Private Banking Summit

Transcription

1 Conception and organisation by Presented by 12 th Private Banking Summit The International Asset and Wealth Management Conference September 16 th to 17 th 2013, Gottlieb Duttweiler Institute, Zurich Completed program with additional speakers Panelists and key note speakers (between others): Rolf Bögli, Head of Premium Clients Switzerland & Global External Asset Managers, Credit Suisse (CH) Francesco D Amico, Managing Director and Member of the Executive Board, Quilvest (CH) Renato de Guzman, CEO, Bank of Singapore (SGP) Peter Keuls, Partner, Global Head of Wealth Management, McLagan (USA) Dr. Markus Kobler, Global Head Onboarding IWM Integration Project, Bank Julius Baer (CH) Urs Landolt, Founding Partner and Member of the Executive Board, Globalance Bank (CH) Yves Mirabaud, Partner, Miraubaud & Cie. Banquiers Privés (CH) Manuela D Onofrio, Chief Investment Officer, Unicredit (I) Rory Tapner, CEO, Coutts & Co. (GB) Juerg Zeltner, CEO Global Wealth Management, UBS (CH) Together with another 8 highly reputed speakers from Europe and overseas:

2 2 Private Banking Summit Is change happening quickly enough? Private Wealth Management is undergoing an unprecedented process of transformation. Private banks have to align their business models to increasingly complex regulation. Uncertain capital markets and the ongoing sovereign debt crisis are still substantial challenges for banks in charge of preserving and enhancing wealth of demanding customers. Only those banks which respond to the growing customer needs with regard to performance, best services and best practice will assert themselves in a tightened environment of competition. This requires perfectly qualified staff as well as a compliance policy and a risk management which are best of breed at any time. This is cost intensive and asks for efficient strategies providing an enduring profitability. At the same time it is essential to enhance customer experience and to manage the leap into the digital age without putting traditional values and the customer focused philosophy of a private bank at stake. How do private banks combine traditional Private Wealth Management with the modern use of online and mobile services? What do they have to undertake to be compliant with the entire set of applicable regulation? How do they manage to create added value with controlled risk? These are some of the many questions to be addressed. We are looking forward to welcoming you at the 12th Private Banking Summit on September 16 th and 17 th in Zurich. For further information please contact Anja Heker Senior Conference Manager Phone: anja.heker@euroforum.ch Friederike Hintze Senior Conference Coordinator Phone: friederike.hintze@euroforum.ch Dr. Mario A. Bassi Conference Chairman Customer Quotes René Maier Editor-in-Chief, Schweizer Bank "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) 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

3 Private Banking Summit 3 12 th Private Banking Summit / Panelists, speakers and chairmen Lionel Aeschlimann, Managing Partner, Head of Asset Management, Mirabaud & Cie. Banquiers Privés (CH) Sebastian Dovey, Managing Partner, Scorpio Partnership (GB) Yves Mirabaud, Senior Partner, Mirabaud & Cie. Banquiers Privés (CH) Dr. Mario A. Bassi, Head Asia, Solution Providers Singapore Pte. Ltd. and Vice Chairman Swiss Business Association Singapore (SGP) Renato de Guzman, CEO, Bank of Singapore (SGP) Manuela D Onofrio, Chief Investment Officer, Unicredit (I) Rolf Bögli, Head of Premium Clients Switzerland & Global External Asset Managers, Credit Suisse (CH) Peter Keuls, Partner, Global Head of Wealth Management McLagan (USA) Georg Schubiger, Head Private Banking, Bank Vontobel (CH) Philippe Bongrand, Partner Wealth Management, Oliver Wyman (CH) Dr. Markus Kobler, Global Head Onboarding IWM Integration Project, Bank Julius Baer (CH) Rory Tapner, CEO, Coutts & Co. (GB) Marcus H. Bühler, Managing Partner, Baumann & Cie. Banquiers (CH) Urs Landolt, Founding Partner and Member of the Executive Board, Globalance Bank (CH) Juerg Zeltner, CEO Global Wealth Management, UBS (CH) Francesco D Amico, Managing Director and Member of the Executive Board, Quilvest (CH) René Maier, Editor-in-Chief, Schweizer Bank (CH) Daniel Zuberbühler, Senior Financial Consultant Audit Financial Services, KPMG AG (CH) For more detailed information about speakers, panelists and chairmen please visit

