WealthBriefing Zurich Summit, 18 June 2015

About

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


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 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

European Head of Wealth Management

McLagan

Mark leads McLagan’s wealth management practice in Europe, responsible for the development and delivery of market leading business performance consulting, as well as facilitating the integration of Scorpio’s specialist HNW client insight with McLagan’s knowledge of wealth management firm economics, productivity and pay.

Mark has over twenty years of consulting and industry experience in financial services, largely focused on the private banking and wealth management sector. Prior to joining McLagan, Mark was a FCA CF1 approved director of the Lloyds Bank private banking board, and head of its HNW private clients business, delivering considerable profit growth and doubling of client advocacy.

 

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. 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 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.


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