Private Banking & Wealth Management: Switzerland 2018 Conference and Awards

Zurich Marriott Hotel   12-Dec-2018
Gold Sponsor

Silver Sponsor

Brand Sponsor

Brand Sponsor

Brand Sponsor

In association with

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.


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?



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
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*

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.




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.



Gold Sponsor


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.

Silver Sponsor

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.

Brand Sponsor


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.

Brand Sponsor


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.

Brand Sponsor

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.

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.

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.
Ray Giddings
T. +44 (0) 20 3096 2585



The Private Banking & Wealth Management: Switzerland 2018 Awards will recognise winners in different categories that cover the private banking sector.

The awards are open to: private banks, wealth managers and solution providers and whilst focusing mostly on Swiss and International companies and individuals, a number of categories are open to European banks and providers too.

We are due to launch the Private Banking & Wealth Management: Switzerland 2018 Awards in the near future. Please check back again soon.

Nominations for the 2018 Private Banking & Wealth Management: Switzerland Awards will be open soon.

Please check back soon for more information.

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)


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)


Editor’s Choice Award – Innovative Family Office Advisor

Union Bancaire Privée (UBP)


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

Download Presentations

Thank you for attending the conference.

To download the presentations, please enter the password:


Contact Us

General Enquires

Rachel Archer
+44 (0) 207 936 6591

Sponsorship Enquiries

Ray Giddings
+44 (020) 3096 2585

Speaker Enquiries

Nadia Rozario
+44 (0) 203 146 5875

Delegate Enquiries

Carlo Mancini
+44 (0)20 3096 2582