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

Sponsors Include

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Company Information

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients representing more than 40 percent of the $132 trillion of total assets globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.

Company Website

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

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Company Information

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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Company Information

Prometeia – Digital Wealth Management Solutions

Prometeia is a global provider of software, data, and advisory services for the financial sector, with over 50 years of expertise in economic research and financial modeling. Our award-winning Digital Wealth Management Platform supports private banks, wealth managers, and financial institutions in delivering personalized, compliant, and data-driven investment services across all channels.

Fully modular and cloud-ready, the platform covers the entire investment advisory process—from client profiling and portfolio analysis to proposal generation and ongoing monitoring—powered by integrated ESG analytics, advanced risk engines, and GenAI assistants.

With a local presence in Switzerland and a growing footprint across Europe, Prometeia is committed to helping institutions scale advisory services, ensure regulatory compliance (MiFID II, FIDLEG, SFDR), and strengthen client engagement through intelligent automation.

Company Website

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

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    Why attend?

    The Private Banking Conference & Awards Switzerland 2025 is returning to Zurich for its special 10th edition! The event will feature a jam – packed one-day conference followed by a black-tie gala awards dinner celebrating the outstanding achievements in the sector.

    The impact of the wealth transfer shift has growing concerns in Switzerland, with an increasing number and variety of assets, an estimated $19.4 trillion in wealth is set to be passed down to children and grandchildren within the next 10 years,  with this critical issue in mind, the 10th Annual Private Banking Switzerland Conference & Awards 2025 will address how the industry can smoothly transition this vast wealth to the next generation.

    Our informative and ground-breaking programme will feature unique and strategic conversations including presentations and panel discussions led by the industry’s C-Suite Swiss leaders and offer you the opportunity to participate in thought-provoking sessions on:

    • The Transfer of Intergenerational Wealth – What are the key challenges?
    • Building Your Alternative Asset Management Investment Strategy
    • How Can AI Revolutionise the Client Relationship?
    • Vision 2030 – Private Banking and the Next Generation Investor – What does the future hold?

     

    Please come and join the Great Debate!

    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

    Testmonials

    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

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    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
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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:

    Keynote: Assessing the Uncertain Global Economic Landscape

    2024-12-12, 9:00 AM

    View In Agenda
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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.

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    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
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    Geralda Kral
    Managing Director & Group Partner, UMA Wealth (Switzerland) AG/UMA Swiss AG

    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

    View In Agenda
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    Ian Woodhouse
    Strategy Advisor, Multrees Investor Services

    Session Details:

    Panel Discussion: Building Your AI-Driven Transformation Strategy

    2025-12-03, 3:00 PM

    Session Details:

    Chairman’s Opening Remarks

    2025-12-03, 8:50 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:

    Panel Discussion: Keep Calm and Keep Your Clients Invested

    2025-12-03, 12:20 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
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    Anne Liebgott
    CEO, AW Switzerland

    Anne Liebgott is founder of the online platform AW✚SWITZERLAND at americanswelcome.swiss, introducing wealth managers registered with the Securities and Exchange Commission in the United States dedicated to providing compliant wealth management services to US, Canadian, and Latin American citizens, residents, and expats. The platform also includes other wealth management-related services. In addition, Anne is the founder of AW❖UNITED KINGDOM and AW●ASIA PACIFIC | MIDDLE EAST. She also provides US-oriented, digital, and traditional marketing, communication, and business development strategies through her agency, Americom.

    Session Details:

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

    2025-12-03, 11:40 AM

    Session Details:

    Panel Discussion: Keep Calm and Keep Your Clients Invested

    2025-12-03, 12:20 PM

    View In Agenda
    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/

    Book Your Stay

    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

    Nina Beddoe

    Senior Conference Producer

    +44 20 4540 7650

    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