Wealth and asset managers the world over are urgently seeking ways to optimise the way they make and manage investment portfolios. Sudden shifts in the investment landscape have become the new normal, while both clients and regulators alike are putting the value institutions deliver under unprecedented scrutiny. In a fast-moving world, constructing portfolios that are demonstrably suitable for investors and efficiently managing them has become fraught with complex challenges.

This wide-ranging learning event will address the most urgent issues facing institutions today and point the way forward for firms seeking to thrive rather than just survive as pressures mount. Topics for discussion will include:

  • The extent to which discretionary investment portfolios can – and should – be customised for the ultimate benefit of investors
  • How investment preferences are changing amid the rise of robo-advice, and how portfolios can best reflect clients’ evolving wants and needs
  • Where institutions can really differentiate their investment offering and foster long-term, trusted advisor relationships
  • How institutions can maximise portfolio performance and operational efficiency while also minimising risks


08.15 – 09.00 Registration and refreshments 09.00 – 10.30 Panel session and Q&A 10.30 – 11.00 Networking


Date and Time

Date: Wednesday 15th March - 2017
Time: 8:15 am – 11:00 am


Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

About our Sponsors


Speakers’ Chair

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]


Luc Filip

Head of Wealth Management Investments

Banque SYZ

Luc Filip joined Banque SYZ SA in January 2015 as Head of Discretionary Portfolio Management and Head of Wealth Management Investments. Prior to joining SYZ, he held various senior roles […]

Nicholas Hochstadter



Before founding IBO in 2005, Nicholas Hochstadter worked as a portfolio manager at Credit Suisse. Following this, he joined Ferrier Lullin & Cie as head of discretionary portfolio management. At […]

Paul Bebber

Regional Sales Manager UK and Central Europe


Paul Bebber is responsible for growing and developing SS&C Advent within the wealth, family office and asset management market place and has been growing the SS&C Advent market share in […]

Steffen Binder

Managing Director, Co-founder


As managing director and a co-founder of MyPrivateBanking Research, Steffen oversees the firm’s research agenda and analyst teams. He is also responsible for creating and developing powerful concepts and relevant […]

Yannis Sardis


BlueLake Associates & Wadsack Family Office

Yannis has an extensive experience in financial markets that spans a period of 20 years. Indicatively, he was a Vice President in the Fixed Income Arbitrage Proprietary Group of Salomon […]