At Private Banking & Wealth Management Switzerland Conference and Awards 2022, a key topic of discussion was the massive shift in client expectations.

Keynote speaker, Antoine Blouin, head of wealth management solutions at Société Générale Private Banking (SGPB), said there is “an increasing appetite for more complex and differentiating solutions”.

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In answer to why we’re witnessing “significant change” in client expectations, Blouin stated it was due to “challenging conditions”. These include the interest and inflation markets, geopolitical events and Covid-19.

In addition, he said that every band of wealth has been affected by this and there is “no safe haven”.

Two ways to “introduce complexity” are ESG and digitisation. ESG must be done “smartly”, but a large number of clients are beginning to have a sensitivity towards the investment theme.

In terms of digitisation, “reactivity and proactivity” have become very important and could be the main differentiator when attracting the next generation of wealth.

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Chair Ian Woodhouse, thought leader for Europe at Accenture Wealth and Asset Management, stated that the last conference has an “air of optimism”. While a rough 2022 might have dampened that mood, there is definitely opportunity to be taken with a relook at products and their complexity.

Private Banking & Wealth Management Switzerland Awards 2022

The finalists for the Private Banking & Wealth Management Switzerland Awards 2022 have been announced. This year has been the most tightly contested yet with some truly astonishing nominations.

Winners will be revealed on 15th December at The Dolder Grand in Zurich, Switzerland.

Congratulations to our finalists and good luck.

Excellence in Customer Experience
Moxo
REYL & Cie
Wealth Dynamix
Unblu
Finfox

Outstanding UHNW Offering in Switzerland
CA – Indosuez Wealth Management
HSBC Global Private Banking
REYL & Cie
Societe Generale Private Banking Switzerland

Outstanding Family Office Proposition in Switzerland
Pictet Asset Management
REYL & Cie

Outstanding Wealth Management Technology Provider in Switzerland – Middle and Back Office (Vendor)
InvestCloud
Unblu Inc

Outstanding Wealth Management Technology Platform in Switzerland (Bank)
CA – Indosuez Wealth Management
UBS Partner

Outstanding Front-End Digital Solutions Provider (Vendor)
Backbase BV Europe
Nucoro
UBS Partner
Finfox
Wealth Dynamix

Outstanding Private Bank for Sustainable and Ethical Investment
CA – Indosuez Wealth Management
Societe Generale Private Banking Switzerland

Outstanding Boutique Private Bank in Switzerland
EFG International
REYL & Cie

Outstanding Private Bank – Switzerland – International Players
BNP Paribas Wealth Management Switzerland
HSBC Global Private Banking
REYL & Cie
Societe Generale Private Banking Switzerland

Outstanding Private Bank – Switzerland- Domestic Players
REYL & Cie
Societe Generale Private Banking Switzerland