The future of Wealth Management: Navigating Technology and Maximizing Operational Efficiency

18:00 - 18:30
Arrival and welcome drinks

18:30 - 19:15
Keynote Speech
The AI Advantage in Asset Management

Artificial intelligence is about to change the world and Asset Management will not be excluded. Learn about the transformative role of Generative AI, and how it can help you lower costs, transform investment risk and increase client satisfaction. Daniel will also give his expert view on what part of this new technology might be a fad vs a fundamental change that is here to stay.

Daniel Seiler, CEO & Co-founder, Eqitron
Daniel has more than two decades of investment experience. From 2010 to 2023, his adept leadership steered Vescore's evolution into a cornerstone of Vontobel Asset Management, driving unprecedented growth. With a PhD in finance, Daniel lectures on Asset Management at University of St. Gallen. He has recently published a book titled Investing for Better, highlighting his dedication to nurturing the next generation of financial leaders.

19:15 - 20:00
Panel discussion (Chatham rules apply)
How to Adapt to Any Market Conditions, Scale Existing Products, and Launch New Products Faster 

The discussion will cover a range of critical topics, including the ideal cost structure for asset management operating models, the role of technology in increasing operational efficiency and the advantages of outsourced operating models.

The panelists:

Charles-Edmond Renouard, Managing Partner & Co-founder of The Good Guys Company (TGGC)
Charles-Edmond is the co-founder of TGGC, a Swiss boutique consulting firm working with a wide range of buy-side investment managers, technology and service providers in EMEA, to design & shape how the buy-side creates its products and serves its clients, front to back. TGGC covers public markets, private markets, and digital assets. Prior to co-founding TGGC, Charles-Edmond was Head of Asset Management Technology for Vontobel Asset Management, and Head of IT AM CH/EMEA Front Office Platforms for Credit Suisse Asset Management.

Christian Jedlicka, Managing Director, JEDLICKA Wealth Tech Consulting
Christian has long-term experience with software solutions and digitalization projects within the financial industry, with a strong focus on wealth management, asset management and private banking. He has extensive experience in strategic planning at a board level and in the development of additional market segments and of new international markets. He possesses comprehensive knowledge of markets and products in the WealthTech and RegTech areas.

Diven Chatrath, Global Head of Investment Operations & Accounting, UBS Asset Management
In addition to the role above, Diven has also been the EMEA and Swiss Head of Operations for UBS Asset Management since May 2018. Previously, Diven was a Managing Director and EMEA Head of Middle Office Services at SS&C GlobeOp, a leading global fund administrator and middle office service provider. His other prior roles include being a Director of Institutional Sales and EMEA Head of Valuation Services covering a variety of instrument types including esoteric securities.

Oliver Buomberger, COO and Deputy CEO, Saxo Bank Switzerland
Oliver is responsible for leading the digital-first strategy and client journey. His office assists Saxo's partners in reducing their operational burden and complying with Swiss regulatory requirements. Additionally, they have implemented the Saxo Partner Connect (SPC) tool to enhance communication and collaboration with partners.