9th Annual Private Banking DACH Conference & Awards 2024

Interconnecting digital transformation to continue the new world order of Private Banking

12

December

  • Zurich Marriott Hotel
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Sponsors Include

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Company Information

Accomplish partners with Private Banks and Wealth Managers to issue charge, debit and prepaid cards to their U/HNW clients.
Accomplish is a complete PCI DSS Level 1 service provider with a Banking Solutions division dedicated exclusively to providing cards and payment-as-a-service for private banks and wealth managers.
As a Principal Member of Mastercard and a registered EMI, we offer cards-as-a-service across the markets where a private bank or wealth manager operates. Private banks and wealth managers can choose to issue our card designs or design a range of cards with their own branding. We rely on a private bank or wealth managers’ KYC and can fulfil a digital card instantly at application before the physical card is dispatched. Private banks and wealth managers can change a client’s spending limit at any time.
Our systems are built for customisation, with a broad suite of integration options and client-centric solutions. Whether a private bank or wealth manager wants a simple cost-efficient solution for a few clients, or full automation and API integration for thousands – we’re here to help.
Our payment cards and authorisation systems have been exclusively designed for U/HNW clients. We understand that their lifestyles and spending patterns are exceptional and diverse, so we support cardholders globally with worldwide Mastercard acceptance and an extensive range of benefits and services whether they are travelling for leisure or business, paying for a coffee, enjoying a shopping spree, or chartering a plane or yacht.

Company Website

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

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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.

Company Website

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

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Backbase is on a mission to re-architect banking around the customer.Backbase created the Backbase Engagement Banking Platform – a unified platform with the customer at the center, empowering banks to accelerate their digital transformation. From customer onboarding to servicing, loyalty, and loan origination, our single platform — open and frictionless, with ready-to-go apps — improves every aspect of the customer experience. Built from the ground up with the customer at the heart, our Engagement Banking Platform easily plugs into existing core banking systems and comes pre-integrated with the latest fintechs so financial institutions can innovate at scale.

Company Website

To learn more, please visit our website - http://backbase.com

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CFRA Research is a global leader in financial intelligence solutions and market insights, delivering independent, unbiased, and actionable investment research, data, and analytics to clients worldwide.

CFRA combines their proprietary mix of fundamental equity, forensic accounting, fund, public policy, and technical research with their groundbreaking Research-as-a-Service technology to arm clients with the financial intelligence required to meet their unique business and investing goals.

Company Website

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

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Company Website

To learn more, please visit our website - http://www.cimbanque.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.

Company Website

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

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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.

Company Website

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

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PriceHubble is a Swiss B2B proptech company that builds innovative digital solutions for the real estate industry based on property valuations and market insights. Our digital solutions are designed to help all players across the entire real estate value chain (banks, asset managers, developers, property managers and real estate agents).

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Founded in 1973, REYL & Cie is a diversified banking group with offices in Switzerland, Europe, and the rest of the world. It manages assets in excess of CHF 25 billion and employs over 400 professionals.In 2021, it entered into a strategic partnership with Fideuram – Intesa Sanpaolo Private Banking, pursuant to which Fideuram ISP acquired a 69% stake in REYL & Cie. Developing an innovative approach to banking, REYL & Cie serves a clientele of international entrepreneurs and institutional investors through its Wealth Management, Entrepreneur & Family Office Services, Corporate Finance, Asset Services and Asset Management business lines.

Company Website

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

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RWS is the world’s leading provider of language solutions to the banking and wealth management sectors.
Our tech-enabled services enable finance institutions to connect with their global audiences, accelerating the way they create, translate and deliver content.
Our secure translation solutions reduce risk in the content process, giving our clients confidence in the quality and accuracy of their most sensitive regulated materials, wherever they are delivered.
Our ability to bring control to content across the enterprise helps our clients to demonstrate compliance with regulators while building trust with their audiences.
Our proven language capabilities support our clients as they seek to improve speed-to-market, drive competitive advantage and optimise the client experience.
Find out more at https://www.rws.com/industries/financial-services/.

