Improving the platform, custody and processes

Rafael Weber of Swissquote

Jul 1, 2022

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Improving the platform, custody and processes

  • Custody, execution, and advice. Will they be unbundled?
  • Do you want physical service or digital execution? How are your priorities changing?
  • What are traditional private banks doing wrong?
  • How can platforms / partners communicate better with you? Is research important to you? Do you get too much information?
  • How are you thinking about digital assets and their custody?
  • How can processes be improved? For example, account opening



Michael Stanhope
Chief Executive Officer & Founder

Panel Members

David Doerig
Chief Operating Officer

Urs Brutsch
Managing Partner & Founder
HP Wealth Management

Rafael Weber
Head of Institutional Clients


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