Digital Integration in Wealth Management Switzerland 2024

Join us as we bring together digital, banking, and wealth management leaders to discuss their strategy for digital transformation and strategy implementation.

8 - 9

October

2024
  • Zurich, Switzerland
  • Free

Why attend?

WHAT TO EXPECT?

  • Gain valuable insights and knowledge from industry experts, thought leaders, and experienced professionals. Through presentations, and panel discussions, attendees can learn about the latest trends, best practices, and innovative strategies in a digitised wealth management industry.
  • Network and connect with like-minded individuals across the industry. Build relationships with peers, potential clients, and industry influencers.
  • Engage in discussions, gain fresh perspectives and develop new skills that can be applied as solutions to take back to your organisation.

200+

Attendees

15+

Exhibitors

20+

Speakers

90+

Attendees at Director+ level

200+

Attendees

15+

Exhibitors

20+

Speakers

90+

Attendees at Director+ level

Digital Integration in Wealth Management Switzerland 2023

2023 Agenda

  • 4 Oct 2023
  • 5 Oct 2023
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8 AM

Registration

8:25 AM

Chair’s Opening Remarks

Speakers

Benjamin Hatton
Analyst, GlobalData

8:30 AM

The Opportunities for Traditional Finance in Defi

• Learn about the possibilities for innovation in Defi.
• Explore the journey Sygnum Bank has been on as the world’s first Digital Asset Bank.

Speakers

Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank

9 AM

Looking to the future of digital integration of wealth management

  • What have we done well so far?
  • The biggest threats, opportunities, and potential solutions.
  • Identifying key trends in 2023.

Speakers

Philippe Meyer
Head of Digital and Blockchain Solutions, BBVA

9:30 AM

Streamlining Client Business Interactions in Wealth

  • Rethink today’s costly, inefficient, and fragmented client interaction model requiring significant manual intervention.
  • Create client interaction workspaces and seamlessly blend contextual unstructured client interactions with structured business actions in one stop.
  • Provide a private, personalised, and modern client experience and increase retention.
  • Use actionable business insights to improve team productivity, identify bottlenecks, and drive efficiency.
  • Maintain account control with a complete audit trail and the seamless transfer of account interactions across staff.
  • Coordinate with your customers, partners, and teams to achieve joint.

Speakers

Martin de Heus
EMEA Director, Moxo

10 AM

“Hard optimism meetup” – Major disruptions and breakthrough principles for leading towards the future

  • Market needs and key influential drivers
  •  Lifestyle impacting client behavior, expectations and their needs
  • New way of work (NWW) Reengineering employees workdays

Speakers

Timon Wick
Head Project Management, MBaer Merchant Bank AG

10:30 AM

What are Wealth Dynamix’s learnings from recent successful deliveries of client lifecycle management solutions for Private Banks in the Cloud?

  • Wealth Dynamix has a track record of successful, secure delivery in the Cloud implementing entire Client Lifecycle Management solutions – or via an iterative approach beginning with prospecting and/or onboarding - for clients globally.
  • We take a whistle-stop tour of the key focus areas and learnings to ensure the success of your Cloud migration:
    • Business & Data Strategy: How to ensure that the business and data strategy are defined and aligned
    • Compliance & Security: How to ensure security and compliance for client identifying data
    • Infrastructure & Ecosystem: How future-first technology can be fully embraced
    • Change Management: How staff adoption is assured via structured PMO and change management

 

Speakers

Cédric Neuville
Director of Pre-Sales & Consulting, EU, Wealth Dynamix

11 AM

Morning Refreshments and Networking

11:30 AM

Panel: Elevating client loyalty through digital transformation

  • Discuss how digital tools can increase a user’s experience and loyalty.
  • Explore how digital technology can enable tailored experiences, personalised recommendations, and customised investment strategies.

Speakers

Benjamin Hatton
Analyst, GlobalData
Steven Blitz
Chief US Economist, TS Lombard
Dr. Dominik Helberger
Head of Private Banking International, Bergos AG
Delia Steiner
Country Manager CH/LI, Aixigo
Martin de Heus
EMEA Director, Moxo

12 PM

Unlocking growth through digitisation and behavioural finance

  • Unlock a greater share of wallet and retention of assets under management through digital solutions.
  • Assess, understand, and engage investors’ preferences for sustainability and ESG.
  • Understand investor behaviours to personalise communications with behavioural finance.
  • Meet European MiFID regulation and growing client demand for sustainable and ESG investments.

Speakers

James Pereira-Stubbs
Chief Client Officer, Oxford Risk

12:30 PM

Fireside Chat: Navigating ESG; what does sustainability look like in wealth management?

  • Defining and understanding what ESG is, and how to implement it into practice.
  • Understanding the future of ESG in wealth management.
  • Should we be taking ESG seriously?

