European Private Banking and Wealth management Forum

Transcription

1 10 th Annual Conference European Private Banking and Wealth management Forum Minimizing impact of regulations and maximizing business opportunities May - Frankfurt Germany

2 Our prestigious speakers: Gianluca Bisognani Banca Sella Italy Co-General Manager & Deputy CEO Grzegorz Swietlik mbank Private Banking & Wealth Management Poland Head of Product Development Anastasia Soldatova Citi Private Bank Russian Federation Wealth Management Head Frank Schnaebele UBS Group Switzerland Head Business Excellence & Transformation Achim Unger Deutsche Bank Luxembourg Head Wealth Investment Advisory EMEA Ferdinand Bardoly-Küzmös BK & Associates Ltd Switzerland Managing partner Sven Ravndal HSBC Switzerland GPB Regional Head of Transformation Central Europe and Channel Islands Ariel Sergio Goekmen Schroder & Co Bank AG Switzerland Member of Executive Board Andras Takacs OTP Bank Hungary Managing Director Daniel Hernandez Commerzbank CBK AG Germany EMC Head E-Connectivity Solutions Finn Ancker (TBC) BIL Luxembourg Head of Wealth Management Europe Dobroslava Sehnalova CSOB Czech Republic Director B-2 Private Banking Distribution Management Sandor Szabo MKB Bank Hugary Head Of Private Banking András Kállay Erste Bank Group Hungary CEE Private Banking Operation

3 Key takeaways: Promotional sponsor: Minimizing the impact of MIFID2 and other regulations on the client and your IT What are the best approaches to create profit in a low-margin environment? Decrease your operating costs by digitizing the correct way How to handle cryptocurrencies and the correct way to approach ICO without getting burned Creating and approaching new clients and creating lasting relationships with them Are you prepared for the transition to digital communication with your client? Knowledge partner: Explore the city you are in! Frankfurt am Main may be one of the most densely populated cities in Germany, but it also has the largest inner-city forest in the country. The Stadtwald, meaning "city forest", is part of Frankfurt's green belt and with 3,866 hectares, of its 5,785 hectare total area, within city limits, it is one of the biggest urban forests in the world.

4 DAY 1 24 May :20 Registration and morning coffee 8:45 Welcome note from Fleming. 8:50 Opening remarks from the chair 9:00 Meet & Greet Speed networking kick-off 9:15 Big Morning Debate: Where did the market go? Where is the market of private banking going? Is it a good thing? Is it a bad thing? What are some of the scenarios? How to make it better? Ariel Sergio Goekmen, Schroder & Co Bank AG Switzerland, Member of Executive Board András Kállay, Erste Bank Group Hungary, CEE Private Banking Operation 10:00 New digital ways to provide investment solutions to clients How Digital Integration has helped unearth value in Structured Products The past, the present and (maybe?) the future of Structured Products in WM Asia, Europe and the Americas more than 3 different ways to trade Structured Products Daniel Hernandez, Commerzbank CBK AG, Germany, EMC Head E-Connectivity Solutions 10:30 Boosting sales effectiveness and client experience through frontline and within the operation Implementing a hybrid advisory model Developing dedicated 360 PB front end and CRM platform Improving off-site acquisition and investment advisory process through the usage of portable devices and tablet applications Sandor Szabo, MKB Bank Hugary, Head Of Private Banking 11:00 Extended networking break 11:45 Multichannel Advisory Models Hybrid Models vs. RoboAdvisory: how to differentiate service from HNWI to Affluent customers Fee structures: transactions/on top/fee only models applied to different distribution channels Gianluca Bisognani, Banca Sella Italy Co-General Manager & Deputy CEO 12:15 Shifting to cloud-based solutions for improved security and customer experience What are the advantages of cloud-based solutions over standard solutions? Introducing cloud for the better experience of the traditional client Use of real-time analytics in daily operations 12:45 Lunch 13:45 Panel discussion: Creating new pricing models with transparency in mind Minimizing the change of product to client based on advisory changes Is the model of being paid directly by the customer the right approach? How to present your services as being worth their fee for your client Finn Ancker (TBC), BIL Luxembourg Head of Wealth Management Europe Dobroslava Sehnalova, CSOB Czech Republic Director B-2 Private Banking Distribution Management 14:15 Lessons learnt applying a blended mix of RPA and AI-powered robotics across several functions and services, focusing on: Why - Business drivers to apply robotics in banking services What - Opportunity assessment of use cases How - Implementation approach Frank Schnaebele, UBS Group Switzerland Head Business Excellence & Transformation tel.: monica.jones@fleming.events

5 DAY 1 24 May :45 Tackling CRS and its costs for compliance Is your existing architecture up to the task? Ensuring accurate and timely reports with a minimum of government requests for additional information What can you re-use from FATCA? What new customer communication needs to be developed? Sven Ravndal, HSBC Switzerland GPB Regional Head of Transformation Central Europe and Channel Islands 15:15 Extended networking break 16:00 Panel discussion: Dealing with MIFID 2 What are the different approaches to dealing with MIFID2? Do you have robust enough aggregation for reported data? Effective ways to approach data fragmentation Grzegorz Swietlik, mbank Private Banking & Wealth Management Poland Head of Product Development Achim Unger, Deutsche Bank Luxembourg Head Wealth Investment Advisory EMEA 16:45 Getting new clients and introduce them to private banking Is it worth creating new products for them? Possibilities of new investment solutions and partnerships to attract them What are the best ways to reach out to new clients? What channel is best and why? Anastasia Soldatova, Citi Private Bank Russian Federation, Wealth Management Head 17:15 Closing remarks from the Chair and Break-out Session tel.: monica.jones@fleming.events

