Topics

Schwalbe
  • Jan Schwalbe
  • Editor-in-chief
  • Finanz und Wirtschaft

The world is entering a period in which the old assumptions about growth, power and wealth are being rewritten. Demographics and technology are reshaping economies. Supply chains and capital flows are being redrawn. New centres of power are emerging, and the balance between countries and regions is shifting. At the same time, the gap between those who create wealth and those who capture it is becoming increasingly visible.

Where will tomorrow’s wealth be created – and who will capture it? Which forces will drive the next decade of growth and shift global power? And who will hold the levers that determine where wealth is created – and who benefits?

Wealth27 looks beyond the investment consensus. Bringing together CIOs, Heads of Private Banking and Wealth Management, portfolio managers, researchers and investment decision-makers, it explores the forces reshaping the global economy and the future of wealth. Through fresh perspectives and contrarian thinking, Wealth27 challenges established assumptions, examines where influence and opportunity are shifting, and helps identify tomorrow’s opportunities before they become consensus.

Jan Schwalbe
Editor-in-Chief «Finanz und Wirtschaft»


CFA charterholders can earn 5 PL credits by attending the conference «Wealth27».

Program

8. April 2027
Gottlieb Duttweiler Institut
9.15

Registration and Welcome Coffee

10.00

Welcome and Opening Remarks

Jan Schwalbe Finanz und Wirtschaft

10.15
KEYNOTE

GROWTH AFTER GROWTH – What will drive prosperity when AI rewrites work? 

Dr Daniel Susskind Business Gresham College and Institute for Ethics in AI Oxford University

He explores how AI is transforming work, productivity and the foundations of economic growth. His keynote challenges the assumption that technological progress will automatically deliver shared prosperity and asks how economies and societies must adapt as machines take on more human tasks.

10.45
PANEL

THE GROWTH MAP – Where will the next fortunes be created – and where will growth disappear? 

Esko Aho former Prime Minister of Finland
Drawing on Finland’s experience and its relationships with Russia and China, he examines how geopolitical shifts, changing trade relationships and emerging economic centres are reshaping Europe’s growth prospects. His perspective highlights where new opportunities may arise – and where Europe risks losing ground.

Beata Javorcik European Bank for Reconstruction and Development (EBRD)
She examines how changing trade patterns, investment flows and the shifting geography of economic activity are creating new growth opportunities. Her global perspective highlights which economies stand to gain and where competitive pressures are intensifying.

Prof. Dr. Rudolf Minsch economiesuisse
He examines what Switzerland needs to sustain growth and remain competitive, focusing on productivity, innovation, skilled labour and access to international markets. His contribution highlights the economic framework conditions that enable businesses to invest and grow.

Russell Napier Financial Market Strategist & Author
He explores how high debt levels, persistent inflation and the return of financial repression are changing the economic environment. His historical and financial perspective shows how shifting monetary regimes can redirect capital flows and influence where wealth is created.

Moderation: Jan Schwalbe Finanz und Wirtschaft

11.30

Transition Break

11.45
PARALLEL GROUP DISCUSSIONS – ROUND 1
12.20

Transition Break

12.30
PARALLEL GROUP DISCUSSIONS – ROUND 2
13.05

Networking-Lunch

14.30
PARALLEL GROUP DISCUSSIONS – ROUND 3
15.05

Coffee and Networking Break

15.30
PANEL

POWER MOVES – China, America, Europa and the Gulf: Who Will Shape the Next Economic Order?

Katja Bego Chatham House The Royal Institute of International Affairs
She examines how emerging technologies, geopolitical competition and shifting global power dynamics are reshaping Europe’s position in the world. Her perspective highlights the strategic challenges facing Europe as it seeks to strengthen its resilience, competitiveness and influence in an increasingly contested international order.

Prof. Dr. Simon J. Evenett IMD Lausanne
He examines how geopolitical rivalry, trade tensions and shifting economic power are reshaping global business. His perspective connects these structural changes with the strategic choices companies face in an increasingly fragmented world.

