Private Banking: Switzerland 2017
Zurich Marriott Hotel   12-Dec-2017
Private Banking Conference and Awards: Switzerland 2017 leverages the expertise across the Verdict research and publishing portfolio, including Private Banker International, Wealth Insight and Wealth Intelligence Centre. The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry.
Now in its second year we are pleased to invite you to join us in Zurich on the 12th December 2017 and be an active voice in the future of private banking. The evening will host a gala dinner to reveal the winners of Private Banking Switzerland Awards 2017, celebrating excellence in the private banking industry.
Private Banking Conference: Switzerland 2017 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. The informative and inspiring keynote sessions and informal conversations provide setting for you to join other high-profile guests in engaging discussions.
We examine the key industry trends and discuss practical solutions to the most pressing industry questions:
- How is the regulation driving the change in the industry practices?
- How are industry leaders tackling new challenges in the converging market conditions?
- How to meet the demands of a new generation of tech-savvy investors?
- What the latest Strategies are in cross border and offshore wealth management?
- How to best engage with family owned banks and offices?
- How is the Industry landscape changing in Switzerland?
- How has the role of the relationship manager developed?
- How to develop you organisation’s talent to nurture future-proof skills and knowledge?
- How can Swiss banks keep up with the technology revolution?
Meet with the key industry thinkers and doers and discuss the importance of a new kind of strategies, business practices and partnerships in the industry in order to meet the challenges of implementing innovative technological solutions.
This conference is CPD certified and lets you earn points towards your professional development.
The annual event brings together decision-makers and specialists from a variety of key sectors, job titles include:
- COOs, CCTOs, CIOs
- Global Heads and Vice Presidents of Private Banking
- Heads and Directors of Wealth Management
- Head of Client Strategy
- Heads of Investments
- Head of Regional Wealth Management and Investments
- Partners and Heads of Family Office
- Heads of Branch Technology
- Heads of Digital Transformation
- Heads of Private Banking Technology & Innovation
- Members of Banking Associations
- Founders of Wealth Management Start Ups
- Private Banks and Financial Institutions
- Wealth Managers
- Boutique Private Banks
- Online Banking Providers
- Offshore and Onshore Institutions
- Technology Providers
- Researchers and Analysts
|EARLY BIRD OFFER|
|Banks – Full Day Conference & Awards Dinner||£1195|
|Charity and NFPs – Full Day Conference & Awards Dinner||£895|
|All rates are subject to VAT|
|Banks Full Day Conference and Awards Dinner||£1395|
|Charity and NFPs Full Day Conference and Awards Dinner||£1000|
|Vendor Full Day Conference and Awards Dinner||£1950|
Bring the team! 3 places for the price of 2*
Zurich Marriott Hotel
This year’s Private Banking Switzerland takes place at the Zurich Marriott Hotel.
In an incomparable location in Zurich, Switzerland’s bustling city center and close to many well-known cultural attractions and landmarks, this hotel is a first-class destination for business and leisure travelers alike.
The venue space has been extensively renovated and the spacious, brilliantly appointed guest rooms and suites with a range of superior amenities allow you to unwind with ease.
Tobias Christen, CEO, DSwiss AG
Tobias Christen has over 25 years experience in IT Security, SW and IT product development. He began his career at UBS in a research team specialising in new internet technologies. He then went on to join a leading international security-software company – Stonesoft – where he served as Head of R&D, Head of Product Management, and CTO of the company. For several years Tobias was working at Zurich Financial Services where he built up new security architecture, and developed their IT risk strategy. Tobias gained his PhD degree in Computer Science at the Swiss Federal Institute of Technology in Zurich (ETH), and is co-founder of the “OpenSecurityArchitecture.org” community. In early 2008 Tobias joined DSwiss AG as CTO. DSwiss AG is a worldwide leading provider of highly secure digital services. The flagship services are so-called digital vaults for personal documents and passwords, technology for digital document delivery and secure file sharing for asset managers and bank clients alike.
Luc Filip, Head of Discretionary Portfolio Management and Wealth Management Investments, Banque Syz
Luc Filip has 17 years experience in the financial industry. He joined Banque Syz SA in January 2015 and is responsible of the Wealth Management Investments Department and for the management of private client’s discretionary portfolios. Before, he held various positions where he was in charge of the management of special discretionary mandates, fund selection and for developing quantitative investment tools at BNP Paribas, Union Bancaire Privée and Reyl & Cie. Luc Filip is a CFA charter holder and graduated from the University of Geneva. He is also a lecturer in Economics.
