10th Annual Private Banking Conference and Awards Switzerland

Innovate. Transform. Transfer – Technology driving the next generation of wealth management

3

December

  • Zurich Marriott Hotel
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Company Information

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients representing more than 40 percent of the $132 trillion of total assets globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.

Company Website

To learn more, please visit our website - https://investcloud.com/

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Company Information

Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

Company Website

To learn more, please visit our website - https://www.moxo.com/

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Company Information

Prometeia – Digital Wealth Management Solutions

Prometeia is a global provider of software, data, and advisory services for the financial sector, with over 50 years of expertise in economic research and financial modeling. Our award-winning Digital Wealth Management Platform supports private banks, wealth managers, and financial institutions in delivering personalized, compliant, and data-driven investment services across all channels.

Fully modular and cloud-ready, the platform covers the entire investment advisory process—from client profiling and portfolio analysis to proposal generation and ongoing monitoring—powered by integrated ESG analytics, advanced risk engines, and GenAI assistants.

With a local presence in Switzerland and a growing footprint across Europe, Prometeia is committed to helping institutions scale advisory services, ensure regulatory compliance (MiFID II, FIDLEG, SFDR), and strengthen client engagement through intelligent automation.

Company Website

To learn more, please visit our website - https://www.prometeia.com/

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Company Information

SpeciTec helps private banks and wealth managers master operational complexity across credit, risk, and client lifecycle.
SpeciTec provides next-generation private banking software, combining modular, AI-ready platforms that support credit & risk monitoring, compliance & client lifecycle management, and mobile banking, all tailor-made for private banking operations. With SpeciTec’s solutions, banks can manage lending across Lombard, mortgage, crypto, and illiquid assets; automate KYC/AML workflows; and deliver secure mobile experiences to clients and relationship managers.

SpeciTec’s modular architecture delivers one platform with multiple capabilities and immediate impact for private banking. Its toolset includes SpeciCRED for credit and risk workflows with real time collateral tracking, margin calls, stress testing, and exposure calculations, and SpeciVIM for compliance and client lifecycle management with digital onboarding, KYC and KYT, AML transaction monitoring, regulatory reporting, and cross border controls. Through its on-premise deployment, SpeciTec enables banks to maintain full control over their data, governance, and auditability.

SpeciTec was founded in Geneva in 2004 to resolve the operational and regulatory challenges of private banking. Over the past two decades, SpeciTec has grown to serve more than 75 clients across Switzerland, Singapore, Brazil, and other markets, supported by a team of over 50 experts combining banking knowledge with technology expertise. SpeciTec’s mission is to eliminate friction so banks can focus on client relationships and growth, delivering modular plug and play platforms that provide immediate value, long term flexibility, and scalability.

Company Website

To learn more, please visit our website - https://www.specitec.com/

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    Why attend?

    The Private Banking Conference & Awards Switzerland 2025 is returning to Zurich for its special 10th edition! The event will feature a jam – packed one-day conference followed by a black-tie gala awards dinner celebrating the outstanding achievements in the sector.

    The impact of the wealth transfer shift has growing concerns in Switzerland, with an increasing number and variety of assets, an estimated $19.4 trillion in wealth is set to be passed down to children and grandchildren within the next 10 years,  with this critical issue in mind, the 10th Annual Private Banking Switzerland Conference 2025 will address how the industry can smoothly transition this vast wealth to the next generation.

    Our informative and ground-breaking programme will feature unique and strategic conversations including presentations and panel discussions led by the industry’s C-Suite Swiss leaders and offer you the opportunity to participate in thought-provoking sessions on:

    • The Transfer of Intergenerational Wealth – What are the key challenges?
    • Building Your Alternative Asset Management Investment Strategy
    • How Can AI Revolutionise the Client Relationship?
    • Vision 2030 – Private Banking and the Next Generation Investor – What does the future hold?

     

    Please come and join the Great Debate!

    What to Expect for 2025?