6 DAY 2 25 May :30 Morning coffee 8:50 Opening remarks from chairman 9:00 Big Debate: Maintaining the profitability and efficiency of Private Banking Addressing shining revenue by changing the asset structure What are alternative ways to deliver revenue growth? Changing the investment culture from region to region to maximize profits Ariel Sergio Goekmen, Schroder & Co Bank AG Switzerland, Member of Executive Board Andras Takacs, OTP Bank Hungary, Managing Director Dobroslava Sehnalova, CSOB Czech Republic, Director B-2 Private Banking Distribution Management 9:45 Changing portfolio management Is changing the model and being paid directly by the customer the way to go? Improving product management and allocating costs for producers for better experience and interaction with clients 10:15 Big Debate: PSD2/GDPR and its impact on relations with clients Develop and implement a target operating model for data protection governance within your organization Designing, implementing and documenting privacy impact assessments and training the respective persons in the relevant processes without overloading the client with unnecessary information What are the approaches to effectively perform a personal data inventory the creation of a harmonized business glossary Ferdinand Bardoly-Küzmös, BK & Associates Ltd Switzerland, Managing partner Chris Braendli, Citi Private Bank Switzerland, CFA Global Family Office EMA 11:45 Simplifying advisory to clients for better customer experience Is the hybrid model replacing the human-only model, and how it will impact the trust of human interaction? Creating new paper forms and using tablets to simplify information for your client Grzegorz Swietlik, mbank Private Banking & Wealth Management Poland, Head of Product Development 12:15 Innovative ways to deliver better customer experience and improve your relationship with client Reaching out to your clients through partnerships with management companies Transitioning from Baby Boomers to Millennials Combining personal touch with mobile and web applications Ferdinand Bardoly-Küzmös, BK & Associates Ltd Switzerland, Managing partner 12:45 Feedback session During this session, you will have 10 minutes to leave us feedback. After lunch, we will be choosing a winner from these submissions who will receive a very interesting prize! 13:00 Lunch 14:00 Raffle time! Leave us feedback and win a prize! 14:15 Roundtable Discussion: Creating generations-long relationships with your clients During this roundtable, we will be divided between three tables. Each table will have 10 minutes to come up with a solution to this particular problem and how to implement it. After that, an elected representative of the table will deliver their solution to the other tables and answer their questions. 11:00 Extended networking break tel.: monica.jones@fleming.events

7 DAY 2 25 May :45 Sum-up Hackathon Small groups will brainstorm on specific topics, ideas, outcomes and thoughts. Each table will nominate a leader to summarize the findings and key takeaways of the conference. 15:00 Closing remarks form the Chairman and farewell coffee I would like to thank everyone who has helped with the research and organization of this event - especially the expert advisers and speakers for their commitment, time and support. Boris Stankovič Conference Producer T: E: boris.stankovic@fleming.events application Use sli.do live application for Q&A, Polls and Slides at our events Ask questions Vote in polls See the up to date agenda View slides in real time and download them Discuss topics via the interactive wall network with other delegates on-line

8 This one s Only Complex Learning for you Experience Why choose our corporate learning programs APPLY! Get the real ROI by achieving the highest implementation rate of your learning CUSTOMIZE! in the privacy of your organization ENGAGE! Make your onboarding and training count with our interactive e-learning programs CORPORATE LEARNING In-house Training Blended Learning e-learning Custom Content e- Learning CONTACT US TO GET STARTED Darius Slavik MD, Corporate Learning Programs T: M:

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Client agrees that FE shall not be liable for any cost, damage or expense which may be incurred by client as a consequence of the event being changed, merged with another event, postponed or cancelled and client agrees to hold FE harmless and to indemnify FE for any liability caused by any such changes, mergers, postponements or cancellations to the Client. 5. CANCELLATION OF THE EVENT. In case FE cancels the event, FE may offer the client a full credit up to the amount actually paid by the client to FE. This credit shall be valid for up to one year from the issue date of the invoice to attend any of FE s events. The client shall not be entitled to this credit as a contractual right. 6. CLIENTS IDENTIFICATION INFORMATION. By signing of this sales contract and these terms and conditions the client gives full right to FE to share the client s identification information such as, but not limited to, client s name, address, addresses, phone numbers and names of representatives with third parties, which participated on the same event as the client. 7. GOVERNING LAW. This contract shall be governed and construed in accordance with the laws of the Slovak Republic (not including its conflict of laws provisions). Any disputes arising out of this contract shall be brought before the courts of the Slovak Republic situated in the city of Bratislava in the Slovak Republic. 8. INDEMNIFICATION. To the fullest extent permitted by the law, you agree to protect, indemnify, defend and hold harmless FE, its owners, managers, partners, subsidiaries, affiliates, officers, directors, employees and agents, from and against any and all claims, losses or damages to persons or property, governmental charges or fines, penalties, and costs (including reasonable attorney s fees) (collectively the Claims ), in any way arising out of or relating to the event that is the subject of this contract, and regardless of negligence, included but not limited to, Claims arising out of the negligence, gross negligence or intentional misconduct of FE employees, agents, contractors, and attendees; provided, however, that nothing in this indemnification shall require you to indemnify FE Indemnified parties for that portion of any Claim arising out of the sole negligence, gross negligence or intentional misconduct of the FE parties. 9. OTHER CURRENCIES. In case that client requests payment in other than FE s official currency (EUR), FE reserves the right to apply 8% currency risk surcharge to the actual exchange rate. 10. OTHER CONDITIONS. Any terms or conditions contained in the client s acceptance which contradict or are different from the terms and conditions of this registration document shall not become part of the contract unless individually negotiated with FE and expressly accepted by FE.