Private Banking & Wealth Management: Switzerland 2018 Conference and Awards

Zurich Marriott Hotel   12-Dec-2018
Gold Partner

Silver Partner

Silver Partner

Silver Partner

Silver Partner

Bronze Partner

Bronze Partner

Bronze Partner

Bronze Partner

Exhibitor

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Private Banking & Wealth Management: Switzerland 2018 Conference and Awards 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.

In its third year, Private Banking & Wealth Management: Switzerland 2018 invites you to join us in Zurich at The Marriott Hotel on the 12th December 2018 to be an active voice in the future of private banking. The evening hosts a gala dinner to reveal the winners of 2018 Private Banking & Wealth Management: Switzerland 2018 Awards, which celebrate excellence in the private banking industry.


About

As competition from other global private banking centres intensifies, this year’s Private Banking Switzerland conference explores how the industry is adapting to these pressures and examines the newly emerging models for delivery and distribution of wealth management services. Including discussion of the impact of technology and automation on the traditions of advice and personalised service, with an inside look at emerging trends from other wealth management hubs, the conference will ask how the Swiss private bank can restore the lustre to its prestigious reputation.

We will examine key market trends and discuss practical solutions to the most pressing industry questions:

  • Economic trends to 2020. Wealth management industry performance
  • Switzerland’s position as an offshore centre in the age of Brexit
  • What’s the best strategy for serving today’s wealthy customer?
  • With technology playing an increasingly significant role in service delivery what benefit does institutional size confer?
  • How should Switzerland’s banks reposition themselves?
  • What are the implications for service, delivery and product distribution in the age of the digital wealth manager?
  • How is technology enabling faster, more cost effective on-boarding, KYC and compliance reporting among wealth management organisations?
  • How should Switzerland’s private banking industry define itself in the age of digital technology and intensifying competition?
  • What channels are working for attracting, retaining and managing an increasingly diverse customer universe?
  • What’s the connection between distribution and profitability? How are Swiss private banks adapting to the challenge of tight margins and higher costs?
  • What does the country need to do stay ahead?

 


Attend

EARLY BIRD OFFER – ending on the 27th July
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

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
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

Venue

Zurich Marriott Hotel

The 3rd edition of Private Banking & Wealth Management: Switzerland 2018 Conference and Awards will take place at the Marriott Hotel, Zurich.

The Marriott, located on the banks of the Limmat River in the vibrant city center, is a short distance from landmarks and attractions including Bahnhofstrasse making 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 before and after our Conference and Awards.


Speakers

SPEAKERS 2018

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.

 

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.

 

Joseph Oumarou, Assistant Vice President, Banque Cantonale de Genève; Professor of Finance

Joseph is a holder of a Master of Advanced Studies in Banking and Finance and a Diploma of advanced Studies in Wealth and Asset Management obtained from Kalaidos University of Applied Sciences Switzerland. He has an extensive banking career with experience in Private Bank and Global Banks. He currently works at BCGE, a universal retail bank whose main mission is to contributes to the development of Geneva’s economy, providing a complete range of banking services to private, corporate and institutional clients. Prior to joining BCGE, he worked several years at Piguet Galland (Geneva Private Bank, a subsidiary of Banque Cantonale Vaudoise). Earlier in his banking career, Joseph held a position of Financial Controller for Europe Middle East and Africa at JP Morgan (Suisse S.A) based in Geneva office. He worked for Sotheby’s Switzerland and he is a Co-founding member of Planet Foundation, a Global Network of Business Leaders for Sustainable Development. Joseph is also a Professor of Finance at Geneva Institute for Studies in Finance & Banking.


Sponsors


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.


https://avaloq.com/

Silver Partner

Aixigo

aixigo is about technology for personal investments. We believe this business is facing a crucial change. Due to fierce regulations, low-interest rates and rapidly evolving customer expectations the highly attractive personal investment business is due for a revolution through digitalisation.
Game changing institutions will industrialize the manufactured wealth management turning it into a mass retail service with a 1:1 product-to-customer individuality. aixigo delivers the infrastructure, a
high performance portfolio management set of API’s, capable of handling millions of customers in milliseconds using transaction based technology, such as composing, monitoring, rebalancing, ordering and reporting of an individual portfolio.


https://www.aixigo.de/

Silver 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/

Silver Partner

FinIQ

Company profile coming soon…


http://www.finiq.com/

Silver Partner

Moxtra

Company profile coming soon…


http://www.moxtra.com/

Bronze Partner

Catella

Helping you meet the ordinary and extraordinary spending needs of your internationally mobile U/HNW clients, wherever they are – 24/7; Catella Bank offers branded and non-branded Gold, Business, Prepaid, and exclusive Black bankcard programmes with concierge, lounge access and extensive travel cover.

Our cards act as an extension of your private banking and wealth management services – you choose the credit limit for your cardholder and utilise our expertise and real-time services in this highly demanding segment of the bankcards market. With our suite of settlement files you are able to implement straight through processes to settle cardholder outstandings each month and with our online portal your staff are also able to manage cardholders’ accounts real time.

With Catella you benefit from a proven world-class solution while reducing your costs and risks, and delivering enhanced services to your clients including 24/7 telephone customer service and real-time online access.

