Private Banking: Switzerland 2017

Zurich Marriott Hotel   12-Dec-2017
Gold Partner

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Silver Partner

Bronze Partner

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Exhibitor

Exhibitor

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Panel Partner

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Badge and Lanyard Partner

Table Host

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In association with

Private Banking Conference and Awards: Switzerland 2017 leveraged the expertise across the Verdict research and publishing portfolio, including Private Banker International, Wealth Insight and Wealth Intelligence Centre. The event was an opportunity to share ideas, discover trends and network with peers across the wealth industry.

In its second year, Private Banking Switzerland invited you to join us in Zurich on the 12th December 2017 to be an active voice in the future of private banking. The evening hosted a gala dinner to reveal the winners of 2017 Private Banking Switzerland Awards, which celebrated excellence in the private banking industry.


About

Private Banking Conference: Switzerland 2017 brought 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 provided the perfect setting to join other high-profile guests in engaging discussions.

We examined the key industry trends and discussed 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?

This conference is CPD certified and lets you earn points towards your professional development.


Attend

Who attends?

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

Company type: 

  • 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

 

STANDARD
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*

To register now, or for more information contact Carlo Mancini:
T. +44 (0)20 3096 2582
Terms and Conditions
Changes and Cancellation
We reserve the right to change event details if necessary, although we will endeavor to keep all changes to a minimum. We will inform you as soon as possible of important changes, for example name or date changes. Substitutions may be made in writing at any time and will incur no penalty fee. Cancellations without a substitute delegate received a month prior to the event will be subject to a 20% cancellation charge. Delegates canceling after this date without a substitute delegate will be required to pay the full fee and no refund will be made. Cancellations must be received in writing or via email and will not be accepted over the phone.
Force Majeure.
We reserve the right to cancel the event by reason of Force Majeure, included but not limited to fire, flood, extreme weather conditions, acts of war or violence, malicious damage, explosion, earthquake, strike, civil disturbances, political unrest, riot, labour dispute, power cuts or any other extraneous variable beyond FNP’s control.

Testimonials

Judges

David Wilson, Capgemini

David Wilson heads Capgemini’s Asia Wealth Management business, for Capgemini’s Financial Services Global Business Unit. David has professional services and financial services experience spanning the areas of strategic research and analysis, management consulting, and marketing. David focuses on wealth management and in addition to client engagements, has co-authored leading reports such as the Capgemini World Wealth Report and Asia-Pacific Wealth Report. He also blogs regularly at www.thewealthconsultant.com.

Previously, David was a strategy consultant for Capgemini Consulting’s Strategy and Transformation practice where he worked on projects across a variety of sectors. Prior to joining Capgemini in 2007, David worked for the U.S. wealth management divisions of UBS Wealth Management and Merrill Lynch Global Private Client Group.

David was born in Sheffield, England and graduated with degrees in economics and French from universities in the USA and France. In addition, he played professional basketball in Toulouse, France. David is currently based in Singapore.

 

Ronan McCaughey, Private Banker International

Ronan McCaughey is editor of Private Banker International (PBI) at Verdict. He is an award-winning journalist with over ten years’ experience in financial journalism that has taken him all over the world reporting on the investment, retail banking and pensions market.  In recent years, Ronan has focused on the insurance market as editor of Life Insurance International at Verdict.  Having successfully grown Life Insurance International as a publication, Ronan is now enjoying immersing himself in the world of private banking and wealth management to ensure PBI remains the leading briefing service in the global private banking and wealth management sector.

 

Ray Soudah, MillenniumAssociates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Ray has extensive multicultural wealth management and private banking/investment banking experience having enjoyed a long and varied career in senior positions with UBS, National Bank of Bahrain, Clearstream, Midland Montagu and Citigroup across in territories as diverse as the US, Asia, Middle East and Europe. Ray is a Harvard Business School & INSEAD Alumnus and speaks English, French, Greek and Japanese.

