Briefings

WealthBriefing Cocktail Reception: Are You Ready for New Wealth Management Business Models and Relationships?

Thursday - 30th January 2020

Fairmont Grand Hotel Geneva
Quai du Mont-Blanc 19, 1201 Genève, Switzerland

About Speakers & Sponsors Register

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.

Logistics

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

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 served

About our Sponsors

Sponsors


Speakers

Panos Archondakis

Vice President, Global Head of Banking and Wealth Management

EPAM

Niels Bom-Olesen

CEO

Hyposwiss Private Bank Genève SA

Balazs Fejes

Co-Head of Global Business

EPAM

Stephen Harris

CEO

ClearView Financial Media

Laurence Mandrile Aguirre

Managing Director

Citi Private Bank

Mathieu Saint-Cyr

Managing Director & Head of Asset Management

Tameo Investment Fund Solutions


Register

To book your place at this briefing click here