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.


  • 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


Date and Time

Date: Wednesday 7th March - 2018
Time: 8:00 am – 11:00 am


Hotel St Gottard. Zurich

Address: Bahnhofstrasse 87, 8021 Zürich, Switzerland

About our Sponsors



Dr Ariel Sergio Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the […]

Jürgen Pulm

Head of Private Banking for CPB Services


Jürgen Pulm is the CDIO for the Wealth business. In this role, he is responsible to ensure we have the technology and infrastructure in place to support our client propositions. […]

Micha Bitterli

Partner, Head of Managed Services


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, […]

Robert Roome

Global Head of Product


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 […]

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 […]