Digital Integration in Wealth Management DACH 2024

Join us as we bring together digital, banking, and wealth management leaders to discuss their strategy for digital transformation and strategy implementation.

8 - 9

October

2024
  • Zurich Marriott Hotel
  • Free
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Why attend?

WHAT TO EXPECT?

  • Gain valuable insights and knowledge from industry experts, thought leaders, and experienced professionals. Through presentations, and panel discussions, attendees can learn about the latest trends, best practices, and innovative strategies in a digitised wealth management industry.
  • Network and connect with like-minded individuals across the industry. Build relationships with peers, potential clients, and industry influencers.
  • Engage in discussions, gain fresh perspectives and develop new skills that can be applied as solutions to take back to your organisation.

200+

Attendees

15+

Exhibitors

20+

Speakers

90+

Attendees at Director+ level

200+

Attendees

15+

Exhibitors

20+

Speakers

90+

Attendees at Director+ level

Digital Integration in Wealth Management Switzerland 2023

Agenda

  • 8 Oct 2024
  • 9 Oct 2024
Expand All

7:45 AM

Registration

8:15 AM

Chair’s Opening Remarks

Speakers

Benjamin Hatton
Analyst, GlobalData
Bartosz Golba
Research Director, Financial Services, GlobalData

Theme 1: Opening the clientele horizon

8:30 AM

Keynote fireside chat: How can we optimize resources and digitalize compliance in Wealth?

  • How is the Swiss/ DACH region becoming compliant with regulations in an ever-developing landscape?
  • Discussing potential risks in digitalising compliance and future opportunities for resources in the wealth management industry
  • What can we learn to develop in the next 10 years with digitalisation and wealth?

Speakers

Alessandro Favalli
Deutsche Private Bank

9 AM

Keynote: How are we catering for and managing UHNW and Mass Affluent individuals in wealth?

  • Harnessing current wealth managers’ communication and engagement with clients
  • Has the industry been able to embed and deliver client- centric services using new technologies?
  • Investigating successful examples of management and catering to new generational wealth clients

Speakers

Katalin Varga-Toldi
Head of Premium & Mass Customer Segment Management Retail Client Tribe, OTP Bank

9:30 AM

Unlocking Organic Growth Through Personalisation And Behavioural Finance

  • Helping investors make better financial decisions through behavioural finance
  • Unlocking a greater share of wallet and retention of assets under management through personalisation

Oxford Risk

10 AM

How are traditional wealth managers responding to the growing presence of fintech challengers?

  • Examining how AI, Cloud and Blockchain are integrated into wealth technologies
  • How can wealth managers digitize and modernise their offerings to maintain market competition?
  • Will leveraging Cloud and Multi- channels by using AI technology bring back dominance in the Swiss wealth market?

Speakers

Dimitrii Lebedev
UBS

10:30 AM

Embracing innovation to operationalise value

  • Leveraging client- facing technology to enhance financial planning services
  • Efficiently minimising costs and boosting proficiency in data analytics and algorithms
  • Regulations and compliance challenges and how to operate in tough markets

11 AM

Morning Break

Theme 2: Creating a greener wealth management industry

11:30 AM

Panel discussion: Building the AI bank of the future

  • Examining opportunities of AI- enabling technologies and products for clients
  • To what extent is Gen AI reliable and supportive for wealth decision- making?
  • Discovering techniques to hyper- personalise and tailor client expectations and services

Speakers

Dimitrii Lebedev
UBS
Nataliya Shybanova
Co- Founder AVEK Capital and Head of Partnerships, Green Wealth Partners
Fredy R. Flury
CEO, Tavis Capital
Benjamin Hatton
Analyst, GlobalData

12 PM

Fostering Gen Z Trends and Digital Assets for better Client Experience and Retention

  • Understanding Gen Z Trends
  • Implications for Wealth Management
  • Next Trends in Client Experience l ike Digital Assets and Tokenization, Case Studies
  • Enhancing Client Experience through Technology
  • Managing High Client Expectations
  • Gen Z’ s Criteria for Choosing Partners

Speakers

Nataliya Shybanova
Co- Founder AVEK Capital and Head of Partnerships, Green Wealth Partners

12:30 PM

What’ s driving investments and wealth managers‘ ESG strategies?

  • Is green-splaining a major problem in ESG products? I f so how can it be mitigated?
  • How can the Federal Council help to distinguish sustainable efforts and products for wealth management?
  • Strategising methods to overcome grey areas of sustainability to enhance the wealth industry

Speakers

Fredy R. Flury
CEO, Tavis Capital

1 PM

Why is sustainability key for wealth managers?

