The Future of Wealth Management

Head Competence Center Investments, HSLU

Thomas holds a Master’s degree from the University of St. Gallen and a PhD from the University of Lausanne. He founded several companies and has broad experience as CEO and board member of various companies in the financial industry. He is currently engaged in FinTech and Investment Management research at the Lucerne University of Applied Sciences and Arts. Key areas of focus include the application of Artificial Intelligence (AI), Decentralized Finance (DeFi) and Quantum Computing in financial markets. He also implements this with his own company AVACO.

Area Head Global Business Management, Financial Information, SIX

Beate Born has 17 years of experience in consulting and financial services in Switzerland, the EU, Australia and Asia including running her own consulting practice. She is currently Head of Global Business Management at SIX in Zürich and previously held the position of Head Strategic Programs at UBS Wealth Management. Many of her 13 years at UBS she spent in Operational Risk and Capital Markets running global regulatory initiatives such as MiFID I&II as well as Brexit response and platform programs for Wealth Management. She is member of the leadership team of the Enterprise Data Management Council (EDMC) Women in Data Network and leads the ESG Regulatory and Standards Group. In 2021 Beate will complete a Master’s Degree in Sustainability Leadership from the University of Cambridge with a focus on ESG data reporting and carbon disclosure comparability.   Further Academic degrees include a DESS from the Sorbonne, an MBA from Clark University, an Executive MBA from the Swiss Finance Institute and a certificate of advanced studies in Financial Market Regulation from the University of Zürich. 

Senior Content Manager, Financial Information, SIX

Jacob Gertel is Senior Content Manager for Legal & Compliance Data at SIX, Business Unit Financial Information. In this role, he is responsible for the analysis and implementation of data and products in the areas of tax, regulation and compliance, such as FATCA, Section 871(m), Financial Transaction Tax (FTT), MiFID II, FinSA, ESG, etc. 

Before joining the company in 2011, Jacob Gertel headed the compliance department and acted as Compliance Manager at various international banks in Switzerland. His  responsibilities included being involved in writing the firm’s regulatory policies, introduction and implementation of compliance related directives and procedures, monitoring and reporting requirements, being involved in the account opening process, AML monitoring and the implementation of all other regulatory requirements, including the area of investor protection. Furthermore, he also was responsible for staff training in the area of compliance and regulations, the implementation of compliance related IT tools, and the complaint process.

CFA, Senior Product Manager, Financial Information, SIX

Janine Hofer-Wittwer has been with SIX since 2014. She is responsible for creating SIX Financial Information’s ESG and sustainability proposition and by doing so contributing to a more sustainable and diverse economy, which are topics very close to her heart. Her role entails analyzing market trends and leading the creation of innovative services for the wealth, asset and risk management industry. Prior to that she has been driving the development of risk and analytics services.

Before joining SIX, Janine Hofer-Wittwer worked at UBS in Private Banking and at the Investment Bank both in Switzerland and abroad. After UBS she joined Bank of America Merrill Lynch in London where she was a Risk Manager for many years. Janine Hofer-Wittwer has a Master’s Degree in Business Administration and Economics from the University of Berne and is a CFA charter holder.

Head of Treasury, Julius Baer

Jacques has been the Head of Treasury at Julius Baer for the past 8 years. Prior to that, he worked as Treasury Risk Manager at Credit Suisse for 4 years. In addition to a PhD in Physics, Jacques has 18 years of experience in Trading in financial markets at Credit Suisse and commodity markets at EGL, of which 6 years as Deputy CEO.

Senior Product Manager, Financial Information, SIX

Jürg Stalder has been a Senior Product Manager at Financial Information, SIX since 2014. In this role, he is responsible for developing data services for clients to help them meet tax, regulation and compliance requirements such as FATCA, IRS Section 871(m), AEol/CRS and Financial Transaction Tax regimes. In 2020 he has launched SIX Tax Score® an innovative new way of indicating the Tax Suitability of financial products. 
Prior to joining SIX, Jürg Stalder worked at Thomson Reuters (Refinitiv) where he defined the strategy and managed the risk of News Technology Platform assets used by display and feed products. Before that, he was a product manager at Reuters in charge of defining and implementing the capabilities of the Reuters News Platform.