On 17th and 18th of September 2019 together with our partner Refinitiv, we organized two special events in Zurich and Geneva to discuss the challenges of Compliance Automation in wealth management industry.
The main focus was to discuss regulations that are coming into force, including FIDLEG and FINIG and explore how innovative technology might help wealth management businesses to handle this upcoming transition.
To make the discussion more interesting we invited guest-speakers from leading RegTech companies: Investment Navigator (Alberto Rama) and Cleversoft (Florian Clever). We were also delighted to listen to one of our client’s (Sebastian Ochałek, Clarus Capital AG) practical thoughts on compliance in Swiss wealth management.
Below please find a video recording from the Zurich event and the full agenda: