Private Banking & Wealth Management: Switzerland 2020 Virtual Conference and Awards

Biography: Clemens Pieger is a banker formed from the scratch. He began his career as trainee at Deutsche Bank AG in 1985 where he successively held later on the positions of head of a Personal Banking branch, head of an international desk at Deutsche Bank Luxembourg S.A.'s private bank and Branch Manager in Starnberg (Bavaria). In 2001, he joined Societe Generale Bank & Trust Luxembourg S.A. as head of International Desk (Northern Europe, then Europe and Russia). Since 2017, he has been Chief Client Officer and Senior Banker of Societe Generale Bank & Trust Luxembourg S.A. He joined Societe Generale Private Banking Switzerland in November 2019 as Head of Zurich branch. Clemens Pieger holds a degree in Business Administration (Diplom Kaufmann) from the University of Munich and has completed the Executive Programme in Wealth Management at the Luxembourg School of Finance.

Session Details: Keynote address | Navigating the Shifting Terrain of Private Banking and Wealth Management After COVID-19 10-12-2020, 9:00 am Leaders’ forum and Q&A | Where is Private Banking and Wealth Management Heading? 10-12-2020, 10:40 am View In Agenda

Biography: Beate Born is currently Head of Strategic Projects at UBS Wealth Management in Zürich. She runs global regulatory initiatives (e.g. MiFIDII implementation), large platform projects and ad hoc responses to geopolitical events (e.g. Brexit). With 17 years of experience in operational risk, change and regulatory management in financial services in Europe, Asia and Australia she recently set a professional and academic focus on sustainability and data in banking. Beate is a member of the EDM council’s ESG committee and active within the Women in Data network, she is frequently appears as a guest speaker at industry conferences and has written papers amongst other topics on ‘Regulatory Equivalence’, Client Advisor Barriers to Sustainable Investing’ and ‘Operational Risk Management during the Covid-19 Crisis’. Beate has completed Master’s degrees at the Sorbonne and at the Clark University Business School of Management  as well as an Executive Degree at the Swiss Finance Institute. She is certified in Financial Market Regulation by the University of Zürich and is currently obtaining a Master’s degree at the University of Cambridge Institute for Sustainability Leadership.

Session Details: Incorporating Next-Generation Client Values in your Portfolio with ESG & Sustainable Investments 10-12-2020, 2:50 pm Panel discussion | How Will Private Wealth Investment Strategy Change Moving Forward? 10-12-2020, 3:50 pm View In Agenda

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Session Details: Discussion and Q&A | How Wealth Management Can Stay Ahead of the Game 10-12-2020, 2:00 pm View In Agenda

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Session Details: Debate | Client Autonomy in the Age of Digital Private Banking – Is it a Smart Move? 10-12-2020, 12:10 pm View In Agenda

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Session Details: Rising Stars: What do Ultra-high Net-worth Individuals Want From a Private Bank? 10-12-2020, 9:40 am Leaders’ forum and Q&A | Where is Private Banking and Wealth Management Heading? 10-12-2020, 10:40 am View In Agenda

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Session Details: Panel Discussion | What is the Future of Client Centric Design? 10-12-2020, 11:50 am The Swiss Private Banker: Then and Now 10-12-2020, 1:00 pm View In Agenda

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International banker with over 25 years in senior management in Private Banking with Merrill Lynch & Co., Deutsche Bank AG, CA Indosuez, Credit Suisse, Julius Bär and worked in New York, London. Tokyo, Mumbai, Zürich.

• - Former Country Head Deutsche Bank AG, India, Private Banking & Investments.
• - Former CEO, International College of Financial Planning, India.
• - Attended World Economic Forum (WEF) Davos Switzerland, 2015, 2016.

• FinTech, Private equity,  Asset Allocation Specialist, Impact & ESG Investing

Session Details: When Private Wealth Meets the Private Market 10-12-2020, 1:40 pm Discussion and Q&A | How Wealth Management Can Stay Ahead of the Game 10-12-2020, 2:00 pm View In Agenda

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Session Details: Future-proofing Private Wealth: Making Sustainable Investments tangible 10-12-2020, 3:30 pm Panel discussion | How Will Private Wealth Investment Strategy Change Moving Forward? 10-12-2020, 3:50 pm View In Agenda

Biography: Michael Welti began his career in 1989 at UBS in Zurich where he was a Client Advisor until 1996. He then became a Private Banker at WestLB and, in 1999, joined ABN AMRO Private Banking where he was in turn responsible for English-speaking countries, the German market, Central and Eastern Europe and Central Asia. He became a member of the Zurich branch Management Committee and managed several private banking teams in the Group. When ABN AMRO Switzerland was taken over by Union Bancaire Privée in 2011, he became a member of the Executive Committee of UBP Zurich and continued to oversee the same regions. Michael Welti joined REYL & Cie in 2014 as General Manager of the Zurich branch and became Deputy Head of Wealth Management in 2020.