 

Speakers

Alexander Neil
Head of Equity Advisory, HSBC
Nataliya Shybanova
Head of Partnerships, Green Wealth Partners

1 PM

Cut the curve: how private banks and wealth managers can realize future-proof innovation efficiently

  • What options do banks and wealth managers have to innovate with reasonable effort?
  • A few pioneers, some fast-followers, a lot of «wait and see»: Where should a bank start to innovate?
  • Innovation from the centre: what it means and how it has helped our customers to cut the curve – an example

Speakers

Delia Steiner
Country Manager CH/LI, Aixigo

1:15 PM

Lunch and Networking

2:15 PM

Harnessing the power of big data

  • Unleashing the power of data to understand the economic environment
  • Utilizing ‘big data’ to analyse polices and capital market prices
  • Exploring case studies

Speakers

Steven Blitz
Chief US Economist, TS Lombard

2:45 PM

The fully integrated, AI-enabled wealth manager: From dream to reality

  • Beyond CRM: How can we improve the advisor and customer experience today?
  • Front to back office digitalization: Bridging functional and technical silos to provide a seamless end-to-end experience for everyone and take team work to the next level
  • Simplifying, standardizing and automating processes: Where to start?
  • Finding a reasonable approach to AI: Potential benefits are great but the stakes are high, and errors costly. How to get started?

Speakers

Kevin Mettenberger
Enterprise Account Executive, ServiceNow
Amine El-Hattami
Applied Research Scientist, ServiceNow

3:15 PM

How is availability of data impacting auto & mobility products? A view from the insurance industry

  • Discuss the different mobility trends that are impacting the industry.
  • Discover the different products for new client needs.
  • Understand why data is key to assess new risks

Speakers

Donato Genovese
Lead Product Development & Business, Swiss Re

3:45 PM

AI in Wealth Management: A New Era of Opportunity

  • Leverage AI to automate tasks and improve efficiency.
  • Use case: Win more business from mass affluent and (U)HNW individuals.
  • Use case: Better-informed investment decisions for stronger performance.

Speakers

Alexander Stumpfegger
Chief Sales Officer, CID

4:15 PM

Mid-Afternoon Refreshments

4:45 PM

The Next Gen and the future of Wealth Management

• Discuss how technology, digitalization, and personalization are the key to engaging the Next Gen.
• What factors should you consider when growing your Next Gen Client Portfolio?

  • Sustainability and ESG Investing,
  • Financial Education and DIY Investing,
  • Inheritance and Wealth Transfer,
  • Alternative Investments,
  • Outlook for the changing landscape.

Speakers

Nataliya Shybanova
Head of Partnerships, Green Wealth Partners

5:15 PM

Panel: Transforming the client’s experience: The power of personalised digital implementations

  • Examining innovative tools and platforms to enhance client experience and aid in client acquisition.
    Discover different strategies for fostering new relationships with clients and how to navigate your
    client’s demands.
  • Identify how personalised financial tools can help wealth managers understand their client’s
    ecosystem.
  • Recognise the future of client experience and problems you might face

 

Speakers

Benjamin Hatton
Analyst, GlobalData
Donato Genovese
Lead Product Development & Business, Swiss Re
Timon Wick
Head Project Management, MBaer Merchant Bank AG
Thomas Gonfray
Head of Sales Switzerland, Pexip
Philippe Meyer
Head of Digital and Blockchain Solutions, BBVA
Dr. Boris Rankov
Head of Product Strategy International (EMEA and APAC), InvestCloud

5:45 PM

Closing remarks

6 PM

Drinks Reception

8 AM

Breakfast Briefing Sponsor

8:50 AM

Chair’s Opening Remarks

Speakers

Benjamin Hatton
Analyst, GlobalData

9 AM

Discovering the power of Fintech collaboration to leverage innovation and technology

  • Learn how the collaboration with Fintech’s can elevate your technological future
  • Explore the different solutions to improve operational efficiency, enhance product offerings, and
    reach new customers.

Speakers

Valentin Khatchatourian
Director, Credit Suisse

9:30 AM

Panel: Scaling up; What is the future of a digitalised wealth management institution?

  • How embracing digital tools can aid in the future of wealth management.
  • Understanding the opportunities and challenges within digital integration in wealth management.
  • Identifying how digitisation can contribute to the future of wealth management.

Speakers

Christos Kontos
CEO, ELIA Investment Advisors
Uraitz de Julian Garate
Head Digital Investment Applications, Coutts
Ludwig Holle
Managing Director, FINAplus

10 AM

Generative AI: Transformation Opportunities in Wealth Management

  • The current generative AI landscape and future outlook.
  • Navigating generative AI for wealth management:
    • Outlook and implications.
    • Risks and challenges.
    • Regulation.

