We are delighted to announce the inaugural WealthBriefing Zurich Summit will be taking place at the Bar Au Lac Hotel on Thursday 18 June.
The Summit, set to explore the question of “What Is The Future For Swiss Private Banking?“, will reflect upon the rapid infrastructural change the country has undergone in the past few years and how wealth managers and private bankers must adapt accordingly.
Together with your senior peers, discussions will focus around business-critical developments and share invaluable case studies and best-practice insights.
The event will feature three panel discussions offering you a number of opportunities to take part in a range of discussions that best suit the needs of your organisation.
Attendance is complimentary to the WealthBriefing network, but spaces are limited.
|08:00- 09:00||Registration and breakfast|
Keynote Speech: Looking For The X-Factor: What Is The Next Big Thing in Swiss Banking Talent?
|09:20- 10:20||Panel session:What Is Required From Wealth Management Firms As Switzerland Competes On The World Stage?|
|10:20- 11:00||Networking and refreshments|
|11:00 – 12:00||Panel session:Digital Transformation In Swiss Private Banking
|12:00 – 13:00||Networking|
Date and Time
Date: Thursday 18th June - 2015
Time: 8:00 am – 1:00 pm
Baur au Lac Hotel
Address: Talstrasse 1, 8001 Zürich, Switzerland
Telephone: +41 44 220 50 20
ProFundCom is the leading digital marketing platform in finance, built to exacting compliance and security standards. With almost 20 years in the industry, ProFundCom delivers unrivalled digital marketing reporting and analytics. ProFundCom currently works with over 45 retail and institutional fund providers, boutiques and private banks around the globe.
smartKYC’s technology drives faster, better and more cost-effective third party ESG due diligence at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious background research. smartKYC fuses artificial intelligence with linguistic and cultural sensitivity and deep domain knowledge to set new standards for ESG risk intelligence quality, whilst transforming productivity and hardwiring compliance conformance.
Dart Talent & Executive Search
Daniel founded DART Talent & Executive Search in 2009 with the vision of creating an exceptional wealth and asset management search partner to a select client base. He gained his knowledge through his work at several leading global financial institutions including Goldman Sachs, and at another recruitment and executive search boutique. Daniel grew up in the UK and Switzerland. He specialises in executive level searches with a particular focus on investments and the EMEA region.
Regional Head, Zurich, Central and Eastern Switzerland; Deputy Regional Head Switzerland
Paul joined Julius Baer in July 2014 as regional head, Zurich, Central and Eastern Switzerland and recently has been named in addition deputy region head of Switzerland. He entered the financial industry in 1993 working for Zürcher Kantonalbank. In 1999 he joined UBS, where he held various key functions in private banking. Between 2008 and 2013 he held various key management functions at Credit Suisse, most recently as global chief operating officer for private banking and member of the private banking management committee.
General Manager, EMEA
Paco Hauser is responsible for delivering projects to the client base. Paco has over 20 years of international experience in the financial services, the IT and the management consulting industry. He has a background in strategy, operational excellence, business-IT alignment, business process management, business transformation and all aspects of IT including sourcing.
Partner, European Head of Wealth Management
McLagan and Scorpio Partnership, (Aon companies)
Mark is head of the wealth management & private banking practice in Europe, and is globally responsible for the Scorpio wealth consulting business. Leads the development and delivery of market leading business performance consulting, leveraging the firm’s proprietary data and analysis of client experience, pay & productivity, and talent to deliver unmatched insight and actionable advice. Over twenty years of financial services industry experience, focused on the private banking and wealth management sector. He holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John’s College, Cambridge University, and completed an accelerated development programme at the London Business School.