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

• 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

• Unpacking the expansion of the private banking sectors need for sophisticated management processes in a next-generation world
• Exploring the evolution of virtual client relationships, time and task management, and integrated workflows that are transforming client lifecycle management
• Where are we now with streamlining wealth management and how does technology drive process optimization?
• A glance at how global trends and the rise of the WealthTech is shaping the whole structure of wealth management

• 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

• 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

• 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

• 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?

• 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

• The human touch: making a case for tailoring the value proposition and service to the individual needs of the client in today’s digitalised world
• Uncovering whether next-generation clients are looking for the traditional client relationship built on interpersonal trust – do wealth managers benefit from this?
• To disrupt or to not disrupt? How to strike the balance between digitalising the client journey and maintaining human resonance in wealth management
• Case study: hear the outcome of experiments with digital onboarding and process optimization while minimising the risk of depersonalising the client relationship

• 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

• 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?

• 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?

• 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

• 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?’

• 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

• 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

• 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

• 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

• 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

• 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

• 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?

• 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?

• 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

• 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

• Setting the scene: analysing how the Covid-19 pandemic has forced the private banking sector to adopt remote client relationships
• 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 to build trusted relationships with secure data compliance and support the customer journey remotely
• Is old school wining and dining out, and is virtual relationship the new normal, or will there be the best of both worlds?

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