Speakers

Suneet Muru
Analyst, GlobalData

10:30 AM

Innovating for Success: VP Bank’s Partnership with InvestCloud to unlock the power of a digital ecosystem

Speakers

Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud
Dr. Urs Monstein
Chief Operating Officer, VP Bank

11 AM

Morning Refreshments and Networking

11:30 AM

Engaging the ages: Educating on a digital level

  • Understand how we can engage and acquire different demographics, genders, age, and cultures.
  • Discuss strategies for providing educational content, such as webinars, articles, and videos to
    enhance their financial knowledge, and to build trust.
  • Learn how to appeal to different demographics; looking towards value-driven investing, diversity,
    ESG, and activism

Speakers

Uraitz de Julian Garate
Head Digital Investment Applications, Coutts

12 PM

Building Trust through Video Communication in the Financial World – is that possible?

  • The importance of trust in digital finance and the challenges posed by digital transformation.
  • Video communication as a tool for building trust?
  • Best Practices and Success Stories.

 

 

Speakers

Dr. Sven Damberger
Managing Director at MVC Mobile VideoCommunication GmbH
Thomas Gonfray
Head of Sales Switzerland, Pexip

12:30 PM

Panel: Wealth Empowerment: The Financial Potential of Women as clients

  • Learn how women’s wealth is impacting the dynamics in wealth management.
  • Discuss the ethical and conservative nature of female investing.
  • What are their digital needs?

Chair: Stela Willemstein, Vice-President, UBS

Speakers

Anna Szkudlarek
Partner, Head of Product, KENDRIS
Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank
Carolina Thomaz
Chief Risk Officer, Itaú
Stela Willemstein
Senior Business Risk Officer, UBS

1 PM

Operationalizing Compliance for Wealth: Enabling Client Advisors to Take the Next Right Action

  • How can wealth managers meet increasingly complex compliance needs while maintaining a seamless client experience?
  • Learn how the right technology can simplify the advisor workflow and augment client service through real-time decision-making and automated controls
  • Boost business profitability while simultaneously reducing operational risk profiles
  • Ensure all decisions are easily auditable, traceable, and transparent
  • Enabling advisors to compliantly provide the right products at the right time

 

Speakers

Craig Butterwork
Chief Commercial Officer, Droit

1:30 PM

Lunch and Networking

2:30 PM

Working with third parties is key – choosing your right partners in terms of data protection

  • Learn how to assess third party digital services; are they the right ones for you?
  • Take steps to ensure data safety within your organisation.

Speakers

Carolina Thomaz
Chief Risk Officer, Itaú

3 PM

Private Banking during the rise of AI – what role will the human voice and perspective play in times of artificial intelligence and digitalization

  • AI - enabler or threat for private banking?
  • How is digitalization influencing our business?
  • Why we do HUMAN Private Banking?

Speakers

Dr. Dominik Helberger
Head of Private Banking International, Bergos AG

3:30 PM

Panel: Finding the perfect match; Navigating how to find the right service provider

  • Building confidence and creating value for clients’ individual needs.
  • Advice from real service providers.
  • What to look for, and what to ask?

 

Speakers

Benjamin Hatton
Analyst, GlobalData
Christos Kontos
CEO, ELIA Investment Advisors
Dr. Eric Bade
Head Business Transformation & Integration - Executive Director, Sygnum Bank

4 PM

Closing remarks

4:05 PM

Conference Close

2023 Speakers

Select a speaker to learn more

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Alexander Neil
Head of Equity Advisory, HSBC

Alexander is Head of Equity Advisory for HSBC Private Banking, covering the EMEA ex-UK booking centers and their clients. Prior to this he was Head of Equity & Derivatives Trading and then Head of Tactical Equity Advisory at EFG Bank in Geneva. He started his career as a Sales-Trader in London and Paris, servicing large Institutional Clients and Hedge Funds at Kepler Cheuvreux, Oddo Securities and Natixis. Alex has previously won several industry awards (Extel No.1 Equity Buy-Side Strategist, cited as one of the ‘100 Most Influential People in Trading’ and a ‘Rising Star of Trading’ by The Trade Magazine). Alex is also currently an HSBC Private Banking ESG Ambassador.

Session Details:

Fireside Chat: Navigating ESG; what does sustainability look like in wealth management?

2023-10-04, 12:30 PM

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Timon Wick
Head Project Management, MBaer Merchant Bank AG

Timon Wick is a Director and Head of Project Management at MBaer Merchant Bank AG. He is considered to be the "go to person" when it comes to leading complex projects and finding solutions for challenging questions. Timon is a passionate triathlete and tech fan yet believes that offering humanness is the key to being fit for the future.

Session Details:

Panel: Transforming the client’s experience: The power of personalised digital implementations

2023-10-04, 5:15 PM

Session Details:

“Hard optimism meetup” – Major disruptions and breakthrough principles for leading towards the future

2023-10-04, 10:00 AM

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Valentin Khatchatourian
Director, Credit Suisse
  • Have worked in both Investment Banking and Consulting, directly advising senior leaders on risk, operations and business strategy
  • Experienced change leader; enthusiastic about disruptive technologies in finance (blockchain, robotics and predictive data analytics, disintermediation)
  • Lived and worked in the US, France, UK, Switzerland and China; fluent in English, French and Russian.

