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.

Caroline Babayéguidian is a Director in Sustainability at UBS AG based in Zurich. She primarily focuses on ESG risks and opportunities as well as related regulations and international standards. She has also developed a strong expertise on the Nature & Biodiversity loss topic in the financial industry. Prior to joining UBS in 2022, Caroline worked for several international leading banks such as Deutsche Bank, Rothschild and Credit Suisse across various businesses especially in private banking and wealth management. Caroline holds a Master of Science degree in Banking & Finance from the EM Lyon University and holds the CFA in ESG investing as well as the Biodiversity & Finance certificate from the University of Zurich.

Yiping Li is the Chief Operating Officer for Deutsche Bank (Switzerland) Ltd. as well as for the DB International Private Bank for Europe, Middle East and Africa.

She joined Deutsche Bank in 2019, as the Head of Wealth Management in Luxembourg, with dual responsibilities for the local Wealth Management platform in Luxembourg, as well as for the entire Benelux market region.

Before joining Deutsche Bank, Yiping Li was acting as COO and deputy CEO of Credit Suisse (Luxembourg) S.A. with responsibilities for Luxembourg and branches in France, Austria, the Netherlands, Portugal and Ireland. Prior to this, she held various management positions at Credit Suisse

Yiping Li holds a Bachelor of Science in Business Information Systems and in Computer Science and Technology from the Beijing Technical University, China, as well as from the Saxion Hogescholen Deventer, the Netherlands, respectively. She also holds a Master of Science degree in Information System Engineering from the University of Twente, the Netherlands.

Burkhard is the former Global Chief Investment Officer at Credit Suisse and currently Head of Investments at
Credit Suisse, a UBS Group Company. He has about 30 years of investment experience and advises large
investors around the globe. Burkhard is a regular public speaker, author of books and publishes regular market
commentaries.
Burkhard earned a doctorate in Economics at the University of St. Gallen and was awarded an honorary doctorate
(Dr. h.c.) in International Relations from the Geneva School of Diplomacy.
In 2004, Burkhard founded the children-charity ‘Kids of Africa’, which runs a village for homeless children in
Uganda (www.kids-of-africa.com). In 2006, he was awarded the Swiss Re Civilian Services Prize. Burkhard used
to serve on the Tate Modern Acquisition committee and currently acts as a trustee to the board of the Museum
Haus Konstruktiv, Zurich as well as friends of the Kunsthaus Zurich.

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.

- 10+ years leadership experience as CFO / Head Finance from medium sized to internationally listed Group for financial service providers

- 5+ years of professional experience as an auditor at Ernst & Young (Swiss CPA)

- broad experience in finance, digitalization and lean management, IFRS, Compliance, Credit- & Risk management, internal and external financial reporting, regulatory reports for the authorities, SAP

- highly motivated leader, target and results focused, team oriented, above-average commitment, dynamic and international experience, who sets new standards and aligns the finance department along customer needs as well as centralizes, reorganizes and prepares the finance department for future challenges

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.

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.

Rosa is leading the Environmental Social and Governance effort for Pictet Wealth Management.

She has over 24 years experience in structuring, managing and distributing traditional and responsible investment solutions for institutional and private investors globally.

Prior to joining Pictet in 2020, she worked for several major European financial institutions. Since 2012, she is focusing on Sustainability and Impact Investing, most recently leading the Sustainability and Impact Investing effort for Credit Suisse Investment Management.

Rosa is Vice President of the Expert Commission Sustainable Finance of the Swiss Banking Association (SBA), a CEFA charter holder and a TEDx speaker.

In 2014, Stefan Kirsch joined the Bergos Private Bank as Senior Relationship Manager and Head of Eastern Europe. In recent years, Stefan Kirsch has won numerous clients for the Bank, not least thanks to his networking skills. Stefan Kirsch regularly participates in wealth management conferences, also as a speaker and moderator. As an accomplished Relationship Manager, he understands that serving Private Banking clients means more than just providing investment advice. He incorporates both the clients' family circumstances and business activities into his advice. Before joining what was then Berenberg, Stefan Kirsch worked at Deutsche Bank for around 15 years. From 2011 to 2014, he was Desk Head Private Banking. In 2004, he co-founded an Islamic finance joint venture (Dar Al Istithmar Ltd.) in London and led the company as CEO.

