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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Company Information

ServiceNow makes the world of work better and easier for people. Its cloud-based platform and connected solutions enable an intuitive user experience with digital workflows so employees and businesses can work more efficiently. Workflows enabled by the Now Platform cover numerous areas such as IT, HR, Risk & Compliance, ESG reporting, and Customer Service.

ServiceNow serves over 7,700 customers worldwide, which include numerous financial services companies. The company currently employs more than 21,000 people worldwide, with headquarters in Santa Clara, USA, offices across EMEA and local Swiss offices in Zurich and Lausanne.

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To learn more, please visit our website - www.servicenow.com

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Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management platforms, portfolio rebalancing tools, and application programming interfaces. These solutions empower wealth management professionals to improve their productivity, make informed decisions, maximize the performance of their assets under management, and enhance client relationships. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to have a positive impact on the community. With 200 employees in its Montréal and Toronto offices, Croesus has won several industry awards for being a high-quality product provider and an outstanding employer.

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

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interop.io was formed in June 2023 through the merger of Finsemble and Glue42 to create the global powerhouse driving application interoperability in capital markets and beyond. Leveraging FDC3 and workflow automation, interop.io allows clients to create Straight-Through Workflow and benefit from unparalleled levels of business agility, a more productive workforce and better operational control. The firm holds global presence in New York, Charlottesville, London and Sofia.

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iProov provides science-based face biometric authentication solutions to governments and enterprises around the world. The company’s multi-dimensional Biometric Solutions Suite enables organizations to offer remote onboarding and authentication for secure and effortless digital and physical access. Used by organizations including the Australian Taxation Office, California Department of Motor Vehicles (DMV), GovTech Singapore, ING, Rabobank, UBS, UK Home Office, UK National Health Service (NHS) and the U.S. Department of Homeland Security (DHS) iProov biometric face verification technology provides the highest levels of identity assurance in conjunction with an unsurpassed customer experience. iProov Biometric Solutions Suite is protected by iProov Security Operations Center (iSOC) a 24/7 active threat management service. iProov was recognized as an Innovation Leader by industry analyst KuppingerCole, in the Leadership Compass, Providers of Verified Identity 2022 report. In 2023, iProov was named in Gartner’s Buyer’s Guide for Identity Proofing. For more information, please see www.iproov.com or follow on LinkedIn or Twitter.

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

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InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

For more information, visit InvestCloud.com.

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To learn more, please visit our website - www.investcloud.com

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With offices in New York, London and Milan, MDOTM Ltd is a strategic partner of numerous institutional counterparts to integrate AI into their investment processes. Selected by Google and recognised as one of the best AI companies, it has raised over $10 million from institutional investors and finance professionals, making it one of the world’s largest firms specializing in AI for investments.

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To learn more, please visit our website - https://mdotm.ai

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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.

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

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Founded in 2002 by leading behavioural scientists from Oxford University, Oxford Risk uses behavioural finance, data science, and qualitative finance to build digital and hybrid advice technology for advisers, wealth managers, banks, pension providers, and financial institutions. This enables them to gain the deepest possible insights of their clients, investors, and members in order to support the best possible financial decisions throughout their lives.

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Wealth Dynamix provides end-to-end digital Client Lifecycle Management (CLM) solutions for Wealth Managers and Private Banks. Our flexible, modular solutions enhance scalability, compliance, and personalised client experiences, supporting digital transformation across the client journey, from onboarding to wealth transition, for firms of all sizes, deployed on-premise or in the cloud.

Company Website

To learn more, please visit our website - http://www.wealth-dynamix.com/

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    Why attend?

    Join us for the 3rd edition of The Digital Integration in Wealth Management DACH Conference. We look forward to bringing together digital, banking, and wealth management leaders to discuss their strategy for digital transformation and strategy implementation.

    Join us as we discuss the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.  

    By attending, you can expect high-level talks and discussions delivered by senior guest speakers, as they address some of the trending topics within wealth management.

    Discover innovative ways to appeal to the next generation of clients, explore the practical applications, problems and solutions wealth managers and banks face and gather fresh insight into the practical application of new technology, such as AI and Hybrid Advisory.

     

    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

    Testimonials

    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

    Implementing CRM systems to provide better client coverage and enhance local compliance regulations, within Wealth Management

    • Navigating complex local regulations to ensure better CRM system capabilities
    •  

       

      Tailoring products and services from CRM systems to deliver better client servicing

       

    • CRM functionalities aimed at increasing revenue and lower cost base

    Speakers

    Alessandro Favalli
    Vice President, Private Banking Tribe Lead CRM Platform, 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?

    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 and Networking

    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

    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
    Dr. Adam Flitton
    Behavioral Economist, Allianz Suisse

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

    • Are offshore 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

    Speakers

    Philip Kurtenbach
    Head of Investments and Wealth Solutions, HSBC
    Benjamin Hatton
    Analyst, GlobalData

    5:45 PM

    Closing remarks

    Speakers

    Benjamin Hatton
    Analyst, GlobalData

    6 PM

    Drinks Reception

    7:45 AM

    Registration

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

    • Discuss how the implementation of behavioral science techniques can improve:
    • Digital tool adoption
    • Client retention
    • Solution selection

    Speakers

    Dr. Adam Flitton
    Behavioral Economist, Allianz Suisse

    9:30 AM

    Keynote 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

    Koen De Leus
    Chief Economist, BNP Paribas Fortis
    Benjamin Hatton
    Analyst, GlobalData

    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

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

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

    Speakers

    Philip Kurtenbach
    Head of Investments and Wealth Solutions, HSBC
    Benjamin Hatton
    Analyst, GlobalData

    3:15 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?

