Understanding wealth client behaviour

Join senior marketing and communications professionals from Switzerland’s financial industry in a discussion on what’s capturing investor attention and influencing investor decision making.   

 

Registration is now closed

Thursday, 29 February 2024
17:00-20:00 CET
Mandarin Oriental Savoy, Poststrasse 12, 8001 Zurich 
Understanding wealth client behaviour

Join senior marketing and communications professionals from Switzerland’s financial industry in a discussion on what’s capturing investor attention and influencing investor decision making.   

 

Registration is now closed

Thursday, 29 February 2024
17:00-20:00 CET
Mandarin Oriental Savoy, Poststrasse 12, 8001 Zurich 

Join marketing and communications leaders within Switzerland’s financial industry

This is an invitation only event designed for marketing and communications leaders within Switzerland’s financial industry. Our goal is to bring professionals together to openly share and discuss the lessons learned from experience engaging a range of investors through unique formats. Join us for an enriching experience that promises valuable insights and connections within the professional landscape. 

Access to the event

You are invited to attend the event in-person at the newly opened Mandarin Oriental Savoy at Paradeplatz.

Agenda

17:00-17:30
Registration

17:30-18:00
Panel discussion in English

18:00-18:15
Questions and answers

18:15-20:00
Apéro and mingling

Access to the event

You are invited to attend the event in-person at the newly opened Mandarin Oriental Savoy at Paradeplatz.

Agenda

17:00-17:30
Registration

17:30-18:00
Panel discussion in English

18:00-18:15
Questions and answers

18:15-20:00
Apéro and mingling
 

Panel discussion

Michèle Sandoz
Managing Director at Grisebach Switzerland
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Michèle Sandoz
Managing Director at Grisebach Switzerland
Michèle Sandoz has led various international initiatives in the artworld over the past two decades. She recently was appointed Managing Director of Grisebach Switzerland, one of the international leading auction houses in Germany with headquarters in Berlin. Before that she spearheaded the Art Initiative of the Foundation for the International Committee of the Red Cross (ICRC), building a platform that bridges art and humanity. Prior to that, she held the position of Global Head of VIP Relations and member of the Management Board at Art Basel.
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Max Rofagha
CEO and Founder at Finimize
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Max Rofagha
CEO and Founder at Finimize
Max is a serial entrepreneur with senior executive experience at a FTSE100 company. He co-founded his first company, DeinDeal, at age 24 and grew it to become one of the largest e-commerce players in Switzerland. Max founded Finimize in 2016 and grew it to become the #1 information platform and community for modern retail investors, reaching over 1 million users directly and over 40 million via its partners. In 2021, Finimize was acquired by abrdn plc. He joined their group executive team, making him the youngest FTSE100 executive at the time.
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Ariel Childs
CEO and Executive Creative Director at Winkreative
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Ariel Childs
CEO and Executive Creative Director at Winkreative
Throughout a career in creative direction and strategic marketing, Ariel brings a unique eye and commercial mindset to branding agency, Winkreative. Her beginnings at Condé Nast in New York led her to London to work for Tyler Brûlé in the capacity of Creative Director for Wallpaper* where she focused on the visual development, production of the title and custom publishing projects for Winkreative’s early clients. She and the agency are committed to solving business challenges and ambitions for clients through arresting brand experiences, uplifting customer journeys, and impactful communications.
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Moderator

Orlando Werffeli
Head of Marketing and Communications at Avaloq
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Orlando Werffeli
Head of Marketing and Communications at Avaloq
Orlando Werffeli is the Head of Marketing and Communications at Avaloq, with experience in the financial and technology industries spanning over a decade. He has worked with small and medium enterprises, as well as large corporations, in Zurich, London, San Francisco, and Auckland. His experience and work have given him the opportunity to interact directly with retail, affluent, and ultra/high-net-worth investors across diverse formats.
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