Overview
We are delighted to announce the inaugural WealthBriefing Zurich Summit will be taking place at the Bar Au Lac Hotel on Thursday 18 June.
The Summit, set to explore the question of “What Is The Future For Swiss Private Banking?“, will reflect upon the rapid infrastructural change the country has undergone in the past few years and how wealth managers and private bankers must adapt accordingly.
Together with your senior peers, discussions will focus around business-critical developments and share invaluable case studies and best-practice insights.
The event will feature three panel discussions offering you a number of opportunities to take part in a range of discussions that best suit the needs of your organisation.
Attendance is complimentary to the WealthBriefing network, but spaces are limited.
Agenda
| 08:00- 09:00 | Registration and breakfast |
| 09:00-09:20 |
Keynote Speech: Looking For The X-Factor: What Is The Next Big Thing in Swiss Banking Talent? |
| 09:20- 10:20 | Panel session:What Is Required From Wealth Management Firms As Switzerland Competes On The World Stage? |
| 10:20- 11:00 | Networking and refreshments |
| 11:00 - 12:00 | Panel session:Digital Transformation In Swiss Private Banking |
| 12:00 - 13:00 | Networking |
Logistics
Date and Time
Date: Thursday 18th June - 2015
Time: 8:00 am – 1:00 pm
Venue
Baur au Lac Hotel
Address: Talstrasse 1, 8001 Zürich, Switzerland
Telephone: +41 44 220 50 20
About our Sponsors
Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Speakers
Daniel Aghdami
Founder
Dart Talent & Executive Search
Daniel founded DART Talent & Executive Search in 2009 with the vision of creating an exceptional wealth and asset management search partner to a select client base. He gained his […]
Daniel founded DART Talent & Executive Search in 2009 with the vision of creating an exceptional wealth and asset management search partner to a select client base. He gained his knowledge through his work at several leading global financial institutions including Goldman Sachs, and at another recruitment and executive search boutique. Daniel grew up in the UK and Switzerland. He specialises in executive level searches with a particular focus on investments and the EMEA region.
Mark Miles
Partner
Aon
Mark is head of the wealth management & private banking practice in Europe, and is globally responsible for the Scorpio wealth consulting business. Leads the development and delivery of […]
Mark is head of the wealth management & private banking practice in Europe, and is globally responsible for the Scorpio wealth consulting business. Leads the development and delivery of market leading business performance consulting, leveraging the firm’s proprietary data and analysis of client experience, pay & productivity, and talent to deliver unmatched insight and actionable advice. Over twenty years of financial services industry experience, focused on the private banking and wealth management sector. He holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John’s College, Cambridge University, and completed an accelerated development programme at the London Business School.
Paco Hauser
General Manager, EMEA
Appway
Paco Hauser is responsible for delivering projects to the client base. Paco has over 20 years of international experience in the financial services, the IT and the management consulting industry. […]
Paco Hauser is responsible for delivering projects to the client base. Paco has over 20 years of international experience in the financial services, the IT and the management consulting industry. He has a background in strategy, operational excellence, business-IT alignment, business process management, business transformation and all aspects of IT including sourcing.
Paul Arni
Regional Head, Zurich, Central and Eastern Switzerland; Deputy Regional Head Switzerland
Julius Baer
Paul joined Julius Baer in July 2014 as regional head, Zurich, Central and Eastern Switzerland and recently has been named in addition deputy region head of Switzerland. He entered the […]
Paul joined Julius Baer in July 2014 as regional head, Zurich, Central and Eastern Switzerland and recently has been named in addition deputy region head of Switzerland. He entered the financial industry in 1993 working for Zürcher Kantonalbank. In 1999 he joined UBS, where he held various key functions in private banking. Between 2008 and 2013 he held various key management functions at Credit Suisse, most recently as global chief operating officer for private banking and member of the private banking management committee.
Register
Sponsors