Private Banking & Wealth Management: Switzerland 2020 Virtual Conference and Awards
Virtual Event: 9 AM CET
10th December 2020
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Private Banking & Wealth Management: Switzerland 2020 Virtual Conference and Awards
DAY 1|10th December 2020
Accelerating the Digital Banking Revolution
Powering CX Excellence and Value
SESSION ONE | Mapping the New Private Banking World
9:00 am Keynote address | Navigating the Shifting Terrain of Private Banking and Wealth Management After COVID-19
- Addressing the major hurdles of 2020 in terms of the impact of the Covid-19 pandemic, global market crash, private banking performance, and the rapid changes in wealth management practice
- Diving into the new business strategies, innovations, concepts and thought-processes that are shaping the private banking landscape amid the global crisis
- Seeing the bigger picture of where the key successes lie in Swiss private banking and how the industry need to transform in the road ahead
- Looking beyond the immediate years to come and considering what wealth management will look like in the long-term

Clemens Pieger
Head of Zurich Branch, Director
Societe Generale Private Banking (Suisse)
9:20 am Leveraging Digital Channels to Build Persistent Client Relationships in Private Banking
• Exploring the impact of changing customer expectations on wealth firms in the digital landscape
• Reimagining the wealth client service experience for the mobile age
• Discover how to delivering a premier, convenient destination to wealth clients through digital channels
• Rethinking your private banks’ brand impact on digital to increase client engagement

Nikhita Iyar
Head of Strategic Business Development
Moxtra
9:40 am Rising Stars: What do Ultra-high Net-worth Individuals Want From a Private Bank?
- Putting the spotlight on the UHNWI segment as a rapidly expanding global market with highly sought after opportunities for wealth managers
- Designing a private banking ecosystem best suited to serve the needs of UHNWI clients
- Identifying key success factors beyond financial services, such as trusted point in contact, tailored wealth management approach, and discretion
- Breaking down what these clients really expect from their private banks

Alexandre Liebmann
Head of Strategic Clients
BNP Paribas Wealth Management Switzerland
10:00 am Innovative Swiss Bank for International Clients
- How can we combine wealth management and corporate advisory solutions to serve the biggest client segment?
- Get to know the real need of entrepreneurs and how we can help them
- Art Lending – a passion investment for UHWNI’s and an opportunity for Swiss banks
- Innovation: exploring the latest advancements in digital private banking for international clients

Michael Welti
Deputy Head of Wealth Management
REYL Group
10:20 am Protecting The Wealth Manager and the Client with Artificial Intelligence
- Staying vigilant: what kind of threat does association with money laundering and terror financing pose to wealth managers and their clients?
- Uncovering the cutting edge Artificial Intelligence-powered investigation tools available for wealth managers
- The sky is the limit: what kind of data can financial professionals access to uncover hidden networks and generate risk insights for their clients?
- Bridging the gaps: how to stay ahead of potential vulnerabilities of involved with cryptocurrency transactions and digital assets

Daniel Nisman
Head of Finance Sector Solutions
Cobwebs Technologies
10:40 am Leaders’ forum and Q&A | Where is Private Banking and Wealth Management Heading?
- Exchanging ideas on key success factors including partnerships, forward-thinking, and investing in key business areas to optimizing private banking in a new age
- A swift change in in perspective: where was the industry already heading, and how has the current global climate influenced wealth manager’s priorities?
- Exploring how innovation will drive the development of the Swiss private banking market
- Moving on from a turbulent period: do banks need to overcome challenges of 2020, or has this been a period of opportunity?

