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.

Timon Wick is a Director and Head of Project Management at MBaer Merchant Bank AG. He is considered to be the "go to person" when it comes to leading complex projects and finding solutions for challenging questions. Timon is a passionate triathlete and tech fan yet believes that offering humanness is the key to being fit for the future.

• 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.

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).

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’.

Thought leader in domestic and global macroeconomic, markets and political analysis. During my career I have been a developer of capital market strategies and managed domestic and global fixed income portfolios, created new products, recast analytic direction, and rejuvenated/rebuilt departments. Written analysis has generated appearances in financial media throughout the world. Contributor to WSJ Economist Survey, CNBC FOMC Survey, Blue Chip Financial Forecast. Current volunteer work -- Treasurer of the National Academy of Design, where I created the investment policies for their newly funded endowment, and am Chair of the Investment Policy Committee.

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.

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

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.

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.

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.

Donato Genovese joined Swiss Re in 2008, as graduate in the Asset Management Division, then moved to Group Underwriting in 2010, where he had different responsibilities. He has been founding member of the Automotive & Mobility Solutions team in 2016, and he currently leads its Business Operations unit.

Born in Potenza, Italy, Donato has Italian and Swiss citizenships and holds a B.Sc. in Financial Markets and a M.Sc. in Finance, both from Università Bocconi in Milan, Italy.

I’m a digital investment expert specializing in tokenization of assets, bringing innovative solutions to the investment industry through a deep understanding of current digital trends and a strong background in investment solutions.

As head of the Digital Investment Application at Coutts, I leverage my expertise in the industry to drive success for clients and the company. During my tenure, I‘ve been the main driving force behind the re-design and complete digitalization of our Advice & Suitability journeys.

Since I opened my first portfolio at age 15, I’ve had a deep interest in understanding the global economic landscape and its impact on financial markets. Today, I use data-driven insights to inform my own investment decisions. The same is true for cryptocurrencies - as an early investor, I have extensive knowledge of the crypto market, blockchain technology, and its applications.

In my commitment to educate and advise clients and colleagues on the potential benefits and risks of this rapidly evolving asset class, I founded the Blockchain Club.

I’m also the owner and CEO of Qolony, a platform where investors and entrepreneurs can collaborate by taking advantage of tokenized investment opportunities.

My educational qualifications include an MBA as well as different Agile titles and certifications. In my desire to keep myself up to date and expand my knowledge, I‘m scheduled to sit the CFA level 3 exam in February 2024.

Eric Bade is the Head of Business Transformation & Integration and the Head Banking Operations a.i. at Sygnum Bank in Zurich. He is responsible for transforming Sygnum from front to back, leveraging the power of automation, driving overall scalability of Sygnum and ensuring banking operations. Prior to Sygnum, Eric worked for Accenture and Infosys Consulting with consulting mandates ranging from CIO to Chief Digital Officer. He was responsible for digitizing whole organizations, driving larger transformations of organizations, building high-performance teams and setting up outsourcing services. Eric was co-founder of the very first cryptocurrency exchange office in Liechtenstein. Eric holds a PhD in Theoretical Chemistry and a Bachelor’s degree in economics.

Delia is an accomplished wealth management expert with more than a decade of experience in financial services. As an educated economist she has started her career in economic forecasting at the Swiss National Bank and the Swiss State Secretariat for Economic Affairs. Since 2021 she leads the Swiss branch of Aixigo, the world’s fastest API-based wealth management platform, after several years in consulting banks and wealth managers in digital innovation.

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.

Ludwig Holle has been working with Finance and Technology since his university days. He spent many years of a successful career as a manager in various industries and larger corporations.

In 2017 he invested in PSplus Portfolio Software + Consulting GmbH and became Managing Director and CFO. PSplus is a leading provider of portfolio management solutions in the German speaking private banking and wealth management markets. Since joining the company, Ludwig focused his activities on the continued integration of client needs into the software solutions of the company. His extensive expertise in managing companies and family businesses is used to support family offices in their search for customized wealth management solutions. He also works closely with the team of FinaSoft GmbH, providing end-customer experience to the private banking and wealth management market.

In 2023 both companies were brought together under the new holding FINAplus GmbH. Ludwig now acts as Managing Director with the goal of developing the resulting FINAplus platform into the leading solution for portfolio management and end-customer interaction in private banking and wealth management.

