Digital Integration in Wealth Management Switzerland

5 - 6

October

2022
  • Mövenpick Hotel Zürich Airport
  • Free
  • Why attend?
  • Agenda
  • Speakers
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BARTOSZ GOLBA​

Research Director, Financial Services,GlobalData

Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

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JEREMIAS BERTE​

Interim Head Of Corporate Development, , Julius Baer

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    Why attend?

    The Digital Integration in Wealth Management Switzerland Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.

    • Learn how digital integration can enhance your wealth offering and client experience
    • Discover the latest innovations in AI, automation, roboadvice, digital client journeys, and next-generation client values
    • Listen to concrete digital case studies from wealth managers in the Swiss market 
    • Meet with peers from across the region to discuss digital innovation in wealth management

    WHAT TO EXPECT FOR 2022?

    200+

    Attendees

    		20+

    Exhibitors

    		20+

    Speakers

    		90%

    Attendees at Director+ level
    200+

    Attendees

    		20+

    Exhibitors
    20+

    Speakers

    		90%

    Attendees at Director+ level

    Testimonials

    Agenda

    • 5 Oct 2022
    • 6 Oct 2022
    Expand All

    8 AM

    Registration

    8:25 AM

    Chair’s Opening Remarks

    Speakers

    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?

    Speakers

    David George
    Director of Services, Thematic Research - GlobalData

    9 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

    Speakers

    Juergen Pulm
    Chief Digital And Information Office, NatWest Group And Coutts

    9:30 AM

    Modernising Client Interaction Workflows in Financial Services

    • Make your business a one-stop hub to modernise your client interaction workflows
    • Streamline your client business processes in banking across account onboarding, account servicing, and exception handling
    • Rethinking today’s costly, inefficient, and fragmented client engagement model, which requires significant manual intervention
    • Orchestrate each step of your workflows to fast-track client business, gain efficiency, and grow your business

    Speakers

    Martin de Heus
    EMEA Director, Moxo

    10 AM

    Digital Assets and Banks: Quo Vadis?

    • Are digital assets really a Kodak moment for banks?
    • What are the key areas of disruption?
    • How could they respond?

    Speakers

    Christoph Puhr
    Head GWM Emerging Tech, Virtual Assets, UBS

    10:30 AM

    The Keys of Success of Digital Evolution and the Lessons Learned

    • Digital skills and digitalisation
    • What improvements do firms and clients want from digital?
    • Real case study: what can firms achieve through digitalisation?

    Speakers

    RAMAZAN ÇELIKÖZ
    Director Sales And Business Development, DACH
    KARL IM BRAHM
    CEO, Objectway DACH

    11 AM

    Morning Refreshments and Networki

    11:30 AM

    Panel Discussion: 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?

    Speakers

    Martin de Heus
    EMEA Director, Moxo
    Fadi Halout
    Chief Executive Officer, BankMed (Suisse) SA
    Milko Hensel
    Head Digital Partnerships, Maerki Baumann & Co. AG

    12 PM

    Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

    • Identify wealth management business opportunities from existing customers and new prospects
    • Leverage intelligence and network information to win more business more efficiently
    • Create new investment strategies and energise existing ones by enriching fundamental and quantitative data with qualitative data insights
    • Research, build and rank new investment strategies and make fast, accurate allocation and rebalancing decisions
    • Develop and sell more targeted, customised, thematic investment products

    Speakers

    UDO MÜLLER

    12:30 PM

    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

    Speakers

    Anna Szkudlarek
    Partner, Head of Product, KENDRIS

    1 PM

    Lunch and Networking

    2 PM

    Digital Family Office: Paving the Way for the Next Generation of Family Members

    • 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

    Speakers

    Alexandre Aelling
    Managing Director, Stealth Family Office

    2:30 PM

    Why Swiss Banks Should Make Client Lifecycle Management Their SaaS of Choice?

    • When the Swiss Banking Association advised banks to embrace cloud technology in 2019, it was a head turning moment – yet many are still pondering with the decision on whether to embrace SaaS and cloud technology -and where this sits in their wider technology architecture
    • But are they missing a trick? At this history-making moment, it pays to stop and consider all the options. Client Lifecycle Management (CLM) platforms, delivered via SaaS are surely the only way to get the best of the cloud and the best of customer service in one move. What could be more important?