  • Creating and providing f lexible f inancial planning, funding and withdrawals
  • Managing and assessing regulation alignments to enhance sustainability portfolio decision- making
  • Impactful investing platform providing various green financial products and solutions

1:15 PM

Lunch and Networking

Theme 3: Navigating the digital ecosystem

2:15 PM

Developing a Cyber defense strategy

  • With in- house security and systems, what new tools can we use to protect data and confidential information from leaks and infringement?
  • Exploring how measuring risks/ threats to protect private and wealth banks whilst using external providers?
  • Successful examples of cyber secure cases

2:45 PM

Biometrics powered onboarding – the Iproov way

  • Discussing how face biometric verification, as an inherence factor in MFA, and fortifies Anti- Money Laundering ( AML) efforts
  • Overcoming challenges in Wealth, focusing on expensive and insecure video identification and manual onboarding processes
  • Gaining insights from i Proov' s real- world applications in Wealth Management

Iproov

3:15 PM

Fireside chat: What are the barriers to embracing new digital tools?

  • Investigating where wealth and private banks are struggling to embrace new technologies
  • Can new digital tools help reduce costs and boost efficiency?
  • Analysing industry trends and behaviour to identify the main factors affecting digital Progression

Speakers

Benjamin Hatton
Analyst, GlobalData

3:45 PM

The fully integrated, AI- enabled wealth manager: From dream to reality

  • How can we improve the customer experience today?
  • Simplifying, standardizing and automating processes: Where to start?

Service Now

4:15 PM

Mid- afternoon refreshments

Theme 4: What can we take from here?

4:45 PM

Uncovering hidden opportunities in streamlining your client’ s business processes

  • Rethink today’ s costs, inefficiency and fragmented client interaction model requiring significant manual intervention
  • Providing private, personalised, modern client experience to increase efficiency and drive retention

Moxo

5:15 PM

Closing keynote: Defining the “Digital tools” of the future

  • Debating the meaning of digital tools and how banks can comply with new tools in a heavily regulated market.
  • What strategies can we implement to ensure data, security and user experience are up- to- date and accessible?
  • What digital engagement journeys can wealth managers take to enhance their systems?
  • What technological and demographic shifts can we expect to transform the industry?

5:45 PM

Closing remarks

6 PM

Drinks Reception

8 AM

Breakfast briefing

Join us for breakfast where we enjoy tea/ coffee with a sprinkle of conversations and opinions within the industry

8:50 AM

Chair’s Opening Remarks

Speakers

Benjamin Hatton
Analyst, GlobalData

Theme 1: Making bigger and better changes

9 AM

Keynote: How are we diversifying investments and portfolios to reduce major risks in Wealth Management?

  • Are off- shore investments and private equity successful asset classes to diversify wealth?
  • What is required to maintain a well- balanced and resilient portfolio?
  • Investigating the future of digital assets as a potential main asset class for diversification

9:30 AM

Fireside chat: The challenge of operating within a challenging macroeconomic backdrop

  • How are the demands and inflation going to keep up in the industry?
  • Can fiscal policies and social equity affect wealth managers’ and family offices' with their global investments in private equity?
  • What strategies does the industry require to move forward in the market and attract investors?

Speakers

Philippe Gijsels
Chief Strategy Officer, BNP Paribas Fortis

10 AM

Helping you decide how best to move your wealth on to future generations

  • Generating strategic plans to deliver succession planning wealth & family office services
  • Upsaling the Wealth Management and family office culture to educate clients of their wealth planning
  • How can the DACH region navigate succession planning?

Speakers

Louis Portal
Relationship Manager, ISGAM Asset Management
Andrew Little
Partner, ISGAM Asset Management

10:30 AM

Deepening client engagement and platforms to grow your business

  • Enabling your wealth platform to help wealth advisors and managers defend against tough market environments
  • Supporting your communication and engagement with clients to enhance loyalty and decisions
  • Creating more efficient operating models to upscale productivity, innovation and value for your business

11 AM

Morning Refreshments and Networking

Theme 2: Broadening the digital asset world

11:30 AM

The role of different types of digital assets in a modern and well- diversified portfolio

  • Analyse how evolving and emerging technologies will affect portfolios
  • Identify the skills and attributes that wealth managers will need to
  • Discuss the environments and cultures that can or should support the future of digital assets

Speakers

Tim Stingelin
CEO and Founder, Coinstrategy

12 PM

What does the digital wealth advisor of the future look like?

