Focus on Wealth Management

Alice Danoy has more than 14 years of experience in communication, digital transformation and innovation.

She is leading the Innovation Lab at KPMG Luxembourg. She is fostering innovation within KPMG and at their clients. She helps companies adopting the right mindset to be future-fit, to use the right tools and methodologies to become more customer-centric and to leverage on the power of crowd and ideas of their own people to move lines.

Alice currently leads innovation strategy projects for clients in the financial industry and public sector; helping them finding innovative solutions and new business model to stay competitive.

Luca Derlin has 20+ years of experience in Financial Services. He started his career in Italy, where he worked for the FIG practice of McKinsey & Co. between 1998 and 2004, including a one year “gap” in 2001 for his MBA at INSEAD Business School.

Luca joined Deutsche Bank in 2004, where he has worked for the last 18+ years covering a variety of roles across different countries, in particular: he started in the UK as part of the Group COO team, in 2007 he was appointed Global Head of Strategy for Global Capital Markets, in 2008 moved to Hong Kong to drive business growth as APAC COO for Equity Capital Markets, Leveraged Debt Capital Markets and M&A; in 2013 he moved back to London as Portfolio Manager, responsible to wind-down a large book of non-strategic assets; in 2014 he joined the Group Strategy team (AfK) focusing on Legal Entity strategy / structure, and spending several months in New York; in 2017 he moved into Wealth Management, where he covered a number of global and regional roles, including Head of Sales Management for the UK business (until 2019), Head of Strategy, Sales and Performance Management for EMEA WM (from 2019 to 2021) before taking on the role of Head of International Private Banking in Luxembourg in 2021.

Falk Fischer was appointed Chief Executive Officer (CEO) of Bank Julius Baer Europe S.A. in July 2016.

Prior to assuming this role, he was Chief Executive Officer (CEO) at Commerzbank International S.A. in Luxembourg from 2008 to 2016 and Global Head of International Wealth Management Commerzbank Group at Commerzbank AG London, United Kingdom.

Falk Fischer has more than 30 years of experience in international private banking and wealth management, having held various leading positions in the financial industry.

As the Chairman of the Swiss Banking Group in Luxembourg, Falk Fischer is a member of the Board of Directors of the ABBL.

Falk Fischer holds a Master’s Degree in Economical Sciences & International Finance from Humboldt-University in Berlin, Germany.

Christian Gibot has been CEO of Cardif Lux Vie since December 1st, 2019.

A graduate of the Ecole Polytechnique in Paris and alumnus of Saïd Business School Oxford, he began his career in 2005 as an actuary at ACA France. In 2008, he joined Caisse des Dépôts and the Office of the Chief Executive, before being appointed as Technical Director for France with CNP Assurances in 2011. He joined BNP Paribas Cardif in 2015 as Director of Actuarial Services, before being appointed CEO of Cardif Lux Vie end 2019.

Christian Gibot was the vice-president of the Institute of Actuaries in France. He is the president of the ACA (Luxembourg Insurance and Reinsurance Association) and president of the Luxembourg Union of Insurance Companies.

After studying finance in Brussels, Jerry Grbic started his career in the banking sector by joining Banque Internationale à Luxembourg in 1996. He stayed there for 12 years, holding various positions. He then joined Banque Degroof, where he developed the Luxembourg market. In 2012, he took over Fortuna Banque, first as director and then as managing director.

In April 2022, Jerry Grbic became CEO of the Association of Banks and Bankers, Luxembourg (ABBL).

Adina is an actuary with over 20 years of experience in finance. Expert in asset allocation, she has experience in trading, Asset Management, Asset & Liability Management as well as applied research.

In 2010, Adina co-founded Active Asset Allocation, a digital financial engineering company that designs bespoke investment algorithms and provides a global investment platform to Asset Managers, Institutional Investors, Insurance Companies and their distribution.

Gaëlle Haag is the CEO and Co-founder of Capitana (2018), Women’s best financial friend. Gaëlle has 15 years of experience in consulting and private banking.

During her career, she was always surprised by the low proportion of women among her bank’s clients. On further investigation, she realised that only 10-15% of women invest their savings – half as many as men. There is a significant cost to this gap as women end up with, on average 40% less than men capital for their retirement – and they live 5 years longer.

Gaëlle decided to make this issue her mission, giving women the knowledge and tools to better save and invest to achieve their life goals. Having raised more than 1.5 million Euros from various actors, including the Luxembourg Stock Exchange, she developed Capitana App, a 100% digital investment platform that combines financial education and portfolio management, with a focus on responsible and sustainable investment.

Through her mission, Gaëlle often runs workshops and seminars on the subject of economic emancipation, financial independence and investment.

Bertrand Kauffmann joined Société Générale in 1992 at SOGENAL Luxembourg (Société Générale Alsacienne de Banque). In 1997, he was in charge of the treasury team of SOGENAL Luxembourg and Société Générale Luxembourg.

In 2010, he took over the global supervision of treasury and foreign exchange operations for Société Générale Private Banking.

Since 2013, he is the Global Head of Market Solutions, providing clients with efficient access to a wide range of financial market products and services. In 2016, he joined the Executive Committee of Société Générale Luxembourg. Since 2019, he is also Chief Digital Officer (DTO) of Société Générale Luxembourg.

Bertrand Kauffmann graduated from Ecole Supérieure de Commerce de Paris (ESCP).

Pascal is IQ-EQ’s Group Head of investment structuring based in Luxembourg and Chairman of LAFO.

Previously, Pascal’s roles at IQ EQ were to lead the Corporate segment worldwide, to deliver value, efficiency and growth for this core service line as well as the private Clients / FO segment.

Pascal joined IQ-EQ in 2016 from Deloitte, where he was Tax Partner (spent 6 years as Private Clients Solution Leader and Co head of FO services). Prior to that, Pascal spent 6 years with the wealth management arm of Natixis Bank, where he led the UHNW business development department as well as the Tax planning department and was a member of the Bank Executive Committee.

Lawyer by education, he spent 5 years with Allen & Overy and Heenan Blaikie as Senior Associate. He is a French native and began his career in Toronto before moving to Paris.

He is a postgraduate (LLM) of Toronto’s York University and Aix en Provence Law School (Magistère de droit et Finance) and have since qualified as a Lawyer in Paris, Trust and Estate Practitioner (TEP). He has also completed the MMBA with IMD Lausanne. In addition, he is a regular speaker on various FO and related Corporate & wealth topics.

Main passions, having fun time with his family and Classic Car Racing.

Lynn Robbroeckx is Secretary General at Luxembourg for Finance (LFF), the agency for the development of the financial centre.

She currently also serves as Secretary General of PROFIL, the Luxembourg Financial Industry Federation, and is a member of the board at the Luxembourg Sustainable Finance Initiative (LSFI) and LuxFLAG.

She holds a Master Degree in Sinology from the Catholic University of Louvain in Belgium and studied Chinese at Chengkung University in Taiwan.

Prior to joining LFF, Lynn served as Head of Communication at the Luxembourg Space Agency (LSA) and SpaceResources.lu initiative. She began her career at the Luxembourg Embassy in Beijing and later on worked for the world’s leading steel and mining company, ArcelorMittal, in China and London.