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Helge Ole Hansen
Director
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16th Richmond Finance Summit
Oct
03-04
2024
Beau-Rivage Palace Lausanne, Switzerland
About the forum
Why you should attend the forum
In a rapidly evolving financial landscape the Richmond Finance Summit is a unique event, designed for the key decision-makers and supplier companies of the wealth management and investment industry. Pre-scheduled one-to-one business meetings and an outstanding conference programme allow you to discover new trends and possibilities.
Learn from both experts and peers.
Debate, evaluate and share key issues.
Build strong, long lasting relationships.
When
3 - 4 October 2024
The event starts on Thursday with a keynote, following a business lunch and finishes on Friday early afternoon. The accommodation for Thursday night is complimentary.
Attendees
Who will be attending?
Delegates
Senior decision-makers from leading banks and other financial institutions in Switzerland and Luxembourg. Senior 3rd party fund selectors from private banks, family / wealth offices and independent asset managers.
Suppliers
Based on the requirements of the attending delegates, the suppliers at the event will be offering a broad range of solutions including:
Companies offering services & products on how to operate your financial institution
Companies offering a broad range of investment opportunities
Speakers
International experts in the fields of economics, finance, investment strategy, product development, wealth management, IT and training.
Where
Beau-Rivage Palace, Lausanne
Considered to be one of Europe’s finest hotels, the Beau-Rivage Palace remains true to its traditional values while at the same time constantly breathing new life into the hotel. Nestling in 4 hectares of gardens on the shore of Lake Geneva and with a view of the Alps, this elegant five star hotel offers a unique service and perfect atmosphere for intensive networking sessions.
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Programme
How will you spend your time at the forum?
You will create a personalised itinerary, tailor-made to suit your needs. It will consist of:
Business Meetings & Mealtime Meetings
Meet the decision-makers of your choice in prescheduled one-to-one meetings, each lasting 30 minutes, or meet them for mealtimes over breakfast, lunch or dinner.
Cutting-Edge Conference Programme
Enhance your knowledge through our focused conference programme delivered by experts and innovative speakers on topics chosen by delegates.
Peer Networking
Use the opportunity to meet your industry peers outside business hours in the relaxing environment of the Beau-Rivage Palace.
Documents Richmond Finance Summit Forum
For further information please contact:
Helge Ole Hansen
Director
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Aleksandra Papierz
Sales Executive
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Mona Reich
Conference Manager
What people say about us
Conference Outlook
The programme 2024
The conference programme will be shaped by the people whose views matter most – the audience. Conference topic ideas will be generated by discussions with delegates and leading industry experts during the course of the year.
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Keynote Address
Will be developed with attending delegates during the year and will leave you motivated and inspired with new ideas to bring to your daily business.
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Conference
During the day inspirational presentations will be held and give you access to new ideas, trends, innovations and solutions to help take you and your company forward. The conference programme will consist of small group workshops, think-tanks and personal development sessions based on feedback from our attending delegates.
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Round Table Discussions
Several round table discussions will feature small numbers of senior professionals based on key themes. All group sessions will be led by expert moderators to give a high-level view of the industry, offering ideas and insights to help develop new strategies and goals.
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Supplier Presentations
All suppliers have the chance to submit a supplier presentation. Delegates will evaluate and choose those presentations of most interest and relevance to them. The highest-rated presentations will be included in the conference programme and will be detailed in the delegate itineraries.
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Out of the box
Always a great way to think in a different matter – get new experience and use this way as an advantage in your business environment!
Keynotes
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Generative AI - How Will Artificial Intelligence Become Our New (Favourite) Colleague?
Sophie Hundertmark
Consultant and researcher, Lucerne University of Applied Sciences and Artskeynote)
China’s Rise and Return Of Geopolitics
Markus Herrmann
Co-Founder and Managing Director at China Macro Groupkeynote
Industry Sessions
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Navigating The Future: Challenges and Opportunities In Sustainable Investing
Yasmine Bouzourene
Managing Partner - Chief Operating Officer at Capital Y SA, Head of Portfolio Management & UHNW Client Servicing
industry session
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Managing Change in the AI Revolution and Digital Transformation
Patrick Oltramare
Managing Director at SwissCaution
industry session
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Regulatory Environment, Innovations and Technologies In Financial Market Development
Pavel Kulikov
Partner at PLL Legal & CBP
industry session
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Crypto Is Here To Stay, But Is It A Good Business For Financial Institutions?
Alexander E. Brunner
President of Home of Blockchain
industry session
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Future Trends and Future of Work In The Age of AI - How To Succeed and Sustain
Katrin J. Yuan
Board member and CEO Swiss Future Institute
industry session
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How The Mining Sector 2.0 Will Eat The Global Economy for Breakfast
Mark van den Arend
Chairman of StraMin - Africa Limited
industry session
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Unlocking the Potential: Best Practices for Bank-Fintech Partnerships
Marc Lussy
Business Developer at Investment by Objectives (IBO) SA
industry session
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Discussion Groups
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Credit: Is European Bank Debt Still Investible, Post Credit Suisse?
