Overview

Wealth management is being challenged by changes to the business models from new drivers such as cutting-edge technology and 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 served


Logistics

Date and Time

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

Venue

Grand Hotel Kempinski Geneva

Address: 19 Quai du Mont-Blanc · 1201 Geneva · Switzerland


Sponsors

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. 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.

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 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 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.

Register

To book your place at this briefing click here


Sponsors