These are some of the people you will meet during the Switzerland Wealth Innovation Tour, in addition to the hosts:
Your benefit from this programme will be facilitated and guided by a team of world class consultants and analysts with strong understanding of wealth management, digital transformation and Swiss development topics.
Emmanuel Daniel, Chairman, The Asian Banker
Emmanuel Daniel is the founder and chairman of The Asian Banker, the foremost financial services industry intelligence provider in the world. Through The Banking Conversation, he has access to a wide range of global leaders and opinion shapers. Emmanuel has an established reputation for incisive commentary and analysis of critical issues affecting the industry. In recent years, Emmanuel has been increasingly involved in board and senior management level engagements, running training and facilitating management offsites and leadership programmes in strategy, retail and the digital economy.
Foo Boon Ping, Managing Editor, The Asian Banker
Boon Ping manages The Asian Banker publication business and engages practitioners, customers, partners and the media on critical issues that impact the industry. He has more than 19 years of experience in the banking and financial services industry, specializing in strategic branding, marketing communications and consumer insight. Prior to The Asian Banker, he was at United Overseas Bank (UOB), covering Singapore and key markets in the region, such as China, Indonesia, Malaysia and Thailand.
Maria Leistner, Management, UBS
Leistner is currently the General Counsel for Wealth Management for UBS, as well as EMEA General Counsel, based in Zurich. She joined UBS in May 2016 after spending 13 years with Credit Suisse, in London, most recently as their General Counsel for International Wealth management.
Lee Davidson,Head of Quantitative Research, Morningstar
Davidson, CFA, is head of quantitative research for Morningstar. He leads a team dedicated to developing innovative statistical models and data points. His team has implemented solutions for risk analysis, risk decomposition, stress testing, and synthetic equity research.
Peter Ivankay,Innovation Project Manager, UBS
Ivankay manages innovation projects in the wealth management division of UBS. His projects are focused on Digital Identity, Blockchain, and Artificial Intelligence which he has specific expertise in.
André Brunner,Partner, Capco Switzerland
Brunner is a Partner at Capco Zurich and leads the Digital & Technology Practice of Capco Switzerland. André managed various digital transformation programs and focusses on the transition of enterprise strategies to tangible digital value propositions.
Robert Ruttmann,Founder, Think Tank (Redesigning Financial Services)
Ruttmann is the founder of Redesigning Financial Services, an interdisciplinary think tank established by the University of St Gallen, ETH and EY, dedicated to accelerating the structural transformation in the financial sector in the interests of the end client.
Christina Lamprecht,Co-Founder & Managing Partner, Kommunikationsatelier GmbH
Lamprecht is the co-founder and managing partner of Kommunikationsatelier, an agency for corporate communication, brand communication and product communication based in Zurich.
Bill Chua,Former Head, Financial Institutions, UOB
Bill Chua was former MD and head of global financial institutions group, UOB, managing relationships with banks, non-bank financial institutions, supra-nationals, sovereigns and sovereign entities. In his 34 years of experience in the financial services industry, he has covered institutional wholesale and consumer banking in the front, middle and back offices. Prior to joining UOB in 2000, Chua was with Citibank for 20 years. He serves as a director for several UOB-owned companies and/or joint ventures, and is also an active member of the financial and education communities in Singapore.
Gino Wirthensohn,Co-Founder & CEO Riskifier, Board Member and General Secretary of the Int. RegTech Association
Gino Wirthensohn is currently CEO & Co-Founder of the regulatory technology (RegTech) company Riskifier. Riskifier is a RegTech start-up combining artificial intelligence, social media data points and behavioural finance into engaging experience. He is also a member for the Board and General Secretary of the International RegTech Association (IRTA). Prior to co-founding Riskifier he served as legal counsel for data protection at Julius Baer, and Deloitte.
Filipe Castro, Co-founder & CIO, UTRUST
Filipe Castro is currently the CIO of UTRUST, a fintech venture working in a crypto-to-fiat payment solution and leveraged by an ICO, which empowers buyers to pay with cryptocurrencies while providing a groundbreaking purchase protection mechanism. Prior to co-founding UTRUST. Castro held positions at the United Nations in multilateral fund cooperation departments with European and emerging countries. Presently, he also manages a small independent fund, providing advisory to young tech start-ups and an evangelist for blockchain technology.
Robert Straw , Director of Education, Swiss Finance Institute & Expert, Global Fintech Association
Robert Straw with 25 years of experience in the banking industry, is currently the director of education at the Swiss Finance Institute, where he has focused mainly in the areas of banking such as the future of wealth management, innovating processes for private banks, client-centricity and others; and also a senior advisor at Kickstart Accelerator in Zurich. He is known for his best work as head of the finance and risk management academy and following by positioning himself as COO of private banking at Credit Suisse. Prior to this, he worked at the US Department of Commerce as an economist.
Richard Olsen , Founder & CEO, Lykke
Richard Olsen has recently founded Lykke to build a global marketplace for all asset classes and instruments with immediate settlement and second-by-second interest rate payments using the blockchain technology. His goal is “to create tools of finance that are as slick and elegant as the most sophisticated tools of technology”. Olsen is an economic researcher in high frequency finance. He is co-founder of OANDA, a market maker and information source for currency; is chief executive of Olsen Ltd, an investment manager, and visiting professor at the centre for computational finance and economic agents at the University of Essex.