Ekaterina Mavrenkova, Managing Partner, Henley & Partners
Ekaterina Mavrenkova is a Managing Partner of Henley & Partners, Switzerland. Before joining Henley & Partners she had a successful career at Asea Brown Boveri — a leading international group of companies specialized in power and automation technologies and at Landis & Gyr. As a Managing Partner of Henley & Partners Switzerland, Ekaterina is responsible for all company’s operations. She also performs business development functions for Russia and other CIS countries, including solutions ` research for customers who want to take residence in Europe, and advises clients on international citizenship.
Hubert Musseau, CEO of BNP Paribas Wealth Management in Switzerland and Emerging Markets
Hubert Musseau began his career at BNP Paribas in 1996 holding a variety of roles across the bank. He joined the Wealth Management division in 2005 as head of Risk Management and a member of the International Executive Committee. In 2006 he was appointed COO of Wealth Management until being named Deputy CEO of Wealth Management for Brazil. He has been Head of BGL BNP Paribas Wealth Management since 2013 where he has ensured the growth of the business.
Andrzej Przewięźlikowski, Vice President, Director of Financial Services Division
Andrzej has an Engineering MBA and a Master’s Degree in IT, he has been working at Comarch since 1998 – starting as a programmer and system designer. In 2003, he moved to the US where he worked as a solution manager – building BSS/OSS solutions for customers in both North and Latin America. Armed with the market knowledge he gathered during that period, he returned to Poland to work as product manager in the Telecommunications sector in the areas of real-time service control systems, business process management and self-service solutions. In 2005, he became a manager of Comarch’s Strategic Research Center, where his main role was to create visions of new market areas and products, and coordinate Comarch’s participation in research projects. Since 2006, he has also held the position of Chief Technology Officer of Comarch SA At the end of 2007, he decided to move closer to the business side of IT and joined the Loyalty & Airlines Systems group in Comarch – taking the position of Application Consulting Director and transformed the organization to offer a wider range of products. Since 2015 Director of Financial Services Division and Management Board Member Comarch SA.
Michael Rogenmoser, General Manager Switzerland & Liechtenstein, Avaloq
Michael Rogenmoser joined Avaloq in August 2014. As the General Manager Switzerland/Liechtenstein, he is a member of the Executive Board and responsible for Sales, Key Account Management and Consulting/Delivery in Switzerland and Liechtenstein. He has wide experience in the international financial services industry. Before joining Avaloq, he had worked as a management consultant and investment banker for 12 years advising financial institutions on strategic matters as well as mergers and acquisitions (M&A). Amongst others, he held positions at McKinsey & Company, UBS Investment Bank and Millenium Associates. He holds an MBA from the University of Berne, where he majored in corporate finance and information management. He is a Chartered Financial Analyst (CFA) charter holder and a member of the Swiss CFA Society.
Olivier Schneider, Partner, Orbium
Olivier leads innovation at Orbium and also oversees growth of operations worldwide covering Europe, North America and Asia Pacific. He has been instrumental in building and managing our network of fintech and regtech alliances and partners in the core banking, asset management, data management and cross border regulatory areas where he is a board member of several companies.
Tobias Unger, CEO, Avaloq Sourcing, Switzerland & Liechtenstein
Tobias Unger is the CEO of Avaloq’s BPO centre in Switzerland, which serves more than 25 banks. Avaloq Sourcing enables efficient banking operations as well as banks’ digitalisation efforts by leveraging the Avaloq Banking Suite. He joined from Falcon Private Bank, where he served as the COO and Deputy CEO since 2010. In this function, among other responsibilities, he oversaw the bank’s outsourcing of core banking IT and back office to Avaloq. He was also responsible for the digitalisation agenda and the implementation of new product offering against the backdrop of changing regulations and client demands. Before joining Falcon Private Bank he worked as an Investment Banker both at UBS and Merrill Lynch in Zurich and in London. He holds a Master Degree in Law from the University of Berne.
Tobias Wagner heads up the Zurich Branch and is a member of the Executive Committee for Société Générale Private Banking Switzerland. He spent 10 years at Credit Suisse in various senior management positions overseeing Northern Europe, North & West Latin America and the European business in Singapore. He joined Credit Suisse as Head of PB Strategy Development and worked as Relationship Manager Germany offshore. Before joining Credit Suisse he spent 6 years with management consulting firm Oliver Wyman. Tobias Wagner holds a Masters Degree in International Business Studies from the University of Maastricht and management education from Massachusetts Institute of Technology (MIT) in Boston.
