Future of Wealth Management Forum 2025

Panel III - Social strategy and portfolio performance: data as a key challenge

Jan 30, 2025 — 11:50 am - 12:30 PM
Stage B

This event

Agenda

Speakers

Partners

Theme

This session will explore how integrating social criteria and leveraging related data can enhance portfolio performance. It will highlight analytical tools and information sources used to assess social issues, as well as strategies to transform this data into drivers of sustainable and responsible performance.

Moderator

Panelists

Signatures

The other sessions

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Stage A
9:00 AM9:40 AM

Panel I - Reality check: navigating the hype vs. reality of AI in financial services

Loris BergeronBanque de LuxembourgSenior Software EngineerTommaso CervellatiBlockchain Specialist et cofondateur d’Olympus InitiativeYannick HuchardBILChief Technology OfficerFilipe PaisLuxProvideChief Customer Officer
Description
This panel will critically examine the gap between the expectations and the actual impact of AI technologies in the financial services sector. Experts will discuss real-world challenges, including cost implications, scalability, and regulatory compliance, while exploring successful case studies where AI has genuinely transformed business operations and client satisfaction.
Stage B
9:00 AM9:15 AM

Fireside Chat

Roger Henri HartmannEFPA Luxembourg AsblChairmanMyriam Vander ElstEpic FoundationChief Engagement Officer & Board member
Stage B
9:20 AM9:55 AM

Panel I - Fluidity and rigidity: balancing liquid and illiquid sustainable assets

Jerome BottariKrios CapitalPrésidentArnaud MiroudelCardif Lux VieChief Investment OfficerBertrand SCHMELERMIRABAUD & Cie (Europe) SAHead of Wealth ManagementMichael SfezKermony OfficeAssocié Fondateur
Description
This panel will examine the nuanced dynamics between liquid and illiquid assets within the sustainable investment spectrum. It will explore strategies for balancing these asset types to optimize portfolio returns while adhering to sustainability principles. The discussion will also address the challenges and opportunities presented by each asset type in the context of market volatility and economic shifts.
Stage A
10:45 AM11:25 AM

Panel II - Operational revolutions: customer experience vs profitability

Marina AndrieuWIDE ANDCOCo-FounderLaurent CharonAG2R La MondialeDirector of Innovation and TransformationSouleymane-Jean GaladimaSapiansCo-fondateur & Directeur GénéralYohann NiddamPericlès GroupPartnerMatthias Van Den EedeAzimuth InvestmentsHead of Digital Business Development & Head of Beewise Investment App
Description
This panel will delve into how technology transforms customer interactions in the financial sector, with a focus on enhancing client engagement and operational profitability. Discussions will cover the evolution of client knowledge systems, the modernization of KYC practices, and the overall enhancement of the customer journey. Panelists will also assess the strategic decisions regarding outsourcing versus in-house development of tech solutions, and explore how fostering collaboration between business strategists and technology experts can drive efficiency and boost profit margins.
Stage B
11:05 AM11:45 AM

Panel II - Performance vs Responsabilité : comment naviguer entre contradictions et opportunités face aux évolutions géopolitiques et réglementaires ?

Lorenzo AvicoLuxembourg Sustainable Finance InitiativeDeputy CEOJonathan GraasDecaliaGérant actions thématiques chez DECALIALoïc Schmid1875 FinanceCIO
Description
This panel focuses on the dual imperative of aligning investment strategies with sustainability goals under evolving regulatory frameworks. It will discuss the implications of recent and upcoming regulations for investors, with particular attention to how these frameworks influence decision-making processes and investment flows in sustainable assets.
Stage B
10:45 AM11:00 AM

Fireside Chat

Sandrine De VuystRaiffeisenMembre du Comité de DirectionClaude HellersFundbridge GmbHManaging Partner
Stage A
11:35 AM11:45 AM

Keynote

David CrépinKeeSystemPartner & Head of Sales
Description
Le futur de la gestion de fortune : allier technologie & humain
Stage A
9:55 AM10:05 AM

Keynote

Peter De ClercqQuantessenceChief Executive OfficerGauthier DuvergerQuantessenceInstitutional Sales
Description
Mass Customisation in Wealth Management: A New Generation of Savings Products
Stage A
11:55 AM12:35 PM

Panel III - Bridging the gap: humanizing technology in financial services

Zineb BensaidWomen in TechVice President - Co-founderPierre BosioAmundi LuxembourgDeputy CEO - Chief Operating OfficerRiadh KhodriPictetChief of Staff - Groupe Pictet LuxembourgEmmanuel VivierHub InstituteCo-Founder - Principal Analyst - Digital Transformation & Marketing, Gen AI
Description
This session will address the human aspects of technology adoption, discussing how firms can manage change when implementing new technologies like AI and machine learning. Panelists will share insights on upskilling employees, the role of leadership in tech transitions, and strategies for enhancing collaboration between tech teams and traditional financial roles to ensure seamless integration and adoption.
Stage B
10:00 AM10:15 AM

Keynote

Antoine DumontEcofiDirecteur Distribution & Partenariats
Description
Agir pour le climat, un enjeu Capital
Stage A
9:45 AM9:55 AM

Keynote

Benjamin ParotteFlanksChief Revenue Officer
Description
Unlocking the strategic power of wealth data
Stage A
11:45 AM11:55 AM

Keynote

Frederic ValentinInWealthFondateur
Description
An AI that develops secure legal and tax strategies for international families
Stage A
11:25 AM11:35 AM

Keynote

Guillaume DescléeAbboveCEO - Founder
Description
Nouvelle approche patrimoniale : renforcez le lien, connectez-vous Ă  vos clients et la next-gen.
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