This conference programme aims to give senior industry professionals access to new ideas, solutions and innovations to help take their departments and companies forward. The agenda is pitched at a high level and we endeavour to present new case studies and new thinkers on the programme each year.

Keynote and seminar sessions give a high-level view of the  industry, offering predictions and insights to help delegates form their future strategies. The interactive workshops and discussion groups complement the larger sessions by drilling down into specific issues, allowing delegates to share their collective experiences and to learn how their peers are dealing with similar situations.

Take part in the programme

If you would like to participate in the programme or recommend any speakers or topics please get in touch.
  • Are You Prepared For The Future of Finance?

    Jim Marous, Financial Industry Strategist, Co-Publisher of The Financial Brand, owner and publisher of the Digital Banking Report
    In response to a more demanding consumer, the transformation of the banking and investment services industries will be driven by the need to offer new products, support new channels and deliver a level of personalization never before seen.

    On an individual and institutional level,...

    The end of smooth sailing?

    Prof. Charles Wyplosz, Professor of International Economics at The Graduate Institute Geneva, Director of the International Centre for Monetary and Banking Studies

    The 2000s ended badly, will the 2010s end badly too?

    Overview of risks ahead: financial markets, public debts, emerging market countries.

    The uncertain impact of blockchain technology.

    The main worry: governments and central banks are ill-equipped to deal with major sho...


  • “FIDLEG” and “FINIG”: Strategy Decisions for Independent Asset Managers

    Nicolas Ramelet, Chief Executive Officer at VQF Financial Services Standards Association

    The Financial Services Act FIDLEG and the Financial Institutes Act FINIG will change the regulatory landscape of the independent asset management sector significantly. Although a very broad field of financial market participants will be impacted directly, independent asset managers will face the biggest challenges. Therefore, the right strategy is crucial for sustainable business operation. This industry session helps to adjust the regulatory radar and shows different ways through the stormy sea that lies ahead.


    The rise of digital assets

    Jan Brzezek, Chief Executive Officer and Co- Founder of Crypto Finance AG
    Understanding the true impact of digital assets in enabling anyone from anywhere in the world to access a truly global financial system. We will look beyond the hype and identify the real value and applications of digital assets in the global economy.

    “Does Value Investing work??” A historical perspective, academic studies, research process

    Nicolas Scheuermann, Managing Director of Scheuermann & Co. AG

    1 . A short history of Value investing
    2 . Empirical studies, does value investing work
    3.  Investment Process, how to do it …
    4. Qualitative considerations in Value investing
    5. A...


  • Never mind the platforms

    Dr. Patrick Hunger, Chief Executive Officer at Saxo Bank (Schweiz) AG
    • Impact of platform economy on the financial industry
    • The curse of mimicking other industries
    • ‘monolith banking’ versus ‘neural banking’
    • What if the future is not ‘platforming’ after all?

    Holistic Wealth Management - The bridge to the future of PB

    Nicolas de Skowronski, Head Advisory Operations and Development at Bank Julius Baer & Co. Ltd.
     As the world of wealth management changes thanks to shifting client demands, new regulations and digital innovations, more and more wealth managers aim at the creation of holistic ecosystems. In order to provide such state of the art PB services, it is imperative that wealth managers addres...

  • Digital Disruption: Investment opportunities in the evolving economy

    Stephane Lago, Senior Thematics Investment Specialist at AXA IM
     Changing demographics and technological disruption have accelerated the trend towards thematic investment in recent years as the historical boundaries of sectors have become increasingly less relevant.  Equity investors looking through this thematic lens can clearly identify the disrup...

    Life insurance for private clients

    Catherine Zoller, Founding Partner of Alpha Management Services Luxembourg S.A.
    Life insurance, an investment concept combining the protection of insurance, wealth management and succession planning in accordance with the legal and tax rules applicable in the subscriber’s country of residence.
    I. ...

  • Art as an alternative asset class

    Michel Arni, attorney at law, independent board member and advisor at M Advisory
    • Introduction: brief history of art as a financial asset class
    • Different ways to hold art; best solutions?
    • Strategies: diversification vs. highly focused holdings
    • Art funds: opportunities and risks, dealing with conflict of
    • Art financing: new opportunities for investors and collectors.
    Financial returns for investors; liquidity for collectors.