Ian Woodhouse, Associate Partner and Senior Business Advisor, Orbium
As Senior Business Advisor, Ian is a trusted business and technology advisor helping executives and board members of private banks and wealth managers to adapt and future-proof their businesses as the industry enters a period of unprecedented change. He provides relevant, timely and valued perspectives through his deep industry and process knowledge, extensive executive network, multiple project experiences and proven techniques and tools for analysis through to action. He also mentors and guides Orbium’s innovative fintech, regtech and software partnerships, including those involved with core banking evolution, data analytics, investment management risk enhancement and data provision to meet cross border regulatory compliance. Ian is an influential and globally recognized thought leader, providing insights on industry relevant topics and has led a succession of respected global industry private banking surveys over the last twenty years. The latest is Orbium’s Wealth Management C-Level Survey which is aimed at getting a forward looking view on how executives are shaping the evolution of the future industry. Focused on themes around evolving good practice in meeting changing client needs, relationship manager effectiveness, technology evolution and other topical key areas, it provides timely, relevant and unique insights and enables participants to discover where their views and focus differs or aligns with those of their industry peers. He serves on prominent wealth management industry advisory boards and forums and is on the judging panel for leading European wealth industry awards. Prior to Orbium, Ian has held senior positions within IBM,EY and PwC.
The Avaloq group is an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks. Avaloq is the only independent provider for the financial industry to both develop and operate its own software. Headquartered in Switzerland and with branches in the most demanding financial centres worldwide, the company employs more than 1,400 highly qualified banking and IT specialists and has a global customer base of more than 100 financial institutions.
Comarch Financial Services provide state-of-the-art software for major financial institutions from insurance, banking and capital markets. Our expertise and flexibility have gained worldwide recognition with a significant portfolio of clients among insurers, banks, brokerage houses, asset management companies, mutual and pension funds, factors, and capital groups in more than 30 countries. With 17 years’ experience in the financial sector, we deliver proven and innovative IT solutions designed specifically to effectively support financial companies in empowering their business, by increasing revenues and building strong relationships with their customers and business partners. For more information please visit our website: www.finance.comarch.com or contact our representatives at the conference!
Our strategy builds on Credit Suisse’s core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland.
Citi Private Bank advises some of the world’s wealthiest, most influential individuals and families. With $374 billion in global assets under management, the franchise includes 49 offices in 15 countries, serving clients across 139 countries. The firm offers clients products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance, banking and aircraft finance, as well as art and sports advisory and finance.
Founded in Geneva in 1996, SYZ is a fast growing Swiss banking group exclusively dedicated to asset management, through two complementary business lines: high-end private banking and institutional asset management. SYZ offers private and institutional investors comprehensive portfolio management, with an active investment style and a focus on risk reduction that is clearly committed to providing absolute performance through alpha generation.
SYZ is an independent, family-owned company with a global footprint. The Group has approximately CHF 39 billion in assets under management (EUR 36 billion, USD 39 billion), a solid capital base and benefits from being privately held and independent.
With nearly 1,500 employees and a presence in Geneva, Zurich, Basel and Lugano, BNP Paribas (Suisse) SA is a leading European bank in Switzerland for corporates, institutions and private clients.
Active in Switzerland since 1872, BNP Paribas (Suisse) SA strives for long term development with a clear strategy for each business line:
– Supporting Corporates and Institutions in their development both in Europe and beyond with a “One Bank for Corporates” initiative
– Wealth Management expertise and service for private clients and entrepreneurs
– Commodity finance with “Specialized Trade Solutions” dedicated to historical clients and to Group’s Corporate clients in Europe
The BNP Paribas Group integrated model enables to offer clients the financial stability of a leading bank in Europe with international reach and a wide range of products and investment.
Finantix is an established global player, with offices in Canada, Japan, Hong Kong, London, Luxembourg, Singapore, Switzerland and Venice. Finantix sales and advisory software is trusted by some of the world’s largest financial firms across more than 40 countries.
Finantix Components offer a comprehensive library reusable software modules, widgets, engines and APIs that help leading financial institutions digitize key processes in private, corporte and retail banking, wealth management, insurance and lending.
