Overview
Making best use of the vast amount of data held on and about clients is key to delivering a top quality service. And how and what to communicate to clients demonstrates the depth and integrity that wealth managers bring to the relationship.
This vital task is only achievable through the judicious use of technology. However, increasing national and international regulatory pressures must also be taken into account when making decisions in this field, which every wealth management organisation must get right.
Agenda
- 08:00 – Registration and Breakfast
- 09:00 – Panel Discussion and Q&A
- Wendy Spires, Head of Research, WealthBriefing (Chair)
- Jürgen Pulm, Head of Private Banking for CPB Services, RBS
- Robert Roome, Head of Product, WDX
- Dr Ariel Sergio Goekmen, Member of the Executive Board, Schroder & Co Bank
- 11:00 – Event ends
Logistics
Date and Time
Date: Wednesday 7th March - 2018Time: 8:00 am – 11:00 am
Venue
Hotel St Gottard. Zurich
Address: Bahnhofstrasse 87, 8021 Zürich, Switzerland
Speakers
Micha Bitterli
Partner, Head of Managed Services
Deloitte
Micha has over 16 years of experience, including two in New York, in auditing large financial institutions and trading financial instruments and commodities. In addition to working as an auditor, Micha has spent many years advising small and medium-sized financial institutions on the operational implementation of regulatory requirements. Micha joined Deloitte from another Big Four company in 2015 and is responsible for establishing the "Deloitte Managed Services" platform.
Dr Ariel Sergio Goekmen
Member of the Executive Board
Schroder & Co Bank
Ariel is a member of the executive board of Schroder & Co Bank in Switzerland and is responsible for its private banking operations in Zurich which service clients in Switzerland, Germany, United Kingdom, and the Nordic region of Sweden and Eastern Europe/Russia. Ariel supports UHNWI entrepreneurs and families in all financial advisory aspects and beyond, e.g. succession planning, philanthropy and relocation, together with other internal and external experts. Over more than 30 years in the banking sector, Ariel has held various managerial positions and is a regular speaker at conferences and the author of many articles and books on the subject. He is a member of STEP, ITPA, IISS and IFA.
Jürgen Pulm
Head of Private Banking for CPB Services
RBS
Jürgen has been head of private banking services at RBS since the end of 2014. In this role, he oversees IT, banking operations and change management for the RBS private banking entities and is also the CEO of RBS Services (Switzerland).
Previous roles include being the chief technology officer of the wealth management division of RBS, and head of technology trends and mobile at RBS Group.
Prior to that, Jürgen served as chief operating officer of the wealth management division of RBS, as well as deputy head of the management team at its Swiss branch. Before joining the RBS Group in 2006, he served as CIO at Julius Bär Group.
Robert Roome
Global Head of Product
WDX
Robert Roome has over 13 years’ experience in helping organisations implement and embed customer relationship management solutions. This has included roles at consultancies such as Capgemini, and large financial services organisations such as Barclays Wealth, RBS and Capital International. With his current role of Product Owner for WDX, Robert is responsible for overseeing the digital engagement & client management product, working with potential Fintech partners, and overseeing some of the largest deployments of the WDX Software.
Wendy Spires
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.