Botschafter Thomas Greminger Geneva Centre for Security Policy (GCSP)
Drawing on his experience in international diplomacy and security, he examines how strategic competition between the US, China and Russia is reshaping the global order. He will explore the consequences for Europe and the role of middle powers such as Switzerland in an increasingly fragmented world.

PD Dr. Simona A. Grano Universität Zürich
She examines how China–Taiwan relations and intensifying US–China competition are reshaping the balance of power in Asia and beyond. Her regional expertise brings essential context to the geopolitical shifts affecting Europe and Switzerland.

Moderation: Jan Schwalbe Finanz und Wirtschaft

16.15
KEYNOTE

How the New Global Elite Is Changing Society, Status and Power

Prof. Dr. Mike Savage International Inequalities Institute London School of Economics (LSE)
Prof. Dr. Mike Savage is a leading sociologist at the London School of Economics specialising in wealth, elites and inequality. He examines how changing patterns of wealth, status and power are reshaping societies and the position of elites in the modern world.

17.00

Summary by the Moderator of the Day

Jan Schwalbe Finanz und Wirtschaft

17.15

Networking-Apéro

FULL PROGRAM

Speaker

Presenters

Esko Aho
Esko Aho
  • Chairman of the Board and former Prime Minister of Finland
More

Mr. Esko Aho served as a Member of the Finnish Parliament from 1983 to 2003, led the Centre Party from 1990 to 2002, and served as Prime Minister of Finland from 1991 to 1995. Following his political career, he was President of the Finnish Innovation Fund Sitra from 2004 to 2008. He subsequently joined Nokia Corporation as Executive Vice President of Corporate Relations and Responsibility, serving on its Executive Board until 2012. From 2013 to 2019, Mr. Aho was Executive Chairman of the Board of the East Office of Finnish Industries. He also chaired the Board of Cinia Oy from 2017 to 2023 and served on JPMorgan’s Advisory Council for Europe, the Middle East, and Africa from 2019 to 2024. Between 2013 and 2019, he was an elected member of the Executive Board of the International Chamber of Commerce (ICC), where he chaired the Policy and Commissions Committee for four years. Currently, Mr. Aho serves as Chairman of the Board of the China Office of Finnish Industries and advises several international and domestic companies and organizations. He is also an invited member of the Club de Madrid, an organization of former heads of state and government promoting democracy worldwide. Mr. Aho has an extensive academic background. He was a Resident Fellow and later a Senior Fellow at Harvard University, served as Executive in Residence at Aalto University from 2015 to 2022, and was a Visiting Professor at Sciences Po in Paris in 2017–2018. He holds honorary doctorates from the University of Vaasa and the University of Alberta. In addition to his professional career, Mr. Aho is an author and publisher. He has authored eight books and published over15 books in various languages under the Verbatum label.

Katja Bego
Katja Bego
  • Senior Research Fellow, Europe Programme Chatham House The Royal Institute of International Affairs
Prof. Dr. Simon J. Evenett
Prof. Dr. Simon J. Evenett
  • Geopolitics and Strategy IMD Lausanne
PD Dr. Simona A. Grano
PD Dr. Simona A. Grano
  • Head of Research Area China-Taiwan Relations
  • Universität Zürich
More

PD. Dr. Simona A. Grano is Head of the Research Area China–Taiwan Relations and Senior Lecturer in Chinese Studies at the University of Zurich. She is also Director of the Taiwan Studies Project, which she has led since 2017. Her research focuses on the geopolitical and societal dynamics of China and Taiwan, with particular emphasis on China–Taiwan–US relations, Switzerland’s relations with China and Taiwan, and the implications of US–China strategic competition for Switzerland and other small and middle powers. Since 2024, she has been a Senior Fellow on Taiwan at the Center for China Analysis of the Asia Society Policy Institute in New York. She is also a Research Fellow at the European Research Center on Contemporary Taiwan (ERCCT) and a Research Associate at SOAS University of London. Grano is the author and editor of several books and numerous academic and policy publications on China, Taiwan and international relations. She regularly contributes her expertise to Swiss and international media and advises on developments at the intersection of geopolitics, economics and China–Taiwan relations.