Session Details:

Discovering the power of Fintech collaboration to leverage innovation and technology

2023-10-05, 9:00 AM

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Carolina Thomaz
Chief Risk Officer, Itaú

Carolina Thomaz is the Chief Risk Officer at Itaú Private Bank in Zurich. In her role, she is responsible for Market, Liquidity, Counterparty and Operational risks, as well as Compliance, Information Security and Suitability. Prior to Itaú, Carolina was the CRO of Sygnum Bank. Sygnum is the world's first digital asset bank, founded on Swiss and Singapore heritage. Before joining Sygnum, Carolina worked as the Head of Risk Management at Itaú Private Bank in Zurich, where she was responsible for managing financial and operational risks, as well as leading digital transformation projects. Previously, she was a Project Manager at Vale, a multinational mining corporation, where she managed a portfolio of risk management projects globally. Carolina holds a Master’s Degree in Economics and a Bachelor’s Degree in Telecommunications Engineering and is a certified Financial Risk Manager (FRM).

Session Details:

Working with third parties is key – choosing your right partners in terms of data protection

2023-10-05, 2:30 PM

Session Details:

Panel: Wealth Empowerment: The Financial Potential of Women as clients

2023-10-05, 12:30 PM

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Anna Szkudlarek
Partner, Digital Transformation, KENDRIS
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Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank

Aliya has been deeply entrenched in the world of crypto since 2017, serving as the Senior Vice President of BD and ecosystem outreach for Sygnum Bank, the world’s first digital asset bank, with bases in Switzerland and Singapore. As a leading figure within the bank, Aliya spearheads strategic projects, including the Sygnum Ryse program, aimed at promoting growth and innovation among young players in the cryptospace. She is also the host of Sygnum’s esteemed podcast, ‘The Crypto Explorer’.

Session Details:

The Opportunities for Traditional Finance in Defi

2023-10-04, 8:30 AM

Session Details:

Panel: Wealth Empowerment: The Financial Potential of Women as clients

2023-10-05, 12:30 PM

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Steven Blitz
Chief US Economist, TS Lombard

Thought leader in domestic and global macroeconomic, markets and political analysis. During my career I have been a developer of capital market strategies and managed domestic and global fixed income portfolios, created new products, recast analytic direction, and rejuvenated/rebuilt departments. Written analysis has generated appearances in financial media throughout the world. Contributor to WSJ Economist Survey, CNBC FOMC Survey, Blue Chip Financial Forecast. Current volunteer work -- Treasurer of the National Academy of Design, where I created the investment policies for their newly funded endowment, and am Chair of the Investment Policy Committee.

Session Details:

Harnessing the power of big data

2023-10-04, 2:15 PM

Session Details:

Panel: Elevating client loyalty through digital transformation

2023-10-04, 11:30 AM

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Stela Willemstein
Senior Business Risk Officer, UBS

Session Details:

Panel: Wealth Empowerment: The Financial Potential of Women as clients

2023-10-05, 12:30 PM

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Nataliya Shybanova
Head of Partnerships, Green Wealth Partners

Nataliya Shybanova joined Green Wealth Partners as a Member of the Board of Directors with a focus on ESG integration for Next Gen investment products in 2022. For this role, she brings experience in structured products and asset management. At GWP, she is responsible for identifying the important themes for the future (green energy, artificial intelligence, electric vehicles, etc.) and then choosing the best products to get access to these themes. Nataliya has over 10 years of experience in structured products from Vontobel Investment Banking and wealth management from UBS Wealth Management covering corporate and UHNW clients in Zurich for Switzerland, Europe and APAC, as well as the CIS markets. Nataliya is a global ambassador for Masttro, a fintech platform that translates all aspects of wealth into WealthData. She was Head of Investor Solutions for AQUIS Capital, a specialised asset management boutique with focus on Hedge Funds and Emerging Asia opportunities as well as Head of Marketing & Communication for Green Blue Invest, a Swiss-based ESG investment company with several investment programs. Nataliya holds an MBA and Master's degree in finance from Hult International Business School in San Francisco and Boston, and a Bachelor's in Public Relations and Communication, from the University of Zurich. Her passion is to blend sustainable innovation within finance to move the industry forward and keep it relevant for the new generation of investors.

GWP is a multi-family office focusing on the unique needs of large families who care about sending NextGen to create a better future. Being independent wealth advisors, we always put the interests of our clients first. We listen to our clients and provide solutions that are specifically tailored to them. We aim to protect and increase their wealth from generation to generation.

 

Session Details:

The Next Gen and the future of Wealth Management

2023-10-04, 4:45 PM

Session Details:

Fireside Chat: Navigating ESG; what does sustainability look like in wealth management?

