Wednesday 4th May 2022
Congress Centre Kursaal, Interlaken, Switzerland.
DAY 1 THEME: NAVIGATING SAFELY IN TROUBLED WATERS
REGISTRATION, BREAKFAST AND NETWORKING
Kindly sponsored by Butterfield
WELCOME FROM SWISS & LIECHTENSTEIN STEP FEDERATION AND CHAIR'S OPENING REMARKS
Andrew McCallum TEP - Senior Partner, Rawlinson & Hunter (Switzerland) AG; Chairman of the Swiss & Liechtenstein STEP Federation and member of the STEP Alpine conference organising committee; Treasurer and committee member of STEP Geneva and of the Swiss Association of Trust Companies; and member of the STEP worldwide Governance Committee
WELCOME FROM STEP WORLDWIDE
Mark Walley - Chief Executive Officer, STEP Worldwide
KEYNOTE ADDRESS - WHY HEALTH MANAGEMENT, STRESS MANAGEMENT AND MINDFUL LEADERSHIP BELONG TOGETHER. TIPS AND TRICKS FOR JOY AT WORK.
Prof Dr Volker Schulte - Partner, trafacademy
- Stress prevention through clever health management
- The magic Leadership Triangle
- What is behind the term mindfulness
- Rediscovery of the cardinal virtues in today's translation
ECONOMY & FINANCE
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Ecosystem of the financial industry, its development and the impacts on the trust business
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The behavioural side of investments
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Concerns of private clients and trustees? What services and products do they need in the future?
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The trust business industry from the banks’ perspective
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ESG and impact as an investment decision criteria
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The trade-off between sustainability and financial returns
Marie-Therese Yates, Managing Director, Wealth Advisor Switzerland, JP Morgan Private Bank (Moderator)
Dr Martin Jetzer - Chief Economist, Bellecapital AG
Annelise Peers - Chief Investment Officer, Investec Bank (Switzerland) AG
SWISS & LIECHTENSTEIN STEP FEDERATION - STUDENT AWARDS
Kindly sponsored by CLT International Ltd
Vice Director, Allgemeines Treuunternehmen (ATU); Secretary of the Swiss & Liechtenstein STEP Federation and member of the STEP Alpine conference organising committee; Chairman, Verein STEP; Chairman, Vaduz Centre of Verein STEP
Filippo Turato TEP – Trust and Wealth Planner, Capital Trustees AG; Member of the STEP Alpine conference organising committee, Swiss & Liechtenstein STEP Federation; Chairman of STEP Lugano
LUNCH
CHAIR'S OPENING REMARKS
Andrew McCallum TEP - Senior Partner, Rawlinson & Hunter (Switzerland) AG; Chairman of the Swiss & Liechtenstein STEP Federation and member of the STEP Alpine conference organising committee; Treasurer and committee member of STEP Geneva and of the Swiss Association of Trust Companies; and member of the STEP worldwide Governance Committee
THE IMPACT OF THE COVID-19 CRISIS ON THE PRIVATE CLIENT INDUSTRY
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What were the operational issues impacted by Covid-19 ?
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What were the private client needs?
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What were the investments sought by private clients?
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What were the risks and how were these risks addressed?
Dr Roderik J P Strobl TEP - Relationship Manager for Key Clients, Leo Trust (Switzerland) Ltd (Moderator)
James Day – Managing Director, Peritus Investment Consultancy
Dawn Goodman TEP – Partner, Withers LLP
Rayan Houdrouge – Partner, Lenz & Staehelin
TRUSTEE REGULATION: AN UPDATE
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Structures exempt from the regulations
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Licensing requirements for local and foreign trustees
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Authorization process
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Focus and priority areas for the regulator
- Upcoming changes to the AML framework
Fabianne de Vos Burchart TEP - Attorney at Law, Schellenberg Wittmer (Moderator)
Dorothee Ignatz - Senior Specialist, Portfolio Managers and Trustees, Swiss Financial Market Supervisory Authority FINMA
Kenneth Ukoh - Head Portfolio Managers and Trustees, Swiss Financial Market Supervisory Authority FINMA
Anton Wyss - CEO, AUDEX Consulting Trust Establishment, Triesen; Vice President, Liechtenstein Institute of Professional Trustees and Fiduciaries, Vaduz
NETWORKING & REFRESHMENTS
Kindly sponsored by PraxisIFM
EXCHANGE OF INFORMATION/TRANSPARENCY
- CRS - Is it still common ?
- FATCA update
- Mandatory disclosure rules - DAC6 and its impacts
- BO registers
Filippo Noseda TEP - Partner, Mishcon de Reya LLP and Visiting Professor, King’s College London (Moderator)
Konrad Hauptli - Of Counsel, Kendris Ltd
Marnin Michaels TEP - Senior Partner, Baker McKenzie
THE FUTURE OF THE TRUST & ESTATE PLANNING INDUSTRY: TAX, SUBSTANCE & ASSET PROTECTION
- Experiences of the past eighteen months: clients’ needs, apparent and latent
- Centralization of data and state surveillance in a polarized world: protecting assets
- Choice of fiduciary and the checks and balances in structures
- Building of long-term relationships and confidence
Stephanie Jarrett TEP – Owner, Offices of Stephanie A Jarrett (Moderator)
Alan Milgate TEP - Partner, Rawlinson & Hunter LLP and Board Member, STEP Worldwide
Jim Parker TEP - Country Head for Switzerland and Managing Director, Butterfield Trust (Switzerland)
DAY ONE - ROUND-UP
DRINKS RECEPTION - VICTORIA JUNGFRAU
Kindly sponsored by Charles Russell Speechlys
GALA DINNER - VICTORIA JUNGFRAU
Kindly sponsored by Schellenberg Wittmer Ltd