4th edition of Private Banking & Wealth Management Switzerland 2019 | Verdict | 11 December 2019 | Swissôtel Zürich, Schulstrasse 44, 8050 Zürich, Switzerland

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

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

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

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

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

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

2019 Speakers

Oliver Williams
Editor, Private Banker International

Tobias Wagner
Chief Executive Officer Zurich, 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

Michael Petersen
Head of Private Banking, ONE Swiss Bank

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

2019 Partners

GOLD PARTNER:
• Temenos

SILVER PARNTERS:
• aixigo
• Appway
• BNP Paribas
• MOXTRA
• Prometeia
• Société Générale Private Banking
• Synpulse
• Wealth Dynamix

BRONZE PARTNERS:
• BBVA
• Finantix
• FTSE Russell
• Invao
• Millenium Bank
• Orbium
• Swisscom
• Unblu

PANEL HOST PARTNERS:
• Finnova
• Lombard International