Agenda (Day 1) 2017

Navigating a changing environment

19 January 2017

Congress Centre Kursaal, Interlaken, Switzerland.

Registration, lunch and networking

Welcome from the Swiss & Liechtenstein STEP Federation

Felicity Keller, Barrister-at-Law, TEP, Managing Director, J. Stern & Co (Switzerland) AG and Co-Chair, Swiss & Liechtenstein STEP Federation

Cecile Civiale-Vuillier, Senior Relationship Manager, ZEDRA Trust and Co-Chair, Swiss & Liechtenstein STEP Federation

Welcome from STEP Worldwide Chairman

Chair's Opening Remarks

Cecile Civiale-Vuillier, Senior Relationship Manager, ZEDRA Trust and Co-Chair, Swiss & Liechtenstein STEP Federation

Keynote Address - Lessons from Space

Prof. Claude Nicollier, Member, Swiss Space Center

Hon. Prof., Swiss Federal Institute of Technology in Lausanne

The changing profile of Switzerland

  • Why would Switzerland still be attractive as a banking or business location in 2017 ?
  • What are the relevant changes on the legal and compliance front ?
  • Why would someone choose a Swiss trustee today ?
  • What changes in the wealth industry are coming up in the next five years ?
  • Which clientele finds Switzerland still attractive ?

Xavier Isaac, Head of Salamanca Group Trust & Fiduciary

Dr Ariel Sergio Goekmen, Executive Board Member, Schroder & Co Bank AG, Switzerland

Daniel Zappelli, Founding Partner, VSZ Law Firm

Networking and refreshments

Kindly sponsored by Schroder & Co Bank AG

Excessive transparency: Public register of trusts and foundations

  • Transparency for all about everything: the solution or a mirage ?
  • Is it sound due diligence checking a register ?
  • Today public trust registers... and what comes tomorrow ?
  • OECD information exchange puts personal data security at risk ?
  • Erosion of the right to keep our finances private is a step too far ?
  • I'd put my money in a bank set up by Apple ?
  • Does a public register bring any added value ?
  • The public register - a tool for witch-hunts and criminals ?
  • The right to privacy substituted by mis-interpreted transparecy ?

Natacha A. Polli, Founder, PAZ Consultants SA Geneva

Filippo Noseda, Co-Head Private Client Department, Withers (London)

H.S.H. Prince Michael of Liechtenstein, Chairman, Industrie- und Finanzkontor Ets., Wealth Preservation Experts

Freeports/Recent developments: What you always wanted to know (and never dared to ask !)

  • Why are freeports so important in the art trade ?
  • The non-extraterritorial status of freeports
  • Cultural property law issues
  • Customs law issues (new regulations in Switzerland as of 2016)
  • Tax law issues

Prof. Marc-Andre Renold, Professor and Attorney-at-Law, Univertsity of Geneva

Dr. Marc Weber LL.M., TEP, Partner, LANTER

Conference close

Swiss & Liechtenstein STEP Federation Student Awards

Drinks Reception

Kindly sponsored by Mirabaud & Cie SA

Gala dinner

Kindly sponsored by Schellenberg Wittmer Ltd