  • Providing cutting- edge custodial technology for digital assets
  • Fully immersed platform with speedy client delivery at a snap of the finger with high security
  • Enabling seamless onboarding processes and portfolio management in an app

12:30 PM

Panel discussion: The rise of real-world assets – A closer look at the future digital ecosystem

  • How do we constitute real- world assets and encompass physical, digital, and data- based i tems of value?
  • Is tokenization and blockchain technology for assets or types of digital assets?
  • Bridging the gap between traditional assets and digital & real- world assets

Speakers

Tim Stingelin
CEO and Founder, Coinstrategy
Benjamin Hatton
Analyst, GlobalData

1 PM

Using data and algorithms to improve the decision- making process

  • Transparency and relevant data for wealth managers to enable accurate decision- making
  • Better strategy and reporting techniques to help your business maintain consistency and market position
  • Supporting regulations and enabling closer communication with clients

1:15 PM

Lunch and Networking

Theme 3: Taking theory into practice

2:15 PM

Roundtables: Key opinions & thoughts out loud!

Each zone will focus on different challenges in Wealth. After 30 minutes, attendees will have the opportunity to swap to a different table

Roundtable 1 : Is Gen Z going to potentially be DACH’ s main client in the next 10 years?

Roundtable 2 : How serious is sustainability going to impact Wealth Management?

Roundtable 3 : To what extent is automation in the onboarding process successful?

3:15 PM

Fireside chat: Re-thinking DACH’ s digital wealth experience

  • Highlighting the importance of ensuring digital satisfaction
  • What are we doing to renovate the digital client experience?
  • How can banks translate vision into reality?

Speakers

Benjamin Hatton
Analyst, GlobalData

3:45 PM

Closing panel discussion: Where can we see the DACH region in the next 10 years?

  • Where do you see all industry players in the private equity space in upcoming years?
  • Are there any geopolitical or macroeconomic factors that will impact decision- making?
  • What upcoming strong technology opportunities are there for wealth and family offices? Are there any demonstrations of this?

Speakers

Benjamin Hatton
Analyst, GlobalData

4:15 PM

Closing Remarks

4:25 PM

End of conference

Speakers

Select a speaker to learn more

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Benjamin Hatton
Analyst, GlobalData

Benjamin is an Analyst in GlobalData’s insurance team. He has been a part of the team for two years, based in London. In this time, he has developed a focus on UK general insurance markets, producing insights across the spectrum of property and casualty lines including key technology, economic, and social trends emerging in the insurance industry.  Benjamin holds a BSc and MSc in economics from the University of Nottingham.

Session Details:

Chair’s Opening Remarks

2024-10-08, 8:15 AM

Session Details:

Chair’s Opening Remarks

2024-10-09, 8:50 AM

Session Details:

Fireside chat: What are the barriers to embracing new digital tools?

2024-10-08, 3:15 PM

Session Details:

Panel discussion: Building the AI bank of the future

2024-10-08, 11:30 AM

Session Details:

Panel discussion: The rise of real-world assets – A closer look at the future digital ecosystem

2024-10-09, 12:30 PM

Session Details:

Fireside chat: Re-thinking DACH’ s digital wealth experience

2024-10-09, 3:15 PM

Session Details:

Closing panel discussion: Where can we see the DACH region in the next 10 years?

2024-10-09, 3:45 PM

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Tim Stingelin
CEO and Founder, Coinstrategy

Tim is the CEO of a Swiss-based digital asset advisory firm, specializing in Blockchain and AI investments. With a presence in the digital asset space since 2017, Tim diligently explores the efficiency gains that Blockchain and AI, as disruptive technologies, bring to society

Session Details:

Panel discussion: The rise of real-world assets – A closer look at the future digital ecosystem

2024-10-09, 12:30 PM

Session Details:

The role of different types of digital assets in a modern and well- diversified portfolio

2024-10-09, 11:30 AM

View In Agenda
Next speaker
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Fredy R. Flury
CEO, Tavis Capital

Session Details:

What’ s driving investments and wealth managers‘ ESG strategies?

2024-10-08, 12:30 PM

Session Details:

Panel discussion: Building the AI bank of the future

2024-10-08, 11:30 AM

View In Agenda
Next speaker
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Katalin Varga-Toldi
Head of Premium & Mass Customer Segment Management Retail Client Tribe, OTP Bank

Segment & customer management leader with over 15 years of experience in developing segment-tailored value propositions, driving segment growth strategies and creating differentiated client handling solutions for financial services. Skilled at leading high-performing business development & segment teams and executing integrated segment and client retention strategy programs. A creative, out-of-the-box thinker with passion for leading change with growth mindset and creating a nurturing culture of innovation.