With Finantix modular technology organisations can leverage existing legacy architectures, injecting sales, advice and servicing business logic to enable compelling digital processes across multiple business channels and devices.
At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 157 countries with more than 223,000 people who are committed to delivering quality in assurance, advisory and tax services. Within PwC Switzerland more than 3,000 employees and partners in 14 locations in Switzerland and one in the Principality of Liechtenstein help to create the value organisations and individuals are looking for. Find out more and tell us what matters to you by visiting us at www.pwc.ch.
Orbium helps banks and wealth managers realize their strategy and execution priorities. Widely recognized for exceptional commitment, the firm helps clients to realize revenue growth and efficiency gains through innovation and industrialization. By effectively blending business and technology consulting with software products and strong partnerships, Orbium enables clients to focus on what matters most: their own success.
The firm has over 450 consultants located in the world’s key financial centers: New York, London, Zurich, Geneva, Singapore, Hong Kong, Frankfurt, Luxembourg, Paris, Sydney, Berlin, Warsaw and Manila.
Societe Generale Private Banking
Company Profile Coming Soon…
Indigita is a BRP SA and Orbium joint venture providing banks with digitized regulatory smart data for cross-border banking. It is solving the problems faced by banks and financial advisers with international business when it comes to cross-border compliance. It takes the best from its parent companies BRP SA and Orbium, experts in regulatory and IT consultancy, to develop the perfect solution to meet ever-changing cross-border regulatory challenges. It is based in Geneva and Zurich.
Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 180 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Its long-standing and global client base comprises leaders in the pensions, asset management and private wealth management markets.
Kompli-Global, a RegTech bridging the information gap in an increasingly regulated digital world using Artificial Intelligence facilitatong regulatory compliance.
Kompli-IQ™ – the world’s first multi-lingual, multi-jurisdictional SaaS platform. Proprietary machine learning technology and natural language processing interrogates global web data sources for published adverse information on both corporate entities and individuals. This makes deeper due diligence fast, simple, scalable and affordable for KYC and AML obligations.
Delivering written customer enhanced deeper due diligence reports on a target subject through its worldwide advisory community. The result of thorough interrogations performed by resident in-country native language compliance experts using provincial knowledge and local data sources.
WDX specialises in providing client management and business intelligence solutions for the wealth and investment management industry and offers consulting services and products based on the Microsoft Dynamics platform, which can be delivered either via the cloud or within existing in-house infrastructure.
WDX solutions are designed to address the industry challenges around conduct risk and increased demand for levels of relationship management, client service, mobile and digital communication. The WDX ONE solution strives to offer a complete solution to handle every aspect of an organisation, from client acquisition and onboarding to client management and operations, while ensuring firms stay compliant.
DSwiss is a worldwide leading provider of highly secure digital vaults to protect sensitive personal documents and passwords.
Customers of financial organizations use our digital vaults to store and access their ever-growing list of passwords along with their financial documents, policies and other essential files confirming their identity, property or legal rights.
Henley & Partners
Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals, families and their advisors rely on our expertise and experience in this area. Our highly qualified professionals work together as one team in over 25 offices worldwide.
The concept of residence and citizenship planning was created by Henley & Partners in the 1990s.
The firm also runs a leading government advisory practice which has raised more than USD 6 billion in foreign direct investment. We have been involved in strategic consulting and the design, set-up and operation of the world’s most successful residence and citizenship programs.
Millennium Banque Privée is a Swiss private bank owned by the Millenniumbcp group, the largest private Portuguese financial group.
The Bank started its activities in 2003 in Geneva, and is currently made of 70 dedicated and diligent professional with a vast know-how in private banking and Wealth Management. The Bank appeals to an international clientele – Europe, Africa and Latin America – both on Individual Clients and External Asset Managers.
Millennium Banque Privée is proud in having discretionary managed and advisory portfolios with an outstanding track record as well as to provide Clients the access to best in class investment solutions that match their risk profile strictly in an open architecture basis. The Bank aims for a personalized service that emphasizes trust, flexibility, and a clear and effective reporting.
Whether your client wants to arrange a birthday celebration for a 100 guests at the Burj Al Arab, charter a Gulfstream from New York to London, pamper themselves at Dior, Chanel and Louis Vuitton in Paris, fill up their yacht in the Med or their car at the gas station – all they need is a Catella card linked to an account with your bank.
