By Thomas Tscherrig

Trends in Client Reporting 2008

2. October 2008
Client Reporting

At Trends in Client Reporting 2008, experts from various financial institutions discussed client-centric content and forms in client reporting. Roger Dicech from Infidar spoke about the introduction of new title types in client reporting at Bank Julius Baer. Tashi Gumbatshang and Florian Berger from Zürcher Kantonalbank shed light on investment mapping as a basis for the advisory process. Rolf Burgermeister from Wegelin & Co Privatbankiers spoke about transparent reporting of structured products, while Urs Arnold spoke about the content and form of client reporting.


Roger Dicech Deputy COO Infidar Vermögensberatung AG

Tashi Gumbatshang Head of Product Management Investments Zürcher Kantonalbank

Florian Berger Product Management Investments Zürcher Kantonalbank

Rolf Burgermeister Head “Risksys and Reporting” Wegelin & Co. private bankers

Urs Arnold Geschäftsleitung und Creative Director Arnold. Content and form

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