Ambassador Thomas Greminger
Ambassador Thomas Greminger
  • Executive Director Geneva Centre for Security Policy (GCSP)
More

Ambassador Thomas Greminger is the Director of the Geneva Center for Security Policy (GCSP) since 1 May 2021. As Director of the GCSP, Ambassador Greminger addresses some of the most pressing issues on the international agenda, including the future of European security and its institutional architecture, the situation in Ukraine, great power relations—particularly between the United States, China, and Russia—the implications of emerging technologies such as artificial intelligence, and the evolving concept of Swiss neutrality. Under his leadership, the GCSP has reinforced its position as a unique and indispensable platform for inter-state dialogue and conflict resolution. Previously, he served as Secretary General of the Organization for Security and Co-operation in Europe (OSCE) from July 2017 until July 2020.  In this capacity he acted as an effective crisis manager supporting successive Chairmanships in an increasingly polarized environment and promoted dialogue among the 57 OSCE participating States as one of his key priorities. Ambassador Greminger served as Deputy Director General of the Swiss Agency for Development and Cooperation at the Federal Department of Foreign Affairs from 2015 to 2017 and as the Permanent Representative of Switzerland to the OSCE, the United Nations and the International Organizations in Vienna from 2010 to 2015. He was instrumental in devising the consecutive chairmanships and joint work plan of Switzerland (2014) and Serbia (2015); in 2014 he chaired the Permanent Council of the OSCE and was strongly involved in managing the crisis in and around Ukraine. From 2004 to 2010, he served as Head of the Human Security Division of the Federal Department of Foreign Affairs. During his tenure, the division offered and supported facilitation and mediation services to more than half a dozen peace processes worldwide and launched a number of important diplomatic initiatives, including those which led to the creation of the UN Human Rights Council, the UN International Tracing Instrument for SALW, and the Geneva Declaration on Armed Violence and Development. Ambassador Greminger also served as Deputy Head of the Human Security Division from 2002 to 2004, and from 1999 to 2001 as Country Director at the Swiss Embassy in Maputo, Mozambique. From 1994 to 1998, he served in different posts in the Swiss Agency for Development and Cooperation, including Head of the Policy and Research Unit. Ambassador Greminger holds a PhD in history from the University of Zurich. He is Lieutenant Colonel GS (company and battalion commander of infantry unit of the Swiss Armed Forces; G6 and Deputy Chief of Staff of Infantry Brigade). He has authored numerous publications on military history, conflict management, peacekeeping, development and human rights.

Beata Javorcik
Beata Javorcik
  • Chief Economist
  • European Bank for Reconstruction and Development (EBRD)
More

Beata Javorcik is Chief Economist of the European Bank for Reconstruction and Development (EBRD) in London. She is on leave from the University of Oxford, where she is the first woman to hold a Statutory Professorship in Economics. She is also a Fellow of All Souls College, Oxford. She is a member of the Scientific Advisory Committee at ifo Institute, University of Munich, as well as of the Executive and Supervisory Committee of CERGE-EI in Prague. Before taking up her position at Oxford, she worked at the World Bank in Washington DC, where she focused on research, lending operations and policy advice. She holds a Ph.D. in Economics from Yale and a B.A. in Economics (Summa cum Laude) from the University of Rochester.

