Thu, September 12, 2019
10:00 – 17:00
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Renaissance Tower Hotel
Free of Charge
We look forward to our 3rd swissQuant Private Wealth Conference – an event exclusive to our clients in the wealth management and private banking space.
An interesting day awaits you with roundtable sessions in the morning and presentations of our current innovations in the afternoon. This year’s conference theme is “User Journeys for Portfolio Managers and Investment Advisors”. The presentations will be followed by an “apéro riche”.
Further details will follow soon. We look forward to welcoming you to the event, and would like to give you the opportunity to save the date for the upcoming conference.
10:00 – 10:30
Registration and Welcome Drink
10:30 – 10:40
Conference Opening Roundtable Session
Daniele Porcaro, Head International Wealth Technologies, swissQuant Group
10:40 – 11:10
Round Table Session
12:30 – 14:00
14:00 – 14:10
Conference Opening Afternoon Session
Mohamed Louizi, Head Private Banking Technologies, swissQuant Group Conference
14:10 – 14:40
End to End Goal-Based Investment Advisory Showcase
Christian Klausen, Head of Private Banking Technologies Consulting, swissQuant Group AG
14:40 – 15:10
Designing Elegant Customer Journeys
Benjamin Wiederkehr, Managing Director, Interactive Things
15:10 – 15:40
15:40 – 16:10
Concept Study of an End to End Investment Management System
Florian Bendl, Deputy Head International Wealth Technologies, swissQuant Group AG
16:10 – 16:45
The Complexities and Realities of Private Banking
Jean-Christophe Gerard, CEO Barclays Monaco and Head of Private Bank Switzerland and Monaco
16:45 – 17:00
17:00 – onwards
CEO Barclays Monaco and Head of Private Bank Switzerland and Monaco
Jean-Christophe Gerard joined Barclays in October 2017 as Global Head of Investments, Private Bank & Overseas Services (PB&OS). Jean-Christophe was nominated Head of Private Banking Monaco and Switzerland and CEO – Barclays Monaco in July 2019.
Before Barclays, Jean-Christophe spent 24 years with HSBC Group, in various roles across Investment Bank, Asset Management, with functions ranging from Head of Investments EMEA, Co-Global Head of Investments, and Global Head of Investment Products.
Jean-Christophe graduated from the Ecole Supérieure de Commerce de Bordeaux in 1990.
Deputy Head International Wealth Technologies, swissQuant Group AG
Florian Bendl is driving the international expansion at swissQuant Group. He is working on innovation projects and business development. He holds a Master in Physics from University of Bochum. Following his studies, Florian has been working as a quantitative portfolio manager and partner at various hedge funds where he built end-to-end infrastructure, trading systems, led research efforts and managed institutional portfolios.
Head of Private Banking Technologies Consulting, swissQuant Group AG
Christian Klausen graduated from the University of Copenhagen in Financial-Mathematics, where he worked as teaching assistant in advanced financial-mathematics courses and focused on the efficient pricing and calibration of models. Prior to joining swissQuant, he worked at KPMG as Quantitative Consultant and accompanied the introduction of several new risk models for the largest banks in Switzerland. His passion for financial markets and innovative approaches let him to join swissQuant in 2017, where he is now heading the consulting team.
Managing Director, Interactive Things
Interactive Things is a Swiss design and technology studio specialized in data-driven products and publications. Together with his team, Benjamin helps clients including the United Nations, World Economic Forum, UBS, and Credit Suisse to create seamless and engaging experiences for their audience. Their work has been exhibited in Indiana, Beijing, Seoul, Shanghai, London, and Barcelona and it has been awarded with the Information is Beautiful Award, German Design Award, and the Grimme Online Award among others.
Benjamin studied Interaction Design at the BA and MA in Design program of the Zürich University of the Arts. His research and work interests center around information visualization, persuasive technology, and interaction principles between humans and data. Benjamin lectures on these topics at the Zürich University of the Arts and the University of the Arts Bern. He has given lectures and workshops at international universities including UC Berkeley, FH Potsdam, and IUAV Venice.