Private Banking & Wealth Management: Switzerland 2019 Conference and Awards

Zurich, Switzerland   11-Dec-2019
Gold Partner
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Silver Partner
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Silver Partner
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Silver Partner
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Silver Partner
societe_generale_logo
Silver Partner
Wealth Dynamix logo NEW 2019
Bronze Partner
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Bronze Partner
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Bronze Partner
Unblu_Logo
Exhibitor
Catella
Panel Host Partner
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Media Partner
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Media Partner
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Verdict are delighted to announce the 4th edition of Private Banking & Wealth Management Switzerland 2019. We are delighted to confirm that we will be returning to Zurich, bringing together the Swiss private banking sector for one day of shared insight and networking.

Drawing on Verdict’s analysis and business intelligence, this event offers a unique arena to discover the trends and opportunities driving market growth. The event will feature a day time conference including targeted sessions, interactive debates and workshops, which will be followed by a black-tie gala awards dinner celebrating the best in private banking and wealth management in Switzerland.

We look forward to welcoming you to our 2019 edition.


About

The 4th Annual Private Banking and Wealth Management Switzerland event will explore how the industry is adapting to market and technological shifts. As the sector reacts to mounting competition and increasing pressure from non-traditional market entrants, we’ll be examining how private banks and wealth managers can capitalise on the opportunities disruption offers.

The core themes explored in last year’s summit included the future of Swiss private banking post-Brexit and how it can positon itself as the offshore centre of Europe. We’ll be delving into these issues again in 2019 and will also further consider the role of digitalisation, business models for attracting and retaining a new generation of HNWs, FinTech and the role of AI in creating personalised services without losing the human touch.

The day time summit will offer provocative debate and expertise on how private banks and wealth management firms can remain competitive, become future-proof and capitalise on affluent markets to ultimately enhance profitability margins.

Delegates attending the day time Summit will benefit from case study based presentations, interactive discussions and debates about these key themes from the most senior and experienced institutions in the sector.

Once the summit is complete, the evening will look to celebrate the most impressive and successful initiatives from private banks and wealth management companies over the past 12 months. Awards will be given for wide-ranging achievements and will look to highlight leaders in the industry and efforts to progress private banking.


Attend

With focused sessions, practical workshops, exhibition and an evening gala awards, this event will offer delegates the forum in which to share their experience, challenges and opportunities in private banking in Switzerland.

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
E. carlo.mancini@compelo.com

*Offer available at the standard Rate

Typical attending job titles:

  • 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
  • Wealth Managers
  • Boutique Private Banks
  • Online Banking Providers
  • 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, Switzerland

Speakers

The programme for Private Banking & Wealth Management: Switzerland 2019 Conference and Awards is currently in production. We are conducting primary research with the sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us.

Hannah Toms
Phone: +44 (0) 207 9366 855
Email: Hannah.toms@arena-international.com


Partners

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Gold Partner

Temenos

Temenos AG (SIX: TEMN), headquartered in Geneva, is the world’s leader in banking software, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 3,000 firms across the globe, including 41 of the top 50 banks, rely on Temenos to process both the daily transactions and client interactions of more than 500 million banking customers. Temenos offers cloud-native, cloud-agnostic front office and core banking, payments, fund management and wealth management software products enabling banks to deliver both consistent, frictionless customer journeys and gain operational excellence. Temenos customers are proven to be more profitable than their peers: over a seven-year period, they enjoyed on average a 31% higher return on assets, a 36% higher return on equity and an 8.6 percentage point lower cost/income ratio than banks running legacy applications. For more information please visit www.temenos.com


www.temenos.com
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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/
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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/
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Silver Partner

MOXTRA

Company profile coming soon…


http://www.moxtra.com/

Silver Partner

Prometeia


https://www.prometeia.it/en/home
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Silver 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/
Wealth Dynamix logo NEW 2019

Silver Partner

Wealth Dynamix

Wealth Dynamix is a privately held company owned by senior management that was formed in January 2012 by a group of experienced technology and financial industry experts who recognized the need for a focused Client Lifecycle Management solution specifically for wealth and investment managers.

Wealth Dynamix is underpinned by deep domain expertise and specializes in the provision of cutting edge Client Lifecycle Management to the world’s leading private banks and wealth management firms.

The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, onboarding, regulatory compliance, relationship management, client servicing, business intelligence and digital portals (client and advisor).

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX 1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

Working with some of the largest Wealth Managers globally we have a wealth of experience in helping firms implement strategic digital transformation programs, grow AUM and streamline working practices, all whilst maintaining compliance.


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

Invao


https://invao.org/
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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

Synpulse


https://www.synpulse.com/en_ldn
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Bronze Partner

Unblu

About Unblu

Unblu’s Conversational & Collaboration Suite empowers financial institutions to increase the number of transactions, deliver better customer experience and build successful business relationships. Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the client, their trust and confidence in their advisor grow. With our solutions, we are helping wealth manager to become long-term financial partners.