Part of the Fitch Group, Fitch Learning partners with clients to elevate knowledge and skills and enhance conduct.
With centers in London, New York, Singapore, Dubai and Hong Kong; we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual and the company, across the entire employee lifecycle.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; BMI Research, an independent provider of country risk and industry analysis specializing in emerging and frontier markets; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is majority owned by Hearst.
Badge and Lanyard Sponsor
New Access provides agile and scalable Front-to-Back office software solutions dedicated to the private banking and wealth management industries. New Access software solutions are designed to meet the specific requirements of the private banking and wealth management industries evolving in a complex and changing regulatory environment helping bankers to connect conveniently and efficiently with their clients thanks to new digital channels.
Our offer covers the full client relationship lifecycle from account opening, through client data and document management to the management of their portfolios:
Portfolio and Advisory Management (PMS) with EQUALIZER®, Onboarding and Client Relationship Management (CRM) with BRANCH®, secure Electronic Document Management (EDMS) with LOGICAL ACCESS®, Client Data Management with CIM and a comprehensive Core Banking solution with APSYS.
With headquarters in Geneva, New Access already installed its solutions in over 180 sites in 20 countries.
Union Bancaire Privée
Company Profile coming soon…
In association with
ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING: SWITZERLAND 2017 INCLUDE:
Nominations are now open!
- Submissions can be made either on behalf of your own company or in recognition of a colleague or partner firm.
- Maximum of 1,000 words in Word format, no appendices.
- Entry must address the award category explicitly, not generic links to web sites, corporate marketing etc.
- Submissions should highlight the key differentiator and competitive nature of the project or implementation
- It is made explicit the Entrant, Judges and the publication will treat any and all information in strict confidence and any quotes or information to go into the public domain will be pre-cleared by the Entrant.
- Submissions made after the publicised cut-off date will be ignored irrespective of their relative merits.
- The Editor and Judges reserve the right to make no award for any specific category
- The Editor and Judges reserve the right to move a submission to a more appropriate category at their discretion
In submitting for more than one category the submissions must be unique (see 3)
- The Editor and Judges’ decision is final The full list of awards categories and criteria for this year’s awards can be on the tabs above
Please note: Whilst we recommend you to try to submit against as many of the criteria as possible, we appreciate that for some companies this may not be possible. The more you can respond against the stronger your application will be, but we would like to highlight that submitting against all criteria is not mandatory.
Should you wish to discuss any element of the criteria or your submission in more detail, please contact Ronan McCaughey (editor, Private Banker International) on email@example.com
The Award categories and eligibility for each of this year’s Private Banking: Switzerland Awards are as follows:
Outstanding Family Office Proposition in Switzerland Celebrating a family office with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.
Outstanding Customer Relationship Service and Engagement in Switzerland Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.
Best Next Generation Offering in Switzerland Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients.
Outstanding UHNW Offering in Switzerland Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra high net worth clientele.
Outstanding Philanthropy Proposition in Switzerland Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice.
Outstanding Wealth Management Technology Provider in Switzerland – middle and back office (Vendor) Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss wealth industry through successful middle and back-end technology offerings.
Outstanding Wealth Management Technology Platform in Switzerland (Bank) Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency.
Excellence in Customer Experience (Technology Provider) Celebrating a company that provide technology solutions that enable private banks, family offices and wealth managers to offer a first-class customer experience to their clients.
Outstanding Front-End Digital Solutions Provider (Vendor) Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings.
Outstanding Boutique Private Bank in Switzerland Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Switzerland.
Outstanding Private Bank – Switzerland – International Players Celebrating the best among the private banks in Switzerland that are successfully serving international wealthy clients.
Outstanding Private Bank – Switzerland- Domestic Players
Celebrating the best among the private banks in Switzerland that are successfully serving domestic wealthy clients.
Private Banking: Switzerland 2017 brings together some of the most prominent people from the industry. The focus of the talks will consider the private banking landscape in 2016, industry disruption, the impact of regulation, and the latest innovations in the Swiss market. Our expert speakers will conclude the day by debating the future of the private banking industry.
Sponsorship EnquiriesRay Giddings
+44 (020) 3096 2585
Speaker EnquiriesHind Shubber
+44 (0)20 3096 2575
Delegate EnquiriesCarlo Mancini
+44 (0)20 3096 2582
General & Award EnquiriesVicki Greenwood
+44 (0)20 3096 2580