Company Website

To learn more, please visit our website - www.rws.com/industries/financial-services/

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Seismic is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic’s platform provides continuous guidance to improve behaviour, content, and skills to win more deals and deliver better experiences. More than 2,000 organizations including IBM and American Express have made Seismic their enablement platform of choice. Seismic integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.

Company Website

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

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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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Zoniqx (“Zoh-nicks”) is a global fintech leader headquartered in Silicon Valley, specializing in converting real-world assets into Security Tokens. It offers an interoperable, compliant infrastructure for the RWA tokenization market, enabling global liquidity and DeFi integration through its end-to-end ecosystem of SDKs and APIs. Zoniqx pioneers on-chain, fully automated RWA deployment on public, private, and hybrid chains. Connect with the team at www.zoniqx.com/contact

Company Website

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

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    Why attend?

    We are delighted to announce that the Private Banking DACH 2024 Conference & Awards will return to Zurich for its 9th edition, offering a premium in-person event experience. The event will feature a daytime conference, which will be followed by a black-tie gala awards dinner celebrating outstanding achievement in the sector.

    Our high-level programme will feature key presentations and panel discussions led by industry leaders. The 2024 agenda will cover the latest cutting-edge discussion points and topics.

    As the unrivalled event in Switzerland, the Private Banking DACH Conference & Awards is an opportunity for the industry to connect and recognise the latest successes in the Swiss market.

    We look forward to seeing you there!

    What to Expect for 2024?

    • 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 & WEALTH MANAGEMENT CONFERENCE & AWARDS SWITZERLAND 2023

    Agenda

    • 12 Dec 2024
    Expand All

    Streams

    Stream one

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

    Stream two

    Navigating the future for client services:

    8 AM

    Registration

    8:50 AM

    Chair Introduction

    Speakers

    Ian Woodhouse
    Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

    SESSION 1: The Emergence of an Interconnected Private Banking Ecosystem

    Chair: Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

    9 AM

    Keynote: Adopting a holistic approach for 2025 – Balancing opportunities and risks in a complex marketplace?

    • Shaping and executing business transformation for profitable growth
    • How has changing business models leveraged higher client retention?
    • Approaching innovation from a customer lens - the shift from product-centric to customer centric

    Speakers

    Dr. Stefan Gerlach
    Chief Economist, EFG Private Bank

    9:20 AM

    Q&A Interview: Private Banking & Wealth Tech – bound to work together?

    • What specific technological solutions hold the most promise for the industry?
    • How will technology help with the challenge of attracting and holding onto NextGen clients? How
    • can private banks get ahead of the curve and anticipate what clients will need in the next 20 years?

    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

    10 AM

    The Era of Engagement Banking – unlock the new- generation banking model

    • Reshaping your digital banking architecture around customers and employees
    • Harnessing the power of a unified omnichannel approach
    • Reimagining your customer journey

    10:20 AM

    Panel discussion: A present-future or future-back approach?

    • Where are the opportunities for breakthrough growth?
    • Executing strategy and realising purpose
    • How can the industry create an innovation roadmap that benefits all?
    • Linking future opportunities with today’s initiatives

    Speakers

    Dr. Stefan Gerlach
    Chief Economist, EFG Private Bank
    Suneet Muru
    Associate Analyst, GlobalData
    Roger Furrer
    Director, ERI Bancaire
    Maryann Umoren Selfe
    Managing Director, Head of Investment Solutions, BIL Suisse
    Ian Woodhouse
    Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

    10:40 AM

    Morning refreshments

    SESSION 2: Managing for Outcomes

    Speakers

    Ian Woodhouse
    Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

    11:10 AM

    Assembling the Private Banking digital infrastructure

    • Consolidating data to safeguard your clients’ information
    • What regulatory hindrances are expected to disrupt the digital journey?
    • Evaluating where AI has been proficient in reshaping the onboarding process and business strategizes for easier productivity
    • Selecting the right digital tools to enhance your back office systems

    Speakers

    Massimo Buonomo
    Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

    11:30 AM

    Case study: Maintaining a high level of personalized service expected by private clients while transitioning to digital channels

    • Reimagining the client engagement journey for the digital era
    • Enhancing service delivery without compromising on the quality of service
    • How internal efficiency reinforced Raiffeisen Bank’s reputation for reliability and excellence?