Prof. Dr. Rudolf Minsch
Prof. Dr. Rudolf Minsch
  • Leiter Wirtschaftspolitik & Aussenwirtschaft, Chefökonom, Stv. Vorsitzender der Geschäftsleitung
  • economiesuisse
More

Prof. Dr. Rudolf Minsch ist Chefökonom und stv. Vorsitzender der Geschäftsleitung von economiesuisse. Er leitet innerhalb des Dachverbandes der Schweizer Unternehmen den Bereich Wirtschaftspolitik & Aussenwirtschaft. Minsch ist Mitglied der Wettbewerbskommission und Präsident der Energieagentur der Wirtschaft. Darüber hinaus wirkt er als Referent an der Weiterbildungsstufe der Universität St. Gallen und als Gastprofessor für Wirtschaftspolitik an der Fachhochschule Graubünden (FHGR), wo er bis zu seinem Stellenantritt bei economiesuisse vollamtlicher Professor für Volkswirtschaftslehre war. Rudolf Minsch hat an der Universität St. Gallen Volkswirtschaftslehre studiert und absolvierte im Anschluss daran das ‘Program for Beginning Doctoral Students‘ bei der Stiftung der schweizerischen Nationalbank in Gerzensee. Danach vertiefte er seine Studien an der Boston University. Im Jahre 2002 promovierte er mit der Arbeit ‚Relative Prices and Inflation. An Empirical Analysis of Firm-Level Price Data from Selected Swiss Service Industries’. Seit etlichen Jahren arbeitet Rudolf Minsch mit verschiedenen Partnern zusammen in der angewandten Forschung mit den Schwerpunkten Geldpolitik, Konjunktur, Tourismus und Aussenhandelspolitik. Rudolf Minsch lebt mit seiner Familie in Klosters.

Russell Napier
Russell Napier
  • Financial Market Strategist & Author
More

Professor Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of the investment research portal ERIC- a business he now co-owns with D.C. Thomson.  Russell has worked in the investment business for over 30 years and has been advising global institutional investors on asset allocation since 1995. Russell is author of the book Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms (‘a cult classic’ according to the FT) and is founder and course director of The Practical History of Financial Markets at The Edinburgh Business School. Russell is Chairman of Mid Wynd International Investment Trust a closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital, Kennox Asset Management and Bay Capital. In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland. Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot-Watt University and The University of Stirling. He also writes a regular monthly column for The Toronto Star newspaper. His second book – The Asian Financial Crisis 1995-1998: Birth of the Age of Debt– was published in July 2021.

Prof. Dr. Mike Savage
Prof. Dr. Mike Savage
  • Research Fellow International Inequalities Institute
  • London School of Economics (LSE)
More

Mike Savage is Professorial Research Fellow at the London School of Economics. In 2015 he co-founded the International Inequalities Institute (III), one of the world’s largest research centres to address the challenges of inequality across the globe. He was Director of the III from 2015 to 2020 during which time he secured major funding from Atlantic Philanthropies to host the Atlantic Fellows Programme in Social and Economic Equity. Mike has written extensively about inequalities of class, gender and race, and has been recognised through being elected Fellow of the British Academy, and Fellow of the American Academy of Arts and Science.

Dr. Daniel Susskind
Dr. Daniel Susskind
  • Mercers’ School Memorial Professor of Business Gresham College and Senior Research Associate Institute for Ethics in AI Oxford University
More

Dr Daniel Susskind is a writer and economist. He explores the impact of technology, and particularly AI, on work and society. He is the Mercers’ School Memorial Professor of Business at Gresham College. He is also a Digital Fellow at the Stanford Digital Economy Lab, a Senior Research Associate at the Institute for Ethics in AI at Oxford University, an Associate Member of the Economics Department at Oxford University, and a Research Professor at King’s College London. He is a member of the UK Government’s Expert Panel on AI and the Future of Work. His latest book, What Should My Children Do? How to Flourish in the Age of AI, is now out in the UK. (And will be published in November 2026 in the US.) He is the author of Growth: A Reckoning (2024), which was chosen by President Obama as one of his ‘Favourite Books of 2024’ and was a runner-up for the Financial Times Business Book of the Year 2024, and A World Without Work (2020), described by The New York Times as «required reading for any potential presidential candidate thinking about the economy of the future” and a runner-up for the Financial Times Business Book of the Year 2020. He is also co-author of the best-selling book, The Future of the Professions (2015). His TED Talk, on the future of work, has been viewed more than 1.7 million times. And his first novel, The Basilisk Stare, will be published in 2027. Previously he worked in various roles in the British Government – in the Prime Minister’s Strategy Unit, in the Policy Unit in 10 Downing Street, and in the Cabinet Office. He was a Kennedy Scholar at Harvard University.

