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

About

The Third Edition of ground-breaking research on the Swiss External Asset Manager Market produced by WealthBriefing, this year in association with SS&C Advent, is to be launched at a Breakfast Briefing in Zurich on 6 June at the St. Gotthard Hotel, Zurich.

Wendy Spires, Head of Research at WealthBriefing will lead a panel of expert speakers, including Paul Bebber of SS&C Advent, which will be announced shortly.

The research will examine the multiplicity of challenges that this sector has endured in the past few years as well as the myriad opportunities that are afforded it. This research series has proven to be among the most popular studies in WealthBriefing’s regular schedule of research.

Participants will benefit too from WealthBriefing’s global expertise in analysing the EAM market. Findings from our recent Asia research will provide comparisons from which useful conclusions will be drawn.


Agenda

  • Registration from: 8.00 am
  • Start: 9.00 am
  • Finish: 11.00 am

logistics

Date and Time

Date: Wednesday 6th June • 2018
Time: 8:00 am – 11:00 am

Venue

Hotel St. Gotthard

Address: Bahnhofstrasse 87, 8001 Zürich, Switzerland


Speakers

Paul Bebber

Regional Sales Manager, Switzerland

Advent

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.

CHAIRMAN


Wendy Spires

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.


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