Private Banking & Wealth Management: Switzerland 2019 Conference and Awards

Swissôtel Zürich   11-Dec-2019
Gold Partner
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Silver Partner
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Silver Partner
AppwayLogo
Silver Partner
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Silver Partner
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Prometeia logo
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Silver Partner
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Silver Partner
Wealth Dynamix logo NEW 2019
Bronze Partner
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INVAO-without-claim-black@3x
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Millennium BP LOGO GREY FOR WEB
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swisscom
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Panel Host Partner
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Private Banker International are excited 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 dedicated networking opportunities, 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 faces increasing pressure from non-traditional market entrants, squeezed margins and digital change, private banks and wealth managers must capitalise on the opportunities disruption offers during this pivotal time.

This year we’ll be delving into the role of digitalisation, innovative business models for attracting and retaining a new generation of HNWs, FinTech disruption, the role of AI in creating personalised services, cost-efficient automation, optimised portfolio management, blockchain opportunities and more.

The day-time summit will shed light on how private banks and wealth managers can remain competitive, become future-proof and capitalise on affluent markets to ultimately enhance profitability margins.

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) 207 832 3584
E. carlo.mancini@arena-international.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

Swissôtel Zürich
Swissotel Zurich
Swissôtel Zürich
Schulstrasse 44 | 8050 Zurich | Switzerland
Guests can contact our reservation department under: 

Reservations.Zurich@swissotel.com

+41 44 317 32 32

Booking Code: ARE101219

 

Accommodation cost: CHF 230 (single occupancy) / CHF 255 (double occupancy) – per room per night including service charge

A local city tax of CHF 2.50 per person/night will apply

Breakfast buffet + wifi is included in this price

Please book by: 13.11.2019


Speakers

The programme for Private Banking & Wealth Management: Switzerland 2019 Conference and Awards is now live!

Take a look at 2019’s speakers:

Chair: Oliver Williams, Editor, Private Banker International

Clemens Pieger, Chief Customer Officer, Societe Generale

Théodore Economou, Chief Investment Officer, Lombard Odier

Ludwig Ressner, Managing Director, Senior Advisor, Julius Baer

Nicolas Bickel, Head of Exclusive Advisory, Edmond De Rothschild

Nicolas Bonvin, Head of Applied Innovation, Banque Pictet & Cie

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

Mario Alves, Head of Sales and Partnerships, Aixigo

Simon Alioth, Associate Partner, Synpulse

Martin Burgherr, Chief Client Officer, Sygnum

Pierre Bouquieaux, Product Director, Wealth, Temenos

Emile Salawi, Head of Family Offices and Institutional Coverage, BNP Paribas

Marco Eichenberger, Responsible Site Manager Zurich, BNP Paribas

Javier Rubio, Head of Business Development, BBVA

Michelle Leoncelli, Senior Partner, Prometeia

Raghavendra Ramesh, Relationship Manager, Moxtra

Senior representative, Millennium Banque Privee

Simon Kauth, Chief Product Officer, Finnova

Olivier Grandjean, Associate Partner, Orbium

Ian Woodhouse, Head of Strategy and Change, Orbium

Frank Wagner, Chief Executive Officer & Co-founder, Invao Trading

Andreas Meier, Chief Investment Officer, Lombard International

Dominic Snell, Director of Consulting, Wealth Dynamix

Luc Haldimann, Chief Executive Officer, Unblu

David Harris, Group Head, Sustainable Business, London Stock Exchange Group & Head of Sustainable Investment, FTSE Russell

Chiara Gelmini, Business Practice Manager, Appway

Yassine Ben Hamida, Executive Director, Vontobel

Christine Ciriani, Chief Commerical Officer, Finantix

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

Madeleine Galbraith, Conference Producer

Phone: +44 (0) 207 9366 556
Email: madeleine.galbraith@globaldata.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

Appway

With over 15 years of industry experience, Appway enables financial institutions to reach their goal of becoming truly client-centric and operating efficiently, while remaining compliant across jurisdictions.

Our scalable software solutions cover the entire client lifecycle: prospecting, onboarding, KYC and customer due diligence, client update and maintenance, and regulatory and periodic reviews. Via intelligent orchestration, we connect systems, data, and people across organizational boundaries, thereby allowing them to collaborate at peak effectiveness for optimal value.