https://www.danielsusskind.com/

Moderation

Jan Schwalbe
Jan Schwalbe
  • Editor-in-chief
  • Finanz und Wirtschaft
More

Jan Schwalbe is the Editor-In -Chief of the Swiss Business paper «Finanz und Wirtschaft». He has covered business and the economy for more than 20 years and has conducted countless interviews with international business leaders, economists and strategists. He has been published in Businessweek, Bloomberg News, “Finanz und Wirtschaft” and The Daily Telegraph. Before taking his role as Editor-in Chief he was the Head of the Zurich Bureau of Bloomberg News and was working for CNN Money. Jan Schwalbe was on the Board of the Foreign Press Association in New York and a correspondent in New York and London for over a decade.

ALL SPEAKERS

Advisoryboard

Marco Bagutti
Marco Bagutti
  • Leiter Kapitalanlagen
  • Stiftung Auffangeinrichtung BVG
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Marco Bagutti leitet seit Dezember 2008 den Fachbereich Kapitalanlagen der Stiftung Auffangeinrichtung BVG. Bei der ASGA und PK ABB ist er Mitglied des Anlagekomitees, bei der «Schweizer Personalvorsorge» hat der die Fachverantwortung für das Ressort Kapitalanlagen. Vor 2008 war er 15 Jahre im Bereich der Institutionellen Vermögensverwaltung als Portfoliomanager und Kundenverantwortlicher für Pictet & Cie und andere Vermögensverwalter tätig. Ende der Achtzigerjahre gehörte er zu den ersten Optionenhändlern an der neugegründeten SOFFEX. Marco Bagutti ist seit 1992 CFA Charter Holder. Er ist Gründungsmitglied der CFA Society Switzerland und diente während 10 Jahren in deren Vorstand, 3 davon als deren Präsident.

André Bantli
André Bantli
  • Managing Director is Head Investments, Distribution & Client Management
  • Vontobel Wealth Management
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André Bantli, Managing Director is Head Investments, Distribution & Client Management for Vontobel Wealth Management. He is in charge for the overall investment offering, service and distribution of investment solutions and structured products, Swiss Equity Research and marketing services within Wealth Management. This includes the new launch of investment solutions, the overall investment product life cycle management including communication and aftersales, research distribution & event management for Wealth Management clients. Prior to joining Vontobel in June 2020, André Bantli was at BlackRock for almost 7 years. He was in charge for the Continental Europe distribution and deputy Country Head Switzerland. Before that, he spent more than 23 years at Credit Suisse in different capacities across Asset Management, Investment Banking and Private Banking. His last position was Regional Head Investment & Portfolio Management Asia Pacific and Country Head Asset Management Singapore. André Bantli is an investment professional, whose international career has included positions in Singapore, Beijing, Dubai, New York and Zurich. Mr. Bantli started his career in 1992. Mr. Bantli earned an M.B.A from The University of Chicago and a BA degree in Business Administration from the University of Applied Science Zurich.

Nadja Bleuler
Nadja Bleuler
  • Chief Economist
  • Marcuard Family Office
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From 2011 to 2013, Nadja worked as a Senior Economist at Wellershoff & Partners, a consultancy specializing in the fields of macroeconomic and investment research and the design of macro- based investment processes. At Wellershoff, Nadja helped clients to implement investment strategies and researched macroeconomic and financial market topics with a special focus on fixed income markets. Before joining Wellershoff, Nadja worked as a fund manager and researcher in the asset management department of Wegelin Private Bank. She managed a multi-strategy fund and together with her team, she was responsible for the tactical asset allocation within the Wegelin funds and the portfolios of private clients. She later joined the research team, where she contributed to the development of quantitative investment strategies. Nadja holds a master’s degree from the University of St. Gallen in quantitative economics and finance and a Bachelor of International Affairs and Governance. Nadja has a special interest in winemaking and topics related to sustainable agriculture. Before joining Marcuard, she spent a year at Mas Martinet, a boutique winery located in Spain’s Priorat, where she worked in the cellar and the vineyards and gained insights into various aspects of viticulture and winemaking.

