13 th Private Banking Summit

Transcription

1 Conception and organisation by Presented by 13 th Private Banking Summit September 22nd to 23rd 2014, GDI Gottlieb Duttweiler Institute, Rueschlikon / Zurich The International Asset and Wealth Management Conference Private Banking from a steady, low-risk growth industry to a hazardous spot in a heartbeat. Panelists and key note speakers (between others): Alexander Classen Coutts & Co. (CH) Iqbal Khan Credit Suisse (CH) Shelby du Pasquier Lenz & Staehelin (CH) Stephen Richards Evans Standard Chartered Private Bank (UAE) Stephan Zimmermann UBS AG (CH)

2 2 Private Banking Summit Introduction and general information Private Banking from a steady, low-risk growth industry to a hazardous spot in a heartbeat Which forces are at work currently, shaping the industry? What are the challenges, risks and opportunities in the new world? Where is growth to be found and how are new market opportunities to be seized? Which strategies will help in taking on future challenges? Tax compliant services and business models are certainly one way to respond effectively to the new client and regulatory landscape. But what will the future of crossborder private banking look like? Which current M&A scenarios are developing in Switzerland and elsewhere? How is the Asset Management Industry restructuring its distribution network in a world without kickbacks? Take the opportunity to hear not only Swiss leaders but also international speakers on these questions and topics and discuss them formally and informally with experts and industry specialists. For further information please contact Anja Heker Senior Conference Manager Phone: anja.heker@euroforum.ch Jda Hess Conference Coordinator Phone: jda.hess@euroforum.ch The annual meeting point for the asset and wealth management industry Discuss, between others, the following topics with industry leaders from Europe and overseas. International partnerships as success factor in a globalized world Global Wealth Management in a changed environment Global prospects for the asset and wealth management industry Asset Management and distribution strategies in a world without kickbacks Is compliance an ally or enemy of global wealth management? The future of global private banking Conquering new markets with new business models Challenges for cross border Private Banking Investment strategies in a difficult environment M&A trends in the Swiss banking sector: Restructuring and concentrations New client servicing and pricing models Achieving operational excellence in wealth management Reasons why you do not want to miss this conference Generate fresh sources of income is the key success factor in private banking. Participate in the discussions of major players of the Swiss and the international private banking scene. Get hands-on, practically-oriented information and discuss new opportunities for growth with top management executives. Make use of an extensive networking platform to gather information and inspiration that will benefit your own business. In the last years the summit was attended by delegates from various countries: Who should attend this conference? From Private Banks and Wealth / Asset Management Companies: Chairmen / Chief Executive Officers Managing Partners Chief Investment Officers Heads of Business Development Heads of Marketing Heads of Client Relationship Management Relationship Managers / Investment Managers Asset Managers Wealth Advisors Independent Financial Advisors Austria Azerbajjan Belgium Brazil Canada China Cyprus Denmark Estonia France Germany Great Britain Greece Hungary Ireland Italy Kuwait Liechtenstein Luxemburg Malta Monaco Netherlands Poland Russia Switzerland Turkey +++ For more information visit +++

3 Private Banking Summit Speakers and customer quotes 3 Speakers at the Private Banking Summit 2014 Dr. Mario A. Bassi, Head of Global Business Management, ANZ Private Bank Global Wealth, Australia and New Zealand Banking Group Limited (AUS) Yuri Bender, Editor in Chief, PWM Professional Wealth Management, Financial Times (GB) Jürg Birri, Partner/Head of Legal of Germanspeaking Switzerland and International Private Client Services in Zurich, KPMG AG (CH) Alexander Classen, CEO Coutts & Co. Ltd., Head of Wealth International and Member of the Executive Committee of the Wealth Division of RBS (CH) Paolo Corredig, Head of Intermediary relationship management (CH) Iqbal Khan, Chief Financial Officer, Private Banking and Wealth Management Division, Credit Suisse (CH) Dr. Claudia Klümpen-Neusel, German Tax Leader Private Banking PwC (D) Dr. Markus Kobler, Global Chief Financial Officer, Member of the Global Executive Committee, Allianz Global Investors GmbH (D) Dr. Hans-Ulrich Lauermann, Global Tax Leader Banking Capital Markets PwC (D) Manfred Liechti, Managing Director and Head Global Private Banking (AUS) Bruno Patusi, Partner, Wealth & Asset Management Leader, Ernst & Young Switzerland (CH) Michele Porro, Head of Distribution Swiss & Global Asset Management and Region Head Switzerland GAM Holding AG (CH) Deepak Soni, CEO, Vontobel Swiss Wealth Advisors, (CH) Martin Thommen, Member of the Board of SFAMA and Head of UBS Funds at UBS Global Asset Management (CH) Anil Venuturupalli, COO, Deutsche Bank (CH) Sebastian Dovey, Managing Director, Scorpio Partnership (GB) Hein van der Loo, Head of Strategy and Business Development, ABN AMRO Private Banking (NL) Dirk Wiedmann, Chief Investment Officer, Rothschild Bank, Zürich (CH) Stephen Richards Evans, Regional Head, Private Banking Clients, MENAP, Africa, South Asia and Europe, Standard Chartered Private Bank (UAE) Heiner Grüter, CEO, Partner, WMPartners Vermögensverwaltungs AG (CH) René Maier, Editor-in-Chief, Schweizer Bank (CH) Shelby du Pasquier, Partner, Co-Head Banking and Finance Group, Lenz & Staehelin (CH) Stephan Zimmermann, Head WM Strategy Initiatives & Industry, UBS AG (CH) Stephan Keiser, Head Private Banking Zurich, EFG Bank (CH) Customer Quotes "Carefully chosen topics and up-to-date with latest changes in the industry". (Fuad Babayex, PASHA Bank) "Very well balanced event with excellent content and speakers. Very informative"! (Aly Karmali, Royal Bank of Canada) +++ To register visit +++

