AIJA Wealth Lab: ethics and sustainability in the changing world of private wealth advisory

Zurich, Switzerland

12 October 2023 - 13 October 2023

Thursday 12 October 2023

18:00 » 20:00 Welcome drinks & cocktail at Barfly’z
  • Address
    Barfly’z: Gotthardstrasse 21, 8002 Zürich

Friday 13 October 2023

09:00 Registrations at UBS Konferenzgebäude Grünenhof

  • Address: Nüschelerstrasse 9. 8001 Zürich
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)

Keynote speaker:
  • Stefan Binder, 3rd generation member of a wealthy family, co-initiator of Resource Transformation organization, Switzerland
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

  • Tomasz KrzywaƄski, Attorney at law, a Partner at GWW, Poland

  • Stephanie Brobbey, a founder of the Good Ancestors Movement, United Kingdom
  • Prof. Florian Scheuer, the UBS Professor of Economics of Institutions at the University of Zurich and Chairman of the Department of Economics, Switzerland
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

  • Oliver Piper, Farrer & Co, United Kingdom
  • Urs Landolt, a founding partner of Globalance Bank, Switzerland
  • Shawntel Randi, an Associate at Nixon Peabody, United States of America
  • Julie Wynne, a partner at MLL Legal, Switzerland
  • Andrew Douglas, Center for Sustainable Finance and Private Wealth, University of Zurich, Switzerland
  • John Plassard, Senior Investment Analyst at Mirabaud Group, Switzerland
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

  • Charles Sébastien Duro, Duro Partners, Luxembourg
  • Dr. Hannah Blecha, Attorney at Law, Schwärzler Rechtsanwälte, Liechtenstein
  • Inga Rau, Rechtsanwältin | Associated Partner, KLEINER Rechtsanwälte, Germany
  • Vadim Neumann, Managing Director at Zedra, Switzerland
  • Arnaud Tailfer, Avocat, ARKWOOD SCP, France
  • MMag. Dr. Eva Stadler, Counsel, Rechtsanwältin / Attorney-at-Law, Wolf Theiss, Austria
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

  • Dr. Bernhard Motal LL.M., a Counsel at Gasser Partner, Liechtenstein
  • Stephanie Mooney, a Senior Associate at Kingsley Napley LLP, United Kingdom
  • Pierre Etienne Pourrat, a Partner at Atdomco Family Office, Luxembourg
  • Silvia Niubó Vidal, TEP, Associate, Cuatrecasas, Spain
  • Peter von Burg, Attorney-at-law and Certified tax expert, Partner at burckhardt Ltd, Switzerland
  • Peter Kempin, Team Head Executives & Entrepreneurs, UBS Wealth Management, Switzerland
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.

  • Address: Sihlstrasse 24, 8001 Zürich