Matthias Geissbühler
Matthias Geissbühler
  • CIO
  • Raiffeisen Schweiz
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Matthias Geissbühler wurde 1975 in Bern geboren. Nach seinem Betriebswirtschaftsstudium folgten Tätigkeiten bei verschiedenen Banken im Bereich Aktienresearch sowie Portfolio- und Fondsmanagement. 2010 übernahm er die Leitung der Anlagestrategie bei der Bank La Roche in Basel und verantwortete diesen Bereich auch nach dem Zusammenschluss mit der Bank Notenstein. Seit Oktober 2018 ist Matthias Geissbühler als CIO für die Anlagepolitik von Raiffeisen Schweiz verantwortlich. Geissbühler hält einen Abschluss als lic. oec. HSG sowie die Titel Chartered Financial Analyst (CFA) und Chartered Market Technician (CMT).

Andrea Gerst Baumann
Andrea Gerst Baumann
  • Geschäftsführerin Pensionskasse
  • Opernhaus Zürich AG
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Andrea Gerst ist Geschäftsführerin der Pensionskasse des Opernhauses Zürich. Sie ist zuständig für alle operativen Abläufe sowie die Überwachung der Vermögensanlagen. Zuvor war sie 20 Jahre im Aktienbereich tätig, 10 Jahre als aktive Portfolio Managerin bei Julius Baer (später GAM) und davor als Analystin bei Julius Baer und Bank Rothschild und Portfolio Managerin für passive Anlagen bei UBS Asset Management. Sie ist eidgenössisch diplomierte Pensionskassenleiterin, CFA Charterholder und hält ein Diplom der Betriebswirtschaftslehre von der Universität Mannheim.

Prof. Dr. Thorsten Hens
Prof. Dr. Thorsten Hens
  • Mitglied des Direktoriums Institut für Banking und Finance Universität Zürich
  • und Präsident Stiftungsrat Rentenfabrik
Dr. Anja Hochberg
Dr. Anja Hochberg
  • CIO
  • Zürcher Kantonalbank
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Dr. Anja Hochberg ist seit dem 1. Januar 2026 Chief Investment Officer und verantwortet damit alle Anlagelösungen für Kundinnen und Kunden der Zürcher Kantonalbank. Seit 2020 leitete sie im Asset Management der ZKB sehr erfolgreich den Geschäftsbereich Multi Asset Solutions (Mischfonds-Lösungen und institutionelle Vermögensverwaltung). Vor ihrem Wechsel zur Zürcher Kantonalbank war sie seit 2001 für die Credit Suisse in verantwortungsvollen Führungspositionen, z.B. als Leiterin der volkswirtschaftlichen Abteilung oder als Chief Investment Officer (Europa inkl. Schweiz) tätig. Dr. Anja Hochberg promovierte an der Universität Wales und war dort vier Jahre lang als Dozent für Wirtschaftswissenschaften mit dem Schwerpunkt internationale Finanzmärkte tätig. Sie studierte Wirtschaftsgeschichte und Volkswirtschaftslehre in Berlin, absolvierte erfolgreich ein Aufbaustudium am Collège d`Europe in Brügge und erhielt ihren Doktortitel in «Economics and Management Science» von der University of Wales, wo sie auch als Dozentin tätig war. Dr. Anja Hochberg ist verheiratet, Mutter einer 19j. Tochter und Gründungsbeirätin der «Fondsfrauen», dem grössten deutschsprachigen Netzwerk von Frauen im Asset Management und in der Vermögensverwaltung. Dr. Anja Hochberg lehrt zudem an der Universität Zürich und engagiert sich als Stiftungsrätin.

