Refinitiv & WealthArc Roadshow

Refinitiv and WealthArc are delighted to invite you to our Wealth Roadshow together with our partners Cleversoft and Investment Navigator. The focus will be to discuss challenges for the industry resulting from Fidleg and other regulations.

Speakers & Topics

Silvan Fornaro, WealthArc, Head of Sales

"Peace of mind over compliance"

Automation & Compliance
Data Security - The crucial part of compliance
Adaptive solutions for ever-changing regulations

Alberto Rama, Investment Navigator, Founder and CEO

"The Rise of Autocompliance":

Is ‘autocorrect’ as known in MS Word the new compliance?
Will we be only supervised by Digital Compliance officers?
Why financial intermediaries have to accept an “error culture” going forward?

Florian Clever, Cleversoft Group, CEO and Founder

Consumer protection regulations in Switzerland
Practical solutions to FIDLEG pre-trade compliance documents
Future Regulatory Outlook

Will Ferrand, Refinitiv, Head of Advisory Solutions EMEA

"Innovation in wealth management and new use cases of data in wealth tech and regtech."

Event Info

Registration for Zurich is closed!

Zurich - closed Geneva

Date: Date:

17 September, 2019 18 September, 2019

Time: Time:

08:30 - 11:00 10:30 - 14:00

Location: Location:

Refinitiv Office Hotel Metropole Geneva

Dufourstrasse 43 Quai du General-Guisan 34

8008 Zurich 1204 Geneva Zurich

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