Clemens Pieger
Head of Zurich Branch, Director
Societe Generale Private Banking (Suisse)

Nikhita Iyar
Head of Strategic Business Development
Moxtra

Alexandre Liebmann
Head of Strategic Clients
BNP Paribas Wealth Management Switzerland

Daniel Nisman
Head of Finance Sector Solutions
Cobwebs Technologies
11:00 am Networking break – visit exhibition hall
SESSION TWO
11:10 am The intelligent Way to Truly Know Your Client with Tech
- Optimising due diligence processes and enhancing efforts to meet KYC & AML standards with automated technology solutions
- Sharing methods to stay on top of reputational risks to protect your bank
- Highlighting the advantages of digitally detecting and addressing risk and take appropriate action so bankers can focus their efforts elsewhere
- Learn how smart client identification and risk detection can automatically on-board clients in line with global regulations and streamline the process

Chiara Gelmini
Senior WM Industry Marketing Manager
Appway
11:30 am Ensuring Private Client Satisfaction for a Pleasant End-to-End Experience
- Breaking down a private banks worst fear: client complaints – offering a root cause analysis of private clients’ biggest pain points and how to avoid them
- How should private banks handle complaints of the future? Making a case for prevention before complaints arise
- A proactive approach: looking at the traditional client-centric design and digital solutions to reduce dissatisfaction with private banking services
- Discover case study examples from the client perspective: an in-depth look at how identification, transaction, and communication processes can be streamlined for an enhanced client journey

Russell Baker
Director - Client Experience and Complaints
Barclays Private Bank and Overseas Services

Abigail Fry
Head of Complaints, Private Bank
Barclays
11:50 am How Can Private Banks Thrive in the New Digital Era?
- Thinking about what it means to be a private banker or wealth manager in today’s world and how the role has evolved
- Looking at how private banks can best overcome price pressure and fierce competition, especially with the rise in digital and unconventional banking platforms
- What actions need to be taken after the global disruption Covid-19 pandemic on the private banking industry?
- Discover how private bankers can better understand ever-changing customer needs in the new era; highlighting innovative strategies including leveraging data to improve financial planning through smart client profiling

Carmine Cammarota
Country Head of Switzerland
Prometeia
12:10 pm Debate | Client Autonomy in the Age of Digital Private Banking – Is it a Smart Move?
- Capitalising on e-banking to enable clients to make transactions and trade online autonomously
- Addressing the growing demand from next-generation clients to have direct access to their wealth through digital platforms
- Seeing the reality of how the Covid-19 pandemic catalysed a permanent shift towards e-banking, digital wealth management and client autonomy and what this means for the future of private banking dynamics
- What does client autonomy mean for the wealth manager? Is this an opportunity for relationship managers to focus their daily efforts on other financial needs of the client?

Nicolas Bickel
Head of Exclusive Advisory
Edmond de Rothschild

Martin Meyer
Head of Innovation & CCD - Global Wealth Management
UBS

Chiara Gelmini
Senior WM Industry Marketing Manager
Appway

Carmine Cammarota
Country Head of Switzerland
Prometeia
12:30 pm Networking break – visit exhibition hall
SESSION THREE | Driving Resilience to Disruptive Forces
12:40 pm Demand for a New Wealth Experience: What is the Major Driver Behind This?
- FIDLEG, MiFID, pension planning, and efficient growth ambitions – the demand for solutions is increasing and constantly changing
- Client Experience: there is a need for a New Wealth Experience so client-facing processes such as offering advice are a challenge in bottom-line
- Growth – retail-like standardisation is not the solution, so what can be done to be individual and efficient at the same time?
- Revealing one approach is to solve a single challenge but to also lay the groundwork for all future development – which business and IT architecture will deliver direct return on investment?

Mario Alves
Head of Sales and Partner Management
aixigo
1:00 pm The Swiss Private Banker: Then and Now
- Uncovering how the job profile of the typical Swiss Private Banker has changed dramatically during the last years and what this means for the future
- Continual change: margin erosion, regulatory constraints, fierce competition and substitute offerings like Roboadvisors are challenges for Private Banks – how to overcome these challenges and create exciting opportunities?
- Laying down the model for empathy and engagement which goes beyond pure investment advice
- A new norm: redefining what it means to be a “safe haven” in Switzerland for clients

Stefan Kirsch
Managing Director, CWMA
Bergos Privatbank AG
1:20 pm Luxembourg Life Insurance: More Than Just a Wealth Structuring Tool for Swiss-based Bankers and Wealth Managers
- Unpacking the benefits of Luxembourg life insurance as a wealth structuring tool for Swiss wealth managers and international clients
- A valuable tool: breaking down the advantages of the Luxembourg market from tax efficiency to wealth planning to cross-border access and flexibility
- Exploring the needs of Swiss partners and their clients and the challenges that today’s unprecedented pandemic situation has brought for wealth managers
- Answering the question, ‘Under this circumstance, how can Luxembourg life insurance make the Swiss wealth managers life easier?’

Luca Bertacchi
Head of Switzerland and International Markets
Lombard International
1:40 pm When Private Wealth Meets the Private Market
- Uncovering the rise in private market investments and the opportunities for investors to put their money into private equity, real estate, infrastructure and debt financing
- Hear updates on how wealth concretion across public and private markets has shifted in 2020
- Comparing the pros and cons of private markets including return and diversification versus risk
- Discover the majors players and technology driving decentralisation of asset ownership and considering the role of digital asset managers and challenger banks in the evolution of private banking

Anish Wig
Independent Wealth Management Advisory
2:00 pm Discussion and Q&A | How Wealth Management Can Stay Ahead of the Game
- An unfiltered view: debating the reality of Covid-19’s impact on the Swiss private banking and wealth management sector
- Identifying the biggest threats to wealth managers, from increased competition, Climate change-related risk, to market inflation
- Are there strategies wealth managers can take to safeguard themselves from regional instabilities? Is a diversified international client base and geography-smart business operation the solution?
- Embracing new technologies to be better prepared to cope with global disruptive forces
- Considering steps that private banks must take now to succeed later down the line and reap rewards

Ludwig Ressner
Managing Director, Senior Advisor
Julius Baer

Anish Wig
Independent Wealth Management Advisory

Mario Alves
Head of Sales and Partner Management
aixigo

Bart Vanhaeren
CEO
Investsuite

Luca Bertacchi
Head of Switzerland and International Markets
Lombard International
2:20 pm Networking break – visit exhibition hall
SESSION FOUR | Transformation in the investment landscape
2:30 pm Digitalizing The Distribution Of Investment Products
- A persistent low interest rate environment has given rise to growth in the wealth management industry leading investors to further diversify
- We have witnessed an unprecedented trend in digital transformation which was accelerated during Covid19
- Without limits: clients need access to a variety of investment products across time zones in a seamless way, how can private banks have to ensure a transparent, efficient, compliant and error-free delivery of investment products is in place?
- Showcasing the need for a game-changing, digital multi-asset class platform that enables real time analysis of the portfolio and offers a full digitalised investment service

Mahesh Bulchandani
CEO
FINIQ
2:50 pm Incorporating Next-Generation Client Values in your Portfolio with ESG & Sustainable Investments
- Delving into the trend for connecting private wealth with ESG and sustainable investments as the future of private banking
- Stay ahead of the rapidly changing regulatory landscape with the upcoming amendments to MIFID, AIFMD and other key banking requirements
- Discover how to overcome the barriers with providing a sustainable investment offering to meet the financial regulations and client demand
- Changing client values: learn why incorporating client passions into your investment portfolio is the secret to creating strong client relations and maintaining next-generation wealth

Beate Born
Executive Director, Head Strategic Programs
UBS
3:10 pm The Netflixing of advice: From House View to Recommended for You
- Digital connectivity and data-driven personalisation as key differentiators in the race to serve the NextGen of digital-savvy wealth management clients
- Unlocking business value from data to deliver personal, relevant, and timely advice
- A shift from a reactive to a proactive advisory model with real client dialogue sustained by contextualised, data-driven insights
- The digital end-to-end advisory journey: from idea discovery to digital proposals to sharing and discussing with clients using remote collaboration tools

Boris Rankov
Head of Digital Advisory
InvestCloud
3:30 pm Future-proofing Private Wealth: Making Sustainable Investments tangible
- End to end wealth management: the value chain of sustainable investments – a client’s point of view
- Financial reporting today – what clients are used to: is it future proof enough?
- If only banks were like Netflix: using the business models of technology and entertainment companies as a model for private banking
- Sustainable reporting: a new future-oriented perspective on one’s own assets

Daniel Bruderer
Head of Business Development
Globalance
3:50 pm Panel discussion | How Will Private Wealth Investment Strategy Change Moving Forward?
- Putting the spotlight on how to optimise wealth management investment strategies in a post-Covid-19 world
- Sharing ideas for improving returns for clients, meeting customer expectations, and investing in resilient assets for long-term success
- Getting a foothold in new and growing markets: exploring private equity, emerging markets, alternatives and digital assets and more
- Where should investors store their wealth? Diversifying portfolios and increasing returns for 2021 and beyond
- Will transformation in the investment landscape ever replace core banking?

Beate Born
Executive Director, Head Strategic Programs
UBS

Daniel Bruderer
Head of Business Development
Globalance

Mahesh Bulchandani
CEO
FINIQ

Boris Rankov
Head of Digital Advisory
InvestCloud
4:10 pm Close of conference
4:30 pm Private Banking Switzerland 2020 Live Awards Ceremony
SESSION TWO
11:10 am The Climate Transition: Risks and Opportunities to Client Investment Objectives
- The reality: private wealth investors have grown increasingly more sophisticated when it comes to understanding the risks and opportunities to their portfolios arising from climate change
- From ‘ex fossil fuel’ to ‘low carbon’: how has the market taken evolutionary steps to develop from relatively simple risk-based implementation options?
- Laying out investment approaches that capture the potential upside from the transition to a low carbon economy, e.g. via increased exposure to the global green economy
- Capitalising on the green economy: what do wealth managers need to know and what tools are out there?

Sylvain Chateau
Co-Founder, Beyond Ratings / Global Head of SI Product Management
London Stock Exchange Group
11:30 am Ensuring Private Client Satisfaction for a Pleasant End-to-End Experience
- Breaking down a private banks worst fear: client complaints – offering a root cause analysis of private clients’ biggest pain points and how to avoid them
- How should private banks handle complaints of the future? Making a case for prevention before complaints arise
- A proactive approach: looking at the traditional client-centric design and digital solutions to reduce dissatisfaction with private banking services
- Discover case study examples from the client perspective: an in-depth look at how identification, transaction, and communication processes can be streamlined for an enhanced client journey

Russell Baker
Director - Client Experience and Complaints
Barclays Private Bank and Overseas Services

Abigail Fry
Head of Complaints, Private Bank
Barclays
11:50 am Panel Discussion | What is the Future of Client Centric Design?
- New models for customer centric banking and how to have competitive advantage
- Do clients really want conversational banking and digital tools, or is the old school approach a tried and tested way?
- What does the 21st century banker need to do ensure client satisfaction?
- Recognising the importance of changing client values: when it comes to investment, clients’ needs are evolving; discussing how private bankers and wealth managers can deliver beyond simply providing a financial service

Stefan Kirsch
Managing Director, CWMA
Bergos Privatbank AG

Sylvain Chateau
Co-Founder, Beyond Ratings / Global Head of SI Product Management
London Stock Exchange Group

Russell Baker
Director - Client Experience and Complaints
Barclays Private Bank and Overseas Services

Abigail Fry
Head of Complaints, Private Bank
Barclays

Luc Haldimann
CEO
Unblu
12:10 pm Virtual, Client Centric Decision-making in Banking
- Analysing the two biggest influences for the Private Banking Sector:
- How the pandemic has forced wealth managers to adopt remote client relationships
- Millennials: Are you prepared for the biggest wealth transfer in history?
- Uncovering the digital channels to facilitate virtual, interactive client communication to give advice and make informed, joint financial decisions
- Making the case for a hybrid approach to client relations through digital innovation and building trusted relationships
- Is old school wining and dining out, and is virtual relationship the new normal, or will there be the best of both worlds?

Luc Haldimann
CEO
Unblu
12:30 pm Networking break – visit exhibition hall
SPONSORSHIP OPPORTUNITIES
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
T: +44 (0) 20 7936 6552
E: BenLloyd-Davies@arena-international.com
SPEAKING OPPORTUNITIES
The Private Banking & Wealth Management Switzerland programme is written in collaboration with the industry, if you would have a case study, idea or just a comment, please contact:
Amy Malkani
T: +44 (0) 20 7947 2988
E: amy.malkani@arena-international.com