prove their value
  • Adapting with agility and eliminating friction in delivery and take-up
  • Providing seamless global connectivity and relevance

Speakers

Jeff Yabuki
CEO, InvestCloud

Speakers

Select a speaker to learn more

Back
Henrik Herr
Head of Wealth Management Germany, Rothschild & Co

Henrik Herr is Head of Wealth Management Germany at Rothschild & Co. Before joining Rotschild & Co in 2021, Henrik held various leadership positions at Credit Suisse during his 17-year tenure at the bank. Most recently, Henrik was Head of Private Banking for Germany and Austria and a member of the supervisory board of Credit Suisse Germany. Henrik started his career at Deutsche Bank. After successfully completing a bank apprenticeship, he gained his first professional experience as a Private Banking client adviser.

Henrik Herr ist Leiter der Wealth-Management-Aktivitäten der Finanzgruppe Rothschild & Co in Deutschland. Bevor er 2021 zu Rotschild & Co. kam, hatte er während seiner 17-jährigen Tätigkeit bei Credit Suisse verschiedene Führungspositionen inne. Zuletzt war er Leiter des Bereichs Private Banking für Deutschland und Österreich und Mitglied des Aufsichtsrats der Credit Suisse Deutschland. Henrik Herr begann seine Karriere bei der Deutschen Bank. Nach erfolgreichem Abschluss einer Banklehre sammelte er erste Berufserfahrungen als Kundenberater im Private Banking.

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

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Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer

Session Details:

Panel Discussion: Enhancing Client Onboarding and Engagement: The Role of Technology and Human Touch

2024-12-12, 12:30 PM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-13, 11:10 AM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-12, 11:10 AM

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Suneet Muru
Associate Analyst, GlobalData

Session Details:

Panel Discussion: Enhancing Client Onboarding and Engagement: The Role of Technology and Human Touch

2024-12-12, 12:30 PM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-13, 11:10 AM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-12, 11:10 AM

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Christopher Greenwald
Head of Sustainable Investing, LGT Private Banking

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

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Christophe Cantala
Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

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Maryann Umoren Selfe
Managing Director, Head of Investment Solutions, BIL Suisse

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

Session Details:

Keynote Case study: Understanding the importance of empowerment, intergenerational and wealth transfer change

2024-12-12, 9:20 AM

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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.

Next speaker
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Vadim Neumann
Country Head Switzerland & Liechtenstein, ZEDRA

Session Details:

How Swiss, Liechtenstein & offshore private trust companies are transforming inheritance planning for UHNW families

2024-12-12, 11:50 AM

View In Agenda
Next speaker
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Christoph Schwarz
Chief Technology Officer, Radicant Bank

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

Session Details:

Transforming Private Banking: Leveraging Digital Innovation for Enhanced Client Engagement, Operational Excellence, and Sustainability

2024-12-12, 11:50 AM

View In Agenda
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Dr. Stefan Gerlach
Chief Economist, EFG Private Bank

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

Session Details:

Keynote: Assessing the Uncertain Global Economic Landscape

2024-12-12, 9:00 AM

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Dr. Reto Cueni
Chief Economist, Vontobel

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

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

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

Session Details:

Painting the “green” road to sustainable investments

2024-12-12, 2:00 PM

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Vadim Sobolev
Head of Models and Technology, LGT Private Banking

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

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Dr. Carlos Mejia
Chief Investment Officer, Member of the Executive Committee, Rothschild & Co Bank AG

Carlos is a Partner at Rothschild & Co and joined the company in 2012 from Investec Bank, where he was the Chief Investment Officer and Head of  Portfolio Management between 2010 and 2012.

From 2005 to 2010, Carlos worked for UBS AG as Head of Investment Strategy and Portfolio Construction (London) and as Head of Asset Allocation for discretionary portfolios (Zurich).

Between 2000 and 2005, Carlos worked for Goldman  Sachs (London) advising institutional investors, first as an  Equity Strategist and then as the co-head of the Tactical  Asset Allocation Advisory team.

Carlos has a Master of Science and a Doctorate degree in Interdisciplinary Mathematics from the University of  Warwick (England) in addition to two first degrees from the National University of Mexico, one in Actuarial Sciences and one in Mathematics.

Carlos is member of the Responsible Investment Committee and the Balance & Inclusion Committee for the Rothschild & Co group and regularly publishes articles or interviews in local and international newspapers and social networks.

