By Thomas Tscherrig

Trends in Client Reporting 2014

23. October 2014
Client Reporting

At our Trends in Client Reporting 2014, Jürg Werfeli, Christian Heiniger and Tashi Gumbatshang presented their findings. They highlighted the impact of FIDLEG and MiFID II on investment reporting, modern management tools for pension funds and the measurement of client value in investment advice.


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

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.

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.

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