    Speakers

    Shimona Pinto
    UK Country Manager , MOXO

    11:50 AM

    Transforming Private Banking: Leveraging Digital Innovation for Enhanced Client Engagement, Operational Excellence, and Sustainability

    • Understanding Digitalization in Banking Digitalization as a Business Accelerator and Enabler for Sustainability
    • Enhancing Client Engagement Through Technology
    • Promoting SDGs through Banking Practices

    Speakers

    Christoph Schwarz
    Chief Technology Officer, Radicant Bank

    12:10 PM

    Fireside chat: Alleviating C-Suite executives’ pressure

    • Leveraging AI-assisted productivity
    • Prioritizing trust and security to prevent compliance issues
    • Combining human engagement and AI

    12:30 PM

    Panel Discussion: Fighting against digital disruptors in Private Banking

    • How have Neo banks and key disruptors challenged digitalization of traditional banks?
    • Synergizing digital tactics, AI and data management to upscale value, back office productivity and client interaction
    • Traditional vs Fintech - who’s best at offering alternative investments?

    Speakers

    Massimo Buonomo
    Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission
    Javier Peña Roncero
    Data Engineer, Vontobel
    Christoph Schwarz
    Chief Technology Officer, Radicant Bank
    Ian Woodhouse
    Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

    1 PM

    Lunch and Networking

    SESSION 3: Private Banking through the ‘Macro-scope’

    2 PM

    Painting the “green” road to sustainable investments

    • How to define “green” assets and do they stimulate growth?
    • Is “green” and “sustainable” investing a new story?
    • How to think about sustainability from

    Speakers

    Dr. Reto Cueni
    Chief Economist, Vontobel

    2:20 PM

    Building and unifying your private banking with Fund Report Orchestrator On-Demand

    • Empowering wealth and asset management to streamline and accelerate production
    • Elevating your investment reporting
    • Eliminating silos to support client requirements whilst maintaining compliance and accuracy

    Speakers

    Rachel Rowe
    RVP, Seismic

    2:40 PM

    Fireside chat: The race to become the best sustainable private banking leader

    • Empowering young minds and implementing green values into your core sustainability strategy
    • Impactful investing for clients - translating consumer behaviour to enhance sustainable products and services?
    • How are we financing the transition to Net Zero 2030 in a short time?

    Reserved speaker, TS Lombard

    3 PM

    Assembling your sustainable portfolio and products

    • Creating targeted investment portfolios
    • Adopting Future-orientated and client-centric focused tools to leverage decisions
    • Improving your CRM performance with low environmental impact

    3:20 PM

    Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

    • Long-term holistic approaches to impactful
    • investing and sustainable capabilities
    • Are we green splaining truth of incorporating green activities and ESG strategies?
    • How are private banks aligning their sustainability strategies to the Paris Agreement and Green Deal Examples of successful sustainability offerings, portfolios strategies and products

     

    Speakers

    Dr. Reto Cueni
    Chief Economist, Vontobel
    Marta Ra
    Member of Task Force on Digitalization in Energy Group of Experts on Energy Efficiency, United Nations Economic Commission for Europe
    Christopher Greenwald
    Head of Sustainable Investing, LGT Private Banking

    3:50 PM

    Afternoon Refreshment Break

    SESSION 4: The future of money or the future of value: Where is Private Banking heading?

    Chaired by Ian Woodhouse, Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

    Speakers

    Ian Woodhouse
    Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

    4:10 PM

    Case study: Cry for help: Playbook for banks to avoid crisis communication

    The private banking industry has faced challenges of restructuring, acquisitions and scandals. The question is how do we avoid endangering our institutions and clients?

