Private Banking & Wealth Management: Switzerland 2019 Conference and Awards

Zurich, Switzerland   11-Dec-2019
Gold Partner
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Silver Partner
aixigo-Logo-ohneClaim-farbe
Silver Partner
AppwayLogo
Silver Partner
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Silver Partner
moxtra-logo (1)
Silver Partner
Prometeia logo
Silver Partner
societe_generale_logo
Silver Partner
Wealth Dynamix logo NEW 2019
Bronze Partner
ftserussell
Bronze Partner
INVAO-without-claim-black@3x
Bronze Partner
Millennium BP LOGO GREY FOR WEB
Bronze Partner
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Bronze Partner
swisscom
Bronze Partner
Synpulse_LogoWithSpace_CMYK_Vectors.eps
Bronze Partner
Unblu_Logo
Panel Host Partner
Finnova_Logo_CMKY
Panel Host Partner
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Media Partner
TheStrawheckerGroupOutlined

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 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)20 3096 2582
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

Zurich, Switzerland

Our team is working hard on confirming a venue.  More details to follow shortly.


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.

Salisa Britton
Phone: +44 (0) 207 9366 607
Email: Salisa.britton@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
aixigo-Logo-ohneClaim-farbe

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/
AppwayLogo

Silver Partner

Appway

Appway

Headquartered in Switzerland with offices around the globe, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions. Key applications of Appway’s digitalization platform include Onboarding for Wealth, Regulatory Reviews, Client Update, Onboarding for Retail and Digital Mortgage. Appway’s award-winning software suite serves 225 institutions and over 510,000 users worldwide.

www.appway.com


www.appway.com
BNPP_BL_Sign_V_E_Q - FOR WEB

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/
moxtra-logo (1)

Silver Partner

MOXTRA

Company profile coming soon…


http://www.moxtra.com/
Prometeia logo

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
societe_generale_logo

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/
ftserussell

Bronze Partner

FTSE Russell

FTSE Russell is a global provider of benchmarks, analytics, and data with industry-leading capabilities across asset classes, styles, and strategies.

We have proudly served the world’s top asset owners, asset managers, and investment banks for over 30 years. Our indexes are used by investors in every corner of the world, including 98/100 top asset managers, the top 10 investment banks, and the top 20 ETF providers.

We want to help investors make better-informed investment decisions. Our experts and resources are committed to innovation that increases transparency and insight and helps our clients capture opportunity and manage risk. You can be assured that robust governance and a commitment to operational integrity lie at the foundation of our business. A forward-looking approach is part of our culture—it compels us to collaborate with our clients and institutional partners, leverage trends that influence investment strategies, drive efficiencies, and expand choice.

We are investing in the market of tomorrow.


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

Invao


https://invao.org/
Millennium BP LOGO GREY FOR WEB

Bronze Partner

Millenium Bank


https://www.millenniumbp.ch/
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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/
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
Synpulse_LogoWithSpace_CMYK_Vectors.eps

Bronze 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
Unblu_Logo

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/
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
LIA_LOGO_COLOUR_CMYK

Panel Host Partner

Lombard International

Lombard International 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 unit-linked life insurance to ultra-high net worth individuals, their families and institutions around the globe.

The global group, Lombard International, launched to market in September 2015. 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 €41.2bn as of 31 December 2017. Our global team of approximately 600 includes more than 60 technical experts specializing in multiple jurisdictions.

Funds managed by Blackstone own Lombard International. Blackstone Group L.P. is one of the world’s leading investment firms with $434 billion in assets under management as at 31 December 2017.


https://www.lombardinternational.com/
TheStrawheckerGroupOutlined

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:

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

 

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 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.

Salisa Britton
Phone: +44 (0) 207 9366 607
Email: Salisa.britton@arena-international.com


Download Presentations

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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

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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

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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.