    Speakers

    FRANÇOIS DE LESCURE
    Chief Revenue Officer, Wealth Dynamix

    3 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

    Speakers

    Romain Braud
    Digital Assets Business Development Director, Arab Bank (Switzerland)

    3:30 PM

    Digital Banking – Using video for a human touch. Potentials and key considerations

    • Today’s customer expectations for a digital customer journey
    • The potentials of video advisory for increased customer engagement
    • How to build a seamless workflow
    • IT security and GDPR – Key considerations

    Speakers

    ARNE BASSEZ
    VP Of Business Management, Pexip

    4 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

    Speakers

    JEREMIAS BERTE
    Interim Head Of Corporate Development, , Julius Baer

    5 PM

    How to deliver digital assets investment products to wealth management clients?

    • Exploring a regulatory framework for distribution
    • An offer of institutional-grade investments products
    • A dedicated execution and risk management system

    Speakers

    Jean-Marc Bonnefous
    Managing Partner, Tellurian Capital Management LLP

    5:30 PM

    Closing remarks

    Speakers

    BARTOSZ GOLBA
    Research Director, Financial Services,GlobalData

    5:35 PM

    Drinks Reception

    8 AM

    Registration

    8 AM

    Exclusive Breakfast Briefing (Invitation Only – Sponsored by Moxo)

    • Modernizing Client Interactions For the Digital World
    • Control the chaos of managing client interactions with Moxo. In this event, we’ll explore how financial organization can bring structure to client interactions that are stuck in fragmented silos, requiring significant manual intervention.
    • Moxo provides a OneStop Client Hub for managing interactions through modern digital experiences.
    • Key topics include:
    • • Learning how to streamline client processes with customizable workflows. Examples include KYC, client onboarding and more
    • • Maintaining personalization over digital channels
    • • Ensuring compliance & security in a mobile world

    Speakers

    Shimona Pinto
    Senior Corporate Solutions, Moxo
    Martin de Heus
    EMEA Director, Moxo

    8:50 AM

    Chair’s Opening Remarks

    Speakers

    BARTOSZ GOLBA
    Research Director, Financial Services,GlobalData

    9 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

    Speakers

    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

    Speakers

    Milko Hensel
    Head Digital Partnerships, Maerki Baumann & Co. AG

    10 AM

    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

    Speakers

    Charles-Henry Monchau
    Chief Investment Officer, Banque Syz

    10:30 AM

    How to Apply Machine Learning and Deliver Hyper-Personalised Customer Experiences at Scale

    • Deliver AI-powered Next Best Actions to improve customer engagement and reduce customer attrition in short order
    • In an ever-increasing competitive landscape and threats from ecosystems and marketplaces disrupting traditional distribution channels, learn how the ability to build advanced customer intelligence (financial, social, behavioural) has an impact on customer engagement, and product sales conversations as well as effective cross-selling

    Speakers

    Fahd Rachidy
    Chief Executive Officer, Abaka

    11 AM

    Morning Refreshments and Networking

    11:30 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!

    Speakers

    Markus Abbassi
    Head Digital Assets, Kaleido Privatbank

    12 PM

    The Digital-First Client: A Road to AI and Personalisation

    • Getting and retaining trust in the digital age – the quandary
    • Meeting high expectations of clients through multi-channel bespoke interactions
    • AI-driven automation for higher efficiencies
    • Optimised plays for optimised results

    Speakers

    Frank Ukpabia
    Verena Friz

    12:30 PM

    Digital Disaster? Virtual Currencies and AML

    • Dichotomy of anonymity and transparency
    • Layer upon Layer: overregulation and misplaced responsibilities
    • Take it easy: the future will come

    Speakers

    Boris Huber
    Executive Director, Head AML And Front Compliance, Falcon Private Bank

    1 PM

    Lunch and Networking

    2 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

    Speakers

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

    2:30 PM

    The Power of Communicating Effectively in the World of Tech

    • Communicating effectively is vital in the tech world and it is not just about having the right digital tools, but knowing when to speak up and engage with other engineers in order to collectively achieve success
    • Adele provides an overview of the ‘DISC model’ and reveals clues on how you can identify and better connect with colleague’s personality styles. She will provide top tips on creating presentations and communicating messages
    • Adele shares her experience as a Toastmaster for the past ten years. What is it and how can Toastmasters benefit your world and personal life?

