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.


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


Date and Time

Date: Thursday 30th January - 2020
Time: 4:00 pm – 7:30 pm


Fairmont Grand Hotel Geneva

Address: Quai du Mont-Blanc 19, 1201 Genève, Switzerland

About our Sponsors



Balazs Fejes

Co-Head of Global Business


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. […]

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 […]

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 […]

Niels Bom-Olesen


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, […]

Panos Archondakis

Vice President, Global Head of Banking and Wealth Management


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 […]

Stephen Harris


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 […]


To book your place at this briefing click here