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”.
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 – 12:30
Round Table Session
12:30 – 14:00
14:00 – 14:10
Conference Opening Afternoon Session
Mohamed Louizi, Head Private Banking Technologies, swissQuant Group
14:10 – 14:40
End to End Goal-Based Investment Advisory Showcase
Jan Kayatz, Senior Quant Engineer, swissQuant Group
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
Karim Jadallah, Senior Quant Engineer, swissQuant Group
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.
Senior Quant Engineer, swissQuant Group
Karim Jadallah is delivering consulting services and state-of-the-art quantitative solutions to private banks and institutional clients.
Before joining swissQuant Group, Karim lead the investment division of a leading swiss insurance firm and was responsible for both tactical and strategic management of 1.2 billion CHF. His experience also spans the investment banking and asset management industries, with a major expertise focus on the Fixed Income, Equity, FX, and Structured Products markets.
Karim holds a master’s degree in economics from the University of Graz and is a current CQF candidate.
Senior Quantitative Engineer, swissQuant Group
Jan Kayatz holds a master’s degree in mathematics from the Federal School of Technology (ETH Zurich), majoring in theoretical computer science and algebraic topology. He was engaged internationally in core banking platform migration projects at a consulting company, also stayed with a private bank where he transitioned from valuating structured derivatives over to optimizing processes, restructuring and cost-saving initiatives. He met swissQuant Group during one of his projects. His passion for computer science positions him as key link between the consulting team and the developers.
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.