Appway’s award-winning software is trusted by 10 of the top 25 wealth managers, and serves over 510,000 users worldwide. Headquartered in Switzerland with offices around the globe, we have several hubs at the intersection of finance and technology, and an international presence reinforced by a strong partner ecosystem.

 


www.appway.com
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Silver Partner

BNP Paribas

With nearly 1,400 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.
www.bnpparibas.ch/de/


https://www.bnpparibas.ch/de/
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Silver Partner

MOXTRA

In today’s mobile world, your business needs its’ own high engagement app – within your brand. Your app must deliver a private, interactive experience to secure the growth and directly loyalty of your customers. Moxtra can make your app into a one-stop destination for your clients to engage and complete business with your team. For a business without an app, we provide a turn-key, white labeled solution that can be deployed within days for iOS, Android, and Web. If your business already has an app, Moxtra’s high interactivity capabilities can be added through an SDK. Moxtra has been built over several years, partnership with some of the world’s leading financial institutions. These organizations use the Moxtra platform to power their digital business transactions – with rigorous compliance, security, and auditability.


http://www.moxtra.com/
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Silver Partner

Prometeia

Prometeia is a leader in software and data solutions for the financial sector. Founded in 1974 as a non-profit economic research institute, its rigorous, client focused approach to wealth, asset and risk management has made it a trusted partner of more than 200 institutions across 20 countries. Prometeia’s PFTPro front office wealth management suite transforms the way private banks interact with their clients by enabling sophisticated, personalized, value adding omni-channel services at scale. Automating routine tasks leads to a lower cost-to-serve, while deep regulatory expertise ensures compliance with FIDLEG and MiFID II. PFTPro’s modular, service oriented architecture lends itself to rapid deployment, incremental adoption, extensive customization and easy integration into existing systems. Currently the solution supports the management of over EUR 2 trillion in assets across millions of private portfolios which range from thousands to hundreds of millions of Euro.


https://www.prometeia.it/en/home
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Silver Partner

Société Générale Private Banking

Societe Generale is a leading European financial services group, with a diversified and integrated banking model. Private banking and wealth management are strategic and core businesses for the Group. 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.

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/
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Silver Partner

Synpulse

Synpulse is an internationally established management consultancy and a valued partner to many of the world’s largest financial services providers. Since its founding in 1996, Synpulse has supported banks and insurance companies along the entire value chain, from the development of strategies and their operational implementation to technical implementation and handover. Synpulse is characterized by in-depth industry knowledge and the passion and commitment of its more than 400 employees.

 


https://www.synpulse.com/en_ldn
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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

BBVA

BBVA is a customer-centric global financial services group founded in 1857. The Group has a strong leadership position in the Spanish market, is the largest financial institution in Mexico, it has leading franchises in South America and the Sunbelt Region of the United States. It is also the leading shareholder in Turkey’s BBVA Garanti. Its purpose is to bring the age of opportunities to everyone, based on our customers’ real needs: provide the best solutions, helping them make the best financial decisions, through an easy and convenient experience. The institution rests in solid values: Customer comes first, we think big and we are one team. Its responsible banking model aspires to achieve a more inclusive and sustainable society. BBVA in Switzerland it’s the only bank in the BBVA Group devoted exclusively to private banking, by providing excellent service to clients from a multitude of countries and by being a benchmark among private banks in developing digital solutions.


https://www.bbva.ch/en/
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Bronze Partner

Finantix

About Finantix

For over two decades, analysts have recognised Finantix as the leading provider of trusted technology to the worldwide financial industry. Applying deep sector knowledge, we empower Wealth Managers, Insurers and Banks to attract and engage prospects and clients and grow personalised whole life relationships.

For customers in 45 countries, we offer highly componentised, future-proof, integrated, multi-channel, end-to-end and point solutions with out-of-the-box accelerators.  By injecting artificial intelligence into comprehensive client and product hubs, we enable compliance enforcement, sales productivity, onboarding efficiency, advice effectiveness and customer intelligence: delivered as services that help turn routine transactions into valued and collaborative interactions. Our flagship solution is proven across multiple devices, languages, currencies and jurisdictions. We operate from offices across Europe, North America and Asia.


www.finantix.com
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Bronze Partner

FTSE Russell

FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering.

