Private Banker International

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.

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.

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.

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.

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

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.

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.

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.

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.

Shimona comes from a legal background and works with Moxo EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

James is the Chief Client Officer of Oxford Risk. He is responsible for ensuring the deployment of Oxford Risk’s industry-leading behavioural software to help our clients meet regulatory requirements across multiple jurisdictions, grow assets under management and increase asset retention. In the last year, he has successfully implemented our solutions with wealth managers, pension providers, digital advice providers and large retail banks.

Together with the Oxford Risk team, James has helped develop innovative solutions to deploy behavioural nudges to help investors make better financial decisions, regulatory-compliant onboarding and deep sustainability profiling.

Prior to Oxford Risk James spent 15 years in Wealth Management in senior management roles at UBS the world's largest wealth manager and at Deutsche.

Kevin Mettenberger, a computer science graduate with a keen interest in digital transformation and organizational change management, is an Enterprise Account Executive at ServiceNow. Since 2014, he has helped customers transform unstructured processes and cluttered ways of working into structured workflows using the ServiceNow platform - improving the customer experience and eliminating inefficiencies. Kevin is now focused on identifying digital transformation opportunities for the company's key clients in the banking and wealth management industry.

Alessandro is the Head of Strategy, InvestCloud Europe and Asia, focusing on building and maintaining long-term relationships with major clients. He is passionate about developing client offerings that improve sales, advice and client relations via digital technology and artificial intelligence. He has a keen interest in sustainability and the impact financial institutions can have in this area. Alessandro has been instrumental in the development of InvestCloud's ESG offering.

Alessandro is co-founder of Finantix, a firm that InvestCloud acquired earlier in 2021 as part of a merger to create the next-generation SaaS wealth solutions platform. Prior to establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM.

Alessandro holds a degree in Physics from the Ludwig-Maximilians-Universität in Munich. In addition, he also studied Philosophy and Linguistics at the University of California in Los Angeles.

Janina Vinklere is a seasoned expert in corporate and startup environments, with a proven track record in driving technology innovation and adoption. Leveraging her extensive experience, she now specializes in supporting family offices and asset managers, helping them make informed decisions about investments in AI and Web3 technologies.

Kay Schmidt is a seasoned entrepreneur with deep family roots in business excellence, a legacy that spans more than a century. His family history of entrepreneurship began in 1890 with the founding of Mineralwasserfabrik M. Schöle by Kay's great-grandfather. Despite the challenges of wars and economic changes, the family business grew and diversified, especially under the leadership of W. F. Schmidt, Kay's father, who expanded into the oil and gas technology sector. Today, this legacy endures, marked by resilience and successful ventures across a variety of industries. Kay has a bachelor's degree in business psychology.

Building on this rich heritage, Kay founded BDCG GmbH as a boutique consultancy focused on creating meaningful connections and opportunities for ultra-high-net-worth individuals (UHNWIs). BDCG brings investors together for co-investment opportunities and supports private banks, asset managers, and family offices, facilitating partnerships and expanding financial networks. Kay’s vision and family legacy make BDCG a unique (offline)platform for collaboration, growth, and impactful investments.

Axel Maier is a Partner and the Global Head of Business Development at MDOTM Ltd, the global provider of AI-driven investment solutions for Banks, Insurance, Asset and Wealth Management companies. He has 30 years of experience in the asset management industry. He had leading positions with different organizations, such as Macquarie Investment Management as Head of Asian Business, and Wellington Management, covering Asia, the Middle East and  Europe as their Head of Europe. He held board positions for regulated financial service companies in Germany, Korea, Japan and Hong Kong, and his experience includes setting up, building and executing business development and team build-out strategies in Asia and Europe, as well as acquisitions of asset management companies.