Session Details:

Keynote: How are we catering for and managing UHNW and Mass Affluent individuals in wealth?

2024-10-08, 9:00 AM

View In Agenda
Next speaker
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Philippe Gijsels
Chief Strategy Officer, BNP Paribas Fortis

Session Details:

Fireside chat: The challenge of operating within a challenging macroeconomic backdrop

2024-10-09, 9:30 AM

View In Agenda
Next speaker
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Dimitrii Lebedev
UBS

Session Details:

Panel discussion: Building the AI bank of the future

2024-10-08, 11:30 AM

Session Details:

How are traditional wealth managers responding to the growing presence of fintech challengers?

2024-10-08, 10:00 AM

View In Agenda
Next speaker
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Alessandro Favalli
Deutsche Private Bank

Session Details:

Keynote fireside chat: How can we optimize resources and digitalize compliance in Wealth?

2024-10-08, 8:30 AM

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Georgios Leontaris
Chief Investment Officer – Europe, Middle East And Africa, HSBC Global Private Banking And Wealth
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Louis Portal
Relationship Manager, ISGAM Asset Management

Session Details:

Helping you decide how best to move your wealth on to future generations

2024-10-09, 10:00 AM

View In Agenda
Next speaker
Back
Andrew Little
Partner, ISGAM Asset Management

Session Details:

Helping you decide how best to move your wealth on to future generations

2024-10-09, 10:00 AM

View In Agenda
Next speaker
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Nataliya Shybanova
Co- Founder AVEK Capital and Head of Partnerships, Green Wealth Partners

Nataliya Shybanova joined Green Wealth Partners as a Member of the Board of Directors with a focus on ESG integration for Next Gen investment products in 2022. For this role, she brings experience in structured products and asset management. At GWP, she is responsible for identifying the important themes for the future (green energy, artificial intelligence, electric vehicles, etc.) and then choosing the best products to get access to these themes. Nataliya has over 10 years of experience in structured products from Vontobel Investment Banking and wealth management from UBS Wealth Management covering corporate and UHNW clients in Zurich for Switzerland, Europe and APAC, as well as the CIS markets. Nataliya is a global ambassador for Masttro, a fintech platform that translates all aspects of wealth into WealthData. She was Head of Investor Solutions for AQUIS Capital, a specialised asset management boutique with focus on Hedge Funds and Emerging Asia opportunities as well as Head of Marketing & Communication for Green Blue Invest, a Swiss-based ESG investment company with several investment programs. Nataliya holds an MBA and Master's degree in finance from Hult International Business School in San Francisco and Boston, and a Bachelor's in Public Relations and Communication, from the University of Zurich. Her passion is to blend sustainable innovation within finance to move the industry forward and keep it relevant for the new generation of investors.

GWP is a multi-family office focusing on the unique needs of large families who care about sending NextGen to create a better future. Being independent wealth advisors, we always put the interests of our clients first. We listen to our clients and provide solutions that are specifically tailored to them. We aim to protect and increase their wealth from generation to generation.

 

Session Details:

Fostering Gen Z Trends and Digital Assets for better Client Experience and Retention

2024-10-08, 12:00 PM

Session Details:

Panel discussion: Building the AI bank of the future

2024-10-08, 11:30 AM

View In Agenda
Next speaker
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Stela Willemstein
Senior Business Risk Officer, UBS
Next speaker
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Alexander Neil
Head of Equity Advisory, HSBC

Alexander is Head of Equity Advisory for HSBC Private Banking, covering the EMEA ex-UK booking centers and their clients. Prior to this he was Head of Equity & Derivatives Trading and then Head of Tactical Equity Advisory at EFG Bank in Geneva. He started his career as a Sales-Trader in London and Paris, servicing large Institutional Clients and Hedge Funds at Kepler Cheuvreux, Oddo Securities and Natixis. Alex has previously won several industry awards (Extel No.1 Equity Buy-Side Strategist, cited as one of the ‘100 Most Influential People in Trading’ and a ‘Rising Star of Trading’ by The Trade Magazine). Alex is also currently an HSBC Private Banking ESG Ambassador.