 

Ian Woodhouse, 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.

Caroline Burkart, Scorpio Partnership

Profile coming soon…


Venue

Zurich Marriott Hotel

Private Banking Switzerland 2017 took 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.


Speakers

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.

José Dias Coelho, Head of EAM and Africa Desk, Millennium Banque Privée

José has worked at Millennium Banque Privée for 10 years. He developed the Department of External Asset Managers in 2007 and in 2012 was appointed to create the Africa Team, which he currently runs alongside the EAM team. He has been in the financial Industry for 27 years, specifically with Millennium BCP Group. His experience started in asset management and in 1998 he moved to the marketing division of private banking heading up the non-discretionary portfolios and financial products selection. Before embarking on the international career in Switzerland, José worked for the investment banking branch of the group, managing the sales department of the brokerage division for 5 years. José holds a degree in management and a post graduate in Financial Analysis (CEFA).

John Davies , Chairman, Kompli Global

John’s passion is helping businesses thrive and grow by providing much needed funding and sharing his 30 plus years of hard earned business lessons. As the founder of The Just Loans Group PLC, the first alternative commercial lender to become an Associate Member of UK Finance, he’s focussed on bridging the funding gap restricting British industry’s growth. Chairman of the Association of Alternative Business Finance formed to promote best practice in the UK alternative lending industry. John sits on the Advisory Board of the Emerging Payments Association. The Group’s principal subsidiary is Just Cash Flow PLC – a specialist lender to UK businesses offering flexible funding solutions. John is Chairman of Kompli Global, providing “deeper due diligence” for companies needing to meet the significantly enhanced compliance requirements of the EU 4MLD. He is a strong advocate for there to be a formal qualification for directors before they set up in business.

Guenther Dobrauz, Partner, Leader PwC Legal Switzerland, PwC

Lawyer, VC investor and Tech-evangelist. Considered one of the leading European Banking and Investment Law specialists and dubbed “Regulatory Rockstar” by d10e Guenther is passionate about innovation, entrepreneurship, rock music, custom motorcycles, obstacle course racing and vinyl records. A Partner at PwC Zurich and Leader of PwC Legal Switzerland he and his team are building the law firm of the future. Every day. Guenther is the author of 10 books mostly on investment law but also of “Making Money out of Technology”, “Uptake Revisited: How Innovative Products succeed in International Markets” and the upcoming “Appetite for Disruption” and “New Suits”.

Olga Feldmeier, CEO and Founder, Smart Valor

Olga Feldmeier is CEO of Smart Valor, a Swiss-based blockchain start-up building an innovative global crypto bank in the shape of a decentralised marketplace for tokenised alternative investments backed by secure custody for crypto assets. Prior to founding Smart Valor, Olga held the position of Commercial Managing Partner at one of the largest Bitcoin custodian, Xapo. Olga has extensive experience working in the banking and financial services sector for global brands such as Barclays Capital, UBS Wealth Management and Boston Consulting Group. Olga is a prominent founding member of the Swiss Crypto Valley community and is the producer of the ICO Summit, the first global conference focusing on blockchain crowdfunding in Switzerland. She is also a mentor at the largest European accelerator program, Kickstart Accelerator and part of ICOGovernance.org. In 2017 Olga was nominated as one of the top 100 digital shakers in Switzerland (by Bilanz) and 100 Women in Fintech Powerlist by Innovate Finance (UK).

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.

 

Ulrich Knopp, Partner, MilleniumAssociates

Ulrich Knopp is a Partner with MilleniumAssociates supporting both the global entrepreneurial and corporate clients and clients from the financial services industry. Ulrich started his career with more than 14 years in the finance industry both at UBS, Credit Suisse where he was a regional manager and member of senior management for M&A, Private Equity and Venture Capital Business for CS-Private Banking. After leaving Credit Suisse Ulrich spent a number of years in private equity before becoming the Global Head of Wholesale Fund Distribution for a prominent Swiss private bank and a Member of the Board of Directors of a fund company. Most recently Ulrich has been a partner and regional director for an independent corporate finance advisory firm with a focus on corporate and entrepreneurial clients.

