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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.
KEYNOTES 2019
KEYNOTES 2019
  • Disrupt or be disrupted - Swiss Private Banking

    Eric Sarasin, independent financial consultant and entrepreneur
    Where does Private Banking come from? Traditional private Banking was about trust and client centricity – has this all vanished. A brief historical background given the example of Bank Sarasin founded in 1841. The second part of the presentation will b...
     

    Wealth Management. the next Frontier in Fintech

    Simon Taylor, Co-Founder and Council Member at at Global Digital Finance
    In the past two years mobile first savings and investment apps have broadened the appeal of wealth management, and brought much of the value add of private banking to the mass market. Services like Acorns in the USA or Plum and Cleo I'm Europe are loved by users as the automated way to grow their...
     

INDUSTRY SESSIONS 2019
INDUSTRY SESSIONS 2019
  • Beware of satisfied customers: Measure, control and plan your business success with the Fan Principle

    Jonas Lang, Member of the Management Board at 2HMforum. For best relationships.
    - Why satisfied customers are no guarantee for economic success 
    - Companies need Fan-customers in disruptive times 
    - The Fan-Principle: Turning customers into Fans 
    o Focusing on central needs of the customers 
    o Frequent ...
     

    -

    Markus Fuchs, Managing Director at Swiss Funds & Asset Management Association SFAMA
     While independent asset managers play a dominant role internationally - BlackRock being the world’s largest asset manager with some 6’000 Billion CHF assets under management - the largest Swiss asset managers are traditionally bank-owned or insurance-owned. However, independent ...
     

  • Impact Investing: From Spectator to Actor

    Svetlana Baurens, CEO & Co-Founder of Galileo International Impact Investing Centre - Galileo IIIC
    • Chrystal clear understanding of Impact Investing in the Capital Spectrum 
    • Current Market, its Players and Trends
    • Successful Stories: Return and Impact
    • Why Impact Investing is the Future of Finance and Business
    &...
     

    Goal-based Investing for Private Clients

    Stéphane Monier, Chief Investment Officer at Banque Lombard Odier & Cie SA
    I. Goal-based investing and the future of wealth management
    II. The role of a holistic wealth analysis in defining clients’ goals: Balance sheet, Cash flow analysis and Goal prioritization
    III. From product push to personalized investment solutions using institutional inve...
     

  • Energize your organization: How to achieve Operational Excellence

    Christelle Passaquay, Project Manager at Banque Pictet & Cie SA Arnaud Chouraki, Associate at Noveo Conseil
    The feedback from of a Swiss Private Bank which uses Lean Methodology to optimize its processes
    What is Lean and why do we use it
    How have we ensured a Lean process optimization wh...
     

    Open Wealth - Ecosystems and Business Models

    Urs Bolt, WealthTech and RegTech Expert, Partner at Blockchain Innovation Group AG
    - Trends and drivers of change.
    - The evolution of digital wealth management.
    - Open Banking as precursor for Open Wealth-ecosystems?
    - Opportunities and challenges of Blockchain technologies and digital assets.
     
     

  • Evolution of Paradigms in Banking IT

    Frank Schwab, Chairman at Hufsy, Co-Founder of the FinTech Forum Frankfurt, Member of the Board of Directors at Gulf International Bank in Bahrain
    * From functional interfaces to machine communication
    * From application silos to machine learning and AI
    * From flat files to blockchain 
    * From high variety infrastructures to edge computing
    * From hierarchical IT organizations to distri...
     

DISCUSSION GROUPS 2019
DISCUSSION GROUPS 2019
  • Successful business development through Employee Engagement

    Michael Petersen, Head of Private Banking at ONE swiss bank SA
    The financial industry is more than ever challenged by digitalization, regulation, low margins and the threat of disruption from other players. Still one of the most important keys to successful development will be the human factor and a high level of Employee Engagement and motivation.
     
    This discussion group will focus on how to improve Employee Engagement through leadership and daily actions. We will, by sharing our best experiences, focus on what makes a positive and sustainable difference in the work with teams and individuals towards high performance and employee satisfaction. 
     