Session Details: Innovative Swiss Bank for International Clients 10-12-2020, 10:00 am View In Agenda

Biography: Nikhita Iyar leads the Strategic Business Development team at Moxtra. Moxtra’s Customer Collaboration Platform powers your OneStop Digital Channel, in every customer's pockets. Your Moxtra-powered private digital channel provides a one-stop experience for your customers to reach into your organization and get a premier service experience, anytime, anywhere. Moxtra enables organizations to manage continuous connections with clients and teams through their own one-stop portal experience, under their brand, making it easy and convenient for customers to do business with the organization in one-stop. Nikhita works with businesses across verticals to help organizations deliver a premier service experience to their customers through their own private digital channels. Being a key team member at Moxtra, Nikhita has helped the company grow its business over the course of Moxtra’s journey in private banking, wealth management, corporate banking, family offices, lending, insurance, and more. Nikhita has worked closely with several of the world's leading financial institutions, such as MUFG and Van Lanschot, to help them power their own interactive, digital customer engagement strategy.

Session Details: Leveraging Digital Channels to Build Persistent Client Relationships in Private Banking 10-12-2020, 9:20 am Leaders’ forum and Q&A | Where is Private Banking and Wealth Management Heading? 10-12-2020, 10:40 am View In Agenda

Biography: Technical education with a Computer Science diploma from the Swiss Federal Institute of Technology in Zurich. Later, a few years later, I obtained a Master's degree in Business Administration. Professionally I have about 25 years of experience in the IT and financial sector, working for banks, data and software providers such as Bloomberg and leading banking outsourcing companies in Switzerland. I have covered various managerial roles and responsibilities in departments dealing with business and technology architecture at 360 degrees in the banking sector, with a particular focus on wealth & asset management. From October 2019 I assume the role of country head for Prometeia Switzerland. Born and living in Switzerland between Lugano and Zurich.

Session Details: How Can Private Banks Thrive in the New Digital Era? 10-12-2020, 11:50 am Debate | Client Autonomy in the Age of Digital Private Banking – Is it a Smart Move? 10-12-2020, 12:10 pm View In Agenda

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Session Details: Ensuring Private Client Satisfaction for a Pleasant End-to-End Experience 10-12-2020, 11:30 am Ensuring Private Client Satisfaction for a Pleasant End-to-End Experience 10-12-2020, 11:30 am Panel Discussion | What is the Future of Client Centric Design? 10-12-2020, 11:50 am View In Agenda

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Session Details: Ensuring Private Client Satisfaction for a Pleasant End-to-End Experience 10-12-2020, 11:30 am Ensuring Private Client Satisfaction for a Pleasant End-to-End Experience 10-12-2020, 11:30 am Panel Discussion | What is the Future of Client Centric Design? 10-12-2020, 11:50 am View In Agenda

Biography: Chiara Gelmini is a passionate thought leader and strategist focusing on financial services institutions and, particularly, on client lifecycle management. Chiara brings over 10 years of experience working in the following sectors: private banking, wealth management, retail banking, and regulatory compliance. She drives and oversees all aspects of marketing and communications for Appway’s wealth management offering which covers the full client lifecycle. In her time at Appway, Chiara covered the role of Business Practice Manager, driving business-side development of the Appway Solutions portfolio, and served as Business Consultants Function Lead, raising and leading the Appway Business Consultants global team and overseeing the Appway consulting methodology tools from conception to evolution. Prior to joining Appway, Chiara served as Front and Compliance officer for an international external asset manager based in Switzerland

Session Details: The intelligent Way to Truly Know Your Client with Tech 10-12-2020, 11:10 am Debate | Client Autonomy in the Age of Digital Private Banking – Is it a Smart Move? 10-12-2020, 12:10 pm View In Agenda

