Thursday 12 October 2023
|18:00 » 20:00||Welcome drinks & cocktail at Barfly’z
Friday 13 October 2023
|09:00||Registrations at UBS Konferenzgebäude Grünenhof
|10:00 » 10:15||Welcome and introduction|
|10:15 » 10:30||Opening lecture - keynote speech
Opening lecture addressing openly and widely the current state of the industry and its future role.
Reflections on my journey towards wealth redistribution and why it matters (to the industry)
|10:30 » 11:30||The language of tax – how the industry shapes the tax culture and whether more sensitivity is needed
Discussion about the evolving ethics of tax and the strong sense of ‘anti-tax’ politics within the industry. Will touch upon the latest report of Oxfam International and discuss the evolving needs of a new generation of stakeholders. We will also discuss how the anti-tax culture affects the industry itself, what a "right" taxation should look like, and to what extent taxation has an impact on the individuals' philanthropic activities.
Format: Fireside chat
|11:30 » 12:00||Coffee Break|
|12:00 » 13:00||Can ESG and the wealth advisory come along? Discussing the good practices, challenges and the points of focus
Is ESG just a must-have marketing tool for savvy advisors or is it indeed an actual need of the clients? The panel gathers different stakeholders such as bankers, NGOs, philanthropic advisors and lawyers to exchange experiences about ESG and their perspective as to how to approach it and tackle the challenge not only when advising clients but also when clients apply ESG standards to choose their advisors.
Format: Panel discussion
|13:00 » 14:00||Lunch Break|
|14:00 » 15:00||Compliance, Transparency, Reporting, Sanctions – Where do we go from here?
The already existing number of regulations, obligations and bans can be considered as a burden. On the other hand, perhaps an increasingly complex world will require even more sophisticated measures to bring order to the industry in which we operate. The purpose of this panel is to discuss a margin between what is necessary and what is bearable. We will also look at what regulations already lie ahead and discuss how to prepare for it.
Format: roundtable discussion
|15:00 » 16:00||The sudden wealth syndrome
Coming into large sums of wealth can cause stress and emotional disorder. Individuals are forced to make complex financial, tax and legal decisions they may not feel equipped to handle. Does the industry facilitates that process or rather amplifies the feeling of being disempowered? The challenge for the advisors is to come up with a strategy that would embrace the base line values and priorities of the client.
Format: moderated workshop
|16:00 » 16:30||Closing Coffee Break|
|19:00||Dinner, drinks and party at HILTL Akademie
Awarded as the first vegetarian restaurant in the World and one of the most stunning locations of the city.