2023-10-04, 12:30 PM

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Christos Kontos
CEO, ELIA Investment Advisors

Christos has spent more than 15 years advising and managing the assets of ultra high net worth families and individuals. In 2019 he established ELIA Investment Advisors, a Zurich-based independent asset management firm, aiming to deliver something simple in principle, but so rare to find in the traditional banking system. Namely, a solid, economic data driven approach to investing combined with the creation of tailor-made portfolio solutions, with full alignment of interests and a performance driven compensation mechanism. The motto of his company is "Investing, As it should be", reflecting the dedication to bespoke, active, fundamental driven and prudent asset management.

Prior to setting up ELIA Investment Advisors , Christos worked as an Executive Director at the Wealth Management divisions of Goldman Sachs (2014 – 2019) and Morgan Stanley (2007 – 2014), offering an institutional approach to private client investing. Before entering the world of the two large Investment Banks, Christos worked as a Senior Associate for Swiss Capital Alternative Investments (currently StepStone Global), a Hedge Fund company based in Zurich, dealing with the design of bespoke investment solutions for institutional investors such as pension funds and insurance companies. Prior to his moving to Switzerland in 2005, he worked in the Fixed Income Derivatives department at Intesa San Paolo IMI in Milan, and Equity Trading at NBG Securities and Alpha Bank in Greece.

Christos is a holder of the Certificate of Business Excellence from Columbia Business School in New York and holds an MBA from SDA Bocconi in Milan, an MSc in Finance from Strathclyde University in Glasgow and a BSc in Busines Administration (major Accounting & Finance) from Athens University of Economics and Business.

He has successfully completed executive education courses at Harvard Business School (Investment Management), London School of Economics (Cryptocurrencies) , Oxford Said Business School (Algorithmic Trading & Fintech), and M.I.T. (Artificial Intelligence and Business Applications).

He is a certified risk manager (FRM) by the Global Association of Risk Professionals (GARP) and holds the Chartered Financial Analyst (CFA) designation

Session Details:

Panel: Scaling up; What is the future of a digitalised wealth management institution?

2023-10-05, 9:30 AM

Session Details:

Panel: Finding the perfect match; Navigating how to find the right service provider

2023-10-05, 3:30 PM

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Dr. Dominik Helberger
Head of Private Banking International, Bergos AG

Where entrepreneurial advisory, asset management and wealth planning comes together I see an exciting area for entrepreneurs who expect more than typical banking. The bank has an exciting ownership structure and looks back to almost 430 years of history. Since 2018 it is an independent Swiss bank, „owned by entrepreneurs for entrepreneurs“. Me and my colleagues in the Private Banking departement we take care of national and international individuals, companies and entrepreneurs. Me and my colleagues intend to be point of contact for entrepreneurial questions, which can be very relevant in addition to asset management. While some questions are maybe the first time for the entrepreneur or the private individual, we can get (confidential) second opinions or we can refer within our network to internal or external specialists who can help if needed. While I have in particular experiences in asset management my experience includes wealth planning, asset protection and capital markets.

Session Details:

Panel: Elevating client loyalty through digital transformation

2023-10-04, 11:30 AM

Session Details:

Private Banking during the rise of AI – what role will the human voice and perspective play in times of artificial intelligence and digitalization

2023-10-05, 3:00 PM

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Philippe Meyer
Head of Digital and Blockchain Solutions, BBVA

Philippe Meyer has extensive experience in the blockchain development and implementation in leading companies such as BBVA or Avaloq Evolution. He has an international career that he has developed in countries such as Germany, at UniCredit or France where he started his professional career with CACIB, Crédit Agricole Corporate and Investment Bank.

His interest in technology and the Blockchain world has led him to be part of the steering committee of the Fintech Association of Scotland, as well as the OpenVASP Association, an association that created an open protocol complying with the FATF travel rules. He recently leveraged his blockchain knowledge to create NFTs for an exhibition of a contemporary artist.

As a joyful father of three children, Philippe recently embraced the role of a grandfather and takes immense pleasure in witnessing the remarkable growth and development of a new addition to the family.

Session Details:

Panel: Transforming the client’s experience: The power of personalised digital implementations

2023-10-04, 5:15 PM

Session Details:

Looking to the future of digital integration of wealth management

2023-10-04, 9:00 AM

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Benjamin Hatton
Analyst, GlobalData

Benjamin is an Analyst in GlobalData’s insurance team. He has been a part of the team for two years, based in London. In this time, he has developed a focus on UK general insurance markets, producing insights across the spectrum of property and casualty lines including key technology, economic, and social trends emerging in the insurance industry.  Benjamin holds a BSc and MSc in economics from the University of Nottingham.