     

    • Evolution of risk management - how are executive officers currently evaluating shortcoming mitigation strategies
    • Checkmate - how can the DACH region strengthen compliance and regulation measures amid a challenging market?
    • Examining internal control mechanisms to improve potential weaknesses and risks
    • Recommending reputation tactics e.g. crisis communication planning and employee training, to minimize impacts of challenging times

    This session is highly sensitive therefore no quotations, recordings or PR is allowed during the presentation to allow privacy of the nature of this topic, presenter and the audience

    Speakers

    Suneet Muru
    Associate Analyst, GlobalData

    4:30 PM

    Panel discussion: The changing role of relationship managers – professionalising the role

    • A shift to team-based work
    • Providing RMs with the same level of digital capacities as you provide to your clients
    • How has the fast-changing regulatory environment been a key driver in the evolution of skills and tools for RMs?

    Speakers

    Christophe Cantala
    Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA
    Ian Woodhouse
    Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
    Henrik Herr
    Head of Wealth Management Germany, Rothschild & Co
    Natalia Voychuk
    Managing Director, CORUM Vermögensverwaltung AG

    5:30 PM

    Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

    • Exploring the concept of Contextual banking
    • Unveiling the subtle transformation happening in wealth and private banking for accessing capital markets and the changing market landscape
    • Can embedded finance change private banking for the better?
    • Keeping your internal teams in the loop: creating a client service framework for employees
    • Becoming a trusted gateway for clients through the extension of products provided through partnerships and third parties

    Speakers

    Stephen Grady
    Executive Vice President Head of Global Markets, Lombard Odier
    Ian Woodhouse
    Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

    6 PM

    Close of Conference

    6:30 PM

    Drinks Reception

    7:30 PM

    Private Banking & Wealth Management Switzerland 2024 Awards Ceremony

    11:30 AM

    Case study: A digital solution for investors to review their assets and liabilities with the inclusion of property

    • Helping clients gain complete visibility across all investment products and asset classes Identifying new revenue streams within real estate portfolios
    • Portfolio crystalisation - knowing what to sell and when

    11:50 AM

    How Swiss, Liechtenstein & offshore private trust companies are transforming inheritance planning for UHNW families

    • Why is private trust company (PTC) becoming increasingly more popular among UHWNI families and what is the main difference to a trust
    • Key jurisdictions where those PTCs are used and differences among those jurisdictions
    • Actual life examples of PTCs currently used in a practice

    Speakers

    Vadim Neumann
    Managing Director, Zurich and Zug & Head Global Expansion Germany, ZEDRA

    12:10 PM

    Unlocking Secure Client Engagement in Private Banking: RCO’s Journey to Digital Excellence

    • Our vision at RCO - Why digital customer interactions are compatible with HNWI Private Banking services
    • Our focus as a Private Bank - Key uses cases to deliver value
    • Driving Adoption amongst stakeholders - the blueprint to delivering a successful project

    Speakers

    Jens Rabe
    COO

    12:30 PM

    Panel Discussion: Onboarding from the start! – Getting it right from the get-go

    • Balancing smooth client experience whilst adhering strict compliance requirements
    • Rewriting onboarding - what technology should we be using to ease onboarding?
    • Utilizing client behavioural analytics to optimize a tailored, client-centric onboarding process

    Speakers

    Dana Goren
    Executive Director, Senior Relationship Manager, Julius Baer
    Maryann Umoren Selfe
    Managing Director, Head of Investment Solutions, BIL Suisse
    Vadim Neumann
    Managing Director, Zurich and Zug & Head Global Expansion Germany, ZEDRA

    1 PM

    Lunch and Networking

    SESSION 3: Private Banking through the ‘Macro-scope’

    2 PM

    Separating noise from information in a digital era

    • Understanding the current macroeconomic environment
    • Separating noise from information. What to expect of Markets?
    • Building effective strategies for Private Clients Designing portfolios for Private Clients rather than for Private Banks

    Speakers

    Carlos Mejia
    Chief Investment Officer, Rothschild & Co.

    2:20 PM

    Scaling up the economy by enhancing IT and back office operations

    • Learn how to accelerate growth whilst leveraging costs and to transform your business
    • Innovate your performance approach with feasibility assessments to minimize costs
    • Use tangible parameters to make proposals realistic and achievable

    2:40 PM

    Fireside chat: Swiss & Proud – Is Switzerland still King of Private Banking?

