Digital Integration in Wealth Management Switzerland
Mövenpick Hotel Zürich Airport
5th-6th October, 2022
Digital Integration in Wealth Management Switzerland
DAY 1|5th October 2022
DAY 2|6th October 2022
8:25 am Chair’s Opening Remarks
Bartosz Golba
Research Director, Financial Services
GlobalData
8:30 am Scenarios for WM in 2030: A decade of disruption, and how to navigate it
- Major trends affecting business and investment for 2023 and beyond
- Where will the next wave of technology disruption come from?
- How can firms adapt to new global uncertainties?
David George
Senior Director, Thematic Research
GlobalData
9:00 am Coutts Online, Mobile and ID: old school skills with a digital makeover
- Connecting clients to their advisors and services through at every stage of their wealth and professional journey
- Providing clients with a clear view of their wealth – from accounts and loans to money markets and investmentsma
- CouttsID to maximise client security and protection
Juergen Pulm
Chief Digital and Information Office
NatWest Group and Coutts
9:30 am Senior Representative, Moxo
10:00 am High tech, high touch: Multi-Family office digitalization strategy for a competitive advantage
- Back-end transformation for improved process optimisation
- Automate legacy processes to heighten productivity
- Finetune your firm’s services to boost client onboarding
Anna Szkudlarek
Director and Head of Product (Digital)
KENDRIS
10:30 am Senior Representative, Objectway
11:00 am Morning Refreshments and Networking
11:30 am Eyes on the horizon: In a new era of private wealth what are the essential transformation technologies and strategies in the quest to scale-up?
- Open banking – the new competitive advantage
- The power of partnerships between established banks and fintechs
- Technology as a tool to overcome the size barrier. The case for small private banks
- Blockchain technology – how will it affect the industry?
Milko Hensel
Head Digital Partnerships
Maerki Baumann & Co. AG
Fadi Halout
Chief Executive Officer
BankMed (Suisse) SA
12:00 pm Reserved for CID
12:30 pm The hybrid investment advisor: how to combine digital and human factors into an investment advisory offering
- Offering remote, but delivering personalised advice
- Attracting new clients and reaping significant cost advantages
- Digital scaling with a personal touch
Charles Henry Monchau
Chief Investment Officer
Banque Syz
1:00 pm Lunch and Networking
2:00 pm Designing and building a virtual family office... a journey, not a project
- Meeting the family office’s unique financial needs
- Offering a range of bespoke, client-centred services
- Cost savings associated with a decentralised, technology-driven approach
- Opportunities for current players and service providers
Alexandre Aelling
Managing Director
Stealth Family Office
2:30 pm Reserved for Wealth Dynamix
3:00 pm Breaking through data architecture gridlock: The ultimate guide
- Building a new, scalable digital architecture
- Delivering high-quality, high performance, and ease of use for both investors and advisors
- Microservices architecture for the modern platform
Romain Braud
Digital Assets Business Development Director
Arab Bank (Switzerland)
3:30 pm Senior Representative, Pexip
4:00 pm Afternoon Refreshments and Networking
4:30 pm Fireside Chat: Swiss banking business models of the future – data-led and future-ready?
- Bridging the gap between data quality and analytics
- Leveraging descriptive, diagnostic, predictive and prescriptive analytics
- Segmenting clients and personalising investment proposals
Jeremias Berte
Interim Head of Corporate Development
, Julius Baer
5:00 pm The privacy evolution: Protecting your clients’ sensitive data with a cybersecurity defence strategy
- What are the concerns and how do you ensure security when WFH?
- Adopting the Zero Trust security model
- Simple protocols to reduce the risks
- Predictive defence to get ahead of the attackers
5:30 pm Closing remarks
Bartosz Golba
Research Director, Financial Services
GlobalData
5:35 pm Drinks Reception
8:00 am Registration
8:50 am Chair’s Opening Remarks
Bartosz Golba
Research Director, Financial Services
GlobalData
9:00 am The road to better CX: Reignite growth by optimising the employee experience
- Next level user experience with hyper personalisation
- Chatbots and conversational banking
- Self-guided journeys with a personal touch
Martijn Seijsener
Global Head Employee Experience
Credit Suisse
9:30 am Panel discussion: Shifting from a businesscentric model to a client-centric model
- How can an organization develop products that meet the clients’ needs?
- Maximizing data to provide a more personalized and focused approach for clients to reach their financial goal• Aiding clients with all aspect of their wealth management and not just at the advisory stage
- Offering clients a variety of options depending on a product’s risk appetite
10:00 am Opportunities & Challenges for Banks in the Context of Decentralised Finance
- What’s in for banks and their clients when participating in DeFi business models?
- How to overcome major roadblocks?
- Is DeFi in banking already reality? Sure!
Markus Abbassi
Head Digital Assets
Kaleido Privatbank
10:30 am Senior Representative for Abaka Holdings Ltd
11:00 am Morning Refreshments and Networki
11:30 am Automated platforms: Rise of the robo advisor and super apps
- Traditional financial advisors vs the robo advisor
- Secure platforms for conversational banking
- Knowing your customer and what features to develop
- Target new client segments
12:00 pm Reserved for Sponsor
12:30 pm From fringe to future: Digital assets going mainstream
- Digital cash, central bank digital currency (CBDC) and stablecoins
- New asset classes – cryptocurrencies, NFTs and securities
- Discover new opportunities for your business
1:00 pm Reserved for Sponsor
1:30 pm Lunch and Networking
2:30 pm The world’s first digital asset bank – accelerating the expansion of Web 3.0 offerings and new global markets
- Configuring secure infrastructure, operations and future services to meet your client’s needs
- Decentralised finance (DeFi) – using crypto and blockchain to manage transactions
- Building sustainable wealth in the Metaverse
- Regulating crypto and managing risk
Aliya Das Gupta
Senior Vice President of Business Development
Sygnum Bank
3:00 pm Reserved for Sponsor
3:50 pm Mid-Afternoon Refreshments and Networking
4:00 pm The best of both worlds: Hybrid and multi-cloud management
- Creating a flexible, secure multi-cloud environment
- Client privacy: secure data storage in the cloud
- Combatting critical cloud vulnerabilities
4:35 pm Closing remarks
Bartosz Golba
Research Director, Financial Services
GlobalData
5:05 pm Conference Close
SPONSORSHIP ENQUIRIES
To enquire about sponsorship opportunities for the conference, please contact:
Valentin Gerasimuk
Head of Sponsorship Sales
T: +44 20 7149 5973
E: valentin.gerasimuk@arena-international.com
SPEAKING ENQUIRIES
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Kim Palfrey
Deputy Head of Production
Arena International
T: 0207 9366 960
E: kim.palfrey@arena-international.com