Session Details:

Chair’s Opening Remarks

2023-10-04, 8:25 AM

Session Details:

Chair’s Opening Remarks

2023-10-05, 8:50 AM

Session Details:

Panel: Transforming the client’s experience: The power of personalised digital implementations

2023-10-04, 5:15 PM

Session Details:

Panel: Elevating client loyalty through digital transformation

2023-10-04, 11:30 AM

Session Details:

Panel: Finding the perfect match; Navigating how to find the right service provider

2023-10-05, 3:30 PM

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Donato Genovese
Lead Product Development & Business, Swiss Re

Donato Genovese joined Swiss Re in 2008, as graduate in the Asset Management Division, then moved to Group Underwriting in 2010, where he had different responsibilities. He has been founding member of the Automotive & Mobility Solutions team in 2016, and he currently leads its Business Operations unit.

Born in Potenza, Italy, Donato has Italian and Swiss citizenships and holds a B.Sc. in Financial Markets and a M.Sc. in Finance, both from Università Bocconi in Milan, Italy.

Session Details:

Panel: Transforming the client’s experience: The power of personalised digital implementations

2023-10-04, 5:15 PM

Session Details:

How is availability of data impacting auto & mobility products? A view from the insurance industry

2023-10-04, 3:15 PM

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Suneet Muru
Analyst, GlobalData

Session Details:

Generative AI: Transformation Opportunities in Wealth Management

2023-10-05, 10:00 AM

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Uraitz de Julian Garate
Head Digital Investment Applications, Coutts

I’m a digital investment expert specializing in tokenization of assets, bringing innovative solutions to the investment industry through a deep understanding of current digital trends and a strong background in investment solutions.

As head of the Digital Investment Application at Coutts, I leverage my expertise in the industry to drive success for clients and the company. During my tenure, I‘ve been the main driving force behind the re-design and complete digitalization of our Advice & Suitability journeys.

Since I opened my first portfolio at age 15, I’ve had a deep interest in understanding the global economic landscape and its impact on financial markets. Today, I use data-driven insights to inform my own investment decisions. The same is true for cryptocurrencies - as an early investor, I have extensive knowledge of the crypto market, blockchain technology, and its applications.

In my commitment to educate and advise clients and colleagues on the potential benefits and risks of this rapidly evolving asset class, I founded the Blockchain Club.

I’m also the owner and CEO of Qolony, a platform where investors and entrepreneurs can collaborate by taking advantage of tokenized investment opportunities.

My educational qualifications include an MBA as well as different Agile titles and certifications. In my desire to keep myself up to date and expand my knowledge, I‘m scheduled to sit the CFA level 3 exam in February 2024.

Session Details:

Engaging the ages: Educating on a digital level

2023-10-05, 11:30 AM

Session Details:

Panel: Scaling up; What is the future of a digitalised wealth management institution?

2023-10-05, 9:30 AM

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Dr. Eric Bade
Head Business Transformation & Integration - Executive Director, Sygnum Bank

Eric Bade is the Head of Business Transformation & Integration and the Head Banking Operations a.i. at Sygnum Bank in Zurich. He is responsible for transforming Sygnum from front to back, leveraging the power of automation, driving overall scalability of Sygnum and ensuring banking operations. Prior to Sygnum, Eric worked for Accenture and Infosys Consulting with consulting mandates ranging from CIO to Chief Digital Officer. He was responsible for digitizing whole organizations, driving larger transformations of organizations, building high-performance teams and setting up outsourcing services. Eric was co-founder of the very first cryptocurrency exchange office in Liechtenstein. Eric holds a PhD in Theoretical Chemistry and a Bachelor’s degree in economics.

Session Details:

Panel: Finding the perfect match; Navigating how to find the right service provider

2023-10-05, 3:30 PM

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Delia Steiner
Country Manager CH/LI, Aixigo

Delia is an accomplished wealth management expert with more than a decade of experience in financial services. As an educated economist she has started her career in economic forecasting at the Swiss National Bank and the Swiss State Secretariat for Economic Affairs. Since 2021 she leads the Swiss branch of Aixigo, the world’s fastest API-based wealth management platform, after several years in consulting banks and wealth managers in digital innovation.

Session Details:

Cut the curve: how private banks and wealth managers can realize future-proof innovation efficiently

2023-10-04, 1:00 PM

Session Details:

Panel: Elevating client loyalty through digital transformation

2023-10-04, 11:30 AM

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James Pereira-Stubbs
Chief Client Officer, Oxford Risk

James is the Chief Client Officer of Oxford Risk. He is responsible for ensuring the deployment of Oxford Risk’s industry-leading behavioural software to help our clients meet regulatory requirements across multiple jurisdictions, grow assets under management and increase asset retention. In the last year, he has successfully implemented our solutions with wealth managers, pension providers, digital advice providers and large retail banks.

Together with the Oxford Risk team, James has helped develop innovative solutions to deploy behavioural nudges to help investors make better financial decisions, regulatory-compliant onboarding and deep sustainability profiling.

