By Tomer Barnea

Trends in Client Reporting 2019

7. November 2019
Client Reporting

At “Trends in Client Reporting 2019” on 7 November 2019, Roman Urnaut from Vontobel’s Wealth Management Digital Hub, Petar Ilic from Credit Suisse Asset Management (Schweiz) AG and Dan Krusi from the Zurich-based creative agency Nerves presented innovative approaches in the field of client reporting. The topics of her presentations were “Our Journey to MARS (Modular Advisory and Risk Solution)” and “Digital Investment Reporting”.


Roman Urnaut is a proud member of Vontobel’s Wealth Management Digital Hub. As a product owner, he is responsible for the advisory journeys.

Thema: Unser Weg zu MARS (Modular Advisory and Risk Solution)

Petar Ilic is a project manager at Credit Suisse Asset Management (Switzerland) Ltd. and is responsible for Client Investment Reporting.

Topic: Digital Investment Reporting, together with Dan Krusi

With a flair for cutting-edge technology and high-end design, Dan Krusi is responsible for everything digital at the Zurich-based creative agency Nerves.

Topic: Digital Investment Reporting, together with Petar Ilic


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