Launch Event: The Future of Wealth Management Report, 17th of May 2017, Aura Zurich

Is wealth management facing its Kodak moment?

Automated services at lower costs and higher customization potential to customer empowerment tools like social trading platforms and the banking-as-a-platform movement are posing additional challenges to the wealth management industry. Can a business model requiring 2% management fee compete with one asking for just 0.2%? Are automated wealth advisory solutions a disruptive threat or an opportunity?

The report seeks to provide answers for the above questions. These insights are the tools to successfully manage the changing environment and its trends.

Be a part of the redesigning process and register now for the launch event. Discuss the Wealth Advice report on 17th May, 2017 at Aura in Zurich.

Need more information? Take a look at our invitation or contact us today!



Open for Registration


Introduction and Key Insights
Robert Ruttmann, Founder of RFS and Head of Competence Center for Sustainability and Financial Services at University of St. Gallen.


Panel Discussion
Mr. Dieter Bartl, Executive Board Member, Head Multi-Channel Management, Swiss Life
Mrs. Kristine Braden, Citi Country Officer, Citibank Switzerland, Monaco and Liechtenstein
Mr. Sean Hagerty, Managing Director of Vanguard Europe
Mr. Adrian Nösberger, CEO Schroder & Co Bank AG. Switzerland
Mr. Christoph Schenk, Chief Investment Officer (CIO), Zürcher Kantonalbank
Mr. Nicolas de Skowronski, Deputy Head of Advisory Solutions, Julius Baer
Mr. Philipp Wehle, Head of Finance International Wealth Management, Credit Suisse
Mrs. Eunice Zehner, CEO of IPM


Apéro Riche


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