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Carolina Thomaz
Chief Risk Officer, Itaú

Carolina Thomaz is the Chief Risk Officer at Itaú Private Bank in Zurich. In her role, she is responsible for Market, Liquidity, Counterparty and Operational risks, as well as Compliance, Information Security and Suitability. Prior to Itaú, Carolina was the CRO of Sygnum Bank. Sygnum is the world's first digital asset bank, founded on Swiss and Singapore heritage. Before joining Sygnum, Carolina worked as the Head of Risk Management at Itaú Private Bank in Zurich, where she was responsible for managing financial and operational risks, as well as leading digital transformation projects. Previously, she was a Project Manager at Vale, a multinational mining corporation, where she managed a portfolio of risk management projects globally. Carolina holds a Master’s Degree in Economics and a Bachelor’s Degree in Telecommunications Engineering and is a certified Financial Risk Manager (FRM).

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Philippe Meyer
Head of Digital and Blockchain Solutions, BBVA

Philippe Meyer has extensive experience in the blockchain development and implementation in leading companies such as BBVA or Avaloq Evolution. He has an international career that he has developed in countries such as Germany, at UniCredit or France where he started his professional career with CACIB, Crédit Agricole Corporate and Investment Bank.

His interest in technology and the Blockchain world has led him to be part of the steering committee of the Fintech Association of Scotland, as well as the OpenVASP Association, an association that created an open protocol complying with the FATF travel rules. He recently leveraged his blockchain knowledge to create NFTs for an exhibition of a contemporary artist.

As a joyful father of three children, Philippe recently embraced the role of a grandfather and takes immense pleasure in witnessing the remarkable growth and development of a new addition to the family.

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Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank

Aliya has been deeply entrenched in the world of crypto since 2017, serving as the Senior Vice President of BD and ecosystem outreach for Sygnum Bank, the world’s first digital asset bank, with bases in Switzerland and Singapore. As a leading figure within the bank, Aliya spearheads strategic projects, including the Sygnum Ryse program, aimed at promoting growth and innovation among young players in the cryptospace. She is also the host of Sygnum’s esteemed podcast, ‘The Crypto Explorer’.

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Valentin Khatchatourian
Director, Credit Suisse
  • Have worked in both Investment Banking and Consulting, directly advising senior leaders on risk, operations and business strategy
  • Experienced change leader; enthusiastic about disruptive technologies in finance (blockchain, robotics and predictive data analytics, disintermediation)
  • Lived and worked in the US, France, UK, Switzerland and China; fluent in English, French and Russian.
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Christos Kontos
CEO, ELIA Investment Advisors

Christos has spent more than 15 years advising and managing the assets of ultra high net worth families and individuals. In 2019 he established ELIA Investment Advisors, a Zurich-based independent asset management firm, aiming to deliver something simple in principle, but so rare to find in the traditional banking system. Namely, a solid, economic data driven approach to investing combined with the creation of tailor-made portfolio solutions, with full alignment of interests and a performance driven compensation mechanism. The motto of his company is "Investing, As it should be", reflecting the dedication to bespoke, active, fundamental driven and prudent asset management.

Prior to setting up ELIA Investment Advisors , Christos worked as an Executive Director at the Wealth Management divisions of Goldman Sachs (2014 – 2019) and Morgan Stanley (2007 – 2014), offering an institutional approach to private client investing. Before entering the world of the two large Investment Banks, Christos worked as a Senior Associate for Swiss Capital Alternative Investments (currently StepStone Global), a Hedge Fund company based in Zurich, dealing with the design of bespoke investment solutions for institutional investors such as pension funds and insurance companies. Prior to his moving to Switzerland in 2005, he worked in the Fixed Income Derivatives department at Intesa San Paolo IMI in Milan, and Equity Trading at NBG Securities and Alpha Bank in Greece.

Christos is a holder of the Certificate of Business Excellence from Columbia Business School in New York and holds an MBA from SDA Bocconi in Milan, an MSc in Finance from Strathclyde University in Glasgow and a BSc in Busines Administration (major Accounting & Finance) from Athens University of Economics and Business.

He has successfully completed executive education courses at Harvard Business School (Investment Management), London School of Economics (Cryptocurrencies) , Oxford Said Business School (Algorithmic Trading & Fintech), and M.I.T. (Artificial Intelligence and Business Applications).

He is a certified risk manager (FRM) by the Global Association of Risk Professionals (GARP) and holds the Chartered Financial Analyst (CFA) designation

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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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Valentin Gerasimuk

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+44 20 7149 5973

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Conference Producer


020 4540 7650