    • Investigating how geopolitical factors have affected client-centric strategy
    • What is the next step to overcome macroeconomic risks whilst boosting ROIs and KPIs?
    • Is globalization of private banking threatening the legacy of Swiss market?
    • What can other markets learn from this?

    Speakers

    Dr. Francesco Mandalà
    Chief Investment Officer, MBaer Merchant Bank

    3 PM

    Inserting legal touchpoints into your private banking strategy

    • How can market trends teach banks to do business dynamically whilst avoiding legal mistakes?
    • Helping banks to adhere to cross-bordering laws during globalisation
    • Advising best movements to modernize your compliance and AML environment

    3:20 PM

    Panel Discussion: Welcoming economic diversity in Private Banking

    • Acknowledging value in cultural differences of Swiss and International clients to gain exposure in foreign markets
    • Effectively handling governance and regulatory risks amidst market volatility
    • What can we learn from foreign markets to strategize new products?
    • Empowering talent to accelerate client relationship and a dynamic community

    Speakers

    Carlos Mejia
    Chief Investment Officer, Rothschild & Co.
    Dr. Francesco Mandalà
    Chief Investment Officer, MBaer Merchant Bank
    Ian Woodhouse
    Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

    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

    5 PM

    Fireside chat: The future evolution of wealth management

    • How is digitising the client-adviser experience central to the sustainability of future growth?
    • Using AI to deliver long-term advice: helping wealth managers to prove their value
    • Adapting with agility and eliminating friction in delivery and take-up
    • Providing seamless global connectivity and relevance

    Speakers

    Jeff Yabuki
    CEO, InvestCloud

    Speakers

    Select a speaker to learn more

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    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.

    Session Details:

    Panel discussion: The changing role of relationship managers – professionalising the role

    2024-12-12, 4:30 PM

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    Dana Goren
    Executive Director, Senior Relationship Manager, Julius Baer

    Session Details:

    Panel Discussion: Onboarding from the start! – Getting it right from the get-go

    2024-12-12, 12:30 PM

    Session Details:

    Q&A: Client retention – a matter of trust

    2024-12-13, 11:10 AM

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    Suneet Muru
    Associate Analyst, GlobalData

    Session Details:

    Panel discussion: A present-future or future-back approach?

    2024-12-12, 10:20 AM

    Session Details:

    Case study: Cry for help: Playbook for banks to avoid crisis communication

    2024-12-12, 4:10 PM

    Session Details:

    Q&A: Client retention – a matter of trust

    2024-12-13, 11:10 AM

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    Christopher Greenwald
    Head of Sustainable Investing, LGT Private Banking

    Session Details:

    Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

    2024-12-12, 3:20 PM

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    Christophe Cantala
    Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA

    Session Details:

    Panel discussion: The changing role of relationship managers – professionalising the role

    2024-12-12, 4:30 PM

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    Maryann Umoren Selfe
    Managing Director, Head of Investment Solutions, BIL Suisse

    Session Details:

    Panel discussion: A present-future or future-back approach?

    2024-12-12, 10:20 AM

    Session Details:

    Panel Discussion: Onboarding from the start! – Getting it right from the get-go

    2024-12-12, 12:30 PM

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    Dr. Francesco Mandalà
    Chief Investment Officer, MBaer Merchant Bank

    Francesco Mandalà, CIO, joined MBaer Merchant Bank in February 2021. His background is in Economics and Financial Engineering, and his competencies are portfolio management, fixed income modelling, macro strategy, risk management and fund analysis. Previously, Francesco worked at UBS and Julius Baer in various roles. Earlier, he was a Statistician at the European Central Bank (ECB) in Frankfurt and an Analyst at the Committee of European Banking Supervisors (CEBS) in London. He currently collaborates with the Swiss Finance Institute (SFI) and co-leads some Master Classes together with SFI Academics. Francesco holds a Certificate in Financial Engineering & Risk Management (Columbia University), a Certificate in Investment Management with Python and Machine Learning (EDHEC Risk Institute), a PhD in Economics (Pavia University), an MSc in Economics & Econometrics (Southampton University), a BA in Economics (Bocconi University, Marks: 110/110). Francesco is fluent in Italian and English.