 

Session Details:

Fireside chat: Separating noise from information in a digital era

2024-12-12, 2:00 PM

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Javier Peña Roncero
Data Engineer, Vontobel

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

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Nico Frey
Head of SDG Impact Rating, Radicant Bank

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

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Marta Ra
Member of Task Force on Digitalization in Energy Group of Experts on Energy Efficiency, United Nations Economic Commission for Europe
Next speaker
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Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

Session Details:

Assembling the Private Banking digital infrastructure

2024-12-12, 11:10 AM

View In Agenda
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Giambattista Atzeni
Head of Family Office, Bordier & Cie

Session Details:

Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

2024-12-12, 5:30 PM

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Natalia Voychuk
Managing Director, CORUM Vermögensverwaltung AG

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

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Freya Beamish
Chief Economist, TS Lombard

Session Details:

2024: Trump 2.0, Volatility and Rate Cuts

2024-12-12, 2:40 PM

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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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.

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

Session Details:

SESSION 4: The future of money or the future of value: Where is Private Banking heading?

2024-12-12, 4:00 PM

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Sahar Attarpouri
Co-founder and Former CEO, Suzugia

Sahar Attaripour is a fintech entrepreneur, investor, and advisor with a diverse background spanning quantitative finance, artificial intelligence, and digital transformation. As the co-founder and former CEO of Suzugia, an AI-powered investment decision-making firm acquired by AllianceBernstein in 2022, Sahar pioneered the development of a groundbreaking “multi-agent platform," an AI-driven version of the traditional multi-manager platform that leverages natural language processing and machine learning for optimal decision-making processes. Following the acquisition, she served as a Senior Vice President and Portfolio Manager at AllianceBernstein until June 2024, where she co-managed the AI-powered multi-asset strategy within the firm's hedge fund solutions unit.

Sahar's expertise in AI/ML and quantitative investing, combined with over a decade of experience leading digital transformation initiatives for top-tier companies across various industries, positions her as a thought leader at the intersection of technology and finance. Currently, she focuses on supporting promising startups and scale-ups as an investor and advisor, drawing upon her extensive knowledge of data science, solution design, and business strategy to drive innovation and growth. Sahar is passionate about leveraging technology to solve complex challenges and is a strong advocate for diversity and inclusion in both finance and technology.

Session Details:

Fireside chat: Separating noise from information in a digital era

2024-12-12, 2:00 PM

View In Agenda
Next speaker
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Rachel Rowe
RVP, Seismic

Session Details:

Building and unifying your private banking with Fund Report Orchestrator On-Demand

2024-12-12, 2:20 PM

Session Details:

Panel Discussion: Enhancing Client Onboarding and Engagement: The Role of Technology and Human Touch

2024-12-12, 12:30 PM

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Roger Furrer
Director, ERI Bancaire

Roger Furrer director at ERI, responsible for the two offices in Zürich and Lugano. With ERI for over 19 years, he leads the sales and implementation of the OLYMPIC Banking System, a comprehensive software solution for private, wealth management, corporate, investment, retail and central banks, as well as funds, trusts, family offices and more financial companies. He has over 35 years of experience in the software and finance industries

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

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Prasanth Kalagani
Founder and CEO, Zoniqx

Prasanth is a highly accomplished tech-entrepreneur with more than two decades of experience in deep tech. He holds a Master of Science degree from the University of Bremen, Germany. Throughout his career, he has worked with several Fortune 100 companies, including Barclays, EY, BCG, and Toyota, serving in roles such as Solutions Architect and Chief Technology Officer. Drawing on his expertise in Blockchain and Artificial Intelligence, Prasanth founded Zoniqx Inc, an institutional blockchain and AI-based technology solution that offers Tokenization Platform as a Service (TPaaS). This platform integrates and powers the entire tokenized asset distribution lifecycle, disintermediating traditional intermediaries. Prasanth’s passion towards private capital markets, alternative assets, and real estate has helped him design an innovative solution that is transforming the industry

Session Details:

Tokenizing the Future: Private Equity – Case in Point: Green Energy Powered AI Data Centres

2024-12-12, 2:20 PM

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Venkat Bussa
CEO, Aurum Equity Partners

Venkat is a visionary leader dedicated to building next-generation data centers that are smart, secure, and sustainable. With over 25 years of experience as a technology founder, operator, venture investor, and mentor, Venkat combines technological expertise with a strategic investor’s insight to drive innovation and growth. He is the CEO of Aurum, Founder and Managing Partner of Aurum’s $50M Vision Fund and serves as a Venture Partner for VU’s $100M Fund 2, focusing on Enterprise, Fintech, and Web3 investments. Renowned for his ability to guide businesses through all growth stages, Venkat helps entrepreneurs unlock and monetize value effectively. His career spans industries such as Telecommunication, Cloud, Networking, Agriculture, Education, and Print & Packaging. Venkat holds a Bachelor’s Degree in Computer Engineering, an MBA, and certifications from executive programs at Harvard, Stanford, and Berkeley Haas, solidifying his position as a dynamic leader in the global data center and venture capital landscape.

