Claude Diderich

Swiss Federal Institute of Technology - Lausanne

Masters

Computer Science Engineering

1993

Swiss Federal Institute of Technology - Lausanne

Theoretical Computer Science

Dr es sciences

1998

University of St. Gallen

Certificate of Advanced Studies

Strategy

2012

Head of Investment Management Hong Kong

UBS Wealth Management

Dr. Claude Diderich has exceptional analytical skills and the ability to simplify complex matter to a business practical degree. His ability to break down, present and transform challenging business situations is unique and warrants high value.

Title

Recent Developments & Emerging Best Practice in Wealth Management Regulation & Compliance Conference  London, United Kingdon

2011-11-28

Gaining trust through innovation

2nd ISPIM Innovation for Financial Services Summit 2012  Luxembourg

2012-09-19

Risk management is more than Value-at-Risk

ETH RiskDay 2012  Zurich, Switzerland

2012-09-13

Gaining Trust through Innovation in Wealth Management

Wealth management is about trust and delivering on promises. Successful wealth management products and solutions focus on managing the trust bank accounts of their clients. Forecasting markets and constructing risk optimized portfolios is no longer the only area of innovation. Wealth managers need to focus on all components of the investment management value chain to (re-)gain trust. Innovation is about teamwork putting the client to the forefront and transforming ideas into innovative products in which the client trusts and this is willing to pay an above market fee.

Turning Client Risk Profiling into Competitive Advantage

Successfully servicing wealth management clients requires an in-depth understanding of their needs with respect to return expectations but also with respect to their risk perception. The process of determining the client’s risk tolerance is a key component of successfully advising clients. Best practice in determining the client’s risk tolerance is using a psychometric questionnaire. The risk profiling spider model assesses the client’s risk tolerance along the five dimensions, i) expectation bias, ii) anchoring, iii) loss frequency, iv) loss magnitude, and v) reactivity. The process of risk profiling can be turned into a competitive advantage by advising on solutions that match the client’s risk profiling spider.

A Forward-Looking Technology Platform Architecture for Wealth Managers

Having a sound technology platform architecture in place is key to support today’s investment management business. A forward-looking platform should separate business requirements from technology aspects. It should also encapsulate complexity and be flexible enough to allow changes in supported offerings and associated business processes to be implemented through configuration management rather than software releases. A three-layer application architecture composed of a i) business layer, ii) a functional layer encapsulating complexity, and iii) a service layer allows leveraging in a simple and efficient way services and data, fulfills these criteria.