    Session Details:

    Fireside chat: Swiss & Proud – Is Switzerland still King of Private Banking?

    2024-12-12, 2:40 PM

    Session Details:

    Panel Discussion: Welcoming economic diversity in Private Banking

    2024-12-12, 3:20 PM

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    Vadim Neumann
    Managing Director, Zurich and Zug & Head Global Expansion Germany, ZEDRA

    Session Details:

    Panel Discussion: Onboarding from the start! – Getting it right from the get-go

    2024-12-12, 12:30 PM

    Session Details:

    How Swiss, Liechtenstein & offshore private trust companies are transforming inheritance planning for UHNW families

    2024-12-12, 11:50 AM

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    Christoph Schwarz
    Chief Technology Officer, Radicant Bank

    Session Details:

    Panel Discussion: Fighting against digital disruptors in Private Banking

    2024-12-12, 12:30 PM

    Session Details:

    Transforming Private Banking: Leveraging Digital Innovation for Enhanced Client Engagement, Operational Excellence, and Sustainability

    2024-12-12, 11:50 AM

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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:

    Panel discussion: A present-future or future-back approach?

    2024-12-12, 10:20 AM

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    Keynote: Adopting a holistic approach for 2025 – Balancing opportunities and risks in a complex marketplace?

    2024-12-12, 9:00 AM

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    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.

    Session Details:

    Painting the “green” road to sustainable investments

    2024-12-12, 2:00 PM

    Session Details:

    Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

    2024-12-12, 3:20 PM

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    Vadim Sobolev
    Head of Models and Technology, LGT Private Banking
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    Carlos Mejia
    Chief Investment Officer, Rothschild & Co.

    Session Details:

    Separating noise from information in a digital era

    2024-12-12, 2:00 PM

    Session Details:

    Panel Discussion: Welcoming economic diversity in Private Banking

    2024-12-12, 3:20 PM

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    Javier Peña Roncero
    Data Engineer, Vontobel

    Session Details:

    Panel Discussion: Fighting against digital disruptors in Private Banking

    2024-12-12, 12:30 PM

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    Nico Frey
    Head of SDG Impact Rating, Radicant Bank
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    Stephen Grady
    Executive Vice President Head of Global Markets, Lombard Odier

    Session Details:

    Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

    2024-12-12, 5:30 PM

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    Marta Ra
    Member of Task Force on Digitalization in Energy Group of Experts on Energy Efficiency, United Nations Economic Commission for Europe

    Session Details:

    Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

    2024-12-12, 3:20 PM

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    Massimo Buonomo
    Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

    Session Details:

    Panel Discussion: Fighting against digital disruptors in Private Banking

    2024-12-12, 12:30 PM

    Session Details:

    Assembling the Private Banking digital infrastructure

    2024-12-12, 11:10 AM

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    Giambattista Atzeni
    Head of Family Office, Bordier & Cie
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    Natalia Voychuk
    Managing Director, CORUM Vermögensverwaltung AG

    Session Details:

    Panel discussion: The changing role of relationship managers – professionalising the role

    2024-12-12, 4:30 PM

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    Freya Beamish
    Chief Economist, TS Lombard
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    Ian Woodhouse
    Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

    Ian is a board advisor to wealth managers, software firms and fin-techs, helping solve business and technology challenges and opportunities. He brings industry insights, strategy, marketing, client understanding and modern technology experience to assist firms on their journey to meet evolving good practice, be future ready and well positioned ahead of the next wave of industry and competitive disruption.

    With international experience and an extensive network, he is a recognised industry thought leader and author and serves on the editorial advisory boards of leading wealth management publications. Ian also helps build the next generation of industry talent through mentoring the U.K. PIMFA industry association under 40 leadership committee. In recognition of outstanding contributions to the industry, he received the 2022 PBI (Private Banker International) London Industry Ambassador Award.

    Previously, Ian has held senior roles with Accenture, helping achieve the successful post-acquisition integration of Orbium, a software integrator, into the firm. Prior to this, he was with IBM and PwC, serving their global financial services clients with the design and delivery of various business led, technology enabled change initiatives.