Mona El Isa , CEO & Co-Founder, Melonport
Former star-trader at Goldman Sachs, promoted to vice president by the age of 26 and made the “top 30 under 30” list in Trader Magazine in 2008 and Forbes Magazine in 2011 after profitably trading the 2008 and 2011 crashes. Subsequently, she worked for the macro fund Jabre Capital until founding Melonport AG. The firm is building Melon, a blockchain software for asset management. Its purpose is to enable people to easily interact with the digital asset space in a way that is fair and equal to all.
Alexandre Gaillard , CEO & Founder, InvestGlass
Alexandre Gaillard is chief executive officer (CEO) and founder of InvestGlass SA – the first swiss robo-advisor for wealth managers. He co-founded and is acting as vice president of the Swissfintech National Association, gathering around 2000 members. He previously worked as head of equity sales at Union Bancaire Privée, as an advisor/ senior private banker at Bank of China and as a portfolio manager at Levitt Capital Management. Gaillard is a board member of the Swiss Chinese Chamber of Commerce and speaks fluently French, English and Chinese mandarin. He is keen to share his experiences with senior bankers and new financial technology (fintech) entrepreneurs.
Philip Weights, Managing Director, Enhanced Banking Governance GmbH
Philip Weights is a senior banker with more than 50 years of work experience. After starting his career in 1961 with Martins Bank Liverpool, he worked with international banks including HSBC and Citibank. Most recently, he was chief audit executive for EFG Bank, a private banking group in Zurich. He is the chairman of the global municipal finance steering committee established by the International City Leaders non-governmental organisation. He is a certified professional director who also acts as consultant to the Hawkamah Institute for Corporate Governance and the Mudara Institute of Directors in the Dubai International Financial Centre. Weights is also the founder and managing director of Enhanced Banking Governance (EBG) GmbH in Zurich, Switzerland, and Dubai.
Dominik Witz, Head of Compliance & RegTech, Swisscom & Former Head, AML & Financial Crime, FINMA
Dominik Witz is responsible for the area of banking compliance and RegTech at Swisscom Banking. Swisscom is Switzerland’s leading telecoms company and one of its leading IT companies. Prior to joining Swisscom, Witz successfully headed the Swiss Financial Market Supervisory Authority, FINMA’s Department for Money Laundering and Financial Crime. He also held positions such as compliance officer and operational risk officer at UBS. In addition to his official capacities, Witz is active as a member of the advisory board of Cashare AG and Swiss Finance + Technology Association (SFTA).
Oliver Bussmann , Founder and Managing Partner, Bussmann Advisory & Former CIO, UBS & SAP Group
Oliver Bussmann is a globally recognised technology thought leader and driver of large-scale transformation at multinational organisations. The founder and managing partner of Bussmann Advisory, he advises enterprises, top-tier consultancies, and financial services companies looking to stay ahead of the digital disruption curve. He also holds important mandates in industry associations, including as president of the Swiss Crypto Valley Association, global ambassador for UK-based Innovate Finance and as a board member of Identity 2020. As group chief information officer of UBS, he successfully led a major IT transformation effort, instituted a new IT innovation framework, and established UBS as a pioneer in the development of blockchain for use in financial services. Prior to this, Oliver was global chief information officer at SAP for four years, and was CIO for North America & Mexico at Allianz. Previous roles include executive positions at Deutsche Bank and IBM.
Angel Versetti,CEO, Ambrosus
Angel Versetti is the chief executive officer of Ambrosus, the blockchain ecosystem that assures quality of products. Prior to Ambrosus, Versetti was the founder of Versetti Ventures a venture capital advisory firm that became one of the pioneers in cryptocurrency investing. His earlier career was at the United Nations, where he led projects and research at the UN Trade & Investment Division, the UN Nuclear Disarmament Committee, the UN Department of Technology & Industry. He also worked at Bloomberg, World Resources Forum and Google. Versetti is a regular speaker on technology, innovation and global development, having spoken at over 100 premier events, including Vatican, Davos, Paris COP21 and others. Versetti has great interest in blockchain, artificial intelligence and space industry.
Mr. Urs Bolt, Fintech & Regtech Expert
Bolt has more than 25 years’ experience as a senior banker working in the financial services industry, most recently at Credit Suisse. He focuses now on wealth management, investment banking, risk & regulation, and financial technology business. His expertise centres on developing and launching new digital business platforms and establishing prime services for high net-worth/ultra-high-net worth clients. His focus is to help financial technology (fintech) and regulatory technology companies and financial service providers review/refocus business strategies, develop products and markets, execute sales, scout for fintech solutions and start-ups, build business partnerships, and implement corporate structures and processes.