With over 120 implementations in the financial industry worldwide, institutions such as UBS, Barclays, Fineco, Prudential and BNP Paribas are using our solutions to deliver the conversational experience online. Unblu is 100% focused on the financial industry and has been architected to meet financial regulatory requirements.


https://www.unblu.com/
Catella

Exhibitor

Catella Bank

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
Finnova_Logo_CMKY

Panel Host Partner

Finnova

Finnova is a leading provider of banking software in the Swiss financial centre. We help banks and outsourcing providers to realise growth in the banking sector, especially in challenging times, thanks to efficient and innovative IT solutions compliant with regulatory requirements: “Smarter banking” with Finnova – that is what we stand for. And that is why over 100 banks have already put their trust in us.

Finnova was founded in 1974 and employs around 400 people at its headquarters in Lenzburg and at branch offices in Chur, Seewen and Nyon. Its standard solution, Finnova Banking Software, is currently used by around 80 universal banks and 20 private banks. They benefit from the software’s extensive functional breadth and depth, combined with the lowest TCO in the industry. Finnova’s outstanding scalability and parameterisation capability enable banks to implement their strategic requirements efficiently, within budget and on schedule.

You can find further information under: www.finnova.com


www.finnova.com
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Media Partner

Function4


https://www.f4.events/
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Media Partner

The Strawhecker Group

The Strawhecker Group (TSG) specializes in Payments, and is the largest advisory/analytics firm in the payments acceptance industry. TSG’s unique offering is built on decades of focused expertise and powerful data.

TSG is THE Subject Matter Expert in the Industry

  • TSG’s team of over 35 individuals are passionate about Payments and focused on all elements of the industry – from technology, operations, and M&A, to competitive intelligence and analytics
  • The team has deep experience in the payments industry with average industry experience surpassing 25 years – most holding C-Level positions

TSG has unique industry Analytical Platforms to help clients benchmark their performance and focus their strategy

  • The AIM Platform has revolutionized the way acquirers manage their business by allowing them to benchmark their growth, attrition and financial performance against their Peers and the overall Industry. Acquirers that manage more than 75% of the Dollar Volume in the U.S. use the AIM toolset
  • The GEM Platform is the only gateway measurement tool that measures quality and performance from the merchants perspective. GEM provides performance analytics to gateways managing more than 55% of the eCommerce traffic in North America

https://thestrawgroup.com/

Become an Event Partner

Private Banking & Wealth Management: Switzerland 2019 Conference and Awards boasts a variety of exciting sponsorship and exhibition opportunities. Features include prime speaking positions on the main programme, an exhibition offering suppliers a platform to network and showcase their solutions, and intimate roundtable discussion groups, enabling solution providers to promote their solutions in interactive sessions.

If you have a service or product you would like to showcase, please use the details below to make contact with our team.

Ray Giddings
Phone: +44 (0)20 3096 2585
Email: ray.giddings@timetric.com



Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING & WEALTH MANAGEMENT: SWITZERLAND 2019 CONFERENCE AND AWARDS INCLUDE:

The Winners of Private Banking Switzerland: Awards 2018  were:

Outstanding Customer Relationship Service and Engagement
Societe Generale Private Banking

Excellence in Customer Experience (Technology Provider)
Wealth Dynamix

Outstanding UHNW Offering in Switzerland
REYL & Cie

Outstanding Family Office Proposition in Switzerland
Stonehage Fleming

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

Outstanding Wealth Management Technology Platform in Switzerland (Bank)
BNP Paribas

Outstanding Front-End Digital Solutions Provider (Vendor)
Wealth Dynamix

Outstanding Boutique Private Bank in Switzerland
Banque Paris Bertrand

Outstanding Private Bank – Switzerland – International Players
Citibank Switzerland

Outstanding Private Bank – Switzerland – Domestic Players
Julius Baer


Agenda

The programme for Private Banking & Wealth Management: Switzerland 2019 Conference and Awards is currently in production. We are conducting primary research with the sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us.

Hannah Toms
Phone: +44 (0) 207 9366 855
Email: Hannah.toms@arena-international.com


Download Presentations

Thank you for attending the conference.

To download the presentations, please enter the password:

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Contact Us

Sponsorship Enquiries

Ray Giddings
+44 (0) 203 096 2585
ray.giddings@compelo.com

Speaker Enquiries

Hannah Toms
+44 (0) 207 9366 855
Hannah.toms@arena-international.com

Delegate Enquiries

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

Media Partner Enquiries

Hannah Leigh
+ 44 (0) 207 936 6689
hannah.leigh@arena-international.com

Images

Register

EARLY BIRD DATES

Banks – Full Day Conference & Awards Dinner £1195Charity and NFPs – Full Day Conference & Awards Dinner £895All rates are subject to VAT

STANDARD RATES

Banks – Full Day Conference and Awards Dinner £1395Charity and NFPs – Full Day Conference and Awards Dinner £1000Vendor– Full Day Conference and Awards Dinner £1950

If you can not find your booking code or you do not have a brochure use the following codes:
TM = if you have spoken to telesales
MK = If you heard about the conference through email, social media, our website or one of our partner's sites or emails.
BA = if you have come from a banner advert on another site
If you are responding to an advertisement please use the code listed in the advertisement.

*All fields are required

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.