The Swiss independent wealth management industry is subject to a number of new challenges and in such a rapidly evolving business environment it can be difficult to stay at the cutting edge of current industry thinking and best practice.
Do you find yourself asking the following:
-How am I coping with the onslaught of new regulation compared to my peers?
-Am I fully leveraging new technologies, and am I spending enough?
-What are other asset managers planning to do to grow their businesses?
-What does the future hold the Swiss financial sector, and where do I fit in?
Answers to these burning questions and many more will be addressed in a report set to be launched at our upcoming Breakfast Briefing in association with Coutts, in Zurich on 21 November 2013.
We have surveyed front line professionals throughout Switzerland to understand the changing business landscape of Swiss Independent asset management. This important new research is set to help you navigate through potentially turbulent times.
|08:15 am||Registration & Breakfast|
|09:00 am||Panel Discussion followed by Q & A|
|10:30 am – 11:00 am||Networking|
Date and Time
Date: Thursday 21st November - 2013
Time: 8:00 am – 11:00 am
Baur au Lac Hotel
Address: Talstrasse 1, 8001 Zürich, Switzerland
Telephone: +41 44 220 50 20
ClearView Financial Media
Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.
He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.
Taking his wealth management knowledge from behind his publications, Stephen is often at the centre of a variety of thought-leadership events in the industry. He has spoken on a number of panels and webinars as an expert in the field, as well as commentating on television, and leading internal staff training programmes.
Not only has he chaired panels at numerous conferences organised by ClearView in the UK, US and Asia; Stephen has chaired filmed round-tables for firms, such as BNP Paribas and Appway.
Head of Zurich office
Swiss Association of Asset Managers
After having graduated in law at the Swiss University of Freiburg and further training in compliance management, Nicole Kuentz held various positions in the banking sector. Her area of expertise includes regulatory risks and issues, providing directives and guidance with compliance to applicable banking laws, rules and regulations. Nicole joined the Swiss Association of Asset Managers in 2012 where she heads its Zurich office since July 2013.
Executive Director, Head of Independent Wealth Managers, Switzerland
Daniel Wuethrich heads up the Swiss Independent Wealth Management division for Coutts & Co Ltd.
Daniel has almost three decades of experience in the Banking industry and worked in key financial centres such as Switzerland, UAE andHong Kong. He joined Coutts & Co Ltd (previously Bank von Ernst & Cie) in 1999. Prior to this he worked for Credit Suisse and Union Bancaire Privée.
This event has already taken place.