4 4 Private Banking Summit Agenda p Monday, September 22 nd, 2014 Asset Management current strategies and visions Reception with coffee, tea and croissants Welcome and introduction of the conference theme Dr. Mario A. Bassi, Head of Global Business Management, ANZ Private Bank Global Wealth, Australia and New Zealand Banking Group Limited (AUS) New business models and partnerships for a changed landscape Developing new models to service clients better Leveraging digital technologies to transform client experience Turning big data into simple solutions New tools to support advisory services Manfred Liechti, Managing Director and Head Global Private Banking (AUS) Global prospects for the asset and wealth management industry Does size matter? Lessons learned from building a global asset manager: Snapshot on the asset management industry and its underlying drivers Changing demands in retail and institutional business and successful business models for Asset Management companies The journey of Asset Management within Allianz, the build-up of Allianz Global Investors and lessons learned Outlook on growth prospects/markets and implications for asset managers and asset management business models Dr. Markus Kobler, Global Chief Financial Officer, Member of the Global Executive Committee, Allianz Global Investors GmbH (D) Global Wealth Management in a changed environment Challenges and opportunities of global/local regulations Strategic options for wealth managers The future of SwissBanking Stephan Zimmermann, Head WM Strategy Initiatives & Industry, UBS AG (CH) Wealth Management is dead; long live wealth management: an optimistic view of the industry The new meaning of transparency of the business model The emergence of intelligent insight to build growth The challenges of industrialising the business model The joy of private banking Sebastian Dovey, Managing Director, Scorpio Partnership (GB) The future of Wealth Management measures to ensure sustainable growth in a changing environment The challenge of cross-generation client perspectives The opportunity of omni-channel client offerings The complexity of multi-market dynamics Hein van der Loo, Head of Strategy and Business Development, ABN AMRO Private Banking (NL) Summary and discussion Lunch Panel discussion: Asset Management and distribution strategies in a world without kick backs Moderation: René Maier, Editor-in-Chief, Schweizer Bank (CH) Panelists: Paolo Corredig, Head of Intermediary relationship management (CH) Michele Porro, Head of Distribution Swiss & Global Asset Management and Region Head Switzerland GAM Holding AG (CH) Martin Thommen, Member of the Board of SFAMA and Head of UBS Funds at UBS Global Asset Management (CH) Break (coffee and tea) Is compliance an ally or an enemy of global wealth management? SEC registered, Vontobel Swiss Wealth Advisors AG, providing diversification solutions to U.S. persons Deepak Soni, CEO, Vontobel Swiss Wealth Advisors (CH) Private Banks in the cross-hairs of tax and regulatory changes. Overview: surviving the regulatory tsunami do private banks need to team up with their peers? De-leverage and search for capital in light of BSA and AQR Challenges with the sale of complex products Customer transparency where is the opportunity in private banking? +++ For more information visit +++