Anna Obenhuber
Anna Obenhuber
  • Head CIO Global IM FIS Investment Fund Analysis
  • UBS
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Anna is a Managing Director at UBS, leading the Investment Fund Analysis team within Global Wealth Management S&I. The team is responsible for the selection and ongoing monitoring of long only mutual funds. Anna has worked for UBS Global Wealth Management since 2006. She initially joined the firm as an equity fund analyst. She then worked as a thematic research analyst focusing on asset allocation principles and behavioral finance, before rejoining the Investment Fund Analysis team in 2010. Since 2010, Anna’s main analyst area of focus is fixed income credit funds. Having covered all rating segments in the past, she today maintains an analyst role for investment grade credit. She leads the Fixed Income Fund Analysis team since 2017 and the Investment Fund Analysis team since February 2021. Prior to joining UBS Global Wealth Management, Anna worked at Nevastar Finance, an independent financial advisor.

Natascha Retzler-Tavoletta
Natascha Retzler-Tavoletta
  • CEO & Managing Director
  • Tradoo AG
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Natascha Retzler is Global Head of Marketing Wealth Management in Zurich at Bank Vontobel. She
has been in the financial industry for more than 20 years and has held various senior management
positions in marketing & communications at Julius Baer and Credit Suisse. She has led strategic projects aiming to change and transform marketing organizations aligned with business growth strategies. During her time at Julius Baer she was also responsible for International Relations with a great focus on the development of the key client strategy.

Laurent Schlaefli
Laurent Schlaefli
  • CEO
  • Profond Vorsorgeeinrichtung
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Laurent Schlaefli, Geschäftsführer Profond; eidg. dipl. Betriebsökonom und EMBA der HEC Paris; über 25 Jahre Erfahrung in der Versicherungsbranche, unter anderem in leitenden Positionen bei der Winterthur, Zurich, Swiss Life und Generali in verschiedenen Führungs-, Strategie- und Vertriebsfunktionen.

Christine Schmid-Frey
Christine Schmid-Frey
  • CIO
  • Servisa Foundations
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Christine Schmid is the Chief Investment Officer at Servisa Foundations and a member of the Meridian Advisory Board. Prior to this role, she held several senior positions at a global wealthtech company and at Credit Suisse, where she worked in Global Research and Investment Management. Christine holds a master’s degree in economics from the University of Zürich, is a CFA charterholder, and is an alumna of the Young Leaders program of the Swiss American Foundation. She has also served as a board member for Swiss Sustainable Finance and InvestLab AG.

Jan Schwalbe
Jan Schwalbe
  • Editor-in-chief
  • Finanz und Wirtschaft
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Jan Schwalbe is the Editor-In -Chief of the Swiss Business paper «Finanz und Wirtschaft». He has covered business and the economy for more than 20 years and has conducted countless interviews with international business leaders, economists and strategists. He has been published in Businessweek, Bloomberg News, “Finanz und Wirtschaft” and The Daily Telegraph. Before taking his role as Editor-in Chief he was the Head of the Zurich Bureau of Bloomberg News and was working for CNN Money. Jan Schwalbe was on the Board of the Foreign Press Association in New York and a correspondent in New York and London for over a decade.

Nicolas Syz
Nicolas Syz
  • Head of Private Banking
  • Bank Syz AG
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Nicolas Syz is Head of Private Banking for Banque Syz. He joined the Syz Group in 2017 as Head of Business Development for Syz Private Banking, where he made some significant changes to the structure of the bank’s service offering, including the mortgage and pension planning offering and the implementation of a new pricing governance process. Nicolas started his career with Firmenich where he held a number of management positions across Switzerland, the UK and France. In 2015, he joined UBS as equity strategist with the CIO Wealth Management Global investment Office. Nicolas holds a Bachelor from HEC Lausanne and a double Master degree from HEC Lausanne and Sciences Po Paris in both Marketing, and Finance and Strategy respectively.

