News

Breakfast Briefing for Swiss Wealth Managers: USPs beyond secrecy

Date:
Wednesday, 12th September

Theme:
Swiss wealth management: USPs* beyond secrecy

Program:
8:15 am to 9:00 am: Registration and breakfast
9:00 am to 10:00 am: Panel discussion
10:00 am to 11:00 am: Solution showcase

Venue:
Hotel President Wilson, 47 Quai Wilson, 1201 Geneva

Cost:
Complimentary

Swiss wealth and asset management actors have a lot to offer beyond banking secrecy – and it’s now high time that the performance and service quality offered by the Swiss financial sector is put front and center in a bid to attract and retain clients and assets.

This event will see a panel of senior industry figures giving their views and engaging with a lively panel debate with delegates – making a morning which is both informative and stimulating.

It will be followed by the prime time presentation of a unique tool for portfolio optimization and risk analysis: Black Swan. This solution allows to minimize the expected shortfall and to maximize the expected windfall in event of crisis.

Main topics and Panelists

Ago Cluytens is an experienced marketing strategist, specialized in working with high-end professional services clients.

Cluytens will kick-start the discussion on how the global wealth management “centers of power” have shifted in recent years Specifically, he will look at what Switzerland’s USPs are for ultra high net worth (UHNW) clients and how the jurisdiction can craft a sustainable value proposition which will fend off competition from rival centers.

François Reyl is the CEO of REYL & CIE, an independent banking group created by his father Dominique Reyl in 1973.

Reyl will explore how Swiss wealth management firms need to readjust their business models, such as building up additional expertise in legal and fiscal cross-border matters and providing even more personalized service.

Osmond Plummer is an international wealth management consultant and trainer as well Swiss correspondent for WealthBriefing.

Plummer will be looking at how, in a post-secrecy world, transparency over fees and performance will be a key differentiator and how the Swiss wealth management industry will have to make this a key area of focus going forward.

Heinrich Weber is the Head of the Geneva branch and Middle East desk head at Falcon Private Bank.

Weber will be exploring how Switzerland can remain the jurisdiction of choice for Middle Eastern clients, despite fierce competition from jurisdictions like Singapore.

Jean-Luc Freymond is the CEO of SAGE Group SA and one of the main architects of Prospero.

Freymond will address how new technologies can help wealth managers improve their relationships with their clients by enhancing their appreciation of issues like risk/return payoff and fostering a collaborative approach to decision-making.

*Unique Selling Proposition

For more information on this news, please contact SAGE at +41 21 653 64 01 (Switzerland).