Mr. David Bundi, CCO, Hypothekarbank Lenzburg
David Bundi is currently working as chief compliance officer at the highly innovative Swiss Hypothekarbank Lenzburg and as advisory board member of Corlytics and Qumram, two of the leading regulatory technology (regtech) firms globally. Before joining Hypothekarbank Lenzburg, he worked in compliance for UBS in Switzerland and in the US and earlier in legal & compliance for Swiss private banks. Bundi has an international legal education in Swiss, EU, UK and some US law. He speaks five languages and has broad in-depth technical knowledge of compliance and risk-related IT tools. He is an active member of the global regtech community and enjoys travelling to financial technology innovation conferences around the globe.
Dirk Sebald,Chief Executive Officer, Deon Digital
Sebald, is the founder and chief executive offficer of axzoom ag, based in Zug and Frankfurt. Founded in 2011, the company specializes in innovation, digitalisation and career placement. Sebald has vast experience in the fields of IT, insurance, finance and consultancy. Equipped with a solid background in marketing and IT, he has headed and run many successful multicultural and multilingual projects during his over 30-year career. These ventures were dominated by key themes such as strategy, change management, innovation and reorganisation. Sebald has specialised in the field of innovation and digital transformation. He has served as group head innovation at the largest infrastructure provider to the Swiss banks and managed numerous projects and consultancy mandates.
Ralph Sutter,Founder, CEO, and president of SRI Surveillance Reconnaissance Intelligence GmbH, Buchs SG.
Ralph Sutter is founder, chief executive officer, and president of SRI Surveillance Reconnaissance Intelligence GmbH, Buchs SG. He is contractor for various banks, serving in functions such as head of risk and compliance and head of legal compliance. His responsibilities include heading the risk and compliance department in the Geneva office for Surveillance Reconnaissance Intelligence and monitoring implementation policies and procedures. He has also served as deputy head of compliance and head of compliance at General Trust Company, implementing Anti-Money Laundering and combating the financing of terrorism (AML/CFT) regulation, ensuring customer due diligence, know your customer (KYC), and prevention and repression of money laundering. Prior to that he was deputy director of the Financial Intelligence Unit (FIU) for the principality of Liechtenstein.
Martin Maurer,Director of the Association of Foreign Banks
Martin Maurer joined the Swiss National Bank in 1989 as an economist specialising in banking, and was involved in the negotiations for the European Economic Area. In 1991, he worked as an independent consultant, collaborating on various projects with the World Bank, the Inter-American Development Bank, Swiss National Science Foundation, and various South American institutions. Maurer joined the Board of the Swiss Bankers Association in 1996 and took charge of numerous working groups on the subjects of financial market regulation. He also led the Swiss Performance Presentation Standards (SPPS) unit and was involved in various risk management projects before joining the Association of Foreign Banks in Switzerland.
Andreas Pages, Head of Fintech Unit, Swisscom
Andreas Pages is recognised as a leading person in financial technology (fintech) in Switzerland. He is currently working with Swisscom. He creates disruptive products and is a corporate investor in fintech. Prior, he spent nearly a decade in the field of C-level consulting advisory with the Big4 consulting Deloitte and Capgemini. His focus was mainly business and IT strategy consulting covering a variety of industries including financial services. He also co-founded an IT consulting firm in Switzerland.
Thomas Ankenbrand,Lecturer of Applied Sciences and Arts, University of Lausanne
Ankenbrand is a lecturer at the Lucerne University of Applied Sciences and Arts. He founded several companies and has broad experience as chief executive officer and board member of different companies in the financial industry. He is currently engaged in financial technology (fintech) research at the Lucerne University of Applied Sciences and Arts and lecturing at the University of Zurich. In addition, he is co-founder and board member of two start-ups. Ankenbrand has participated in several forums and conferences dedicated to cryptocurrency and blockchain.
Patrick Oberhaensli,Founder and CEO, EvolidsFinanceLLC
Oberhaensli started his career at a large Swiss Bank with senior positions in internal audit, investment banking, and institutional advisory. He has also worked as head of institutional sales Switzerland for a leading Dutch globalasset manager. He has acquired extensive experience in servicing institutional and B2B investors and relies on an extensive professional network across Switzerland and the EMEA countries, developed during 24+ years of activities in banking and finance and thanks to my multi-cultural and multi-language background. EvolidsFinanceLLC is an independent and innovative Swiss finance service company.
Marco Abele,Founder and CEO, TEND
Marco Abele is a fintech entrepreneur with experience in private and investment banking. He is also a prominent digital shaper and financial industry leader in Switzerland. Having worked on digital innovations for several years, Abele left Credit Suisse to establish TEND in 2017, with the aim of transforming existing business models through the implementation of smart contract and blockchain technologies. His professional track record includes two decades of working in some of the most successful global financial institutions. He worked at Deutsche Bank as a legal advisor, product manager and global program leader, and held roles at Credit Suisse as strategy project manager, chief operating officer, and chief digital officer.
Dr. Claude Diderich,CEFA, FRM, Managing Director and Owner, Diderich Consulting
Claude Diderich has more than 12 years of experience in strategy development, product innovation and investment process design, with special focus on institutional asset management and private banking. His expertise spans from developing business and product strategies, and managing product portfolios through implementing process and technology improvements, including change management, communication and training. His industry expertise focuses on financial services, banking and investment management.