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.

 

Ronan McCaughey, Editor, Private Banker International

Ronan McCaughey is editor of Private Banker International and Life Insurance International at Verdict.  Having served his apprenticeship working as a reporter on a weekly newspaper in the West of England, Ronan is an award-winning journalist with over 10 years’ experience in financial journalism, which has taken him around the world. He has specialised in subject areas from retail investment and pensions, to retail banking and insurance.  Ronan is particularly enjoying covering the global private banking and wealth management market – and further growing Private Banker International.

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.

Alexander Sabo, Market Head, Managing Director, Multi Family Offices, HSBC Private Bank Region Switzerland

Alexander has 27 years’ experience in the financial industry. He has also has 23 years’ experience in various positions like FX trading and institutional equities brokerage – sales & sales trading for institutional clients. He has previously worked with the likes of HypoVereinbank, Merill Lynch, JP Morgan, Credit Suisse and HSBC. From 2006 till 2014 he was Country Head and Exco member at JPM Switzerland Equity business. He additionally held this position in Germany and Austria from 2009 till 2012. In 2014 Alexander changed to Credit Suisse WM and headed the investment advisory teams for institutional external asset managers. Alexander started at HSBC as Market Head Multi Family Offices in 2016.

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.

 

 

Nicolas de Skowronski, Deputy Head of Advisory Solutions, Julius Bär

Nicolas de Skowronski is deputy head of Advisory Solutions and in charge of Advisory Solutions Operations and Development. Nicolas joined the Julius Bär Group in 2003 and subsequently leads the Geneva Investment Advisory unit from 2005 to 2009, the Investment Advisory Group for the bank from 2009 to 2013 and acted as Chief of Staff and head of Global Client solution from 2013 to 2015. Nicolas graduated from the EPFL – Swiss Federal Institute of Technology – with a master degree in Physics and a specialization in Numerical Simulation, and is a Certified International Investment Analyst.

David Stubbs, Executive Director,  Head of Client Investment Strategy for EMEA, J.P Morgan
Dr. David Stubbs, Executive Director, is the Head of Client Investment Strategy for Europe, Middle East, and Africa. Based in the London office, he is responsible for delivering research-driven insights on the global economy and markets to ultra-high net worth clients. He is a frequent guest on CNBC, Bloomberg, CNN and other major market outlets. David was most recently a member of Asset Management’s Market Insights team, where he was responsible for formulating and communicating the business’s market views to institutional investors and financial advisors across the region and around the world. Prior to joining J.P. Morgan, David worked at MRB Partners in New York, where he was a senior macro strategist as well as Roubini Global Economics and Heitman Securities in London. Prior to joining the finance industry, David worked at the United Nations Department for Economics and Social Affairs and UK’s Department for International Development. David holds a M.Sc. in International Political Economy from the London School of Economics and a Ph.D. in Economics from The New School for Social Research in New York. He is an FRM and CMT Charter Holder.

Alessandro Tonchia, Founder, Finantix

Alessandro Tonchia is a Founder of Finantix. As Strategy Director he focuses on the company’s growth and long-term product direction. Alessandro has worked in product development and was responsible for large implementations of the company’s wealth management solution at Tier 1 banks. Before establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM. Alessandro studied philosophy and Artificial Intelligence (at the time of the first wave of AI) at both UCLA (Los Angeles) and LMU (Munich). He has a passion for financial technologies, languages and history. An Italian national, he is happily based in London, with just a tinge of nostalgia for his hometown, Venice.

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, Head of Zurich Branch & Member of the Executive Committee, Societe Generale Private Banking

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.

Philip Watson, Managing Director, Head of Global Investment Lab, Citi Private Bank

Philip leads our Global Investment Lab, overseeing the creation and delivery of innovative and holistic wealth management strategies, asset allocations and risk management advice to leading high net worth clients and family offices worldwide. A voting member of the Global Investment Committee—which determines the Private Bank’s tactical asset allocation policy—Philip is also a member of the Multi-Asset Class Committee that informs decisions on the management of discretionary portfolios at Citi. Prior to joining the Private Bank in 2003, Philip performed various roles within equity derivatives, risk management and warrants trading for Citi’s Investment Bank. The Global Investment Lab is a unique team of professionals based in New York, London, Geneva, Hong Kong and Singapore that is dedicated to helping clients construct portfolios, understand risks and formulate investment strategies in a highly customised way.

Oliver Williams, Head & Co-Founder, WealthInsight

Oliver Williams is a founding member of WealthInsight a leading wealth consultancy that advises companies operating in the wealth sector. Since its inception, Oliver has headed up WealthInsight’s research departments, growing its intelligence in over 170 countries. A recognised authority on the elusive trends of the wealthy, Oliver has reported, written and talked on the topic of wealthy individuals to organisations and the world’s press (BBC, CNBC, Financial Times, Wall Street Journal to name but a few). A former journalist, Oliver has also written for Spear’s and Elite Traveller magazines, both leaders in high-end publishing.

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.

 


Partners


Gold Partner

Avaloq

The Avaloq group is an internationally leading fintech company. With its core and digital banking software, the Avaloq Banking Suite, and its international network of service centres, Avaloq brings trustworthy and efficient banking to the world, delivered through great user experience. With its integrated services, Avaloq is the only independent provider for the financial industry to both develop and operate its own software. 155 banks and wealth managers worldwide have chosen Avaloq technology, and additional 255 Raiffeisen banks in Switzerland are served by ARIZON, a joint-venture of Raiffeisen Switzerland and Avaloq.


www.avaloq.com

Gold Partner

Comarch

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!


http://www.comarch.com/finance/

Silver Partner

Citi Bank

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.


https://www.privatebank.citibank.com/

Bronze Partner

Banque SYZ

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.


https://www.syzgroup.com/

Bronze Partner

BNP Paribas

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.

 


http://www.bnpparibas.co.uk/en/

Bronze Partner

Finantix

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.


http://www.finantix.com/

Bronze Partner

Investment Navigator

Investment Navigator makes suitability accessible and understandable by offering banks, asset and wealth managers around the world modular technology-driven solutions as well as holistic consultancy services to add value to advisory and distribution processes.

The company provides suitability guidance with regards to regulatory, tax, product, and offering management specific requirements and restrictions. Established in 2014, the privately-owned business is headquartered in Zurich. In a very short time, Investment Navigator has become the go-to address for suitability, driving the future of compliance and advisory.


https://www.investmentnavigator.com/

Bronze Partner

Kompli-Global

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.


https://www.kompli-global.com/

Bronze Partner

PWC

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.


www.pwc.ch.

Bronze Partner

Orbium

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.


http://www.orbium.com/

Bronze Partner

Societe Generale Private Banking

Societe Generale is at the service of its clients in Switzerland since 1897 and celebrates this year its 120th anniversary of presence in the country. The Clients of Societe Generale Private Banking Switzerland benefit from the financial strength and international expertise of a large banking group, combined with our Swiss know-how and local entrepreneurship. Our 400 employees are based in Geneva and Zurich. Thanks to this local human-sized structure, we take an entrepreneurial approach and always start out with the specific situation and request of our Clients.


https://www.privatebanking.societegenerale.com/en/

Exhibitor

Indigita

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.


https://www.indigita.ch/

Exhibitor

Ortec

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.


https://ortec.com/en-gb/

Exhibitor

Wealth Dynamix

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.


https://www.wealth-dynamix.com/

Panel Partner

D Swiss

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.


https://www.dswiss.com/en/

Panel Partner

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.


https://www.henleyglobal.com/

Panel Partner

MBP

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.


https://www.millenniumbp.ch/

Exhibitor

Catella

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.


https://www.catella.com/

Exhibitor

Fitch Learning

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.


https://www.fitchlearning.com/

Badge and Lanyard Partner

New Access

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.


https://www.newaccess.ch/

Table Host

Julius Baer

Julius Baer is the leading Swiss private banking group, with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. At the end of June 2017, assets under management amounted to CHF 355 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Market Index (SMI), comprising the 20 largest and most liquid Swiss stocks. For more information visit our website at www.juliusbaer.com


https://www.juliusbaer.com/global/en/home/

Table Host

Reyl & Cie

Founded in 1973, the REYL Group is an independent diversified banking group with offices in Switzerland (Geneva, Zurich, Lugano), Europe (London, Luxembourg, Malta) and the rest of the world (Singapore, Dallas and Dubai). The Group manages assets of CHF 15 billion and employs 210 professionals.

Developing an innovative approach to banking, the Group serves a clientele of international entrepreneurs and institutional investors through its Wealth Management, Corporate & Family Governance, Corporate Advisory & Structuring, Asset Services and Asset Management business lines.

REYL & Cie Ltd is licensed as a bank in Switzerland and performs its activities under the direct control of the independent Swiss Financial Market regulator (FINMA) and the Swiss National Bank (SNB). The REYL Group’s subsidiaries are also regulated by the LPCC in Switzerland, the FCA in the UK, the CSSF in Luxembourg, the MFSA in Malta, the MAS in Singapore, the SEC in the United States and the DFSA in Dubai.


http://www.reyl.com/fr/

Table Host

Union Bancaire Privée

Company Profile coming soon…


https://www.ubp.com/en

In association with


https://cpduk.co.uk/

Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING: SWITZERLAND 2017 INCLUDE:
The Private Banking Switzerland Awards 2017 recognized winners in different categories that cover the private banking sector. The awards were open to: private banks, wealth managers and solution providers. Whilst focusing mostly on Swiss and International companies and individuals, a number of categories were open to European banks and providers too.

 

Please send all nominations to PBISAwards17@compelo.com
Award Nominations have now closed.
Submission Rules  
  1. Submissions can be made either on behalf of your own company or in recognition of a colleague or partner firm.
  2. Maximum of 1,000 words in Word format, no appendices.
  3. Entry must address the award category explicitly, not generic links to web sites, corporate marketing etc.
  4. Submissions should highlight the key differentiator and competitive nature of the project or implementation
  5. 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.
  6. Submissions made after the publicised cut-off date will be ignored irrespective of their relative merits.
  7. The Editor and Judges reserve the right to make no award for any specific category
  8. 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)
  9. 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 ronan.mccaughey@verdict.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.

Suggested performance to include (where possible):

  • Client assets under management
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers
  • Annual staff retention rate
  • Please expand on your specific business model as well as retention strategy in Switzerland
  • Please expand on the other strengths that enable your institution to excel and stand out in the Swiss family offices market (in no more than 250 words)
  • Please expand on the important new initiatives you have launched in 2016 that strengthens your value proposition

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.

Suggested performance criteria to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

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.

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

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.

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

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.

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe the service offering you are entering and why?
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

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.

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2016?
  • Kindly expand on what makes this technology platform stand out from its competitors

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.

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2016?
  • Kindly expand on what makes this product stand out from its competitors
  • How do you plan to develop the service capability in the future?

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.

The provider should be able to demonstrate how their technology / software solution has improved the client’s private banking / wealth management experience. An example could be speeding up the process for the client.

The judges will particularly be looking for evidence that the software or technology innovation has improved the customer experience, for example, by increasing customer satisfaction scores.

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.

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2016?
  • Kindly expand on what makes this product stand out from its competitors
  • Client recommendations/ successful case study

Outstanding Boutique Private Bank in Switzerland Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Switzerland.

Suggested performance criteria to include (where possible):

  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on how being a boutique private bank is an advantage for you
  • Please expand on your specific business model and client acquisition as well as retention strategy
  • Kindly mention other strengths that enable your institution stand out in Switzerland

Outstanding Private Bank – Switzerland – International Players Celebrating the best among the private banks in Switzerland that are successfully serving international wealthy clients.

Suggested performance criteria to include (where possible):

  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and international clients acquisition as well as retention strategy in Switzerland
  • Please expand on the other strengths that enable your institution to excel and stand out

Outstanding Private Bank – Switzerland- Domestic Players
Celebrating the best among the private banks in Switzerland that are successfully serving domestic wealthy clients.

Suggested performance criteria to include (where possible):

  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and domestic clients acquisition as well as retention strategy in Switzerland
  • Please expand on the other strengths that enable your institution to excel and stand out

This year’s finalists for Private Banking Switzerland are…

Outstanding Front-End Digital Solutions Provider (Vendor)

  • Avaloq
  • Profile Software
  • Wealth Dynamix (WDX)

Outstanding Wealth Management Technology Provider – Middle & Back Office (Vendor)

  • Avaloq
  • Investment Navigator
  • Profile Software

Outstanding Family Office Proposition

  • Citibank Switzerland
  • Stonehage Fleming
  • Union Bancaire Privée

Outstanding Boutique Private Bank

  • Banque Pâris Bertrand Sturdza
  • Banque SYZ
  • Falcon Private Bank
  • Millennium Banque Privée
  • Mirabaud
  • REYL & Cie

Outstanding UHNW Offering

  • Banque Pâris Bertrand Sturdza
  • BNP Paribas
  • Citibank Switzerland
  • REYL & Cie
  • Union Bancaire Privée

Outstanding Private Bank – Switzerland – International Players

  • BNP Paribas
  • Citibank Switzerland
  • REYL & Cie

Outstanding Private Bank – Switzerland – Domestic Players

  • Banque Pâris Bertrand Sturdza
  • Credit Suisse
  • Julius Baer
  • Lombard Odier
  • Millennium Banque Privée
  • UBS

Excellence in Customer Experience (Technology Provider)

  • Biocatch
  • Comarch
  • DSwiss
  • Finantix

The Winners of this Year’s Private Banking Switzerland Awards are listed bellow:

Outstanding Front-End Digital Solutions Provider (Vendor)

Wealth Dynamix (WDX)

Outstanding Wealth Management Technology Provider – Middle and Back office (Vendor)

Avaloq

Outstanding Family Office Proposition

Stonehage Fleming

Outstanding Boutique Private Bank

REYL & Cie

Outstanding UHNW Offering

Citibank Switzerland

Outstanding Private Bank – Switzerland – International players

BNP Paribas

Outstanding Private Bank – Switzerland – Domestic players

Julius Baer

Excellence in Customer Experience (Technology Provider)

Finantix

Editor’s Choice Award – Innovative Family Office Advisor

Union Bancaire Privée (UBP)


Agenda

Private Banking: Switzerland 2017 brought together some of the most prominent people from the industry. The focus of the talks considered the private banking landscape in 2016, industry disruption, the impact of regulation, and the latest innovations in the Swiss market. Our expert speakers concluded the day by debating the future of the private banking industry.

Interested in speaking at this year’s event? Please contact Hind Shubber:
T. + 44 (0) 20 3096 2575

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Contact Us

Sponsorship Enquiries

Ray Giddings
+44 (020) 3096 2585
ray.giddings@compelo.com

Speaker Enquiries

Hind Shubber
+44 (0)20 3096 2575
hind.shubber@compelo.com

Delegate Enquiries

Carlo Mancini
+44 (0)20 3096 2582
carlo.mancini@compelo.com

General & Award Enquiries

Vicki Greenwood
+44 (0)20 3096 2580
vicki.greenwood@compelo.com

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