Private Banking & Wealth Management: Switzerland 2020 Conference and Awards

Zurich, Switzerland   10-Dec-2020
Gold Partner
Gold Partner
Silver Partner
Silver Partner
Silver Partner
Silver Partner
Silver Partner
Prometeia logo
Bronze Partner
Bronze Partner
Bronze Partner
Lombard - grey on white
Network Partner

Verdict are delighted to announce the 5th edition of Private Banking & Wealth Management Switzerland 2020. 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 2020 edition.


The 5th 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 2020 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.


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 24th July
Banks – Full Day Conference & Awards Dinner£1195
Charity and NFPs – Full Day Conference & Awards Dinner£895
All rates are subject to VAT


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

Bring the team! 3 places for the price of 2*

To register now, or for more information contact Ray Giddings:

T:+44 (0)20 3096 2585


*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 cancelling after this date without a substitute delegate will be required to pay the full fee and no refund will be made. Cancellations must be received in writing or via email and will not be accepted over the phone.

Force Majeure.

We reserve the right to cancel the event by reason of Force Majeure, included but not limited to fire, flood, extreme weather conditions, acts of war or violence, malicious damage, explosion, earthquake, strike, civil disturbances, political unrest, riot, labour dispute, power cuts or any other extraneous variable beyond FNP’s control.




Zurich, Switzerland




Gold Partner


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.

Gold Partner


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.

Silver Partner


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.

Silver Partner


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.

Silver Partner

Societe Generale 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.

Silver Partner


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.
Prometeia logo

Silver Partner


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.

Bronze Partner


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.

Bronze Partner

FTSE International Limited

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.
Lombard - grey on white

Bronze Partner

Lombard International

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 | | tel. +44 (0) 203 7551 670

Network Partner


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. 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:

Become an Event Partner

Private Banking & Wealth Management: Switzerland 2020 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



Private Banker International (PBI) is an editorially independent briefing service aimed at banks, financial services companies, related intermediaries, and technology vendors in the private banking and wealth management sector.

PBI delivers timely news and insight to C-level executives and financial services professionals by providing valuable and credible information on global private banking strategies, products and services, regulation and compliance, M&A activity and deals, technology, security, people moves, competitor developments and the future landscape.
The website, daily email news service and monthly print and PDF editions provide subscribers with a comprehensive overview of the global private banking industry, alongside granular data, through proprietary analysis and trend pieces, exclusive interviews, expert comments, bespoke research, country surveys, and international conference reports.

Established over 25 years ago, PBI has subscribers from across the globe. Subscribers include private banks and other institutions such as Coutts & Co., Société Générale Private Banking, BNP Paribas Private Banking, Citi Private Bank, Credit Suisse, UBS and many more established global and boutique firms alike.

PBI also hosts some of the most long-standing and respected private banking conferences and awards in different countries such as the annual Private Banking & Wealth Summit and Awards in London and Singapore alongside events in Frankfurt and Switzerland.
For more information please visit:


Download Presentations

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Contact Us

Events Director

Ray Giddings
+44 (0)20 7936 6512

Marketing Manager

Katie Giorgadze
+44 (0) 20 7936 6656




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


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.
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If you are responding to an advertisement please use the code listed in the advertisement.

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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.