With the beginning of the new year and a new decade, we decided to make a bold step towards integrating the Swiss Wealth Management community. With strong clients and partners network, full of experienced professionals, we are sure that we can bring new quality to the expert’s dedicated events in our industry. 

The concept

Like all the great Wealth Managers, we believe in trust, informed decisions and mutual growth. That’s why we are launching Wealth Talks, a series of events for the Wealth Management community in Switzerland. The purpose is to bring together the smartest brains of the industry and enable knowledge sharing, partnerships building and networking.

Each quarter we will be tackling fresh issues from the industry by having experts showcasing their experience on the stage and interacting with the participants afterward. As we would like to stay as relevant as possible, please feel free to share your ideas for the topics we should be discussing during the events!

The theme for January 

We are starting in January with the events in Geneva (28.01) and Zurich (30.01). The first big topic that we will look at is Technology in Wealth Management. After a decade of disruption in most industries (including banking), there is no doubt that the influence of technology on business is enormous. The question is what are the threats and opportunities that it brings to Wealth Management in the upcoming years? And how to proactively capitalize on it, rather than passively react to change when it is inevitable?  

Together with our experts, we will make some predictions for 2020 and the next decade. You can expect the discussion around AI, Cloud, CRMPMS and more! 

January events details

Geneva 

https://www.meetup.com/Wealth-Talks-Swiss-EAMs-meetup/events/267932261/ 

Date and Time: Tuesday, January 28th, 2019 – 11:00
Location:Hotel Metropole, Quai du Général-Guisan 34, 1204 Genève

Agenda:
11:00 – 11:30 Reception of Guest
11:30 – 12:30 Impulse Speeches with Experts
12:30 – 13:00 Q&A  

13:00 – 14:00 | Networking Session + Lunch
 

Speakers: 

  • Roger Ganz, Head of Asset Management, Clarus Capital 
    • Topic: “Men vs machines in Wealth Management – how to win the great battle?” 
  • Sadaf Shirdel, Enterprise Channel Manager – Financial Services, Microsoft Switzerland 
    • Topic: “5 technology trends driving intelligent banking” 
  • Chris Gogol, Founder, and CEO, WealthArc  
    • Topic: “GAFA in Wealth Management – How the world’s biggest tech companies are entering the industry” 
  • Sophie Bayley, Digital Strategy & Innovation, Swisscom / e.foresight 
    • Topic: “Banking is at a crossroads” 
  • Adam Wisniewski, Senior Manager, Accenture Wealth Management 
    • Topic: “The new decade of change in Wealth Management” 

 

Zurich 

https://www.meetup.com/Wealth-Talks-Swiss-EAMs-meetup/events/267932139/ 

Date and Time: Thursday, January 30th, 2019 – 8:00 am
Location: LOFT FIVE, Europaallee 15, 8004 Zürich

Agenda:
7:30 – 8:00 | Reception of Guest – Breakfast
8:00 – 9:00 | Impulse Speeches with Experts
9:00 – 9:15 | Q&A
9:15 – 10:00 | Networking Session

Speakers: 

  • Roger Ganz, Head of Asset Management, Clarus Capital 
    • Topic: “Men vs machines in Wealth Management – how to win the great battle?” 
  • Sadaf Shirdel, Enterprise Channel Manager – Financial Services, Microsoft Switzerland 
    • Topic: “5 technology trends driving intelligent banking” 
  • Chris Gogol, Founder and CEO, WealthArc   
    • Topic: “GAFA in Wealth Management – How the world’s biggest tech companies are entering the industry” 
  • Marco Althaus, Consultant, Swisscom / e.foresight 
    • Topic: “Banking is at a crossroads” 
  • Adam Wisniewski, Senior Manager, Accenture Wealth Management 
    • Topic: “The new decade of change in Wealth Management” 

We invite you for the networking sessions followed by flash talks from our speakers and open discussion afterward. If you represent a Family Office, an External Asset Management Company or Private Banksign up now via Meetup.com and get a tone of inspiration for the beginning of the new year, and the new decade!   

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