Prior to Oxford Risk James spent 15 years in Wealth Management in senior management roles at UBS the world's largest wealth manager and at Deutsche.

Session Details:

Unlocking growth through digitisation and behavioural finance

2023-10-04, 12:00 PM

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Ludwig Holle
Managing Director, FINAplus

Ludwig Holle has been working with Finance and Technology since his university days. He spent many years of a successful career as a manager in various industries and larger corporations.

In 2017 he invested in PSplus Portfolio Software + Consulting GmbH and became Managing Director and CFO. PSplus is a leading provider of portfolio management solutions in the German speaking private banking and wealth management markets. Since joining the company, Ludwig focused his activities on the continued integration of client needs into the software solutions of the company. His extensive expertise in managing companies and family businesses is used to support family offices in their search for customized wealth management solutions. He also works closely with the team of FinaSoft GmbH, providing end-customer experience to the private banking and wealth management market.

In 2023 both companies were brought together under the new holding FINAplus GmbH. Ludwig now acts as Managing Director with the goal of developing the resulting FINAplus platform into the leading solution for portfolio management and end-customer interaction in private banking and wealth management.

In his free time, Ludwig actively tries to improve the local political landscape in his hometown.

 

Ludwig Holle beschäftigt sich seit seiner Studienzeit mit Finanzen und Technik. Er verbrachte viele Jahre einer erfolgreichen Karriere als Manager in verschiedenen Branchen und größeren Konzernen.

Im Jahr 2017 investierte er in die PSplus Portfolio Software + Consulting GmbH und wurde Geschäftsführer und CFO. PSplus ist ein führender Anbieter von Portfoliomanagement-Lösungen im deutschsprachigen Private-Banking- und Wealth-Management-Markt. Seit seinem Eintritt in das Unternehmen konzentriert sich Ludwig auf die weitere Integration der Kundenbedürfnisse in die Softwarelösungen des Unternehmens. Sein umfangreiches Know-how in der Führung von Unternehmen und Familienbetrieben setzt er ein, um Family Offices bei der Suche nach maßgeschneiderten Vermögensverwaltungslösungen zu unterstützen. Darüber hinaus arbeitet er eng mit dem Team der FinaSoft GmbH zusammen, das den Private Banking- und Wealth Management-Markt mit Endkundenerfahrung versorgt.

Im Jahr 2023 wurden beide Unternehmen unter der neuen Holding FINAplus GmbH zusammengeführt. Ludwig agiert nun als Geschäftsführer mit dem Ziel, die entstandene FINAplus-Plattform zur führenden Lösung für Portfoliomanagement und Endkundeninteraktion im Private Banking und Wealth Management zu entwickeln.

In seiner Freizeit setzt sich Ludwig aktiv für die Verbesserung der kommunalpolitischen Landschaft in seiner Heimatstadt ein.

Session Details:

Panel: Scaling up; What is the future of a digitalised wealth management institution?

2023-10-05, 9:30 AM

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Martin de Heus
EMEA Director, Moxo

I have a background in the FinTech industry and I’m heading the Moxo team in the EMEA region. We help financial institutions with modernizing their client interaction workflows across all stages of their client lifecycle, from account onboarding, account servicing and exception handling.

Session Details:

Panel: Elevating client loyalty through digital transformation

2023-10-04, 11:30 AM

Session Details:

Streamlining Client Business Interactions in Wealth

2023-10-04, 9:30 AM

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Thomas Gonfray
Head of Sales Switzerland, Pexip

Meet Thomas Gonfray, Head of Sales Switzerland at Pexip. With more than 15 years of experience within the video conferencing and collaboration environment, Thomas Gonfray enables Swiss companies to realize secure and exceptional meeting experiences to improve hybrid collaboration and customer engagement.

Session Details:

Panel: Transforming the client’s experience: The power of personalised digital implementations

2023-10-04, 5:15 PM

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Building Trust through Video Communication in the Financial World – is that possible?

2023-10-05, 12:00 PM

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Dr. Sven Damberger
Managing Director at MVC Mobile VideoCommunication GmbH

Dr. Sven Damberger is Managing Director at MVC Mobile VideoCommunication GmbH and a long-standing expert in digital communications.

MVC is a leading UCC, video and voice service provider for customers in Germany, Austria and Switzerland.  With over two decades of experience and more than 1,000 customers, MVC is one of the most experienced partners in the market.

Session Details:

Building Trust through Video Communication in the Financial World – is that possible?

2023-10-05, 12:00 PM

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Cédric Neuville
Director of Pre-Sales & Consulting, EU, Wealth Dynamix

Since joining Wealth Dynamix in 2019, Cédric has worked closely with clients to ensure that the WDX and CLMi solutions are deployed efficiently and effectively.

