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Event Date |
Wed Oct 5 CEST - Thu Oct 6 CEST (about 2 years ago)
In your timezone (EST): Tue Oct 4 6:00pm - Wed Oct 5 6:00pm |
Location |
Mövenpick Hotel Zürich Airport
Walter Mittelholzerstrasse 8, 8152 Opfikon, Switzerland |
Region | EMEA |
This conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.
Why you should attend:
• Learn how digital integration can enhance your wealth offering and client experience
• Discover the latest innovations in AI, automation, roboadvice, digital client journeys, and next-generation client values
• Listen to concrete digital case studies from wealth managers in the Swiss market
• Meet with peers from across the region to discuss digital innovation in wealth management
With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.
From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.
2022 Speakers
Bartosz Golba
Research Director, Financial Services, GlobalData
David George
Senior Director, Thematic Research, GlobalData
Juergen Pulm
Chief Digital and Information Office, NatWest Group and Coutts
Christoph Puhr
Head GWM Emerging Tech, Virtual Assets, UBS
Jeremias Berte
Interim Head of Corporate Development, Julius Baer
Martijn Seijsener
Global Head Employee Experience, Credit Suisse
Adele Goodfellow
Product Adoption Lead, Chief Technology Office, J.P. Morgan
Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management
Milko Hensel
Head Digital Partnerships, Maerki Baumann & Co. AG
Charles-Henry Monchau
Chief Investment Officer, Banque Syz
Fadi Halout
Chief Executive Officer, BankMed (Suisse) SA
Markus Abbassi
Head Digital Assets, Kaleido Privatbank
Boris Huber
Executive Director, Head AML and Front Compliance, Falcon Private Bank
Aliya Das Gupta
Senior Vice President of Business Development, Sygnum Bank
Anna Szkudlarek
Partner, KENDRIS
Alexandre Aelling
Managing Director, Stealth Family Office
Romain Braud
Digital Assets Business Development Director, Arab Bank (Switzerland)
Martin de Heus
EMEA Director, Enterprise and Corporate Solutions, Moxo
Shimona Pinto
Senior Corporate Solutions, Moxo
Arne Bassez
VP of Business Management, Pexip
Fahd Rachidy
Chief Executive Officer, Abaka
Udo Müller
Head of Sales, CID
François De Lescure
Chief Revenue Officer, Wealth Dynamix
Karl im Brahm
CEO, Objectway DACH
Ramazan Çeliköz
Director Sales and Business Development, DACH
Verena Friz
Senior Director Enterprise FS, Seismic
Frank Ukpabia
Senior Global Sales Director, Seismic
2022 Partners
LEAD PARTNER:
• Moxo
GOLD PARTNERS:
• ABAKA
• Objectway
SILVER PARTNERS:
• CID
• Pexip
• Seismic
• Wealth Dynamix
BREAKFAST BRIEFING PARTNER:
• Moxo