The Context:
Working with The Wealth Mosaic, Owen James launched this highly successful WealthTech Matters series three years ago and we have now branched out to Switzerland, with the primary objective to delve into a diverse range of cutting-edge technologies that have the potential to elevate the productivity, agility, and overall performance of your workforce.
Invited delegates are typically comprised of the Chief Operating Officers or Chief Technology Officers within wealth management, private banking and the very top end advisory distributor world.
The event is sponsored by firms who are keen to engage with this group on a strategic basis. They are able to bring their specialist expertise to the table and if there is any interest in pursuing a further conversation offline then Owen James will seek to facilitate that.
The format:
The half day is a blend of keynotes from external speakers, whose remit is to encourage new thinking and insight, interactive roundtables examining the key issues and challenges you face in your client focused activity, TechTalks – short sharp and entertaining updates on solutions being offered to solve some of the issues raised, and finally some much needed in person networking.
The Sponsors
We would like to thank all our sponsors whose financial contribution enabled WealthTech Matters to take place. Their motivation is threefold:
- To be, and to be seen as being supportive of the industry
- To understand the stresses and strains being placed on the industry and, where possible, respond to them
- To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned
The Facilitators:
We would also like to thank our facilitators who played an invaluable role ensuring that the roundtables maintained their focus and encouraged participation from all.
- Stephen Wall
- Simon Minder
- Gregor Mueller
- Ivan Schouker
The roundtable write ups:
The following are the headline findings captured from the outputs from the interactive roundtables which took place on the day, to provide a useful aide memoir. The roundtables operate under Chatham House rules so apart from the expert and facilitator, no names or companies are mentioned.
The Findings
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Informed Decisions – The platforms and services making the biggest impact on wealth managers
Expert: Christian Jedlicka, CSO, Etops Group Facilitator: Gregor Mueller, Independent Consultant
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
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Partnership Potential – innovation without reputational compromise
Expert: Cotyso Bodea, Chief Technology Officer, Everon, and Brice Zanetti, Chief Relationship Officer at Everon Facilitator: Ivan Schouker, Managing Partner at FinArchitects
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
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Research Driven - How to use Machine Learning and Generative AI to drive investment recommendations at scale
Expert: Dr. Boris Rankov, Head of Product Strategy International (EMEA and APAC), at Investcloud Facilitator: Stephen Wall, Founder at The Wealth Mosaic
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
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Sustainable Solutions - Responding to evolving client behaviours and values
Expert: Edward Turner, Private Banker, Dreyfus Sons & Co Ltd, Banquiers Facilitator: Simon Minder, Family Office Adviser, M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
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Value Adding – Adapting to the world of enhanced client experience
Expert: Edward Turner, Private Banker at Dreyfus Banquiers Facilitator: Simon Minder, Family Office Advisor at M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
