Swiss IWM Report Launch

About

The Swiss independent wealth management industry is subject to a number of new challenges and in such a rapidly evolving business environment it can be difficult to stay at the cutting edge of current industry thinking and best practice.

Do you find yourself asking the following:
-How am I coping with the onslaught of new regulation compared to my peers?
-Am I fully leveraging new technologies, and am I spending enough?
-What are other asset managers planning to do to grow their businesses?
-What does the future hold the Swiss financial sector, and where do I fit in?
Answers to these burning questions and many more will be addressed in a report set to be launched at our upcoming Breakfast Briefing in association with Coutts, in Zurich on 21 November 2013.

We have surveyed front line professionals throughout Switzerland to understand the changing business landscape of Swiss Independent asset management. This important new research is set to help you navigate through potentially turbulent times.

 


Agenda

 

 

08:15 am Registration & Breakfast
09:00 am Panel Discussion followed by Q & A
10:30 am – 11:00 am Networking

 


logistics

Date and Time

Date: Thursday 21st November • 2013
Time: 8:00 am – 11:00 am

Venue

Baur au Lac Hotel

Address: Talstrasse 1, 8001 Zürich, Switzerland

Telephone: +41 44 220 50 20


Speakers

Daniel Wuethrich

Executive Director, Head of Independent Wealth Managers, Switzerland

Coutts

Daniel Wuethrich heads up the Swiss Independent Wealth Management division for Coutts & Co Ltd.

Daniel has almost three decades of experience in the Banking industry and worked in key financial centres such as Switzerland, UAE andHong Kong. He joined Coutts & Co Ltd (previously Bank von Ernst & Cie) in 1999. Prior to this he worked for Credit Suisse and Union Bancaire Privée.

Klaus-Michael Christensen

Director, Head of Independent Wealth Managers, Zurich

Coutts

Klaus-Michael Christensen heads up the Zurich Independent Wealth Management team in Zurich for Coutts & Co Ltd.
Klaus began his career in 1984 in the finance industry and moved into the IT entrepreneurial sector were he provided financial real-time data to asset managers in 1992. He then continued his finance career in 2000 where he worked for Rothschild Bank AG and Lloyds TSB Bank plc until he joined Coutts & Co Ltd in 2012.

Nicole Kuentz

Head of Zurich office

Swiss Association of Asset Managers

After having graduated in law at the Swiss University of Freiburg and further training in compliance management, Nicole Kuentz held various positions in the banking sector. Her area of expertise includes regulatory risks and issues, providing directives and guidance with compliance to applicable banking laws, rules and regulations. Nicole joined the Swiss Association of Asset Managers in 2012 where she heads its Zurich office since July 2013.

Stephen Harris

CEO

ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.

Taking his wealth management knowledge from behind his publications, Stephen is often at the centre a variety of thought-leadership events in the industry. He has spoken on a number of panels and webinars as an expert in the field, as well as commentating on television, and leading internal staff training programmes.

Not only has he chaired panels at numerous conferences organised by ClearView in the UK, US and Asia; Stephen has chaired filmed round-tables for firms, such as BNP Paribas and Appway.


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