Switzerland must focus on new ways to compete in the international financial world. But what should this focus be?

The recent revelations in the Panama Papers have again thrown the spotlight on the workings and propriety of the provision of wealth management services and combined with increasing geo-political pressures, especially around transparency, each wealth management centre must now find a new way to compete.

There are now many more people with red flags and with the Common Reporting Standard and information sharing with the US, together with competition from a growing number of other centres, the landscape has never been more challenging for Swiss wealth management.

Switzerland’s leading position can be maintained but it will require new directions upon which to compete in the world; service, asset management, unique wealth structuring vehicles, convenience…

Which should be the focus? What needs to be done to strengthen and enhance Switzerland’s offering?

And how can technology be leveraged in this challenging new environment?


08.15 - 09.00 Registration and refreshments 09.00 - 10.30 Panel session and Q&A 10.30 - 11.00 Networking


Date and Time

Date: Thursday 16th June - 2016
Time: 8:15 am – 11:00 am


Beau Rivage, Geneva

Address: Quai du Mont-Blanc 13, 1201 Genève, Switzerland

About our Sponsors



Chris Hamblin


Compliance Matters

Chris Hamblin has edited numerous publications in the compliance trade press since 1997, among them Compliance Monitor, Money Laundering Bulletin and Fraud Intelligence, writing for all those titles even after […]

Jean-François Bunlon

Market Head - Managing Director Swiss Domestic, Geneva Location Head

HSBC Private Bank

Jean-François is Market Head – Managing Director Swiss Domestic,  Geneva Location Head with HSBC Private Bank (Suisse) SA.   He was previously with UBS AG,  first as part of GAM, […]

Jorge Yui

Vice President, Digital Banking Strategy Advisor

J P Morgan

Jorge is Vice President, Digital Banking Strategy Advisor with JP Morgan (Suisse). Jorge has wide ranging technical expertise up to board level spanning international Private Banking, investment strategy, and social […]

Osmond Plummer

Academic Lead


Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals. He is a senior lecturer in finance at the London […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]

To be announced soon

Geneva Breakfast Briefing: Switzerland – will it remain a key centre of wealth management?