Overview
Wealth management is being challenged by changes to the business models from new drivers such as cutting-edge technology as well as perennial questions concerning where the client relationship truly sits.
How these elements are now interacting in the Swiss model will be the subject of a high-level panel session and discussion in Geneva involving senior members of the private banking and wealth management community, technology providers and expert consultants.
This event will afford the opportunity to network with peers before the session and afterwards at a cocktail reception at the Grand Kempinski Hotel in Geneva.
Key Takeaways:
Attendees will leave this Briefing having a better understanding of the current debate surrounding how technology can influence the interplay between the client, the advisor and the institution.
Agenda
4.00 to 5.00pm. Arrival and coffee 5.00 to 6.30pm. Welcome and panel session 6.30 to 8.00pm. Cocktail reception 6.30 to 7.30 pm. Drinks servedLogistics
Date and Time
Date: Thursday 30th January - 2020
Time: 4:00 pm – 7:30 pm
Venue
Fairmont Grand Hotel Geneva
Address: Quai du Mont-Blanc 19, 1201 Genève, Switzerland
Speakers
Balazs Fejes
Co-Head of Global Business
EPAM
Mr. Fejes is Co-Head of Global Business with a focus on Europe and APAC operations. In this role, he is responsible for EPAM’s book of business in those regions. Mr. […]
Mr. Fejes is Co-Head of Global Business with a focus on Europe and APAC operations. In this role, he is responsible for EPAM’s book of business in those regions. Mr. Fejes also oversees the strategy of EPAM's Banking and Financial Services Industry Business Unit, helping to drive evolution of key service lines across the unit’s global portfolio.
Prior to August 2012, Mr. Fejes served as EPAM's CTO and was responsible for ensuring that all of EPAM’s global offshore and nearshore software development centers were at the leading edge of industry standards for efficiency and quality. Mr. Fejes joined EPAM in 2004 as part of the acquisition of Fathom Technology, a Hungarian software engineering firm which he co-founded and where he served as CTO.
Prior to co-founding Fathom Technology Mr. Fejes was a chief software architect/line manager with Microsoft Great Plains (Microsoft Business Solutions). He also served as chief software architect of Scala Business Solutions. He is the recipient of numerous awards for programming excellence and has worked extensively in the US and Russia.
Laurence Mandrile Aguirre
Managing Director
Citi Private Bank
Laurence is General Market Manager (GMM) for Citi Private Bank Switzerland and Monaco. Based in Geneva since 2019, she is responsible for the Swiss onshore market, servicing UHNW and family […]
Laurence is General Market Manager (GMM) for Citi Private Bank Switzerland and Monaco.
Based in Geneva since 2019, she is responsible for the Swiss onshore market, servicing UHNW and family offices based in Switzerland. She is a member of the Private Bank’s EMEA Leadership Team and represents the Private Bank on Citi’s Swiss Senior Management Committee. She sits on various governance committees and supervises the Private Bank’s Swiss-based teams addressing clients in regions such as the Middle East and Latin America.
Laurence joined Citi in Monaco in 1998. She has also held leadership positions in London and
Geneva, serving clients throughout EMEA. She developed a specialization in family office portfolio matters, with focus on capital markets and alternative investments.
Prior to her current role, Laurence was Head of Investments for the UK, leading a team of
advisory professionals in London. Previously, she was a senior Investment Counsellor in Monaco, where she also served as a board member of Citi’s local legal entity.
Laurence has a passion for sustainability and impact investing, actively contributing to the
development of our ESG platform. She assists in Citi’s talent development within the Private
Bank’s women and EMEA graduates networks.
Among her personal interests are chess, scuba diving and running.
Laurence holds a postgraduate degree in financial engineering and a master’s in economics.
Mathieu Saint-Cyr
Managing Director & Head of Asset Management
Tameo Investment Fund Solutions
Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and […]
Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and ESG & impact reporting of the Swiss Investment Fund for Emerging Markets (1Bn CHF).
Prior to this position, he was CEO at Geneva Management Group, a FINMA regulated, award winning, asset manager and multi-family office, founded in Switzerland in 2000.
Mathieu started his career in investment banking where he ran BNP Paribas’s gold derivatives trading activities globally. He then served as Head of Trading for MKS, one of the leading precious metals trading and refining companies.
He holds two MSc degrees in Mathematics and a certificate in ESG Investing from the CFA Institute.
Mathieu has a proven track record of creating and growing new businesses, from startups to standalone business lines in large groups, with a special interest and focus on sustainability and impact investments.
Niels Bom-Olesen
CEO
Hyposwiss Private Bank Genève SA
Niels Bom-Olesen is the CEO of Hyposwiss Private Bank in Geneva, a family owned private Swiss bank. An economist (Canterbury, UK 1983) and banker (DK Bankers Association 1987) by training, […]
Niels Bom-Olesen is the CEO of Hyposwiss Private Bank in Geneva, a family owned private Swiss bank. An economist (Canterbury, UK 1983) and banker (DK Bankers Association 1987) by training, he started his career by working for Crocker National Bank, a major US bank in San Francisco before moving to Nordea Bank in 1986, first in Copenhagen and subsequently in Geneva. In 1992 he joined Credit Suisse and led the UK International private banking team for almost 20 years before joining Hyposwiss in 2012 where he was appointed CEO in June 2014. An avid cyclist and golfer, he also enjoys taking time out with his family in Switzerland and Denmark.
Panos Archondakis
Vice President, Global Head of Banking and Wealth Management
EPAM
Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients […]
Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients to customize business models, develop digital strategy and lead multi-disciplinary solution teams.
Panos has held a variety of technology consulting and leadership roles in Financial Services and since 2005 has served at leading Wealth Managers including Morgan Stanley, UBS and Deutsche Bank, in London, New York and Hong Kong.
He has a broad range of experience covering the entire client service lifecycle and core banking as well as leading the development of digital banking strategy and solutions. He is currently focused on driving innovation and developing digital banking offerings across the spectrum of challengers, neobanks and major global institutions.
Stephen Harris
CEO
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 […]
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.