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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 - 2018
Time: 8:00 am – 11:00 am

Venue

Hotel St Gottard. Zurich

Address: Bahnhofstrasse 87, 8021 Zürich, Switzerland

Sponsors

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-Davidoff

Partner

Lindemann Rechtsanwälte

Ariel is a Partner of Lindemann Law, a Swiss boutique law firm, focusing on capital market law, entrepreneurs and wealthy families. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe as well as Russia. He currently is on the board of wealth management firms, a trust company, private equity and an M&A firm and others, like several non for profit companies and charities. In his career, Ariel was a banker up to CEO Level and has accumulated a wealth of experience in the financial industry since 1983.
Ariel creates value both by understanding risk management, finance as well as business development and impresses with his problem solving capabilities and wide professional network.
Beside a doctorate, he holds an MBA from Rochester NY and an LL.M. from University of Zurich. He is a member of STEP, ITPA, IISS and IFA.
He contributes regularly to articles and books and is a regular speaker at conferences

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.

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