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.
  • Strategic Challenges for Swiss Banks

    Prof. Dr. Klaus Wellershoff, Chief Executive Officer, President of the Board, Senior Client Partner at Wellershoff & Partners
    Banking is a very old profession. For hundreds of years banking was a dusty intermediary business between savers, borrowers and investors. It has now turned into a bustling battlefield for market dominance in client access and data processing. New technologies allow cust...

    Where do we stand in the Swiss and Worldwide Economic Recovery

    Jan- Egbert Sturm, Professor of Applied Macroeconomics, Director of KOF Swiss Economic Institute at ETH Zurich
    None of us foresaw the economic consequences of the COVID19 pandemic. The way out is also unprecedented territory. As Director of the KOF Swiss Economic Institute at the ETH Zurich, Prof. Jan Egbert-Sturm is one of the most competent experts in Switzerland to assess the current and future situati...

  • How are Swiss Banks Including Asset Tokenization in their Business

    Felix Simon, Security Tokenization Expert, Head Business Development at DSENT AG, Advisor to SwissMount GmbH and Managing Director at Simon Capital
    - Key advantages of tokenization for capital market a...

    Developing a New Digital Lending Platform within an Incumbent Bank: Key4 by UBS

    Matteo Bernardoni, Head Lending Platforms at UBS
    - Can a large bank such as UBS launch a completely new and competitive digital lending platform? - Why is UBS opening up the platform to third-party investors? - How can an open ecosystem of numerous further services from selected third parties work in practice? - How is the increasing i...

  • Impact Investing – Redefining the Meaning of Return

    Ernst von Kimakowitz, Director at Humanistic Management Center

    Impact Investing has gained substantial momentum in both the finance and social entrepreneurship community, but much conceptual ambiguity and a somewhat inflationary use of the te...


    The empire strikes back: Effective strategies to win back market share from neo-banks and neo-brokers

    Max J. Heinzle, Founder, Board Member & CEO at area2invest
    Two major market trends are impacting the financial industry: the move from public market transactions towards private and also the opening of financial markets due to digital marketplaces. Max Heinzle, CEO of area2invest, will provide insights on the latest movements and how the financial market...

    Artificial Intelligence in Allocation - the new Crystal Ball

    Wolfram Gerlof, Client Portfolio Manager at Vontobel Asset Management

    Artificial intelligence (AI) can create real added value in asset allocation and is becoming an

    "industry trend&q...


  • Making Our Future the Cause of the Present

    Beyazit Guzelyagdoken, Head Growth Boutiques & SEIM Business Management at Julius Baer

    Sustainable Investing is certainly here to stay as it supports the transition to a low-carbon economy and helps to reduce social in...


    Getting Started with ESG – A Nightmare or a Booster?

    Hélène-Sophie Renneboog, VP Special Projects at Bank J. Safra Sarasin AG

    ESG is becoming mainstream. Whether you like it or not, this “not so new” trend has got so much traction – and regulatory attention – that you cannot ignore it.

    But how should you get started?


    How Active Managers Play a Role in Current Markets

    Hervé Croset, Chief Executive Officer at Wealth Solutions Partners SA

    A real challenge is now in front of all investors, being either private investors seeking stable and safe returns out of saving, professional advisors searching to optimize their clients’ portfolio returns, or institutional investors looking to maximi...


  • Fostering Business Growth and Optimizing Risk / Return through Digital Transformation

    Robert Swalef, Deputy General Manager at Millennium Banque Privée
     “Fostering business growth and optimizing risk / return through digital transformation”



    Global Macroeconomics Investment Outlook for the next 12 months

    Fariba Hashemi, Partner at Salus Partners
     This is a highly interactive session, offering participants an opportunity to brainstorm and share perspectives on global macroeconomic outlook in the next 12 months, and the implications for financial markets.  Topics of discussion include:

    Empathy! Performance! What is the balance in Communication with Customers?

    Yanis Varetz, Partner at Sept Finance SA

    The Aim of this discussion group is to exchange experience in customer communication: the importance of listening to customers, understanding exactly who they are and what they want and not making the mistake of taking them into our unfamiliar territory. Em...


  • What about Change Management – Education and Mindset change, but on a “Resilience / New way of working” perspective?

    Cedric Likin, Chief Executive Officer at Lombard Odier & Cie SA

  • The programme is currently in progress ...

    All suppliers have the chance to submit a supplier presentation. Delegates will evaluate and choose those presentations of most interest and relevance to them. The highest-rated presentations will be included in the conference programme.


    How to Invest with Positive Impact and Achieve your Financial Goals

    Ross McSkimming, Senior investment Specialist at Aberdeen Standard Investments (Switzerland) AG

    Many world events are prompting investors to invest for positive change. Impact investors realise that they can invest today to change tomorrow, but they can secure returns akin to those of wider global equity markets.


    The Transformative Potential of Blockchain

    Chris Mellor, Head of EMEA ETF Equity and Commodity Product Management at Invesco

    Defusing Tax Bombs: How Tax Suitability has Become the New Benchmark

    Jürg Stalder, Senior Product Manager at SIX

  • Digital Body Language

    Damir Dantes, Pantomime and Dance Artist
     In order to negotiate effectively or settle a conflict, we need to be able to perceive and correctly assess the emotions of the person we are talking to. How do we manage to read and correctly understand f...

    Busy, calm and sharp – with the power of the subconscious

    Nidal Moughrabi, Founder Hypnomed

    Though the subconscious is the biggest and the most important part of our mind, it is inexplicably and totally neglected in business life. In this session you will get a taste of how easily it is accessible by methods like selfhypnosis and meditation. And...



    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