    Speakers

    Adele Goodfellow
    Product Marketing, Chief Technology Office, JP Morgan Chase & Co

    3 PM

    Closing remarks

    Speakers

    BARTOSZ GOLBA
    Research Director, Financial Services,GlobalData

    3:05 PM

    Conference Close

    Speakers

    Select a speaker to learn more

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    David George
    Director of Services, Thematic Research - GlobalData

    David George is an experienced and a highly rated equity analyst from the investment banking sector. He has studied the technology, media and telecom (TMT) sector for over 25 years, having worked in both Europe and Asia. David is a director in GlobalData’s Thematic Intelligence ecosystem, a single integrated platform for looking at all themes impacting all companies across all sectors. He also plays a lead role in in the delivery of custom research and advisory work and is regularly invited to speak at conferences on issues across the technology and digital industries.

    Session Details:

    Scenarios for WM in 2030: A decade of disruption, and how to navigate it

    2022-10-05, 8:30 AM

    View In Agenda
    Next speaker
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    BARTOSZ GOLBA
    Research Director, Financial Services,GlobalData

    Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

    Session Details:

    Chair’s Opening Remarks

    2022-10-05, 8:25 AM

    Session Details:

    Closing remarks

    2022-10-05, 5:30 PM

    Session Details:

    Chair’s Opening Remarks

    2022-10-06, 8:50 AM

    Session Details:

    Closing remarks

    2022-10-06, 3:00 PM

    View In Agenda
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    RAMAZAN ÇELIKÖZ
    Director Sales And Business Development, DACH

    Session Details:

    The Keys of Success of Digital Evolution and the Lessons Learned

    2022-10-05, 10:30 AM

    View In Agenda
    Next speaker
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    KARL IM BRAHM
    CEO, Objectway DACH

    Session Details:

    The Keys of Success of Digital Evolution and the Lessons Learned

    2022-10-05, 10:30 AM

    View In Agenda
    Next speaker
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    FRANÇOIS DE LESCURE
    Chief Revenue Officer, Wealth Dynamix

    Session Details:

    Why Swiss Banks Should Make Client Lifecycle Management Their SaaS of Choice?

    2022-10-05, 2:30 PM

    View In Agenda
    Next speaker
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    UDO MÜLLER

    Session Details:

    Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

    2022-10-05, 12:00 PM

    View In Agenda
    Next speaker
    Back
    Fahd Rachidy
    Chief Executive Officer, Abaka

    Session Details:

    How to Apply Machine Learning and Deliver Hyper-Personalised Customer Experiences at Scale

    2022-10-06, 10:30 AM

    View In Agenda
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    ØYSTEIN DAHL HEM
    Chief Financial Officer (CFO), Pexip

    Øystein Dahl Hem is the Company's CFO, a position he has held since the middle of 2019. He also serves as the company's Interim CEO since August 2021. Øystein has extensive management and industry experience after working with business-to-business sales and marketing in Telenor Norway for four years, two of which within the video collaboration industry, two years working with strategy for Telenor Norway and two years working for McKinsey. Øystein holds a Master of Science and Technology degree in Industrial Engineering from the Norwegian University of Science and Technology (NTNU) (2010).

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    Shimona Pinto
    Senior Corporate Solutions, Moxo

    Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

    Session Details:

    Exclusive Breakfast Briefing (Invitation Only – Sponsored by Moxo)

    2022-10-06, 8:00 AM

    View In Agenda
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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 Discussion: 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?

    2022-10-05, 11:30 AM

    Session Details:

    Modernising Client Interaction Workflows in Financial Services

    2022-10-05, 9:30 AM

    Session Details:

    Exclusive Breakfast Briefing (Invitation Only – Sponsored by Moxo)

    2022-10-06, 8:00 AM

    View In Agenda
    Next speaker
    Back
    Romain Braud
    Digital Assets Business Development Director, Arab Bank (Switzerland)

    Session Details:

    Breaking through data architecture gridlock: The ultimate guide

    2022-10-05, 3:00 PM

    View In Agenda
    Next speaker
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    Alexandre Aelling
    Managing Director, Stealth Family Office

    Session Details:

    Digital Family Office: Paving the Way for the Next Generation of Family Members

    2022-10-05, 2:00 PM

    View In Agenda
    Next speaker
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    Anna Szkudlarek
    Partner, Head of Product, KENDRIS

    Successful private client adviser focusing on regulatory disclosure requirements with over 12 years of experience in financial industry. Combined with chartered certified accounting qualification as strong technical background, building relationships and providing consulting services to top executives and internationally mobile clients with complex tax circumstances. RegTech expert with a proven track record of successful implementation of a challenging technology project to include data integration across various service lines and systems at KENDRIS.