    • 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

    Testmonials

    Private Banking Awards and Conference 2024 highlights

    Agenda

    • 3 Dec 2025
    Expand All

    Streams

    Stream one

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

    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
    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

    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

    8 AM

    Registration

    8:40 AM

    Chairman’s Opening Remarks

    Speakers

    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services

    8:50 AM

    Macroeconomic Outlook: Global Economic Trends and Market Drivers in 2026

    • An outlook of current macroeconomic trends and their impact on various asset classes
    • The AI Bubble Timeline: How should investors play this theme?
    • Will 2026 deliver an Inflation Crisis?
    • ECB unlikely to cut in December. Will a rebound in German growth in 2026 be enough to drag the EA with it?
    • Market volatility, supply shocks and how investors should think about constructing portfolios to support growth and stability

    Speakers

    Freya Beamish
    Chief Economist, TS Lombard

    THEME 1: The Transfer of Intergenerational Wealth – What are the key challenges?

    9:15 AM

    Keynote Address: When Economics Meets Geopolitics: How to Invest for the Long-Run?

    Speakers

    Reto Cueni
    Chief Economist, Syz Group

    9:35 AM

    Evaluating the Return on Investment and Efficiencies Unlocked by Technologies Supporting the Perfect Family Plan

    • Case studies of technology supporting various client types - from emerging wealth to ultra-high-net-worth:
      • Ideal succession planning platforms
      • The power of autonomation: filing documents, tasks and tracking goals together
    • Measuring the value provided by the digital transformation of wealth management services
    • Ensuring clients’ expectations are met and changes are explained at appropriate times to retain trust

    Available for Lead Sponsor

    9:50 AM

    Crypto Assets and the Great Wealth Transfer: Positioning Portfolios for the Next Investment Era

    Speakers

    Denis Oevermann
    Investment Strategist, Bitcoin Suisse

    10:15 AM

    Agile Assets and Succession Planning

    • What are the key challenges facing succession planning that can be resolved by an agile assets approach?
    • Planning software that allows you to simplify IT asset management
    • Securing digital assets

    Available for Gold Sponsor

    10:35 AM

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    • Trusts licenses and foundations with clients
    • Neobanks vs Traditional Private Banks
    • Strategic initiatives to plan and prepare for clients

    Speakers

    Reto Cueni
    Chief Economist, Syz Group
    Geralda Kral
    Managing Director & Group Partner, UMA Wealth (Switzerland) AG/UMA Swiss AG
    Maryann Umoren Selfe
    Head of Investment Solutions, BIL Suisse
    Stefan Kirsch
    Head of International Private Banking, Managing Director, Bergos AG
    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services
    Nadine Esposito
    Founder, Wellthspan Advisory | Longevity Finance Expert

    11:05 AM

    Networking Break

    THEME 2: Building Your Alternative Asset Management Investment Strategy

    11:35 AM

    Serving U.S. Clients in Switzerland: Expectations, Opportunities, and Best Practices

    Speakers

    Anne Liebgott
    CEO, AW Switzerland

    11:55 AM

    Title to be revealed

    Senior Representative, InvestCloud

    12:15 PM

    Panel Discussion: The Multi-Generational Maze – How are Swiss Banks Wooing the New Wealth Creators?

    • Serving next-gen clients: beyond digital and personalization - how is AI impacting the industry?
    • Creating a client service framework: From reactive to proactive
    • The great wealth transfer: Navigating intergenerational dynamics
    • Attracting new clients in the next-gen era: Beyond traditional referrals

    Senior Representative, Vontobel

    Speakers

    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services

    12:45 PM

    Panel Discussion: Keep Calm and Keep Your Clients Invested

    • Bearish outlooks on US vs Swiss treasuries and tactical preference for Swiss bonds, gold, pension funds and tax
    • The rise and fall of crypto and digital assets
    • Examining the rise in sustainability-related investments in Switzerland
    • Reinforcing significance of long-term value creation in investment strategies
    • How is technology enabling improved client lifecycle management and client retention in amongst market turbulence?

    Senior Representative, InvestCloud

    Speakers

    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services
    Anne Liebgott
    CEO, AW Switzerland

    1:15 PM

    Lunch & Networking Break

    THEME 3: How Can AI Revolutionise the Client Relationship?