Nayana Talwar leads the Private Banking team at Sygnum, helping private clients and single-family offices to invest in digital assets and partner with Sygnum as their main crypto banker. She brings over a decade of experience in managing private and institutional clients and building business working with start-up banks in her previous banks. Her track record includes shaping business strategies at RBL Bank, Yes Bank in Mumbai and played pivotal role in building business across treasury market products for institutional clients including large corporates, private equities, venture capitals, pension funds across India & Asia. Nayana is MBA graduate from S.P Jain Institute of Management, Mumbai and holds bachelor’s degree in accounting and finance.

Stefan Edelmann leads the Asset Management Business Development team at Sygnum, helping clients to invest in digital assets and integrate these assets into traditional investment portfolios. He brings over a decade of experience in investment advisory and business development for global investment firms. In his previous roles at UBS, BlackRock and Nordea, he managed key relationships with Swiss and international investors covering investment solutions across all asset classes. Stefan is a Chartered Alternative Investment Analyst (CAIA) charter holder and holds a master’s degree in Finance from the University of St. Gallen (HSGStefan Edelmann leads the Asset Management Business Development team at Sygnum, helping clients to invest in digital assets and integrate these assets into traditional investment portfolios. He brings over a decade of experience in investment advisory and business development for global investment firms. In his previous roles at UBS, BlackRock and Nordea, he managed key relationships with Swiss and international investors covering investment solutions across all asset classes. Stefan is a Chartered Alternative Investment Analyst (CAIA) charter holder and holds a master’s degree in Finance from the University of St. Gallen (HSG

Over 20 years experience innovating and implementing change, mostly in Financial Services, but really the skills work anywhere. I enjoy taking businesses that are used to the traditional and introducing new and exciting approaches using suitable technology, from simple business friendly tools to advanced AI systems. Managed large, diverse and remote teams and present frequently in different forums across topics like Diversity and Ethics, to AI and Deep Learning. Data has always been a big part of my life.

Aurélie Maillard was appointed Head of Private Equity for Societe Generale Private Banking Europe in July 2022.

Aurélie Maillard started her career in 2014 at Banque Privée 1818 (now Natixis Wealth Management) as a Private Banker in charge of business development for the wealth management offering of regional Caisses d'Epargne. She then joined Flexstone Partners (a subsidiary of Natixis IM, a global private assets specialist with $9.6 billion in assets under management) in 2017, first in the Paris office and then in the Geneva office, as Vice President in the Investor Relations and Business Development team.

After obtaining a Bachelor of Law from Sheffield Hallam University in the UK, Aurélie Maillard continued her legal studies in France with a Master's degree in Business Law from UPEC and a Master's degree in Wealth Law, Notary Track, from Jean Moulin Lyon 3 University. She is also a graduate of the Grande École programme (Master of Science in Management) of EM Lyon Business School.

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.

Melanie is the Centre of Excellence Lead and Program Director of RWS’s TrainAI data services practice, responsible for delivering complex, cutting-edge AI training data solutions to global clients operating across a broad range of industries. She has 20 years’ experience working in the AI, SaaS, technology, and localization sectors in a variety of program, product, and project leadership roles.

Prior to joining RWS, Melanie worked for Amazon Web Services (AWS) where she was responsible for managing business operations to enhance the AWS customer experience. Before that, she led multi-million dollar AI data services and localization programs for both Lionbridge and Telus International, supported product launches for Articulate and Web.com, and provided consultancy services to small businesses on launching their own AI innovation-led practices. Melanie holds a Bachelor of Science in Education (BSED) degree from West Chester University of Pennsylvania.

Thierry joined Wealth Dynamix as the Switzerland Sales Director in September 2023, to lead the company's expansion across the region through direct sales. With 25 years of experience in the industry, he is an expert in helping financial services firms navigate and address their digitalisation challenges, ranging from Core Banking systems to e-Banking/Mobile Banking and CRM/CLM space.

Before joining Wealth Dynamix, he held positions at UBS, SAP, Finnova, and Crealogix for several years, as well as previous roles at US tech companies.