    Session Details:

    High Tech, High Touch: Multi-Family Office Digitalization Strategy For a Competitive Advantage

    2022-10-05, 12:30 PM

    View In Agenda
    Next speaker
    Back
    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 world’s first digital asset bank – accelerating the expansion of Web 3.0 offerings and new global markets

    2022-10-06, 2:00 PM

    View In Agenda
    Next speaker
    Back
    Boris Huber
    Executive Director, Head AML And Front Compliance, Falcon Private Bank

    Session Details:

    Digital Disaster? Virtual Currencies and AML

    2022-10-06, 12:30 PM

    View In Agenda
    Next speaker
    Back
    Markus Abbassi
    Head Digital Assets, Kaleido Privatbank

    Session Details:

    Opportunities & Challenges for Banks in the Context of Decentralised Finance

    2022-10-06, 11:30 AM

    View In Agenda
    Next speaker
    Back
    Fadi Halout
    Chief Executive Officer, BankMed (Suisse) SA

    Session Details:

    Panel Discussion: 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?

    2022-10-05, 11:30 AM

    View In Agenda
    Next speaker
    Back
    Charles-Henry Monchau
    Chief Investment Officer, Banque Syz

    Session Details:

    The Hybrid Investment Advisor: How to Combine Digital and Human Factors into an Investment Advisory Offering

    2022-10-06, 10:00 AM

    View In Agenda
    Next speaker
    Back
    Milko Hensel
    Head Digital Partnerships, Maerki Baumann & Co. AG

    Session Details:

    Panel Discussion: 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?

    2022-10-05, 11:30 AM

    Session Details:

    Panel discussion: Shifting from a businesscentric model to a client-centric model

    2022-10-06, 9:30 AM

    View In Agenda
    Next speaker
    Back
    Jean-Marc Bonnefous
    Managing Partner, Tellurian Capital Management LLP

    Session Details:

    How to deliver digital assets investment products to wealth management clients?

    2022-10-05, 5:00 PM

    View In Agenda
    Next speaker
    Back
    Adele Goodfellow
    Product Marketing, Chief Technology Office, JP Morgan Chase & Co

    Adele has worked in communications and marketing for nearly 15 years across different industries in both the public and private sector. She is now a product marketer in the Chief Technology Office at JP Morgan Chase.  In her personal time, Adele is a member of Toastmasters International, a public speaking organisation with an aim to improve communication and leadership skills.  Adele is also a multipotentialite (a creative person with many different interests in life), she enjoys art, painting, and tinkering on the piano.

    Session Details:

    The Power of Communicating Effectively in the World of Tech

    2022-10-06, 2:30 PM

    View In Agenda
    Next speaker
    Back
    Martijn Seijsener
    Global Head Employee Experience, Credit Suisse

    Session Details:

    The road to better CX: Reignite growth by optimising the employee experience

    2022-10-06, 9:00 AM

    View In Agenda
    Next speaker
    Back
    JEREMIAS BERTE
    Interim Head Of Corporate Development, , Julius Baer

    Session Details:

    Fireside Chat: Swiss banking business models of the future – data-led and future-ready?

    2022-10-05, 4:30 PM

    View In Agenda
    Next speaker
    Back
    Christoph Puhr
    Head GWM Emerging Tech, Virtual Assets, UBS

    Session Details:

    Digital Assets and Banks: Quo Vadis?

    2022-10-05, 10:00 AM

    View In Agenda
    Next speaker
    Back
    Juergen Pulm
    Chief Digital And Information Office, NatWest Group And Coutts

    Session Details:

    Coutts Online, Mobile and ID: old school skills with a digital makeover

    2022-10-05, 9:00 AM

    View In Agenda
    Next speaker
    Back
    Charles Henry Monchau
    Next speaker
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    Frank Ukpabia

    Session Details:

    The Digital-First Client: A Road to AI and Personalisation

    2022-10-06, 12:00 PM

    View In Agenda
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    Verena Friz

    Session Details:

    The Digital-First Client: A Road to AI and Personalisation

    2022-10-06, 12:00 PM

    View In Agenda
    Next speaker
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    ARNE BASSEZ
    VP Of Business Management, Pexip

    Session Details:

    Digital Banking – Using video for a human touch. Potentials and key considerations

    2022-10-05, 3:30 PM

    View In Agenda
    Next speaker

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