FTSE Russell is wholly owned by London Stock Exchange Group. 

For more information, visit www.ftserussell.com


https://www.ftserussell.com/
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Bronze Partner

Invao

INVAO offers the unique opportunity to invest in Blockchain as an asset class – safe, convenient and highly profitable. A highly diversified portfolio of blockchain tokens and crypto currencies minimizes individual project risks. Automated arbitrage and market making strategies additionally increase the value of the managed tokens. The combination of active portfolio management and automated trading enables above-average performance. INVAO meets all the requirements of a financial product and offers private and institutional investors a simple and secure way to profit from the promising blockchain technology.


https://invao.org/
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Bronze Partner

Millennium Banque Privée

With its headquarters in Geneva, Millennium Banque Privée is a Swiss Private Bank 100% detained by Millenniumbcp Group, the largest private Portuguese financial group specialized in Retail, Corporate, Investment Banking and Wealth Management. The Bank started its activities in 2003 and appeals to an international clientele – Europe, Africa, Poland, Latin America and China – both on Individual Clients and External Asset Managers – thanks to the multi-nationalities of its teams. 

Currently made of 82 dedicated and diligent professional, Millennium Banque Privée provides a comprehensive service to Clients from wealth management and structuring to investment banking support based on an open architecture of carefully selected counterparts that provide a best in class service/return. The Bank has discretionary and advisory asset management services with an outstanding track record strictly in abidance with Clients risk profile.


https://www.millenniumbp.ch/
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Bronze Partner

Orbium

Orbium, part of Accenture Wealth Management, is a transformation leader for the wealth management industry across Europe and Asia. Widely recognised for deep wealth management expertise and exceptional client commitment, Orbium helps clients reduce business and technology complexity to deliver revenue growth and operational efficiency via innovation and industrialisation. With a proven ability to combine business and technology consulting with software products and strong partnerships, Orbium brings focus to what matters most: client success. 

The company employs more than 500 people located in the world’s key financial centres: New York, London, Zurich, Geneva, Singapore, Hong Kong, Frankfurt, Düsseldorf, Luxembourg, Paris, Sydney, Berlin, Warsaw and Manila.


https://orbium.com/
swisscom

Bronze Partner

Swisscom

Swisscom is Switzerland’s leading telecom company, innovation leader and biggest IT infrastructure solution provider in Switzerland.

With our expertise and profound knowledge of over 800 experts’ in the finance and banking industry, Swisscom Banking successfully supports banks in the outsourcing of IT and business processes, in new implementations and digital transformation for over three decades.

As a market leader, partner of several core banking providers and numerous providers of peripheral systems, Swisscom is the first point of contact for the integration and operation of leading banking applications in Switzerland. We focus on suitable products from partners and FinTech companies.

For Private Banks, Swisscom Banking offers a comprehensive range of value-added solutions and a fully managed IT platform “Private Banking as a Service” solution, dedicated for small and medium Private Banks, which can be supplemented with comprehensive business services.


https://www.swisscom.ch/en/business/enterprise/offer/banking.html
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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 impleme

Orbium, part of Accenture Wealth Management, is a transformation leader for the wealth management industry across Europe and Asia. Widely recognised for deep wealth management expertise and exceptional client commitment, Orbium helps clients reduce business and technology complexity to deliver revenue growth and operational efficiency via innovation and industrialisation. With a proven ability to combine business and technology consulting with software products and strong partnerships, Orbium brings focus to what matters most: client success.

