10th Annual Private Banking Conference and Awards Switzerland

Next Generation Wealth Management

3

December

  • Zurich Marriott Hotel
  • Ticketed
  • Why attend?
  • Agenda
  • Speakers
  • Plan Your Visit
  • Event Gallery
  • Sponsors
  • Media Centre
  • Awards
  • Articles
  • Contact Us

Why attend?

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

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 Bitcoin 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

8:50 AM

Chairman’s Opening Remarks

Speakers

Ian Woodhouse
Strategy Advisor, Multrees Investor Services

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

9 AM

Keynote Address: The Economic Car Crash – Trump vs The World

Speakers

Reto Cueni
Chief Economist, Syz Group

9:20 AM

Lead Sponsor Keynote Address: Curating the Perfect Family Plan

• From emerging wealth to ultra-high-net-worth, build your ideal succession planning platform for all your clients
• Autonomously filing documents, tasks and tracking goals together
• Providing high calibre service and revocable trust with your clients

9:50 AM

The Future of Cryptocurrencies: Web 3.0, Decentralization and IoT

  • Bitcoin Suisse

10:10 AM

Gold Sponsor – Agile Assets and Succession Planning

• Planning software that allows you to simplify IT asset management
• Secure all your digital assets with our perfect IT solution

10:40 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 Bitcoin Suisse
Stefan Kirsch
Head of International Private Banking, Managing Director, Bergos AG
Ian Woodhouse
Strategy Advisor, Multrees Investor Services

11:10 AM

Morning Networking Break

THEME 2: Building Your Alternative Asset Management Investment Strategy

11:40 AM

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

Speakers

Anne Liebgott
CEO, AW Switzerland

12 PM

Silver sponsor – InvestCloud

12:20 PM

Panel Discussion: Keep Calm and Keep Your Clients Invested

• Discussing 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

 

Senior Representative, Moxo

Speakers

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

12:45 PM

Tech Spotlight Sponsor – Available

1 PM

Lunch

THEME 3: How Can AI Revolutionise the Client Relationship?

2 PM

Silver sponsor – Prometeia

2:20 PM

From International to Switzerland – Maintaining Your Future Wealth

Speakers

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

2:40 PM

Silver sponsor – Moxo

3 PM

Panel Discussion: Building Your AI-Driven Transformation Strategy

• Agentification of AI
• Can AI make CX easier for older HNW clients?
• Unlocking ROI for your strategies

 

Speaker, UBS
Representative, Prometia

Speakers

Ian Woodhouse
Strategy Advisor, Multrees Investor Services

3:30 PM

Afternoon Break

3:40 PM

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

4 PM

Defragmenting Difficulties of Wealth Across Generations

Speakers

Maryann Umoren Selfe
Head of Investment Solutions, BIL Suisse Bitcoin Suisse

4:20 PM

From Product Innovation to Evolution – How Near Are We?

How rapid 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?

Representative, Abbove

4:40 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

Speakers

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

5:10 PM

Close of Conference

7 PM

Dinner Awards

5:15 PM

Reception Drinks Sponsor Available

Speakers

Select a speaker to learn more

Back
Henrik Herr
Head of Wealth Management Germany, Rothschild & Co

Henrik Herr is Head of Wealth Management Germany at Rothschild & Co. Before joining Rotschild & Co in 2021, Henrik held various leadership positions at Credit Suisse during his 17-year tenure at the bank. Most recently, Henrik was Head of Private Banking for Germany and Austria and a member of the supervisory board of Credit Suisse Germany. Henrik started his career at Deutsche Bank. After successfully completing a bank apprenticeship, he gained his first professional experience as a Private Banking client adviser.

Henrik Herr ist Leiter der Wealth-Management-Aktivitäten der Finanzgruppe Rothschild & Co in Deutschland. Bevor er 2021 zu Rotschild & Co. kam, hatte er während seiner 17-jährigen Tätigkeit bei Credit Suisse verschiedene Führungspositionen inne. Zuletzt war er Leiter des Bereichs Private Banking für Deutschland und Österreich und Mitglied des Aufsichtsrats der Credit Suisse Deutschland. Henrik Herr begann seine Karriere bei der Deutschen Bank. Nach erfolgreichem Abschluss einer Banklehre sammelte er erste Berufserfahrungen als Kundenberater im Private Banking.

