Wealth Management in Switzerland: the acceleration

Wealth Management in Switzerland: the acceleration

Zurich – Investment fund management demands transparency, accountability, and contained costs. Firms should move from manual to automatic to get data under control.

How do you make instrument opening as well as client onboarding more efficient? Answer: Centralized data hubs.

AIM Software, the leading provider of reference data solutions in Switzerland, is proud to invite the experts and executives of the Swiss financial industry to a wine tasting event to discuss these transformations.

21st of November 2013 at Le Café du Clos in Genève

The expert Stephen Wall, Senior Analyst, Wealth Management at Aite Group will share his vision and knowledge about where and how the Wealth Management industry in Switerland is (quickly) moving.

Amongst the topics Stephen will discuss are:

  • Historical growth and positioning
  • Modern day realities: today’s tests and challenges and three sector fault linesT
  • The shape shifters: a look at areas of current and on-going changes and examples of some evolving businesses
  • Looking ahead: the future shape, profile and opportunities for the sector

To feel the “acceleration”, we will offer every attendee a ride in the new TESLA S car as their Geneva based representative will be with us.

We are anticipating a strong demand for this Event, and places are limited, so please book early. (AIM Software/mc/ps)

Agenda

Registration
Online: Register here
Email: [email protected]

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