In a career spanning more than 25 years, Cédric has become an accomplished business and global project management leader covering both technology and financial markets sectors. Having held various roles in private banking (front, middle and back office) and brokerages, in both functional and technical roles, Cédric has led many projects including client onboarding implementations and KYC reviews, regulatory compliance projects (including PSD2, MIFID2/PRIIPS, GDPR, CRS, Rubik) and digital transformation projects (online and mobile design and implementation). Cédric has vast experience building and managing international project teams, having created three offshore teams in Tunisia and India, managed a 70-employee company as Deputy CEO and a startup Fintech founded to create smartphone apps.

Session Details:

What are Wealth Dynamix’s learnings from recent successful deliveries of client lifecycle management solutions for Private Banks in the Cloud?

2023-10-04, 10:30 AM

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Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud

Christine is the Chief Revenue Officer, International and General Manager, APAC, at InvestCloud. She has a career of successfully building businesses across Europe and Asia. In addition, she is on the Board of Barclays Private Bank Switzerland and Institut Pasteur Switzerland.   

Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy dedicated to the Financial Services industry. She was also a founding member of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan, where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong.   

Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College. 

Session Details:

Innovating for Success: VP Bank’s Partnership with InvestCloud to unlock the power of a digital ecosystem

2023-10-05, 10:30 AM

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Alexander Stumpfegger
Chief Sales Officer, CID

Alexander Stumpfegger is Chief Sales Officer at CID, a digital solution and AI innovator. Over 20+ years at CID, Alexander has helped to develop technological solutions for web crawling, natural language processing, and semantic graphs to support information exploration to benefit clients in various industries. His background combines technological expertise with business-oriented approaches to AI and Big Data Analytics. Today, Alexander supports asset and wealth managers to leverage more actionable insights from quantitative, fundamental, and qualitative data sources to build better thematic investment products and to drive business development at wealth managers and private banks.

 

Session Details:

AI in Wealth Management: A New Era of Opportunity

2023-10-04, 3:45 PM

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Craig Butterwork
Chief Commercial Officer, Droit

Craig Butterworth serves as Droit’s Chief Commercial Officer driving Droit’s commercial efforts. Craig oversees our Strategic Client Acquisition, Account Management, Platform Solutions, and Partnerships teams. Prior to joining Droit, Craig was Global Head of Sales and Account Management at Symphony. Prior to Symphony, Craig worked for Nomura, RBC Capital Markets, State Street, Royal Bank of Scotland, and Goldman Sachs in a variety of Head of Sales, COO, and Digital Transformation roles.

Craig holds a Bachelor of Science in Economics from the University of Warwick.

Session Details:

Operationalizing Compliance for Wealth: Enabling Client Advisors to Take the Next Right Action

2023-10-05, 1:00 PM

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Amine El-Hattami
Applied Research Scientist, ServiceNow

Amine El-Hattami is an Applied Research Scientist at ServiceNow Research. His main work is around natural language processing and deep learning. Specifically, he contributes to projects that use large language models to enhance ServiceNow’s product. Amine holds a bachelor’s degree in electrical engineering, a master’s degree in NLP and deep learning, and is currently pursuing a Ph.D. in the same field at Mila. Before joining ServiceNow, Amine held multiple software engineering positions in various industries like video processing, where he worked on embedded systems design, virtual assistant design, and the finance industry, where he designed training and deployment pipelines for large language models.

Session Details:

The fully integrated, AI-enabled wealth manager: From dream to reality

2023-10-04, 2:45 PM

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Kevin Mettenberger
Enterprise Account Executive, ServiceNow

Kevin Mettenberger, a computer science graduate with a keen interest in digital transformation and organizational change management, is an Enterprise Account Executive at ServiceNow. Since 2014, he has helped customers transform unstructured processes and cluttered ways of working into structured workflows using the ServiceNow platform - improving the customer experience and eliminating inefficiencies. Kevin is now focused on identifying digital transformation opportunities for the company's key clients in the banking and wealth management industry.

Session Details:

The fully integrated, AI-enabled wealth manager: From dream to reality

2023-10-04, 2:45 PM

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Dr. Boris Rankov
Head of Product Strategy International (EMEA and APAC), InvestCloud

Boris Rankov is a co-founder of InCube Group, which was acquired by Finantix earlier this year. At Finantix, he is Head of Digital Advisory. He has more than 15 years of experience in banking and wealth management, working with global financial institutions on digital transformation programmes. His expertise lies primarily is in the fields of wealth advisory, portfolio and risk management, as well as applying data science in the investment context. Boris holds a Masters degree and PhD in Electrical Engineering from the ETH Zurich (Dr. Sc. ETH).

Session Details:

Panel: Transforming the client’s experience: The power of personalised digital implementations

2023-10-04, 5:15 PM

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Dr. Urs Monstein
Chief Operating Officer, VP Bank

Session Details:

Innovating for Success: VP Bank’s Partnership with InvestCloud to unlock the power of a digital ecosystem

2023-10-05, 10:30 AM

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