5 Private Banking Summit Agenda 5 Reputational risk and the OECD BEPS agenda How do I know what will be acceptable customer products and succession planning strategies? Dr. Hans-Ulrich Lauermann, Global Tax Leader Banking Capital Markets PwC (D) Dr. Claudia Klümpen-Neusel, German Tax Leader Private Banking PwC (D) Discussion and closing remarks Get together at the lake of Zurich Dinner sponsored by Break (coffee and tea) The evolving proposition of offshore private banking Transparent and comprehensive offering as a way to answer increasing client involvement in investment decisions Evolving client behavior is calling for additional distribution channels such as the digital channel Client centricity meeting enhanced client needs by offering tailored products and services Coping with compliance requirements shaping the industry s product and service offering Further increasing service quality by focusssing on target markets Alexander Classen, CEO Coutts & Co. Ltd., Head of Wealth International and Member of the Executive Committee of the Wealth Division of RBS (CH) M & A current M & A scenario at the financial center Switzerland p Tuesday, September 23 rd, Reception with coffee, tea and croissants Key notes: Global private banking Welcome and introduction Dr. Mario A. Bassi Credit Suisse: at the leading edge of industry transformation Iqbal Khan, Chief Financial Officer, Private Banking and Wealth Management Division, Credit Suisse (CH) Conquering new markets with new business models a winning private banking model for a changed landscape The power of presence: OneBank making it happen for Private Banking and the whole Bank The power of intelligence: an integrated engagement model across segments The power of adjacencies: dealing with some of the heuristics in scaling up Stephen Richards Evans, Regional Head, Private Banking Clients, MENAP, Africa, South Asia and Europe, Standard Chartered Private Bank (UAE) M&A trends in the Swiss banking sector: Restructuring and concentrations Shelby du Pasquier, Partner, Co-Head Banking and Finance Group, Lenz & Staehelin (CH) Special! The Future of Advice The new advisory proposition in a changing environment Using data analytics to tailor investment advise Customer experience in a digital age Bruno Patusi, Partner, Wealth & Asset Management Leader, Ernst & Young Switzerland (CH) Summary and discussion Apéritif and Lunch sponsored by After the presentation: On-stage interview with Yuri Bender, Editor in Chief, PWM Professional Wealth Management, Financial Times (GB) Investment strategies in a changed landscape Investment strategies in a difficult environment The current investment scenarios The relative valuation of the various asset classes What drives markets? Investment strategies in a portfolio context Dirk Wiedmann, Chief Investment Officer, Rothschild Bank, Zürich (CH) +++ To register visit +++

6 6 Private Banking Summit Agenda and Sponsoring Client servicing and pricing models Panel discussion: New client servicing and pricing models what s new, what comes next? Moderation: Yuri Bender, Editor in Chief, PWM Professional Wealth Management, Financial Times (GB) Panelists: Heiner Grüter, CEO, Partner, WMPartners Vermögensverwaltungs AG (CH) Stephan Keiser, Head Private Banking Zurich, EFG Bank (CH) Strategies for operational excellence and automatic data exchange Achieving operational excellence emerging business models, industrialization and Business Process Outsourcing (BPO) The need for industrialization, why we are here What does operational excellence mean for Wealth Management OpEx Options: how complex is excellence? Emerging structures and the way forward Anil Venuturupalli, COO, Deutsche Bank (CH) Automatic Exchange of Information a new world for the international private banking Challenges and opportunities of the OECD standard Regularization of non tax-compliant bank clients The future of cross-border private banking Jürg Birri, Partner/Head of Legal of German-speaking Switzerland and International Private Client Services in Zurich, KPMG AG (CH) End of conference Dinner-Sponsor Whether our clients are a global player, a family business or a public institution, we leverage our full range of skills: experience, industryspecific knowledge, high standards of quality, commitment to innovation and the resources of our expert network in over 150 countries. Building a trusting relationship with our clients is particularly important to us the better we know and understand our clients needs, the more strategically we can support them. PwC dedicated people at 28 locations billion in turnover. PwC Friedrich-Ebert-Anlage D Frankfurt am Main Phone: Contact: Dr. Hans-Ulrich Lauermann Global Tax Leader Banking Capital Markets Phone: hans-ulrich.lauermann@de.pwc.com Lunch-Sponsor EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies as part of our commitment to building a better working world. Around 15,000 dedicated professionals in Wealth & Asset Management help clients deliver growth, manage risk and navigate complexity. We offer support tailored to the unique challenges wealth and asset managers face in today s changing and dynamic environment. Ernst & Young Ltd Maagplatz 1, CH-8005 Zurich Phone: Contact: Bruno Patusi Partner, Wealth & Asset Management Sector Leader Phone: bruno.patusi@ch.ey.com +++ For more information visit +++