4 4 Private Banking Summit Monday, September 16 th Reception with coffee, tea and croissants Distribution of conference documentation Welcome and introduction of the conference theme Dr. Mario A. Bassi, Head Asia, Solution Providers Singapore Pte. Ltd. and Vice Chairman Swiss Business Association Singapore (SGP) Reshaping the global wealth management business strategies and visions Keynote: Be creative, be inspirational or be forgotten We may be living in the greatest, the most inventive and creative era ever known Inventions is the main engine of growth, jobs and wealth creation But are we prepared for whatever the future may bring Consider what the world may look like in 2025 Imaginative and evidence-driven foresight is key to foreseeing catastrophe and new sources of wealth Rory Tapner, CEO, Coutts & Co. (GB) The future of Wealth Management Jürg Zeltner, CEO Global Wealth Management, UBS (CH) Transforming a private bank the example of integrating the International Wealth Management of Merrill Lynch into Julius Baer Transition to an independent, pure-play and globally established private bank (2005 till 2015) with half of the assets stemming from mature markets and the other half from growth markets Implementation of strategy through organic growth and integration / consolidation Lessons learned from IWM integration Dr. Markus Kobler, Global Head Onboarding IWM Integration Project, Bank Julius Baer (CH) Break with coffee and tea How to increase revenues and build successful business models How to improve the performance of your Sales Force Why Wealth Managers struggle to realize the potential The various levers in Sales Force Effectiveness Our approach to increasing revenues and performance Concrete examples and illustrations Philippe Bongrand, Partner Wealth Management, Oliver Wyman (CH) What will make the future of wealth management world class? Benchmarking the financial strengths of global wealth management today Mapping the financial and non-financial demands for the global HNW Inventing the codification of the client experience for wealth Building a transformational wealth business Sebastian Dovey, Managing Partner, Scorpio Partnership (GB) Summary and discussion Apéritif and Lunch sponsored by Small versus big in what ways does size really matter in different markets? Restructuring ABN AMRO for a new landscape strategies and visions ABN AMRO Private Banking (NL) (speaker to be announced) Tax Compliance Evolving Swiss Policy Daniel Zuberbühler, Senior Financial Consultant Audit Financial Services, KPMG AG (CH) Break with coffee and tea The end of the old private banking model which business models will be successful in the future? Moderator: René Maier, Editor-in-Chief, Schweizer Bank (CH) Panelists: Marcus Bühler, Managing Partner, Baumann & Cie. Banquiers (CH) Yves Mirabaud, Senior Partner, Mirabaud & Cie. Banquiers Privés (CH) Georg Schubiger, Head of Private Banking, Bank Vontobel (CH) End of the first conference day Get together / Restaurant Chez Fritz Cocktail reception and dinner in a special atmosphere Welcome aboard The Restaurant Chez Fritz is a very unique sea restaurant, which is located on the lake of Zurich. The restaurant has its own port with moorages for private boats as well. From our grand terrace you may enjoy a delightful view on the nearby Alpine scenery and on the impressive Silhouette of the city of Zurich.

5 Private Banking Summit 5 Tuesday, September 17 th Reception with coffee, tea and croissants Welcome and introduction Dr. Mario A. Bassi, Head Asia, Solution Providers Singapore Pte. Ltd. and Vice Chairman Swiss Business Association Singapore (SGP) Private Banking in Asia current challenges and pitfalls The coming challenges for Private Banking in Asia: Driving sustainable and profitable growth Private Banking landscape: Global and Asia Profile and investment styles of clients in Asia Solutions and structures for wealthy clients in Asia Driving sustainable and profitable growth Renato de Guzman, CEO, Bank of Singapore (SGP) Creating Alpha for clients Asset Management strategies for UHNWIs and HNWIs in difficult markets Current strategies and visions of Credit Suisse for premium clients Ultra-high-net-worth individuals rising demand for sophisticated and sustainable advice Rolf Bögli, Head of Premium Clients Switzerland & Global External Asset Managers, Credit Suisse (CH) Asset allocation models for the future: Since the 2008 financial crisis, developed countries Central Banks have adopted unconventional tools to fight the worst recession of the last four decades And to avoid deflationary risks; the amount of quantitative easing so far implemented is unprecedented therefore nobody knows what the final outcome will be; Old asset allocation models need to be adapted to this extraordinary financial markets framework Manuela Donofrio, Chief Investment Officer, Unicredit (I) Break with coffee and tea Sustainability as megatrend in private banking How sustainable is sustainability? Sustainability one of the most often (mis-)used expression what is it? Does sustainability pay? Urs Landolt, Founding Partner and Member of the Executive Board, Globalance Bank (CH) Asset Management in turbulent times lessons learned After 5 years of financial crisis, the financial industry including asset managers is still adjusting to the aftershocks What are the key responses that a boutique asset manager can deliver with respect to these issues and the continued industry consolidation? Lionel Aeschliman, Managing Partner, Head of Asset Management, Mirabaud & Cie. Banquiers Privés (CH) Summary and discussion Apéritif and Lunch Relationship Management and Performance Measurement in the new world Measuring performance using performance and pay metrics to create value for shareholders and clients and improve employee engagement How to set performance goals that do not create unintended consequences that destroy value? How do you measure RM performance and link pay to performance to improve profitability and growth? How to improve Relationship Manager and Portfolio Manager retention and motivation through more rigorous performance measurement? Peter Keuls, Partner, Global Head of Wealth Management, McLagan Partners (USA) What do clients want, expect and get delighted by Case study of a big Family Office/Wealth Management Company: The challenges and opportunites of a SFO expanded into a MFO The dichotomy: Wealth creation versus wealth preservation Serving the heirs of the family for more than seven generations Quilvest: An example of an international Multi- Family-Office Leveraging the experience of serving an international complex wealthy family The balance between family values and growth Enhancing founding family service while growing the Multi-Family-Office business Francesco D Amico, Managing Director and Member of the Executive Committee, Quilvest Switzerland (CH) Discussion and summary Conclusion of the conference