 

The company employs more than 500 people located in the world’s key financial centres: New York, London, Zurich, Geneva, Singapore, Hong Kong, Frankfurt, Düsseldorf, Luxembourg, Paris, Sydney, Berlin, Warsaw and Manila.


https://www.unblu.com/
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Panel Host Partner

Finnova

Since 1974, Finnova has stood for innovative banking solutions – in development, in operation and in advisory. With the Finnova Banking Software, the Finnova Community can reap the benefits of a high-performance and reliable banking platform, which can be used end-to-end for various business models thanks to its wide range of functions, resulting in an attractive total cost of ownership. The Finnova platform is open to third-party applications, so that banks can differentiate themselves on the market in the era of digitalisation. Finnova also offers complete flexibility in choosing the most appropriate operating model for the bank, whether individual installation, multi-tenant installation or BPO services, supported by the operating partner selected. www.finnova.com


www.finnova.com
LIA_LOGO_COLOUR_CMYK

Panel Host Partner

Lombard International

About Lombard International Assurance 

Lombard International Assurance is part of the Lombard International Group.
Lombard International Group is a leading life insurance-based wealth solutions provider with over 25 years’ experience. We have the strength and expertise to provide wealth structuring solutions using private-placement, unit-linked life insurance and annuities to ultra-high net worth individuals, their families and institutions around the globe.

With head offices in Luxembourg and Philadelphia, and serving over 20 markets across the United States, Europe, Asia and Latin America, we are able to provide multi-jurisdictional wealth planning solutions on a global basis with a deep understanding of local cultures and attitudes.

Global assets under administration are in excess of €44.9 billion as of 30 June 2019. Our global team of over 500 includes more than 60 technical experts and over 100 client services professionals specializing in multiple jurisdictions.

Funds managed by Blackstone own Lombard International Group. Blackstone is one of the world’s leading investment firms with $545 billion in assets under management as at 30 June 2019. 

Media Enquiries: 

Simren Priestley | Kekst CNC | lombard@kekstcnc.com | tel. +44 (0) 203 7551 670


https://www.lombardinternational.com/
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Table Host

Avaloq



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@arena-international.com



Awards

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

Following on from the success of 2018’s event, Private Banking & Wealth Management: Switzerland will again be holding its Awards in 2019 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 the awards entry form here 

Please send all your submissions to events@arena-international.com by deadline 5pm GMT on Wednesday 30th October.

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 Ray Giddings:

T. +44 (0) 203 096 2585
E. ray.giddings@arena-international.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

 

 

 

 

Outstanding Customer Relationship Service and Engagement

BBVA

Banque Pâris Bertrand

Pictet & Cie

Excellence in Customer Experience (Technology Provider)

Appway

Unblu

Avaloq

Best Next Generation Offering In Switzerland 

BNP Paribas Wealth Management

Tallyon

Credit Suisse

Outstanding UHNW Offering in Switzerland

Julius Baer Group

Societe Generale Private Banking Switzerland

REYL & Cie

Citi

Outstanding Family Office Proposition in Switzerland

Stonehage Fleming

REYL & Cie

Citi

INVAO Trading

Banque Pâris Bertrand

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

Avaloq

Profile Software

Outstanding Wealth Management Technology Platform in Switzerland (Bank)

Julius Baer Group

BBVA

Outstanding Front-End Digital Solutions Provider (Vendor)

Wealth Dynamix

Finantix

Prometeia

Avaloq

Temenos

Outstanding Boutique Private Bank in Switzerland

REYL & Cie

Banque Pâris Bertrand

Millenium Banque Privee

Outstanding Private Bank – Switzerland – International Players

BNP PARIBAS WEALTH MANAGEMENT

Societe Generale Private Banking Switzerland

Millenium Banque Privee

REYL & Cie

Citi

Banque Pâris Bertrand

Outstanding Private Bank – Switzerland – Domestic Players

Julius Baer Group

ZKB Zuercher Kantonalbank

Most Innovative Private Bank / Wealth Manager of the Year

Societe Generale Private Banking Switzerland

Citi

BBVA

Banco Itau


 

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 Conference and Awards 2019 is now live!

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

Madeleine Galbraith, Conference Producer

Phone: +44 (0) 207 9366 556
Email: madeleine.galbraith@globaldata.com


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Contact Us

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Ray Giddings
+44 (0) 203 096 2585
ray.giddings@arena-international.com

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Madeleine Galbraith
+44 (0) 207 9366 556
madeleine.galbraith@globaldata.com

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Carlo Mancini
+44 (0)20 3096 2582
carlo.mancini@arena-international.com

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Hannah Leigh
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