Next speaker
Back
Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer

Session Details:

Q&A: Client retention – a matter of trust

2024-12-13, 11:10 AM

View In Agenda
Next speaker
Back
Suneet Muru
Associate Analyst, GlobalData

Session Details:

Q&A: Client retention – a matter of trust

2024-12-13, 11:10 AM

View In Agenda
Next speaker
Back
Christopher Greenwald
Head of Sustainable Investing, LGT Private Banking
Next speaker
Back
Christophe Cantala
Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA
Next speaker
Back
Maryann Umoren Selfe
Head of Investment Solutions, BIL Suisse Bitcoin 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, 10:40 AM

Session Details:

Defragmenting Difficulties of Wealth Across Generations

2025-12-03, 4:00 PM

Session Details:

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

2025-12-03, 4:40 PM

View In Agenda
Next speaker
Back
Vadim Neumann
Country Head Switzerland & Liechtenstein, ZEDRA
Next speaker
Back
Christoph Schwarz
Chief Technology Officer, Radicant Bank
Next speaker
Back
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

View In Agenda
Next speaker
Back
Dr. Reto Cueni
Chief Economist, Vontobel

Reto Cueni joined Vontobel Asset Management in 2014 as a Senior Economist. In 2020, he was appointed Chief Economist. He focuses on longer-term topics to support Vontobel’s positioning as a thought leader and to shape the company’s strategic asset allocation principles.

Prior to joining Vontobel Asset Management, from 2009 to 2014, he worked as an empirical researcher and lecturer at the Economics Department of the University of Zurich. Today still he is a guest lecturer at the Zurich University of Applied Sciences (ZHAW). He started his career in 2006 as a quantitative analyst in Equity Research at Vontobel Investment Banking.

Reto studied at the University of Zurich, at Universita degli Studi in Siena, and at the Columbia University in New York. He holds a Master’s degree and a PhD in Economics from the University of Zurich.

Next speaker
Back
Vadim Sobolev
Head of Models and Technology, LGT Private Banking
Next speaker
Back
Dr. Carlos Mejia
Chief Investment Officer, Member of the Executive Committee, Rothschild & Co Bank AG

Carlos is a Partner at Rothschild & Co and joined the company in 2012 from Investec Bank, where he was the Chief Investment Officer and Head of  Portfolio Management between 2010 and 2012.

From 2005 to 2010, Carlos worked for UBS AG as Head of Investment Strategy and Portfolio Construction (London) and as Head of Asset Allocation for discretionary portfolios (Zurich).

Between 2000 and 2005, Carlos worked for Goldman  Sachs (London) advising institutional investors, first as an  Equity Strategist and then as the co-head of the Tactical  Asset Allocation Advisory team.

Carlos has a Master of Science and a Doctorate degree in Interdisciplinary Mathematics from the University of  Warwick (England) in addition to two first degrees from the National University of Mexico, one in Actuarial Sciences and one in Mathematics.

Carlos is member of the Responsible Investment Committee and the Balance & Inclusion Committee for the Rothschild & Co group and regularly publishes articles or interviews in local and international newspapers and social networks.

 

Next speaker
Back
Javier Peña Roncero
Data Engineer, Vontobel
Next speaker
Back
Nico Frey
Head of SDG Impact Rating, Radicant Bank
Next speaker
Back
Marta Ra
Member of Task Force on Digitalization in Energy Group of Experts on Energy Efficiency, United Nations Economic Commission for Europe
Next speaker
Back
Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission
Next speaker
Back
Giambattista Atzeni
Head of Family Office, Bordier & Cie
Next speaker
Back
Natalia Voychuk
Managing Director, CORUM Vermögensverwaltung AG
Next speaker
Back
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, 4:40 PM

View In Agenda
Next speaker
Back
Sahar Attarpour
Co-founder and Former CEO, Suzugia

Sahar Attaripour is a fintech entrepreneur, investor, and advisor with a diverse background spanning quantitative finance, artificial intelligence, and digital transformation. As the co-founder and former CEO of Suzugia, an AI-powered investment decision-making firm acquired by AllianceBernstein in 2022, Sahar pioneered the development of a groundbreaking “multi-agent platform," an AI-driven version of the traditional multi-manager platform that leverages natural language processing and machine learning for optimal decision-making processes. Following the acquisition, she served as a Senior Vice President and Portfolio Manager at AllianceBernstein until June 2024, where she co-managed the AI-powered multi-asset strategy within the firm's hedge fund solutions unit.

