Overview

The Third Edition of ground-breaking research on the Swiss External Asset Manager Market produced by WealthBriefing, this year in association with SS&C Advent, is to be launched at a Breakfast Briefing in Zurich on 6 June at the St. Gotthard Hotel, Zurich.

Wendy Spires, Head of Research at WealthBriefing will lead a panel of expert speakers, including Paul Bebber of SS&C Advent, which will be announced shortly.

The research will examine the multiplicity of challenges that this sector has endured in the past few years as well as the myriad opportunities that are afforded it. This research series has proven to be among the most popular studies in WealthBriefing’s regular schedule of research.

Participants will benefit too from WealthBriefing’s global expertise in analysing the EAM market. Findings from our recent Asia research will provide comparisons from which useful conclusions will be drawn.

Agenda

  • Registration from: 8.00 am
  • Start: 9.00 am
  • Finish: 11.00 am

Logistics

Date and Time

Date: Wednesday 6th June - 2018
Time: 8:00 am – 11:00 am

Venue

Hotel St. Gotthard

Address: Bahnhofstrasse 87, 8001 Zürich, Switzerland

Sponsors

Speakers’ Chair

Wendy Spires

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.

Speakers

Benoit Barbereau

Head of EAM and Wealth Management Services

Union Bancaire Privee

Benoit Barbereau joined UBP in 2011 as COO Private Banking and was appointed Global Head of External Asset Managers & Wealth Management Services in 2017. Benoit has over 20 years’ experience in wealth management and finance. Prior to joining UBP he worked for BNP Paribas Wealth Management Monaco as COO and for Morgan Stanley as a fixed income trader in London.

Paul Bebber

Regional Sales Manager UK and Central Europe

Advent

Paul Bebber is responsible for growing and developing SS&C Advent within the wealth, family office and asset management market place and has been growing the SS&C Advent market share in Switzerland and Central Europe for 18 months. Paul joined SS&C Advent in 2013 and has worked in investment and wealth management solutions companies for over 18 years. He started his working career at a Canadian fund management house specialising in fund accounting, portfolio management support and treasury operations and later moved into solution consulting and solution analysis with a private banking software company.

Dr Ariel Sergio Goekmen-Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a Partner of LINDEMANNLAW, a Swiss law firm, focusing on demanding international entrepreneurs and wealthy families as well as regulatory and capital market law. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe as well as Russia. He is on the board of several operative companies in Switzerland and the UK, sometimes as President, as well as a number of charities and non for profit companies, like the Swiss Russian Forum, the Chamber of commerce. His practice also covers mandates in M&A and real estate.

Beside a doctorate of business administration, 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 articles and to books, the last one being "Zero risk society" published by the Swiss Liberal Institute (2021) and is a regular speaker, moderator and panelist at conferences."

Mike Toole

Chief Operating Officer

Artorius Wealth

Mike is group chief operating officer and one of the founders of Artorius, a wealth manager that has shown strong growth since its inception in 2014. Operating from the UK and Switzerland and covering Europe and the Middle East, Mike has been the architect behind a model that delivers a multi-jurisdictional client-centric wealth-planning proposition underpinned by a strong governance infrastructure. Mike was previously a partner at accountancy firms RSM and Baker Tilly, where he was group operations director for the financial management and investment businesses. Prior to this he years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.

Register


Sponsors