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Session Details: Luxembourg Life Insurance: More Than Just a Wealth Structuring Tool for Swiss-based Bankers and Wealth Managers 10-12-2020, 1:20 pm Discussion and Q&A | How Wealth Management Can Stay Ahead of the Game 10-12-2020, 2:00 pm View In Agenda

Biography: Sylvain joined the London Stock Exchange Group through the acquisition of Beyond Ratings in 2019, a Climate and ESG data, and research firm that he co-founded in 2014. Sylvain is the global head of Sustainable Investment product management, covering the indexes, data and analytics business lines, across asset classes and geographies. Sylvain has an extensive experience in the business intelligence industry. Previously Sylvain was the CEO of Enerdata, a data and research company specialized in the energy and carbon markets.

Session Details: The Climate Transition: Risks and Opportunities to Client Investment Objectives 10-12-2020, 11:10 am Panel Discussion | What is the Future of Client Centric Design? 10-12-2020, 11:50 am View In Agenda

Biography: Mario Alves is a proven expert in retail and private banking, with a special focus on investment and advisory in MiFID related markets and products. His expertise combines frontline experiences as advisor and manager within several financial service institutions, as well as in-depth strategical and technological understanding gained as consultant and leader in advisory and software companies. He has a ‘crush’ on needs-oriented sales and believes that Digital Wealth Management will become the new market standard. Building bridges between technology, business and people represents his passion. Mario has been working with aixigo since 2012 and his focus is to accompany customers and partners in utilizing digitalisation within the investment business across all channels.

Session Details: Demand for a New Wealth Experience: What is the Major Driver Behind This? 10-12-2020, 12:40 pm Discussion and Q&A | How Wealth Management Can Stay Ahead of the Game 10-12-2020, 2:00 pm View In Agenda

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Session Details: Protecting The Wealth Manager and the Client with Artificial Intelligence 10-12-2020, 10:20 am Leaders’ forum and Q&A | Where is Private Banking and Wealth Management Heading? 10-12-2020, 10:40 am View In Agenda

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Session Details: Panel Discussion | What is the Future of Client Centric Design? 10-12-2020, 11:50 am Virtual, Client Centric Decision-making in Banking 10-12-2020, 12:10 pm View In Agenda

Biography: Mahesh Bulchandani is the CEO and Director of FinIQ in Europe. He joined eight years ago to work with the company, to support its business growth and to assist in product development. Prior to joining FinIQ he worked in banking for 15 years, at Citi, Merrill and JP Morgan across various locations such as London, Hong Kong, Tokyo and Singapore. His last position before FinIQ was with JP Morgan, where he was heading sales and structuring for Asia.

Session Details: Digitalizing The Distribution Of Investment Products 10-12-2020, 2:30 pm Panel discussion | How Will Private Wealth Investment Strategy Change Moving Forward? 10-12-2020, 3:50 pm View In Agenda

Biography: Dr. Boris Rankov is the Head of Digital Advisory at InvestCloud EMEA region. Previously a co-founder of InCube Group, Boris has more than 15 years of experience in banking and wealth management, working with global financial institutions on digital transformation programs. His expertise lies primarily in the fields of wealth advisory, portfolio and risk management and applying data science in the investment context. Boris holds a Master’s degree and PhD in Electrical Engineering from the ETH Zurich (Dr. Sc. ETH).

Session Details: The Netflixing of advice: From House View to Recommended for You 10-12-2020, 3:10 pm Panel discussion | How Will Private Wealth Investment Strategy Change Moving Forward? 10-12-2020, 3:50 pm View In Agenda

Biography: Bart is the CEO & co-founder of Investsuite, a B2B fintech company, with the goal is to help financial institutions bring innovative digital investment & wealth management solutions to market.  Before embarking on the entrepreneurial path, he worked for almost 20 years in senior roles in the banking industry. His last role was as board member of KBC Securities, where he launched several multiple award-winning fintech businesses. He is passionate about innovation and building and growing businesses. He strongly believes in the merits of the convergence of technology, creativity, design, finance & economics. He wrote 2 books (Get Up Start Up; Crowdfunding in Belgium) and often appears as a guest lecturer at universities/conferences.

Session Details: Discussion and Q&A | How Wealth Management Can Stay Ahead of the Game 10-12-2020, 2:00 pm View In Agenda