PROFILE Event Geneva

"IT, Finance, Sustainability: how do these become a modern day reality for Private Bankers and IAMs?"
Thursday, 13 February 2014, 17:00 - 20:00, The Swissotel Metropole, Geneva

 

Join PROFILE's thought provoking event in Geneva. The 2nd cycle of PROFILE’s event in Switzerland aims at addressing the new requirements in the Private Banks and IAMs industry.

The event elaborates on the current trends in the sector and how these are supported  by technology while successfully tackling important environmental concerns.

Keynote Speaker: Mr Dominique Habegger, Head of Institutional Asset Management at De Pury Pictet Turrettini & Cie. Former co-founder of Asset4 (Thomson Reuters). Previously with Ethos, Lombard Odier and SAM
Guest Speaker: Mr Stephen Wall, Senior Analyst, Wealth Management at AITE Group
Event Agenda:
17:00 Welcome Coffee – Registration
17:20 Headline trends in the Swiss Private Banking industry, Mr. Stephen Wall
17:30 Making time count: Adopting an innovative approach to wealth management operations, Dr. Michael Bakouris
18:10 Α case study is presented: How eBanking & Mobile Banking can help you achieve improved client service.
18:20 Green IT: How is this concept evolving? Mr. Christian Marchand
18:30 Responsible Investments 2.0, Mr Dominique Habegger
19:00 Conclusions & Q/A
19:10 Aperitif
Venue:
Please click here for directions.
Registration
(Limited seating so please register your interest now)
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Speakers:

Mr Dominique Habegger
Head of Institutional Asset Management, De Pury Pictet Turrettini & Cie

Mr. Dominique Habegger has a broad experience in managing projects requiring financial industry expertise and sustainable development (Environmental, Social and Governance - ESG) know-how. He has many years of experience working in the financial services industry and demanding environment. His specialization lies in the areas of analysis of economic, social, environmental and corporate governance risks/opportunities. He also has marketing and sales experience of ESG based financial products and services.”

Mr Stephen Wall
Senior Analyst, Wealth Management, AITE Group

Stephen Wall is a senior analyst with Aite Group, specializing in the global private banking and wealth management sector. His main areas of focus are the sector’s business and competitive landscape across onshore and offshore jurisdictions and its evolving performance, demands and influences, among them new markets, competition, client demands, regulation, and technology. Mr. Wall brings more than 14 years of research experience to Aite Group, over eight as a market analyst and consultant in global wealth management. Mr. Wall has been quoted in various media outlets, including Reuters, Professional Wealth Management, WealthBriefing, Handelsblatt, AsianInvestor, Investors Offshore,China Offshore, Investor Today, International Adviser, and the Times of India.

Dr. Michael Bakouris
COO, PROFILE Software

Michael Bakouris is the Chief Operating Officer of PROFILE Software. He has over 20 years of experience, most of them holding managerial roles, in developing and delivering small to large scale, value adding IT solutions. For the last ten years he has directed the sales and delivery of international projects of a total value exceeding £50 million in Europe, the Middle East and Africa. He has managed the development of 4 large commercial integrated products, used to date by multinational financial organisations. At PROFILE Software he leads the company's operations across 17 countries where the company has established presence. Michael holds a B.Eng, M.Sc. and Ph.D. in Electrical Engineering and Computer Science from The National Technical University of Athens. He is also a certified ISO systems and standards Auditor.

Mr. Christian Marchand
Administrateur, PROFILE Software Suisse

Mr. Christian Marchand is one of the administrators of PROFILE Systems & Software (Suisse) SA company. He has more than 30 years of experience working in the Banking and IT sector. He has been the IT Manager of international and regional Banks for many years as well as Sales & Marketing executive in IT Banking companies. Since 2009, Mr. Marchand has been working as an independent consultant, with a focus on the area of Green IT while he has also been involved in public administration.