Private Banking & Wealth Management Switzerland Conference & Awards 2022

Uncovering The Future Outlook of Private Banking & Wealth Management in Switzerland

15

December

  • The Dolder Grand, Zurich, Switzerland
  • Invitation only
  • Why attend?
  • Agenda
  • Speakers
  • Plan Your Visit
  • Event Gallery
  • Sponsors
  • Awards
  • Contact Us

Why attend?

WHAT TO EXPECT FOR 2022?

The 6th Private Banking & Wealth Management Switzerland 2022 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 6th Private Banking & Wealth Management Switzerland 2022 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.

Agenda

  • 15 Dec 2022
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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

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

The Opportunities Offered By The Climate Transition

  •  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 Interaction Workflows in Financial Services

  • 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?

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

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, Managing Director, Mirabaud Group

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?

11:30 AM

The pursuit of the optimal ESG portfolio: building sustainable track record

  • Investors increasingly focus on measurable impact of ESG strategies
  • Active managers have to manage financial returns alongside ESG indicators
  • We will discuss strategies to credibly and transparently measure and manage ESG portfolios

11:30 AM

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

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

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?

12:10 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

12:10 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

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

Chair: Gianpaolo Chiriano, Managing Director, Mirabaud Group

12:30 PM

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

12:50 PM

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

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

2 PM

SESSION THREE | Strategies to Accelerate Growth

Chair: Gianpaolo Chiriano, Managing Director, Mirabaud Group

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

2:10 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

2:30 PM

Drive Growth with Sharper Prospecting and Personalized, Thematic Investment Products powered by AI

  • Identify business opportunities with (U)HNWIs
  • Strengthen relationships with existing clients
  • Drive personalization and find alpha for clients with thematic investment products

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

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.

2:50 PM

As Global as our Clients

  • UHNW 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

Panel Discussion | Navigating the Investment Landscape and New Asset Classes

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, 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

4:50 PM

Panel Discussion | Preparing for disruptive forces and emerging trends

  • 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

5:20 PM

Close of Conference

6:30 PM

Drinks Reception

7:30 PM

Private Banking & Wealth Management Switzerland 2022 Awards Ceremony

Speakers

Select a speaker to learn more

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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 International, Bergos AG

Where entrepreneurial advisory, asset management and wealth planning comes together I see an exciting area for entrepreneurs who expect more than typical banking. The bank has an exciting ownership structure and looks back to almost 430 years of history. Since 2018 it is an independent Swiss bank, „owned by entrepreneurs for entrepreneurs“. Me and my colleagues in the Private Banking departement we take care of national and international individuals, companies and entrepreneurs. Me and my colleagues intend to be point of contact for entrepreneurial questions, which can be very relevant in addition to asset management. While some questions are maybe the first time for the entrepreneur or the private individual, we can get (confidential) second opinions or we can refer within our network to internal or external specialists who can help if needed. While I have in particular experiences in asset management my experience includes wealth planning, asset protection and capital markets.

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Stefan Jenni
CEO, Itaú Private Bank Zurich
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Jeremias Berte
Interim Head Of Corporate Development, Julius Baer

Session Details:

Panel Discussion | Sustainability-resilient investment decision-making and investing wealth responsibly

2022-12-15, 3:30 PM

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Gianpaolo Chiriano
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 THREE | Sustainability and Impact Investing

2022-12-15, 2:05 PM

Session Details:

What are the catalytic factors in the private asset space?

2022-12-15, 12:30 PM

Session Details:

Positioning private banks as pioneers in positive sustainable impact solutions

2022-12-15, 12:30 PM

Session Details:

SESSION THREE | Strategies to Accelerate Growth

2022-12-15, 1:30 PM

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Nadim Abou Jalad
Director - UHNW - Global Private Banking – MENA, HSBC Private Bank

Session Details:

Session reserved for CID

2022-12-15, 2:30 PM

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Suresh Mistry
Head Of Sustainability, Alquity
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Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

Session Details:

Welcome address and chair’s opening remarks

2022-12-15, 8:50 AM

Session Details:

SESSION ONE | The Future Outlook of Private Banking

2022-12-15, 8:55 AM

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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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Deila Steiner
Country Manager CH/LI Aixigo

Aixigo

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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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Jon Duncan
Chief Impact Officer, REYL Intesa Sanpaolo

Jon Duncan began his career in 1996 in South Africa, where he held roles in environmental research, consulting, and engineering. As a senior sustainability researcher and consultant at Trialogue between 2004 and 2006, Jon designed and implemented corporate sustainability and social investment strategies. In 2006, he became a partner at Environmental Resource Management, focused on climate and sustainability for Southern Africa. There, his work focused on enhancing businesses’ understanding and ability to manage the key risks and opportunities presented by sustainability and climate change. In 2011, Jon became Head of the Group Responsible Investment Program for Old Mutual, where he led the development and implementation of the Responsible Investment Program across the business’ global operations. He developed Old Mutual’s ESG research and analysis capabilities, developed ESG integration and sustainability focused product propositions across the various investment capabilities and asset classes, and led the business’ engagement with key stakeholders including regulators, academia, clients and the media, as well as industry associations. Jon joined REYL in 2022 as Chief Impact Officer where he is tasked with developing, implementing and leading REYL's impact strategy to maximise the value-add opportunities that arise from the global economic transition to a low carbon footprint.

