The completed program with additional speakers will be available in May 2014

Monday, September 22nd, 2014

Welcome and introduction of the conference theme
Dr. Mario A. Bassi,
 Head of Global Business Management, ANZ Private Bank – Global Wealth,  Australia and New Zealand Banking Group Limited (confirmed)

New business models and partnerships for a changed landscape

Developing new models to service clients better
Joyce Philips,
CEO Global Wealth, Group Managing Director Marketing and Innovation, Australia and New Zealand Banking Group Limited (confirmed)

Global Wealth Management in a changed environment

  • Challenges and opportunities of global/local regulations
  • Strategic options for wealth managers
  • The future of SwissBanking

Stephan Zimmermann, Head WM Strategy Initiatives & Industry Affairs, UBS AG (confirmed)


Wealth Management is dead; long live wealth management: an optimistic view of the industry

  • The new meaning of transparency of the business model
  • The emergence of intelligent insight to build growth
  • The challenges of industrialising the business model
  • The joy of private banking

Sebastian Dovey, Managing Director, Scorpio Partnership (GB) (confirmed)


The future of Wealth Management – measures to ensure sustainable growth in a changing environment
Hein van der Loo, Head of Strategy and Business Development, ABN AMRO Private Banking (confirmed)

Competing in the Swiss private banking industry: life after the end of unlimited liability partnerships

Asset Management – current strategies and visions

Introductory speech: Global prospects for the asset and wealth management industry
Topic tbd
Dr. Markus Kobler, COO, Allianz Global Investors (confirmed)

Panel discussion: Asset Management and distribution strategies in a world without “kick backs” (“retrozessionsfreie Welt”)

Alfonso Papa, CEO, ING Investment Management (Switzerland) Ltd. (confirmed)
Michele Porro, Head of Distribution Swiss & Global Asset Management and Region Head Switzerland GAM Holding AG (confirmed)
Martin Thommen, Head UBS Funds, UBS Global Asset Management, President SFAMA (confirmed)
David Blumer, Head of EMEA, Blackrock (invited)


Is compliance an ally or an enemy of global wealth management?

Servicing US clients from Switzerland – the example of Vontobel Swiss Wealth Advisors
Deepak Soni,
Vontobel Swiss Wealth Advisors, Zurich (invited)

Private Banks between Basel III, AIFMD, MIFID, EMIR, FATCA and other changes
Is compliance an ally or an enemy of global wealth management?
Compliance and compliance cost management

Dr. Hans-Ulrich Lauermann, Head of Financial Services (Tax), PwC Germany (D) (confirmed)


End of day one – Get together at the lake of Zurich



Tuesday, September 23rd, 2014

Keynotes: Global private banking

Welcome and introduction
Dr. Mario A. Bassi

The future of global private banking – how to improve the cost-income ratio in a global private bank
Pablo Garnica Alvarez-Alonso, Head Private Bank in Europe, Middle East and Africa, J.P. Morgan Private Bank, Geneva (invited)

Conquering new markets with new business models – a winning private banking model for a changed landscape
Stephen Richards Evans, Head of Private Bank Europe, Middle East, Africa, India & The Americas, Standard Chartered Private Bank, Singapore (confirmed)

The evolving proposition of offshore private banking
Alexander Classen,
CEO Coutts & Co. Ltd., Head of Wealth International and Member of the Executive Committee of the Wealth Division of RBS (confirmed)

Investment strategies in a difficult environment

  • The current investment scenarios
  • The relative valuation of the various asset classes
  • What drives markets?
  • Investment strategies in a portfolio context

Dirk Wiedmann, Group Chief Investment Officer, Rothschild Bank, Geneva (confirmed)


M & A – current M & A scenario at the financial center Switzerland

M&A trends in the Swiss banking sector: Restructuring and concentrations
Shelby du Pasquier,
Partner, Co-Head Banking and Finance Group, Lenz & Staehelin, Geneva (confirmed)

Client servicing and pricing models

Panel discussion: New client servicing and pricing models – what’s new, what comes next?


Christoph Brunner,
CEO Switzerland, Credit Suisse
Christian Wiesendager, CEO Wealth Management Switzerland, UBS (invited)
Arian Künzi, CEO, Notenstein Privatbank
Georg Schubiger, Head of Private Banking, Vontobel


Achieving operational excellence in Wealth Management

Achieving operational excellence – emerging business models, industrialization and Business Process Outsourcing (BPO)

  • The need for industrialization, why we are here
  • What does operational excellence mean for Wealth Management
  • OpEx Options: how complex is excellence?
  • Emerging structures and the way forward…

Anil Venuturupalli, COO, Deutsche Bank (confirmed)