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.

As CEO of WealthTech company Velexa, Tamara Kostova works with financial and non-financial institutions on maximizing their growth opportunities through forward-thinking, customised and embedded investing services. She is a passionate advocate for the modernisation of the financial services industry, offering personalised, services with clients’ needs at the forefront. She has spent over 20 years driving client and partner strategies in top-tier financial technology companies and banks including DXC Technology, Deutsche Bank, UBS, and Thomson Reuters.

Kai Lenz is Head of Financial Services Industry Go To Market, Central & North EMEA at ServiceNow.

He has deep experience with more than 20 years in senior leadership roles in Zurich, London, New York and Singapore. From 2006 to 2012, he worked in international wealth management at Credit Suisse, after which he spent 6 years at Microsoft as Industry Lead Financial Services in Switzerland and Australia. In his current role at ServiceNow, he helps Banking and Wealth Management customers achieve their strategic business goals based on the Now Platform.

Boris Rankov is a co-founder of InCube Group, which was acquired by Finantix earlier this year. At Finantix, he is Head of Digital Advisory. He has more than 15 years of experience in banking and wealth management, working with global financial institutions on digital transformation programmes. His expertise lies primarily is in the fields of wealth advisory, portfolio and risk management, as well as applying data science in the investment context. Boris holds a Masters degree and PhD in Electrical Engineering from the ETH Zurich (Dr. Sc. ETH).

Senior banker focused on international entrepreneurs and UHNW families living in the UK and abroad. I have been in wealth management for the last 15 years dealing with client matters ranging from investments, to portfolio construction, cross-border and wealth planning. I have strong technical skills due to background in financial markets on investment banking side. My clients call me an all-round banker with a holistic and empathic approach to their families and wealth. PAM Top 40 Under 40 award 2019 and Societe Generale Top Performer award 2016.

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.

Stéphane Gomis has been Deputy CEO of Azqore since 2019.

After obtaining a diploma from EM Lyon, he spent the first years of his career as a Front Officer at Société Générale where he advised clients in the field of mergers and acquisitions, then for the implementation of leveraged and structured financing, particularly in the media and telecommunications sector. In 2009, he joined the financial department within the Strategy team, before becoming Chief of Staff to the Chief Financial Officer of the Société Générale Group in 2013. He joined Société Générale Asset & Wealth Management in 2017 as Deputy Financial Director before joining the Private Banking Executive Committee in 2019 as Head of business development, strategic projects, innovation, digital and ESG.

Passionate about Digital Transformation and Blockchain Technology, Antonio has collaborated in tech companies like Tesla and then moved into the financial sector with the objective to transform processes and operations. After important projects with Swiss Re, now he is responsible for the Product Development and Commercial Relationship of BBVA Switzerland. The institution has been the first Tier-1 Bank to offer a Digital Assets Custody Solution and is now looking to expand its value proposition.

Dr. Michael Schlattau joined Zurich-based ECOFIN Software and Technology AG – the
company that develops Finfox – in 2019 and has been Head of Business Consulting since
2021. Prior to that he worked as a research assistant at the Chair of International Management
at the University of the Bundeswehr Munich and as a senior consultant at EY in Munich.
Michael holds a degree in Business Administration from the University of Augsburg (Dipl.-
Kfm.) and earned his doctorate at the University of the Bundeswehr Munich. He was a visiting
scholar at Columbia University in New York and at the Higher School of Economics in
Moscow.

Michael Welti is member of the Executive Committee and Head of Private Banking at Banque Heritage, a renowned Swiss Private Bank representing the core values of Swiss Wealth Management with a strong focus on Entrepreneurs & Executives. With over 30 years in the banking industry, he specialized in Global Wealth Management and financial advisory services. His career includes multiple senior leadership roles across various Swiss financial institutions such as UBS, UBP and REYL Intesa Sanpaolo.

Recognized for his contributions to the banking sector, Michael was awarded with the "Banker of the Year" in 2020, a Certified Wealth Management Advisor CWMA, passed the Advanced Executive Program and Executive Program by Swiss Finance Institute and did targeted studies in Sustainable Investing and Current Trends in Sustainable Investing at University Zurich.