The Past, Present and Future of Wealth Management – Industry and Career Insights from Julius Baer Group CIO Yves Bonzon


Thu. 23.05.2024


17:00 - 19:00



Atrium, 11-0041


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The digital transformation, sustainable investing, and ever-evolving client needs have emerged as driving forces reshaping the financial landscape. Additionally, the rise of emerging countries and alternative assets offer new avenues for wealth managers, unlocking actionable strategies for growth and diversification. In view of these dynamics, how do wealth managers need to adapt their approaches in managing their clients’ assets, and which skills will be essential for a successful future career in the wealth management industry?
Meet Yves Bonzon, a renowned Swiss expert in the field of investment and wealth management solutions, to explore how sustainability, technology, and globalization are redefining the future of wealth management. This open panel discussion will be held at SQUARE.


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Language: English
Speaker(s): Yves Bonzon, Group Chief Investment Officer (CIO) and Member of the Executive Board at Julius Baer, former CIO at Banque Pictet & Cie SA.
Organizer: SGFER