Come and see examples of some of the cards we offer – we look forward to speaking to you at the Catella stand and making a tailored proposal to meet the needs of your clients and your business.

Whether your client wants to arrange a birthday celebration for 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 and an account with you.

Catella is a fully regulated bank and specialist bankcard issuer based in Luxembourg and operating in the ultra-high and high net worth market. We’ve been entrusted by our partners, most of whom are private banks, family offices and wealth managers, for over 25 years to issue Visa cards and Mastercards to their U/HNW clients.


https://www.catella.com/en/banking

Bronze Partner

Orbium

Orbium helps banks and wealth managers realise their strategy and execution priorities. Widely recognised for exceptional commitment, the firm helps clients to realize revenue growth and efficiency gains through innovation and industrialisation. 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 centres: New York, London, Zurich, Geneva, Singapore, Hong Kong, Frankfurt, Luxembourg, Paris, Sydney, Berlin, Warsaw and Manila.


https://orbium.com/

Bronze Partner

Société Générale Private Banking

Société Générale is at the service of its clients in Switzerland since 1897.

The Clients of Société Générale 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/

Bronze Partner

Millennium Banque Privee

Company profile coming soon…


https://www.millenniumbp.ch/

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/

In association with

CPD Certified

As with all of our events, Private Banking & Wealth Management: Switzerland 2018 is CPD certified, allowing you to earn up to 7 points towards your professional development and helping you and your organisation to keep skills and knowledge up to date.


https://cpduk.co.uk/

Become an Event Partner

Gain worldwide exposure and meet your marketing objectives by sponsoring Private Banking & Wealth Management: Switzerland 2018 Conference and Awards. Compelo provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events allow you to ensure maximum return on investment and the opportunity to assert yourself as a leader within your industry. We offer a wide range of sponsorship packages from the exclusive platinum package, to exhibitor, networking function, reports and awards sponsorship options. For more information, please contact our sponsorship team.
SPONSORSHIP ENQUIRIES 
Ray Giddings
T. +44 (0) 20 3096 2585


Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING & WEALTH MANAGEMENT: SWITZERLAND 2018 CONFERENCE AND AWARDS INCLUDE:

Following on from the success of 2017’s event, Private banking & Wealth Management: Switzerland will again be holding its Awards in 2018 to celebrate the very best in the industry.

This year companies can nominate in 14 categories full details of which can be found in the tab above or in the downloadable Awards Information Pack below.

Download Awards Information Pack Here

Download Awards Entry Form Here

Please send all your submissions to PBSawards@compelo.com by deadline 5pm GMT on Friday 28th September.

Submission rules

Nominees should follow these simple guidelines to ensure that their submission has the best chance of winning:

  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
  9. In submitting for more than one category the submissions must be unique (see 3)
  10. The Editor and Judges’ decision is final

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 have any questions regarding the awards, please contact Rachel Archer:

T. +44 (0) 207 936 6591
E. rachel.archer@compelo.com

Good luck in your submissions!

 


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?

Excellence in Customer Experience (Technology Provider)

This award recognises software and technology solution providers 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.

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 Family Office Proposition in Switzerland

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 2017 that strengthens your value proposition

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 2017?
  • 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 2017?
  • Kindly expand on what makes this product stand out from its competitors
  • How do you plan to develop the service capability in the future?

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 2017?
  • 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

Most Innovative Private Bank / Wealth Manager of the Year

Open to any private bank / wealth manager that can demonstrate success in making a noteworthy contribution to the Swiss private banking and wealth management market.

  • A provider that has helped advance private banking / wealth management using the latest technologies at the client interface level
  • The private bank / wealth manager will need to clearly prove how its products and services are benefiting its clients – and improving its internal processes.
  • Evidence must show the strategic objective(s). For example, the success to date in meeting the objectives; the results/outcomes

The Diversity Award

This award celebrates a private bank or wealth manager that has embraced diversity within its operations. Diversity refers to gender equality initiatives and / or efforts to boost ethnic diversity and engagement. It could also be viewed in the context of encouraging more young people into the private banking – wealth management sector
The judges will be looking for a project / initiative that has:

  • Clear and measurable objectives
  • Can demonstrate how they have embraced the principles of diversity within their operations
  • The initiative should demonstrate a coherent and integrated approach
  • Evidence that the initiative is improving business performance and customer service and engagement

The Winners of Private Banking Switzerland: Awards 2017  were:

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 & Wealth Management: Switzerland 2018 

We are currently working on this year’s agenda so please check back again soon for the latest version.

If you are interested in speaking at the upcoming Private Banking & Wealth Management: Switzerland 2018 Conference, please contact Nadia Rozario to discuss opportunities.

Nadia Rozario
T. +44 (0) 203 146 5875
E. nadia.rozario@compelo.com


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Contact Us

General Enquires

Rachel Archer
+44 (0) 207 936 6591
rachel.archer@compelo.com

Sponsorship Enquiries

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

Speaker Enquiries

Nadia Rozario
+44 (0) 203 146 5875
nadia.rozario@compelo.com

Delegate Enquiries

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

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