Sahar's expertise in AI/ML and quantitative investing, combined with over a decade of experience leading digital transformation initiatives for top-tier companies across various industries, positions her as a thought leader at the intersection of technology and finance. Currently, she focuses on supporting promising startups and scale-ups as an investor and advisor, drawing upon her extensive knowledge of data science, solution design, and business strategy to drive innovation and growth. Sahar is passionate about leveraging technology to solve complex challenges and is a strong advocate for diversity and inclusion in both finance and technology.

Next speaker
Back
Rachel Rowe
RVP, Seismic
Next speaker
Back
Roger Furrer
Director, ERI Bancaire

Roger Furrer director at ERI, responsible for the two offices in Zürich and Lugano. With ERI for over 19 years, he leads the sales and implementation of the OLYMPIC Banking System, a comprehensive software solution for private, wealth management, corporate, investment, retail and central banks, as well as funds, trusts, family offices and more financial companies. He has over 35 years of experience in the software and finance industries

Next speaker
Back
Prasanth Kalagani
Founder and CEO, Zoniqx

Prasanth is a highly accomplished tech-entrepreneur with more than two decades of experience in deep tech. He holds a Master of Science degree from the University of Bremen, Germany. Throughout his career, he has worked with several Fortune 100 companies, including Barclays, EY, BCG, and Toyota, serving in roles such as Solutions Architect and Chief Technology Officer. Drawing on his expertise in Blockchain and Artificial Intelligence, Prasanth founded Zoniqx Inc, an institutional blockchain and AI-based technology solution that offers Tokenization Platform as a Service (TPaaS). This platform integrates and powers the entire tokenized asset distribution lifecycle, disintermediating traditional intermediaries. Prasanth’s passion towards private capital markets, alternative assets, and real estate has helped him design an innovative solution that is transforming the industry

Next speaker
Back
Venkat Bussa
CEO, Aurum Equity Partners

Venkat is a visionary leader dedicated to building next-generation data centers that are smart, secure, and sustainable. With over 25 years of experience as a technology founder, operator, venture investor, and mentor, Venkat combines technological expertise with a strategic investor’s insight to drive innovation and growth. He is the CEO of Aurum, Founder and Managing Partner of Aurum’s $50M Vision Fund and serves as a Venture Partner for VU’s $100M Fund 2, focusing on Enterprise, Fintech, and Web3 investments. Renowned for his ability to guide businesses through all growth stages, Venkat helps entrepreneurs unlock and monetize value effectively. His career spans industries such as Telecommunication, Cloud, Networking, Agriculture, Education, and Print & Packaging. Venkat holds a Bachelor’s Degree in Computer Engineering, an MBA, and certifications from executive programs at Harvard, Stanford, and Berkeley Haas, solidifying his position as a dynamic leader in the global data center and venture capital landscape.

Next speaker
Back
Puneet Saraswat
SVP Global Sales & Solutions, Linguistic AI & Regulated Industries, RWS Group
Next speaker
Back
Shimona Pinto
UK Country Manager , MOXO

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.

Next speaker
Back
Lennart Asshoff
Product Director, Backbase
Next speaker
Back
Christine Ciriani
President of International Digital Wealth, InvestCloud
Next speaker
Back
Alessandro Tonchia
Head of Strategy, EMEA & Asia, InvestCloud

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.

Next speaker
Back
Jens Rabe
COO
Next speaker
Back
Sébastien Hénon
Head of Digital Factory, Rothschild & Co
Next speaker
Back
Dr. Jasser Kassab
Director Banking, Group Director Enterprise Solutions, PriceHubble

Dr. Jasser Kassab has an extensive background in technology and IT, holding a PhD in Technology Management from the University of St. Gallen and completing postdoctoral research in Data Analytics and Visualization at the University of Cambridge. With experience in leading tech companies such as SAP and T-Systems, Jasser later joined FIFA, where he spearheaded the conceptualization, implementation, and rollout of a global data and communication system for professional football.

Most recently, Jasser served as Chief Product Officer at MoneyPark, Switzerland’s leading mortgage platform, where he led product innovation for over six years. A resident of Zürich, he enjoys traveling and spending time with his two children

Next speaker

Plan Your Visit

Venue

Zurich Marriott Hotel

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

Sponsors

Select a sponsor to learn more

SILVER PARTNERS

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

Zaynah Aslam

Conference Producer

020 4540 7613

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:

Zaynah Aslam

Conference Producer


020 45407613