    How to construct a Balanced Portfolio in a very low return world with an overhanging trade war?

    Michel Munz, Head Portfolio Management at Bank Julius Bär & co. AG

    - Are Treasury still a good hedge?
    - Should we favour Gold instead?
    - What about Volatility?
    - For Equities anything else than FAANG’s? and Momentum?
    - Are European Equities still on the map of global investors?
    - Who needs...


    The Why, What and How in Impact Investing

    Ernst von Kimakowitz, Director at Humanistic Management Center

    From retail banking to wealth management we are currently observing a rise in demand, as well as the corresponding buzz around purpose driven and impact-oriented investment offers. But what concepts are underpinning the buzz...


  • Rewards and challenges of Employee Engagement in the Financial Industry

    Hakan Ekinci, Chief Risk and Finance Officer at IG Bank S.A.
    • New generation of employees’ impact on the traditional engagement tools • Rising trend of flexibility of workplace and home-office Impact • A must or nice to have? • Do employees believe in annual surveys? • Do companies use the results and benefit from these surveys to identify ...

    The evolving Governance environment in Banking: UK SMR and its relevance

    Rajat Garg, Regional Chief Executive Officer and General Manager at Habib Bank AG Zurich
    One of the key initiatives taken by a regulator to strengthen individual accountability in banking was taken with the introduction of The Senior Managers and Certification Regime (SM&CR) in the U.K. from March 2016.
    It is leading many senior managers from the banking industry...

    Agriculture: an uncorrelated alternative asset class

    Jens Ohnemus, Chief Executive Officer at Blue Harvest S.A.
    • Low correlations with traditional asset classes provide diversification potential.
    • Asset values often correlate with inflation, providing a potential hedge.
    • Inelastic demand and supply often result in hybrid-like return characteristics:

  • How to grow AUM without increasing your headcount

    Robert Roome, Global Director of Product at Wealth Dynamix
    To date, the digitalization of the Private Banking sector has been primarily focused on enhancing the client experience. Despite the importance of this, the digitalization of internal processes in the front office should not be overlooked. Wealth Dynamix will discuss how firms can execute an internal digital strategy, re-focussing staff from administrative tasks to value-added activities and through this, provide an enhanced client experience and improved cost to income ratio.

  • Digital disruption in the private placement & loan market – what does this new financing market hold for issuers and investors?

    Fredy R. Flury, Head Risk Management FIRC at Bank Vontobel AG, Zürich Stefan M. Pomberger, Head Quant Group Fixed Income, Rates and Income at Bank Vontobel AG

    Digitization and disintermediation are changing the notoriously bank- & broker dominated financing landscape for public and private debtors (Swiss mid-sized companies & municipalities). Whilst improving efficiencies and borrowing costs for issuers – what investment opportunities ...


  • The Body Language of Leadership

    Laura Penn, Ph.D., Author, TEDx Speaker, Founding Director of The Public Speaking School

    Do you speak body language?  Can you decipher the meaning of a shoulder shrug, two hands clasped tightly together, or your colle...


    A watch tells more than just time - learn about the value of timepieces

    Patrick Steiner, Expert in the Swiss Watch Industry
    Today, with all electronic gadgets, a watch on your wrist is the last thing you need to know the time. A watch has become an object to express yourself, like cars, shoes or sunglasses. But like with cognac and cigars, there are a lot of small details in manufacturing of watches - so called “savoir-faire” - which you don’t see, but which make that amazing difference on the price tag. Get an insight into watch making and important hints, to better evaluate the watch you will acquire next and its value.


    Keith Coats, Specialist Leadership and Global Trends Speaker/Consultant
    As always a real plesure to work with Richmond Events, I hope there will be many more opportunities in the future. Thank you.


    Pierre- Yves Augsburger, Senior Consultant, Fuchs & Associés Finance SA
    Extremely well organized and the sessions I attended were of great interest and quality.

General Enquiries:

T: +44 20 8487 2200
F: +44 20 8487 2300

T: +1 212 651 8700
F: +1 212 651 8701

T: +41 61 335 94 44
F: +41 61 544 74 44


T: +39 02 312009
F: +39 02 3313976

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