    3:45 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
    Nataliya Johnson
    CEO & Founder, Vasant Capital

    4:15 PM

    Closing Remarks

    Speakers

    Benjamin Hatton
    Analyst, GlobalData

    4:25 PM

    End of conference

    Speakers

    Select a speaker to learn more

    Back
    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:

    Closing remarks

    2024-10-08, 5:45 PM

    Session Details:

    Closing keynote fireside chat: How are we diversifying investments and portfolios to reduce major risks in Wealth Management?

    2024-10-08, 5:15 PM

    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:

    Closing Remarks

    2024-10-09, 4:15 PM

    Session Details:

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

    2024-10-09, 2:15 PM

    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:

    Keynote fireside chat: The challenge of operating within a challenging macroeconomic backdrop

    2024-10-09, 9:30 AM

    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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    Bartosz Golba
    Research Director, Financial Services, GlobalData

    Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

    Session Details:

    Chair’s Opening Remarks

    2024-10-08, 8:15 AM

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    Alessandro Favalli
    Vice President, Private Banking Tribe Lead CRM Platform, Deutsche Private Bank

    Session Details:

    Implementing CRM systems to provide better client coverage and enhance local compliance regulations, within Wealth Management

    2024-10-08, 8:30 AM

    View In Agenda
    Next speaker
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    Philip Kurtenbach
    Head of Investments and Wealth Solutions, HSBC

    Phil is the has spent 20 years in Financial Services leading large teams and transformational change globally. He has diverse senior leadership experience ranging from front line large scale management; head office strategic change, customer and regulatory programmes; and digital transformation within Wealth and Personal Banking. Throughout his career he has gathered global experience across emerging and mature markets having lived and worked in Germany, the US, Hong Kong, Jersey and the UK.  Currently Head of Investments and Wealth Solutions for CIIoM and Expat, he previously led product implementation, channel optimisation and commercialisation for Wealth products in various markets for HSBC Wealth Management.

    Session Details:

    Closing keynote fireside chat: How are we diversifying investments and portfolios to reduce major risks in Wealth Management?

    2024-10-08, 5:15 PM

    Session Details:

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

    2024-10-09, 2:15 PM

    View In Agenda
    Next speaker
    Back
    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
    Back
    Koen De Leus
    Chief Economist, BNP Paribas Fortis

    Session Details:

    Keynote fireside chat: The challenge of operating within a challenging macroeconomic backdrop

    2024-10-09, 9:30 AM

    View In Agenda
    Next speaker
    Back
    Dr. Adam Flitton
    Behavioral Economist, Allianz Suisse

    Dr. Adam Flitton is a behavioral scientist who leads teams and projects that drive measurable behavior change. Working across multiple sectors, his goal is to improve outcomes by helping people to make better decisions.

    Session Details:

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

    2024-10-09, 9:00 AM

    Session Details:

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

    2024-10-08, 3:15 PM

    View In Agenda
    Next speaker
    Back
    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
    Back
    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
    Back
    Louis Portal
    Relationship Manager, ISGAM Asset Management

    Louis is a financial planner and relationship manager at ISGAM AG. He caters for an international clientele across Switzerland, the UK, The Netherlands and The Middle East. Louis is a younger member of the ISGAM team and has been, and continues to be, deeply involved in the firm’s succession planning. Louis is an associate member of the Chartered Institute for Securities & Investment (CISI), holds a Bachelor degree in the arts from the Royal Conservatoire of The Hague and will soon hold a second combined degree in psychology, philosophy and economics. In his spare time, Louis enjoys long distance swimming, reading classical literature, charity work and (very) amateur chess.

    Session Details:

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

    2024-10-09, 10:00 AM

    View In Agenda
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    Andrew Little
    Partner, ISGAM Asset Management

    British national, living in Switzerland since 2009. Married with three children.

    15 years in private client finance; first as an independent financial advisor – Swiss market, followed by private banker – Southern Africa market with Coutts & Co., the Royal Bank of Canada and then Banque SYZ.

    I went independent in 2017 with the backing of several HNW families. Founded GPCS Sarl in 2018, a consulting firm and became a Partner of ISGAM AG in 2020.

    My experience includes operational and asset succession planning for private clients and companies, as well as compliance and risk management for the Swiss, South African, UK and US markets.

    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
    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
    Back
    Nataliya Johnson
    CEO & Founder, Vasant Capital

    Session Details:

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

    2024-10-09, 3:45 PM

    View In Agenda
    Next speaker

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    +44 20 7149 5973

    SPEAKER ENQUIRIES

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

    Nina Beddoe

    Conference Producer


    020 4540 7650