The Future for External Asset Management in Switzerland: WealthBriefing Research Launch

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.

Benoit Barbereau joined UBP in 2011 as COO Private Banking and was appointed Global Head of External Asset Managers & Wealth Management Services in 2017. Benoit has over 20 years’ experience in wealth management and finance. Prior to joining UBP he worked for BNP Paribas Wealth Management Monaco as COO and for Morgan Stanley as a fixed income trader in London.

Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the US and UK, Switzerland, Monaco, Poland and Czech Republic. His expertise inter alia comprises M&A, corporate structuring, regulatory advice, relocation, real estate, succession planning, charity etc. He is on the board of successful Swiss, EU and UK companies.

His industry exposure is in energy, solar, water, fertilizer, wealth and asset management, banking, trust, finance instruments including NFT. Beside a doctorate of business administration, Ariel holds an MBA from Rochester NY and an LL.M. of the University of Zurich. He is a STEP, IFA and IISS member.

Mike is advisor to families, venture capital houses, start-up and growth business (as Board Adviser/NED). He is an investor, Co-Founder and formerly group chief operating officer of wealth manager and multi-family office Artorius. Mike was the architect behind the model that delivers a multi-jurisdictional client-centric wealth-planning proposition. Mike was previously a partner at accountancy firms RSM and Baker Tilly. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.

Paul Bebber is responsible for growing and developing SS&C Advent within the wealth, family office and asset management market place and has been growing the SS&C Advent market share in Switzerland and Central Europe for 18 months. Paul joined SS&C Advent in 2013 and has worked in investment and wealth management solutions companies for over 18 years. He started his working career at a Canadian fund management house specialising in fund accounting, portfolio management support and treasury operations and later moved into solution consulting and solution analysis with a private banking software company.