    2:15 PM

    Title to be revealed

    Senior Representative, Prometeia

    2:35 PM

    From International to Switzerland – Maintaining Your Future Wealth

    Speakers

    Stefan Kirsch
    Head of International Private Banking, Managing Director, Bergos AG

    2:55 PM

    Title to be revealed

    Senior Representative, Moxo

    3:15 PM

    Panel Discussion: Building Your AI-Driven Investment Strategy

    • Risk modelling of AI – How have used cases enabled risk innovation and strategies?
    • Can AI make CX easier for older HNW clients?
    • Unlocking ROI for your strategies

    Senior Representative, Representative, Prometia

    Senior Representative, Moxo

    Speakers

    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services
    Meera Visvanathan
    Head Business Management & Transformation, UBS Global Investment Management (ex-US), UBS

    Networking Break

    3:50 PM

    THEME 4: Vision 2030 – Private Banking and the New Investor – What Does the Future Hold?

    4:15 PM

    Defragmenting Difficulties of Wealth Across Generations

    Speakers

    Maryann Umoren Selfe
    Head of Investment Solutions, BIL Suisse

    4:35 PM

    From Product Innovation to Evolution – How Near Are We?

    • How rapidly is the digital client experience and onboarding engagements growing?
    • To what extent has technology enabled advancements in portfolio diversity and product execution?
    • Have banks been able to successfully personalize products to optimize product innovation?

    Senior Representative, Abbove

    4:55 PM

    Closing Keynote Panel: How Are Swiss PBs Evolving Their Investment Strategies In Demand To Investors?

    • Rumours of an AML framework for 2026, How does that change the Swiss scene?
    • Aligning offerings in environmental, social and governance criteria and demands
    • Tackling the emergency of digital bonds and starting the journey of the wealth transfer

     

    Senior Representative, Abbove

    Speakers

    Stefan Kirsch
    Head of International Private Banking, Managing Director, Bergos AG
    Maryann Umoren Selfe
    Head of Investment Solutions, BIL Suisse
    Freya Beamish
    Chief Economist, TS Lombard
    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services

    5:30 PM

    Conference Close – Chair’s Closing Remarks

    7:35 PM

    Drinks Reception

    7 PM

    Onwards | Private Banking Switzerland Awards Ceremony

    Speakers

    Select a speaker to learn more

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    Maryann Umoren Selfe
    Head of Investment Solutions, BIL Suisse

    Session Details:

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

    2024-12-12, 9:20 AM

    Session Details:

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    2025-12-03, 10:35 AM

    Session Details:

    Defragmenting Difficulties of Wealth Across Generations

    2025-12-03, 4:15 PM

    Session Details:

    Closing Keynote Panel: How Are Swiss PBs Evolving Their Investment Strategies In Demand To Investors?

    2025-12-03, 4:55 PM

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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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    Freya Beamish
    Chief Economist, TS Lombard

    Session Details:

    Closing Keynote Panel: How Are Swiss PBs Evolving Their Investment Strategies In Demand To Investors?

    2025-12-03, 4:55 PM

    Session Details:

    Macroeconomic Outlook: Global Economic Trends and Market Drivers in 2026

    2025-12-03, 8:50 AM

    View In Agenda
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    Geralda Kral
    Managing Director & Group Partner, UMA Wealth (Switzerland) AG/UMA Swiss AG

    Session Details:

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    2025-12-03, 10:35 AM

    View In Agenda
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    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services

    Session Details:

    Panel Discussion: Building Your AI-Driven Investment Strategy

    2025-12-03, 3:15 PM

    Session Details:

    Chairman’s Opening Remarks

    2025-12-03, 8:40 AM

    Session Details:

    Panel Discussion: Keep Calm and Keep Your Clients Invested

    2025-12-03, 12:45 PM

    Session Details:

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    2025-12-03, 10:35 AM

    Session Details:

    Panel Discussion: The Multi-Generational Maze – How are Swiss Banks Wooing the New Wealth Creators?

    2025-12-03, 12:15 PM

    Session Details:

    Closing Keynote Panel: How Are Swiss PBs Evolving Their Investment Strategies In Demand To Investors?

    2025-12-03, 4:55 PM

    View In Agenda
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    Anne Liebgott
    CEO, AW Switzerland

    Anne Liebgott is founder of the online platform AW✚SWITZERLAND at americanswelcome.swiss, introducing wealth managers registered with the Securities and Exchange Commission in the United States dedicated to providing compliant wealth management services to US, Canadian, and Latin American citizens, residents, and expats. The platform also includes other wealth management-related services. In addition, Anne is the founder of AW❖UNITED KINGDOM and AW●ASIA PACIFIC | MIDDLE EAST. She also provides US-oriented, digital, and traditional marketing, communication, and business development strategies through her agency, Americom.