     

    Art as an Asset Class

    Alain Mestat, Managing Partner at Luxinvest Capital Advisors S.A.
    - How can wealth managers benefit from providing high added value art & finance solutions to their clients
    - Types of art & finance services offered: art secured financing, art wealth structuring
     
     

    How could you leverage your operational organisation by using Fintech?

    Cedric Le Moan, Managing Director & COO at Unigestion SA
    - How use Fintech for Core or non-Core Activities (operations, investment, trading, risk, reporting)
    - How use Fintech as agile solution to answer to new client request more easily
    - More attractive and cheapest to implement, the fintech solution is an easy way to find solution ...
     

  • Where do we go from here - Solutions for Swiss Private Banking

    Eric Sarasin, Member of the Board of Directors at 1875 Finance SA
    With all the changes and the fact that Switzerland has lost its eminent position in Private Banking, what kind of solutions can be presented to change the downward spiral and develop new solutions for the future. Think outside the box.
     

    Is Wealth the next frontier for Fintech?

    Simon Taylor, Co-Founder and Council Member at Global Digital Finance
    • How likely are mobile first / mobile only disrupters to impact your business?
    • How important is demonstrating the impact of investments to your clients?
    • Where do you feel the biggest unmet customer needs are, and how do you know that to be true?
    ...
     

SUPPLIER PRESENTATIONS 2019
SUPPLIER PRESENTATIONS 2019
  • Wealth Management - An Industry in Transition

    Thomas Fekete, Managing Director at BlackRock
    In a remarkable era of change, market dynamics are constantly evolving. Margin compression, technology and regulation are some of the main drivers of transformation in the Wealth Management Industry, leaving no option to stand still. 
    These trends have driven all players to adapt, lead...
     

    Wealth Management - Next Generation Client Acquisition

    Alessandro Tonchia, Co-Founder and Head of Strategy at Finantix
    • How could Next Generation Client Acquisition work for leading wealth managers? How might it increase Assets Under Management?
     
    • What will digital priorities be as wealth managers compete for market share? 
     
    • Which technologies can they use to accelerate growth?
     
    • How can wealth managers better know their customers and remain compliant to ultimately offer better service, an enhanced client experience AND drive an increase in revenue?
     
    Finantix will share the findings of a global survey of executives in wealth management, and will demonstrate how digital tools can accelerate growth and enhance customer experience
     
     

  • Digital Transformation, beyond the buzz word...

    Christian Chichkine, Cloud Transformation Advisor EMEA at Nutanix
    It is a challenging but most likely mandatory journey that companies will have to embark on. A large part of the clients I talked to, considered it as a technical topic or worse, an IT topic. This journey is clearly a business-centric challenge.
     

INVESTMENT FORUM 2019
INVESTMENT FORUM 2019
  • The programme is currently in progress...

    All suppliers have the chance to submit a supplier and a fund manager presentation. Delegates will evaluate and choose the presentations most interesting and relevant to them. The highest-rated presentations will be included in the conference program.
     

OUT OF THE BOX 2019
OUT OF THE BOX 2019
  • Less stress - more Life Quality

    Evi Giannakopoulos, Founder and Owner of stress away
    1. Stress analysis 
    2. Three powerful strategies how to cope with stress
    3. Your Dream-Team against stress: mental training and emotional intelligence
    4. Mindfulness & relaxation
     
     

    Say Cheese! The Story and Tasting of a new Cheese Brand

    Curdin Janett, Co-Founder and CEO of Fromage Mauerhofer AG
    Cheese, created by Swiss nature. From raw milk. From happy, healthy animals, which eat nothing but grass or hay. Processed directly on site by the best cheesemakers. Without transport routes. Traditional craftsmanship in search of the next innovation.
    Hear the story behind the cr...
     

SPEAKER TESTIMONIALS
SPEAKER TESTIMONIALS
  • TESTIMONIAL

    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.
     

    TESTIMONIAL

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


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