Making best use of the vast amount of data held on and about clients is key to delivering a top quality service. And how and what to communicate to clients demonstrates the depth and integrity that wealth managers bring to the relationship.
This vital task is only achievable through the judicious use of technology. However, increasing national and international regulatory pressures must also be taken into account when making decisions in this field, which every wealth management organisation must get right.
- 08:00 – Registration and Breakfast
- 09:00 – Panel Discussion and Q&A
- Wendy Spires, Head of Research, WealthBriefing (Chair)
- Robert Roome, Head of Product, WDX
- Dr Ariel Sergio Goekmen, Member of the Executive Board, Schroder & Co Bank
- 11:00 – Event ends
Date and TimeDate: Wednesday 7th March • 2018
Time: 8:00 am – 11:00 am
Hotel St Gottard. Zurich
Address: Bahnhofstrasse 87, 8021 Zürich, Switzerland
Dr Ariel Sergio Goekmen, LL.M.
Member of the Executive Board
Schroder & Co Bank
Ariel is a member of the executive board of Schroder & Co Bank in Switzerland and is responsible for its private banking operations in Zurich which service clients in Switzerland, Germany, United Kingdom, and the Nordic region of Sweden and Eastern Europe/Russia. Ariel supports UHNWI entrepreneurs and families in all financial advisory aspects and beyond, e.g. succession planning, philanthropy and relocation, together with other internal and external experts. Over more than 30 years in the banking sector, Ariel has held various managerial positions and is a regular speaker at conferences and the author of many articles and books on the subject. He is a member of STEP, ITPA, IISS and IFA.
Global Head of Product
Robert Roome has over 13 years’ experience in helping organisations implement and embed customer relationship management solutions. This has included roles at consultancies such as Capgemini, and large financial services organisations such as Barclays Wealth, RBS and Capital International. With his current role of Product Owner for WDX, Robert is responsible for overseeing the digital engagement & client management product, working with potential Fintech partners, and overseeing some of the largest deployments of the WDX Software.
Global Head of Research
ClearView Financial Media
Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time.
Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies.
As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.