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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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Thomas Schlaus
Zurich Head, Citi Private Bank
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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.

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Nicolas Munaretto
Managing Director, Head Financial Services Advisory Switzerland, Credit Suisse Investment Banking

Corporate finance specialist with strong analytical skills and broad experience in a wide range of investment banking products (including M&A, equity and debt capital markets). Ability to work in several industries despite focus on the financial institutions space (banks, insurance, diversified financials). Enthusiastic team player with strong sense of commitment and tenacity to overcome obstacles.

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François De Lescure
Chief Revenue Officer, Wealth Dynamix

Francois is the Chief Revenue Officer at Wealth Dynamix and a member of the Board of Indosuez Wealth Management after its acquisition in January 2023. With a strong focus on expanding Wealth Dynamix's presence in France and driving business operations across Europe, François joined the company in 2020. François has played a pivotal role in securing several flagship deals across Europe and Switzerland, showcasing his expertise in closing significant business transactions.

As Chief Revenue Officer, François is responsible for driving new and existing revenues for the company. He oversees key aspects such as recruiting, structuring, and managing the sales team, while also taking charge of the business forecast and reseller channels. With a keen eye for strategic opportunities and an impressive track record in sales and marketing, François has consistently contributed to the growth and success of Wealth Dynamix.

Prior to joining Wealth Dynamix, François held the position of Chief Sales and Marketing Officer, Executive Committee member, and investor at DreamQuark, a leading Artificial Intelligence software startup. During his tenure, François achieved significant milestones, securing the company's first recurring revenues with Tier-1 banks and insurance companies. Before his role at DreamQuark, François spent nearly a decade at Nokia Networks, where he led European Sales for Analytics Software.

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Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud

Christine is the Chief Revenue Officer, International and General Manager, APAC, at 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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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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JAN BENEDICTUS
Founder and Managing Director, Fonto (part of RWS Group)
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Alexander Stumpfegger
Chief Sales Officer, CID

Alexander Stumpfegger is Chief Sales Officer at CID, a digital solution and AI innovator. Over 20+ years at CID, Alexander has helped to develop technological solutions for web crawling, natural language processing, and semantic graphs to support information exploration to benefit clients in various industries. His background combines technological expertise with business-oriented approaches to AI and Big Data Analytics. Today, Alexander supports asset and wealth managers to leverage more actionable insights from quantitative, fundamental, and qualitative data sources to build better thematic investment products and to drive business development at wealth managers and private banks.

 

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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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Martin de Heus
EMEA Director, Moxo

I have a background in the FinTech industry and I’m heading the Moxo team in the EMEA region. We help financial institutions with modernizing their client interaction workflows across all stages of their client lifecycle, from account onboarding, account servicing and exception handling.

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Markus Stierli
Head Of ESG Research & Strategy, Vontobel Multi Asset, Vontobel Asset Management AG
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Guido Bolliger
Managing Director, Partner - Chief Investment Officer, Asteria
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Plan Your Visit

Venue

The Dolder Grand

Kurhausstrasse 65, Zurich, Switzerland

Sponsors

Select a sponsor to learn more

GOLD PARTNERS

SILVER PARTNERS

BRONZE PARTNERS

EXHIBITORS

VIP TABLE HOSTS

MINI BRAND PARTNER

Awards

Private Banking Switzerland Awards 2022 – Winners announced

The winners of the Private Banking & Wealth Management Switzerland Awards 2022 were revealed at the evening awards ceremony on the 15th December at The Dolder Grand in Zurich, Switzerland.

Award Categories

  • Excellence in Customer Experience

    Winner

    • Finfox
  • Outstanding UHNW Offering in Switzerland

    Winner

    • HSBC Global Private Banking
  • Outstanding Family Office Proposition in Switzerland

    Winner

    • REYL & Cie
  • Outstanding Wealth Management Technology Provider in Switzerland – (Vendor)

    Winner

    • InvestCloud
  • Outstanding Wealth Management Technology Platform in Switzerland (Bank)

    Winner

    • UBS Partner
  • Outstanding Front-End Digital Solutions Provider (Vendor)

    Winner

    • Backbase BV Europe
  • Outstanding Private Bank for Sustainable and Ethical Investment

    Winner

    • CA – Indosuez Wealth Management
  • Outstanding Boutique Private Bank in Switzerland

    Winner

    • REYL & Cie
  • Outstanding Private Bank – Switzerland – International Players

    Winner

    • BNP Paribas Wealth Management Switzerland
  • Outstanding Private Bank – Switzerland- Domestic Players

    Winner

    • Societe Generale Private Banking Switzerland

Enquiry

Contact Us

SPONSORSHIP ENQUIRIES

Ray Giddings

Events Director

+44 (0) 20 7936 6512

SPEAKING 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


+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