In his free time, Ludwig actively tries to improve the local political landscape in his hometown.

Ludwig Holle beschäftigt sich seit seiner Studienzeit mit Finanzen und Technik. Er verbrachte viele Jahre einer erfolgreichen Karriere als Manager in verschiedenen Branchen und größeren Konzernen.

Im Jahr 2017 investierte er in die PSplus Portfolio Software + Consulting GmbH und wurde Geschäftsführer und CFO. PSplus ist ein führender Anbieter von Portfoliomanagement-Lösungen im deutschsprachigen Private-Banking- und Wealth-Management-Markt. Seit seinem Eintritt in das Unternehmen konzentriert sich Ludwig auf die weitere Integration der Kundenbedürfnisse in die Softwarelösungen des Unternehmens. Sein umfangreiches Know-how in der Führung von Unternehmen und Familienbetrieben setzt er ein, um Family Offices bei der Suche nach maßgeschneiderten Vermögensverwaltungslösungen zu unterstützen. Darüber hinaus arbeitet er eng mit dem Team der FinaSoft GmbH zusammen, das den Private Banking- und Wealth Management-Markt mit Endkundenerfahrung versorgt.

Im Jahr 2023 wurden beide Unternehmen unter der neuen Holding FINAplus GmbH zusammengeführt. Ludwig agiert nun als Geschäftsführer mit dem Ziel, die entstandene FINAplus-Plattform zur führenden Lösung für Portfoliomanagement und Endkundeninteraktion im Private Banking und Wealth Management zu entwickeln.

In seiner Freizeit setzt sich Ludwig aktiv für die Verbesserung der kommunalpolitischen Landschaft in seiner Heimatstadt ein.

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.

Meet Thomas Gonfray, Head of Sales Switzerland at Pexip. With more than 15 years of experience within the video conferencing and collaboration environment, Thomas Gonfray enables Swiss companies to realize secure and exceptional meeting experiences to improve hybrid collaboration and customer engagement.

Dr. Sven Damberger is Managing Director at MVC Mobile VideoCommunication GmbH and a long-standing expert in digital communications.

MVC is a leading UCC, video and voice service provider for customers in Germany, Austria and Switzerland.  With over two decades of experience and more than 1,000 customers, MVC is one of the most experienced partners in the market.

Since joining Wealth Dynamix in 2019, Cédric has worked closely with clients to ensure that the WDX and CLMi solutions are deployed efficiently and effectively.

In a career spanning more than 25 years, Cédric has become an accomplished business and global project management leader covering both technology and financial markets sectors. Having held various roles in private banking (front, middle and back office) and brokerages, in both functional and technical roles, Cédric has led many projects including client onboarding implementations and KYC reviews, regulatory compliance projects (including PSD2, MIFID2/PRIIPS, GDPR, CRS, Rubik) and digital transformation projects (online and mobile design and implementation). Cédric has vast experience building and managing international project teams, having created three offshore teams in Tunisia and India, managed a 70-employee company as Deputy CEO and a startup Fintech founded to create smartphone apps.

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.

Craig Butterworth serves as Droit’s Chief Commercial Officer driving Droit’s commercial efforts. Craig oversees our Strategic Client Acquisition, Account Management, Platform Solutions, and Partnerships teams. Prior to joining Droit, Craig was Global Head of Sales and Account Management at Symphony. Prior to Symphony, Craig worked for Nomura, RBC Capital Markets, State Street, Royal Bank of Scotland, and Goldman Sachs in a variety of Head of Sales, COO, and Digital Transformation roles.

Craig holds a Bachelor of Science in Economics from the University of Warwick.

Amine El-Hattami is an Applied Research Scientist at ServiceNow Research. His main work is around natural language processing and deep learning. Specifically, he contributes to projects that use large language models to enhance ServiceNow’s product. Amine holds a bachelor’s degree in electrical engineering, a master’s degree in NLP and deep learning, and is currently pursuing a Ph.D. in the same field at Mila. Before joining ServiceNow, Amine held multiple software engineering positions in various industries like video processing, where he worked on embedded systems design, virtual assistant design, and the finance industry, where he designed training and deployment pipelines for large language models.

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.

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).