Matthias Weber
Matthias Weber
  • Founder alpha-optimum and
  • President of the Investment Committee and Member of the Board of Directors The Swiss Federal Pension Fund PUBLICA
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Partner

Premium Partner

Francesca Emanuel More

Allspring Global Investments™ is an independent asset management firm with more than $547 billion in assets under advisement, over 20 offices globally, and investment teams supported by more than 460 investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit www.allspringglobal.com.

 

Rochus Appert More

PGIM, the global asset manager of Prudential Financial, Inc. (NYSE: PRU), builds on a 150-year tradition of strength, stability and disciplined risk management across more than 30 market cycles. PGIM manages assets of more than US$1.44 trillion and offers its clients in-depth expertise across public and private asset classes, as well as a diverse range of investment strategies and bespoke solutions – including fixed income, equities, property and other investment instruments for retail investors. Across 42 offices in 19 countries, our more than 1,450 investment specialists serve both private and institutional clients worldwide.

Cooperation Partner

Robin Dürrwaechter More
The mission of CFA Society Switzerland is to lead the investment profession in Switzerland by fostering the highest standards of integrity, knowledge, and professionalism in the investment industry, for the ultimate benefit of society. It represents more than 3,700 members to promote the values represented by the CFA® designation, provide continuing education, support CFA candidates, and strengthen the network among members. CFA Society Switzerland conferences are created by society volunteers with domain expertise to provide independent, relevant, and credible platforms for exchange and education at the cutting edge of knowledge. Membership in CFA Society Switzerland and CFA Institute is open to all CFA charterholders and candidates in the CFA Program, as well as finance professionals with at least one year of professional experience who share the CFA Institute Code of Ethics and Standards of Professional Conduct. 

Christian Bretscher More

Der 1902 gegründete Zürcher Bankenverband vertritt die Interessen des Finanzplatzes Zürich gegenüber Behörden, Politik und Öffentlichkeit. Mit seinem Engagement für Bildung und Information trägt er dazu bei, dass Zürich auch in Zukunft ein Finanzplatz von Weltbedeutung bleibt.

Mitglieder des Zürcher Bankenverbandes sind rund 50 Banken mit insgesamt 50’000 Mitarbeiterinnen und Mitarbeitern. Als assoziierte Mitglieder gehören ihm auch die wichtigsten Versicherungsgesellschaften auf dem Platz Zürich an.

Location

Gottlieb Duttweiler Institut
Langhaldenstrasse 21
8803 Rüschlikon
Tel: +41 44 724 61 11
www.gdi.ch

Google Maps

TARGET GROUP
Invited are leading investment decision-makers, senior advisors, private bankers, investment officers, and analysts from banks, independent asset managers (with at least three employees), and family offices in Switzerland and Liechtenstein, who are actively involved in strategic fund selection and allocation. 

The conference is not aimed at product providers offering competing solutions to those of the partner institutions.

 

REGISTRATION
Admission is free of charge. To complete a valid conference registration, participants must select three group discussions and one panel discussion featuring representatives of the partner companies. Cancellations can be made free of charge up to 24 hours before the conference begins. Cancellations made after this deadline, as well as failure to attend the three selected group discussions and one partner panel discussion, will incur a fee of CHF 250.

Contact

Finanz und Wirtschaft Forum
Werdstrasse 21
Postfach
8021 Zürich

+41 44 248 58 18
info@fuw-forum.ch
Yvette Kern

Yvette Kern

Manager Conferences

+41 44 248 58 18 yvette.kern@fuw-forum.ch
Pascal Novotny

Pascal Novotny

Managing Director

+41 44 248 58 54 pascal.novotny@fuw-forum.ch

Kontaktformular

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Elisabeth Moning, Moning Finanzberatung

«Sehr interessant und wertvoll für das Knüpfen von Kontakten.»

Patrick D. Brodmann, UBS Switzerland AG

«Sie leisten eine wichtigen Beitrag, indem Sie diese Konferenz im schwierigen Umfeld durchziehen und nach neuen Formaten suchen.»

Jens Kruse