7 Private Banking Summit Sponsoring 7 Partner KPMG in Switzerland has approximately 1,600 employees at 10 locations and is a leading provider of Audit, Tax and Advisory services: Audit to create the trust and transparency integral to good corporate governance; and Tax and Advisory services to support successful, all-round corporate management. In 2013, KPMG Switzerland generated net revenues of CHF 371 million. KPMG AG Badenerstrasse 172, Postfach 1872, CH-8026 Zürich Phone: , Contact: Jürg Birri, Partner, Head of Legal German-speaking Switzerland and International Private Client Services in Zurich Phone: jbirri@kpmg.com Basic Sponsorship TCS Financial Solutions is a strategic business unit of Tata Consultancy Services. Dedicated to providing business application solutions to financial institutions globally, TCS Financial Solutions has compiled a comprehensive product portfolio under the brand name of TCS BαNCS. TCS Financial Solutions deliver state-of-the-art software for banking, insurance and capital markets industries and tailor made Application Services Provisioning (ASP) based on TCS BαNCS Private Banking. Tata Consultancy Services Thurgauerstrasse 36 / 38 Main Tower / 6th Floor, CH-8050 Zürich Contact: Thomas Fink Marketing Manager Phone: Fax: thomas.fink@tcs.com Presented by Schweizer Bank The Swiss magazine for banking professionals offers background information on current trends and industry highlights, innovative problem-solving strategies for current challenges and elaborates on the strategies which leading players from the financial industry have chosen to follow. "Schweizer Bank" informs its readers about the changes within the financial industry in a competent and future-oriented way. The magazine is intended to be an educational tool for the politically, economically and technologically highly exposed financial industry. Schweizer Bank Foerrlibuckstrasse 70, CH-8021 Zurich Contact: Christian Santa Head of Advertising Sales Phone: christian.santa@axelspringer.ch Sponsoring and exhibition The conference will give you an opportunity to present your company, products and services to an exclusive gathering of clients. For further information please contact: Frank Schirmer Director Sponsoring & Exhibitions Phone: frank.schirmer@euroforum.ch +++ To register visit +++

8 Fax registration: th Private Banking Summit The International Asset and Wealth Management Conference How to register fax: internet: postal: EUROFORUM Schweiz AG P.O. Box/Foerrlibuckstrasse 70, CH-8021 Zurich Address changes phone: , fax: Questions/Contact Anja Heker (Senior Conference Manager), phone Jda Hess (Conference Coordinator), phone Yes, I wish to participate in the «13 th Private Banking Summit» from 22 nd to 23 rd September Register before 1 st of September 2014 and pay [P M012] Register after 1 st of September 2014 and pay Price plus VAT CHF 2'950 p.p. (approx. EUR 2'460) CHF 3'050 p.p. (approx. EUR 2'540) I am interested in exhibition and sponsoring opportunities. Please amend my address as shown. (Should you wish to change your address by telephone, please call ) name-1: position: department: name-2: position: department: company: contact: address: phone.: fax: Date and Place September 22 nd to 23 rd 2014, GDI Gottlieb Duttweiler Institute Langhaldenstrasse 21, CH-8803 Rueschlikon / Zurich, phone Hotel Accommodation Hotel Belvoir, Saeumerstrasse 37, CH-8803 Rueschlikon phone: , internet: A limited number of rooms at a reduced price is available at the Hotel Belvoir. Please contact the hotel directly to make your reservation, stating that you will attend the "PRIVATE BANKING SUMMIT". Conditions of Participation The conference fee per person is payable upon receipt of the invoice. This fee includes conference documentation, lunches and tea/coffee. You will be sent a confirmation slip and invoice upon receipt of your registration. Registrations can be cancelled (in writing) without penalty up to 14 days before the event. For cancellation after this date half the conference fee will be reimbursed. The full fee will be due if participants do not attend the conference, or cancel on the conference date. The registered participant may of course send a substitute. The organizers reserve the right to amend the program of events if necessary. Payment by credit card is of course possible! Just register and you will receive a link with all relevant reservation data. Use the link and make your credit card payment in an easy and secure way. number of employees up to over 5000 invoice to (name): department: Conception and Organisation EUROFORUM Switzerland facilitates the exchange of high-value business information, content and networking opportunities amongst decision makers in various industries, governmental organisations and academic institutions by providing dedicated platforms, such as premium conferences and seminars. address: date, signature: Fax +++ to For the more attn. information Jda Hess: visit