6 6 Private Banking Summit More Information Who should attend this conference? In the last years the summit was attended by delegates from various countries: From Private Banks and Wealth/ Asset Management Companies: Chairmen Chief Executive Officers Managing Partners Chief Investment Officers Plus: 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 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. Presented by "La Banque Suisse" is the magazine for banking professionals in the Swiss Romandie. This monthly magazine offers as "Schweizer Bank" well also 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. "La Banque Suisse" informs its readers about the changes within the financial industry in a competent and future oriented way. This banking and financial magazine is intended to be an educational tool for the politically, economically and technologically highly exposed financial industry specially for French readers. "La Banque Suisse" and "Schweizer Bank": the new offer for up-and-coming managers and top leaders at banks and asset management institutes at the level of coverage you require. Quality journalism from one source with an unique facing for bankers anywhere in Switzerland. La Banque Suisse Foerrlibuckstrasse 70, P.O. Box, CH-8021 Zurich Contact: Christian Santa Head of Advertising Sales Phone: christian.santa@axelspringer.ch 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

7 Private Banking Summit 7 Sponsorship Lunch-Sponsor Mazars is an international, integrated and independent organisation, specializing in audit, accountancy, tax, legal and advisory services. Mazars has a presence in 71 countries and draws on the expertise of its 13'500 professionals. Clients include listed and large international corporations, banks, asset managers, insurance companies, government bodies and individuals. Mazars Mühlebachstrasse 20 CH-8008 Zürich Contact: Beatrice Bartelt Director, Head Banking Phone: beatrice.bartelt@mazars.ch Exhibitors Comarch offers innovative and modern software solutions and infrastructure services for banks, insurance and asset management companies as well as for various other industries. As a full service provider Comarch also provides comprehensive services to implement, integrate and run the solutions in own datacentres. Comarch is represented in Switzerland with more than 60 employees in Lucerne, Arbon and Buchs and employs over 3,900 employees in 19 countries. Comarch Swiss AG Mühlemattstrasse 8, 6004 Luzern Contact: Raphael Meyer Business Development Banking, Insurance & Capital Market Mobile: Phone: raphael.meyer@comarch.ch ETF Securities is one of the world s leading providers of exchangetraded investment products and a pioneer in exchange-traded commodities. We are dedicated to developing liquid, transparent investment solutions that can be traded on world stock exchanges. We listed the world s first gold exchange-traded commodity in Today ETF Securities offers a comprehensive range of exchange-traded commodities and is responsible for US$25 billion in global investor assets. ETF Securities (UK) Ltd 3 Lombard Street, London EC3V 9AA Contact: Rima Haddad Head of Switzerland & Middle East Phone: rima.haddad@etfsecurites.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

8 12 th Private Banking Summit The International Asset and Wealth Management Conference Your personal registration code 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 Friederike Hintze (Senior Conference Coordinator) phone , Register online now! or fill in and fax it to: Yes, I wish to participate in the «12 th Private Banking Summit» from 16 th to 17 th September CHF 2'950 p.p. (approx. EUR 2'460) plus VAT 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 position/department phone EUROFORUM Schweiz AG may contact me about various products and services offered by it as well as by companies of the Group and co-operation partners: Yes No company address [P M012] EUROFORUM Schweiz AG may contact me about various products and services offered by it as well as by companies of the Group and co-operation partners: Yes No Name Position/Abteilung Telefon Please also check out our discounts for group bookings! Visit our events with one or more colleagues! The 2nd delegate from your company will receive a 20% discount. fax Fax date of birth Geburtsjahr Date and Place September 16 th to 17 th 2013, Gottlieb Duttweiler Institute Langhaldenstrasse 21, CH-8803 Rüschlikon/Zurich Hotel Accommodation Hotel Belvoir, Säumerstrasse 37, CH-8803 Rüschlikon 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. 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. position date, signature Please fill in if invoice address is different from customer s address: name department address