Trends in Client Reporting 2014

Speakers

Jürg Werfeli is Head of Client Reporting Applications Private Banking and Senior Business Project Manager at Credit Suisse.

Referat P.Fischer Auswirkungen des FIDLEG und der MiFID II auf das Client Investment Reporting (PDF)

Christian Heiniger is a Swiss certified pension insurance expert with 14 years of experience, partner and member of the Executive Board of BeratungsGesellschaft für die zweite Säule AG.

Referat Christian Heiniger Moderne Instrumente zur Steuerung von Vorsorgeeinrichtungen (PDF)

Tashi Gumbatshang is Head of Investment & Product Advisory Key Accounts at Vontobel Asset Management. Previously, he held a management position at Zürcher Kantonalbank in the area of investment products, advisory and distribution.

Referat Tashi Gumbatshang Messung des Kundennutzens der Anlageberatung (PDF)