Session Details:

Tokenizing the Future: Private Equity – Case in Point: Green Energy Powered AI Data Centres

2024-12-12, 2:20 PM

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Puneet Saraswat
SVP Global Sales & Solutions, Linguistic AI & Regulated Industries, RWS Group

Session Details:

Fireside chat: Alleviating C-Suite executives’ pressure

2024-12-12, 12:10 PM

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Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

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Shimona Pinto
UK Country Manager , MOXO

Shimona comes from a legal background and works with Moxo EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

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Case study: Maintaining a high level of personalized service expected by private clients while transitioning to digital channels

2024-12-12, 11:30 AM

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Lennart Asshoff
Product Director, Backbase

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

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Raja Beurer
Director Banking, Finance and Insurance, PriceHubble

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

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Case study: A digital solution for investors to review their assets and liabilities with the inclusion of property

2024-12-12, 11:30 AM

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Christine Ciriani
President of International Digital Wealth, InvestCloud

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

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Alessandro Tonchia
Head of Strategy, EMEA & Asia, InvestCloud

Alessandro is the Head of Strategy, InvestCloud Europe and Asia, focusing on building and maintaining long-term relationships with major clients. He is passionate about developing client offerings that improve sales, advice and client relations via digital technology and artificial intelligence. He has a keen interest in sustainability and the impact financial institutions can have in this area. Alessandro has been instrumental in the development of InvestCloud's ESG offering.

 

Alessandro is co-founder of Finantix, a firm that InvestCloud acquired earlier in 2021 as part of a merger to create the next-generation SaaS wealth solutions platform. Prior to establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM.

 

Alessandro holds a degree in Physics from the Ludwig-Maximilians-Universität in Munich. In addition, he also studied Philosophy and Linguistics at the University of California in Los Angeles.

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Awards

The moment of excellence has arrived! Private Banking Awards 2024 Finalists Revealed

Welcome to the pinnacle of innovation, dedication and visionary leadership within Europe’s robust financial sector. The 9th annual Private Banking Awards 2024 has been the forefront of celebrating exceptional achievements and this year is no different.

We embarked on a journey to spotlight the experts of the private banking realm – institutions and individuals whose innovative strategies and technological skill are not just shaping, but revolutionising the future of private banking. It’s been an honour to witness the number of entrants, each showcasing remarkable feats that are pushing boundaries far and beyond the conventional.

Why the spotlight?

Our finalists represent the crème de la crème of the finance industry. Being shortlisted is a testament to unwavering commitment, creativity and excellence. It’s about showcasing the exceptional, benchmarking among the best and of course, celebrating the tremendous efforts and successes within the financial sector.

Being shortlisted or winning can significantly enhance your company’s image and act as a testament to your team’s hard work and dedication.

Compare your initiatives strategies against the top players in the industry.

Enjoy a night of recognition and networking with the brightest minds and top leaders within the financial sector.

Who’s setting the bar?

This is the moment we’ve all ben waiting for. The finalists for the Private Banking Awards 2024 have been meticulously chosen by our esteemed panel, featuring some of the most respected thought leaders in the industry. Their innovation, strategy and success stories have set them apart, marking a significant milestone in their journey.

Celebrating Excellence

Anticipation has been building and the excitement among peers and industry leaders is notable. These awards are not just a recognition but a celebration of the visionaries who are paving the way for future generations in private banking and wealth management. Ready to meet the innovators?

2024 Awards Finalists

  • Excellence in customer experience

               

  • Outstanding UHNW offering

     

     

  • Outstanding wealth management technology provider - middle office (vendor)

     

  • Outstanding wealth management technology provider - back office (vendor)

       

     

  • Outstanding front-end digital solutions provider (Vendor)

  • Outstanding private bank - international players

  • Outstanding private bank – domestic players

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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:

Zaynah Aslam

Conference Producer


020 45407613