    Session Details:

    Panel discussion: A present-future or future-back approach?

    2024-12-12, 10:20 AM

    Session Details:

    SESSION 4: The future of money or the future of value: Where is Private Banking heading?

    2024-12-12, 4:00 PM

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    Sahar Attarpouri
    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.

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    Rachel Rowe
    RVP, Seismic

    Session Details:

    Building and unifying your private banking with Fund Report Orchestrator On-Demand

    2024-12-12, 2:20 PM

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    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

    Session Details:

    Panel discussion: A present-future or future-back approach?

    2024-12-12, 10:20 AM

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    Plan Your Visit

    Venue

    Zurich Marriott Hotel

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    Awards

    Join the prestige: Private Banking DACH Awards 2024

    Welcome to the 9th annual Private Banking DACH Conference & Awards 2024 – where excellence meets innovation in the heart of Europe’s financial sector.

    This year, we are proud to spotlight those who are shaping the future of private banking through unmatched dedication, innovation strategies and visionary technology applications. With a prestigious panel, including industry thought leaders, the Private Banking DACH Awards represents the pinnacle of recognition in the DACH region’s financial landscape.

    Why enter?

    Showcase your innovation: Let the world recognise your firm’s achievements and how you’re pushing the boundaries of what’s possible in private banking.

    Esteemed recognition: Being shortlisted or winning can significantly enhance your company’s image and act as a testament to your team’s hard work and dedication.

    Benchmark against the best: Compare your initiatives strategies against the top players in the industry.

    Celebrate excellence: Enjoy a night of recognition and networking with the brightest minds and top leaders within the DACH financial sector.

    How to enter:

    1. Download the entry form: Begin your journey to recognition by downloading the entry form available on our site.
    2. Complete your submission: Fill out the form with details on your innovations, strategy and success stories.
    3. Email your entry: Submit your completed form to Claire.Budd.ctr@arena-international.com by Friday 1 November 2024.

    Don’t miss this exclusive opportunity to shine amongst peers and earn the recognition you deserve for shaping the future of private banking and wealth management in the DACH region.

     

    2024 Awards Categories

    • Excellence in customer experience

      This award recognises software and technology solution providers that enable private banks, family offices and wealth managers to offer a first-class customer experience to their clients.

      The provider should be able to demonstrate how their technology/software solution has improved the client’s private banking/wealth management experience. An example could be speeding up the process for the client.

    • Outstanding UHNW offering

      Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele.

    • Outstanding philanthropy proposition

      Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice.

    • Outstanding family office proposition

      Celebrating a family office that goes above and beyond for its clients, including but not limited to forms of engagement, levels of return, and succession planning.

    • Outstanding wealth management technology provider - middle office (vendor)

      Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the wealth industry through successful middle-end technology offerings.

    • Outstanding wealth management technology provider - back office (vendor)

      Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the wealth industry through successful back-end technology offerings.

    • Outstanding wealth management technology platform (Bank)

      Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency.

    • Outstanding front-end digital solutions provider (Vendor)

      Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings.

    • Outstanding succession planning award

      Celebrating a private bank that has fully engaged its clients in terms of future proofing, succession planning, wealth transfer and more.

    • Outstanding private bank for sustainable and ethical investment

      Celebrating the best among private banks that are successfully serving wealthy clients in terms of sustainable and ethical investments as well as ESG.

    • Outstanding private bank for diversity, equality and inclusion

      Celebrating the best among the private banks that are successfully embracing diversity, Equality and inclusion, both in the company and in terms of clients.

    • Outstanding boutique private bank

      Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in the DACH region.

    • Outstanding private bank - international players

      Celebrating the best among the private banks that are successfully serving international wealthy clients. Please expand on your specific business model and international client’s acquisition as well as retention strategy in the DACH region and other strengths that enable your institution to excel and stand out.

    • Outstanding private bank – DACH- domestic players

      Celebrating the best among the private banks in the DACH region that are successfully serving domestic wealthy clients. Please expand on your specific business model and domestic client’s acquisition as well as retention strategy in the region. This can include other strengths that enable your institution to excel and stand out.

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