Jackie Ineke
Chief Investment Officer at Spring Investments SA
discussion group
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Luxembourg Life Insurance Managed By An Asset Manager
Stéphane Di Maria
Senior Wealth Manager at European Capital Partners
discussion group
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How To Manage, Protect Yourself From, and Decide Whether To Keep Or Not A Narcissistic Pervert Client
Yanis Varetz
Partner at Sept Finance SA
discussion group
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What Skills Are Important When Interacting With The Next Generation?
José Thürler
Founder of Urban Advisors SA
discussion group
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Industry Specific Blockchain and The Value of Metadata Storage and Lifecycle
Sebastien Lapedra
Chief Executive Officer at Vidal Capital
discussion group
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The Application of AI Within Financial Institutions To Support Regulation Evolutions and Digital Transformation
Lionel Oddo
Business Developer at Mirabaud & Cie (Europe) SA
discussion group
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How To Increase Risk Adjusted Return Introducing Crypto Assets In SAA
Daniele Bernardi
Chief Executive Officer at Diaman Partners Ltd
discussion group
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Supplier Presentations
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Analyze and interpret the Contribution of ESG Objectives to Portfolio Performance
Philippe Grégoire
PhD, Head of Financial R&D at AMINDIS and Prof. at the Louvain School of Management in BelgiumSupPlier PrEsentation)
Fixed Income in a New Investment Regime
Valerio Angioni
Fixed Income Investment Director at Jupiter Asset ManagementSupPlier PrEsentation)
How AI Can Supercharge Banker Journeys
Cyril-Laurent Cymbler
VP, Head of Industry Strategy & Advisory at SalesforceSupPlier PrEsentation)
Harnessing the Potential of the Cloud: Strategies and Best Practices for Securing your Client Data
Robert Roome
Chief Strategy Officer at Wealth DynamixSupPlier PrEsentation
Out of the Box
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Super-Powers Lightness - Inspirations, Impulses and Tips for Managers
Axel Liebetrau
Entrepreneurout of the box)
Strategies of the Chess Grandmasters for Decision-Makers
Stefan Kindermann
Chess Grandmaster and Managing Director of Münchener Schachakademie GmbHout of the box
Take part in the programme
If you would like to participate in the programme or recommend any speakers or topics, please get in touch.
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Mona Reich
Conference Manager
Supplier Experience
The Richmond Finance Summit is designed for senior decision-makers from the financial industry.
If your business development strategy is meeting with these senior decision-makers, the Richmond Finance Summit offers you unrivalled new business opportunities with the top end of the financial marketplace:
Access to 120 delegates, key decision makers, from leading banks and major financial institutions in Switzerland and Luxembourg included senior 3rd party fund selectors.
Pre-scheduled one-to-one business meetings with the delegates that have asked to meet you.
The chance to participate in the conference programme with a supplier presentation.
Small group meetings over mealtimes.
Detailed profile information on each attending delegate.
To see the full supplier list, please contact us directly.
If you'd like to attend this or any other Richmond forum as a supplier company, please get in touch with our sales team.
Helge Ole Hansen
Director
Aleksandra Papierz
Sales Executive
The Delegate Experience
The Richmond Finance Summit is designed for senior decision-makers from the financial industry.
We offer you a time-efficient and effective platform during 1.5 days at the prestigious Beau-Rivage Palace in Lausanne. A personalised schedule gives you the opportunity to:
Enhance your knowledge through our keynotes and first-class conference programme.
Build strategic relationships with providers of your choice in one-to-one meetings.
Peer networking with up to 120 senior representatives from banks, family/wealth offices and independent asset managers.
Attendance for delegates is free of charge – strictly by personal invitation only.
To see the full delegate list, please contact us directly.
At a glance
The Richmond Format
Meet. Learn. Network.
The Richmond Finance Summit will combine conference sessions, peer networking and supplier meetings into a time-efficient and focused event that is unique to you.
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No time wasted
Using our unique appointment system, we'll make sure that your valuable time is not wasted and that you are engaged learning about topics that are interesting to you and your business and meeting suppliers who you have chosen to meet based on your upcoming needs.
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Expertly organised and delivered
Based on your choices, we'll let you know before the event who you are due to meet and which conference sessions you are attending via our online event management systems. We'll also make all the pertinent information available for download after the event including material from the conference sessions and details of all the supplier companies you have met.
Need an invite?
If you'd like to attend this or any other Richmond forum as a delegate, please get in touch.
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Helge Ole Hansen
Director