Private Banking & Wealth Management: Switzerland 2021 Conference and Awards
Though recent developments required a postponement for Private Banking & Wealth Management Switzerland 2021 from Winter into Spring, we’re excited to announce that we’ve just set the new date!
Join us on 25th May 2022 for Private Banking & Wealth Management Switzerland 2021 at the Zurich Marriott Hotel.
What do I need to do to attend?
Nothing! We’ve taken care of everything to create a seamless transition, and your passes will automatically transfer to the new date.
We never like to move an event as your overall experience is our highest priority. That said, you can expect Private Banking & Wealth Management Switzerland 2021 on 25th May to be better than ever!
We are delighted to announce that the 6th edition of Private Banking & Wealth Management Switzerland 2021 will finally return to Zurich once again, 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 from the likes of Societe Generale, BNP Paribas, and Credit Suisse. The 2021 agenda will cover the latest cutting-edge discussion points across private banking strategy, client relationship management post-Covid, investment market trends, and digital innovation.
As the unrivalled event in Switzerland, the Private Banking & Wealth Management Switzerland Conference & Awards is an exclusive and long-overdue opportunity for the industry to connect and recognise the latest successes in the Swiss market.
We look forward to welcoming you at the 2021 edition.
A FANTASTIC NETWORK OF YOUR PEERS AND COLLEAGUES
‘That was a superb day, it feels like we’ve been at a real, in person, conference!’ Worldwide Clinical Trials
‘A great event, I met more people than I do at an in-person event and I’ve got loads of follow ups’ Conversis
‘The whole setting is actually very well accomplished! Thanks again for the invitation!’ Apogenix AG
TechRules is a leading consultancy and Wealth Management Software provider to financial entities with more than 20 years of experience. We develop modular, scalable and APIfied solutions to meet customers' specific requirements for the entity and end customers. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers. Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors, Financial Planners, SaaS or On Premise, fully integrated with our white label discretionary management Robo Advisor and Customer Web Portals. Tower has a unique combination of innovation, flexibility and scalability to allow the biggest entities to dramatically improve their adviser efficiency. With Tower you can get a complete API solution for a particular task or an entire workflow going from Onboarding, model portfolio creation, CRM, profiling, investment proposals, financial planning, compliance and customer reportings, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities. TechRules provides WealthTech expertise for business automation at financial entities for a unique customer experience. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory and market requirements. We seek the industry for improvements that we develop for our solutions, making a full Tower or Robo Advisor for a customer or just the modules he might need. We work together with our clients, establishing a method, taking into consideration the client's team that is going to work with us. All their needs are established in the contract and we also provide maintenance and support during the project. Our mission is to empower advisors with our digital tools so they can get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between financial industry professionals and clients, increasing transparency and loyalty. Clients and advisors can go forward together making the best investment decisions.
To enquire about sponsorship opportunities for the conference, please contact:
Director of Events
T: +44 (0)20 7936 6512
If you would like to discuss a media partnership collaboration, please contact:
Digital Marketing Manager
The Private Banking & Wealth Management Switzerland programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Senior Conference Producer
T: +44 (0) 20 7947 2988