    Session Details:

    Panel Discussion: Keep Calm and Keep Your Clients Invested

    2025-12-03, 12:45 PM

    Session Details:

    Serving U.S. Clients in Switzerland: Expectations, Opportunities, and Best Practices

    2025-12-03, 11:35 AM

    View In Agenda
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    Reto Cueni
    Chief Economist, Syz Group

    Reto Cueni joined Syz Group in June 2025 as Chief Economist. He previously served as Chief Economist at Vontobel Group from 2020, having been part of Vontobel Asset Management’s Investment Strategy team since 2014 as a Senior Economist.

    From 2009 to 2014, Reto worked as a researcher and lecturer in the Department of Economics at the University of Zurich. His academic work earned him a research fellowship from the Swiss National Science Foundation at Columbia University in New York. He began his career in finance as an equity analyst at Vontobel Equity Research in 2005. He continues to serve as a guest lecturer at the University of Zurich.

    Session Details:

    Keynote Address: When Economics Meets Geopolitics: How to Invest for the Long-Run?

    2025-12-03, 9:15 AM

    Session Details:

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    2025-12-03, 10:35 AM

    View In Agenda
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    Stefan Kirsch
    Head of International Private Banking, Managing Director, Bergos AG

    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.

    Session Details:

    From International to Switzerland – Maintaining Your Future Wealth

    2025-12-03, 2:35 PM

    Session Details:

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    2025-12-03, 10:35 AM

    Session Details:

    Closing Keynote Panel: How Are Swiss PBs Evolving Their Investment Strategies In Demand To Investors?

    2025-12-03, 4:55 PM

    View In Agenda
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    Nadine Esposito
    Founder, Wellthspan Advisory | Longevity Finance Expert

    Nadine Esposito is the Founder of Wellthspan Advisory, a Swiss-based think-and-do tank pioneering the integration of health, wealth, and longevity literacy into wealth preservation and succession strategies. With a background in risk and investment governance in the Swiss banking sector, Nadine helps institutions and families develop innovative frameworks for cross-generational wealth transfer that account for demographic change, healthspan dynamics, and longevity risk.

    Her work bridges finance, demographics, and behavioral science, focusing on how structures, next-generation education, and adaptive financial planning can enhance both financial resilience and legacy continuity in an era of 100-year lives.

    Session Details:

    Keynote Panel Discussion: What are the best practices of wealth preservation, cross-generational wealth transfer and succession planning?

    2025-12-03, 10:35 AM

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    Plan Your Visit

    Venue

    Zurich Marriott Hotel

    Neumühlequai 42, 8006 Zürich, Switzerland https://www.marriott.com/en-us/hotels/zrhdt-zurich-marriott-hotel/overview/

    Book Your Stay

    Sponsors

    Select a sponsor to learn more

    SILVER PARTNERS

    CO-PARTNER

    Awards

    The 10th Annual Private Banking Switzerland Awards 2025

    The 10th Annual Private Banking Switzerland Awards 2025 are a prestigious celebration of excellence across the industry. Each year, the awards recognise outstanding achievements in innovation, sustainability, customer service, leadership and more, honouring the individuals and organisations shaping the future of the sector.

    Entries are now open via our new dedicated awards platform. Visit our Awards page to submit your entry here

    Media Centre

    Media Partner

    Enquiry

    Contact Us

    SPONSORSHIP ENQUIRIES

    Ray Giddings

    Director of Events

    +44 (0)20 7936 6512 M. +44 (0)7803 393327

    SPEAKER ENQUIRIES

    Nina Beddoe

    Senior Conference Producer

    +44 20 4540 7650

    MARKETING ENQUIRIES

    Kellee Halliburton

    Marketing Manager

    Sponsorship Enquiries

    To enquire about sponsorship opportunities for the conference, please contact:

    Ray Giddings

    Director of Events


    T. +44 (0)20 7936 6512 M. +44 (0)7803 393327

    SPEAKER ENQUIRIES

    To enquire about speaking opportunities for the conference, please contact:

    Nina Beddoe

    Senior Conference Producer


    +44 20 4540 7650