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13th
Private
Banking
Summit
The International
Asset and Wealth
Management Conference
Alexander Classen
Coutts & Co. (CH)
Iqbal Khan
Credit Suisse (CH)
Shelby du Pasquier
Lenz & Staehelin (CH)
Stephen Richards Evans
Standard Chartered
Private Bank (UAE)
Panelists and key note speakers (between others):
Stephan Zimmermann
UBS AG (CH)
September 22nd to 23rd 2014,
GDI Gottlieb Duttweiler Institute, Rueschlikon / Zurich
Conception and organisation by Presented by
Private Banking – from a steady, low-risk growth industry to a hazardous spot in a heartbeat.
www.private-banking-summit.com
2 Private Banking Summit | Introduction and general information
Private Banking – from a steady, low-risk growth
industry to a hazardous spot in a heartbeat
For further information please
contact +41–43–444 78 53
Anja Heker
Senior Conference Manager
Phone: +49–89–12 71–1002
Email: anja.heker@euroforum.ch
Jda Hess
Conference Coordinator
Phone: +41–43–444 78 53
Email: jda.hess@euroforum.ch
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.
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
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 infor-
mation and inspiration that will benefit your
own business.
Reasons why you do not want to
miss 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
Who should attend this conference?
+++ For more information visit www.private-banking-summit.com +++
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
In the last years the summit was attended
by delegates from various countries:
+++ To register visit www.private-banking-summit.com +++
3Private Banking Summit | Speakers and customer quotes
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 German-
speaking 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)
Sebastian Dovey,
Managing Director,
Scorpio Partnership (GB)
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)
Stephan Keiser,
Head Private Banking Zurich,
EFG Bank (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)
Hein van der Loo,
Head of Strategy and
Business Development,
ABN AMRO Private Banking (NL)
René Maier,
Editor-in-Chief,
Schweizer Bank (CH)
Shelby du Pasquier,
Partner, Co-Head Banking
and Finance Group,
Lenz & Staehelin (CH)
Bruno Patusi,
Partner, Wealth & Asset
Management Leader,
Ernst & Young Switzerland (CH)
Alfonso Papa,
CEO,
ING Investment Management
(Switzerland) Ltd. (CH)
Joyce Philips,
CEO Global Wealth, Group Managing
Director Marketing and Innovation,
Australia and New Zealand Banking
Group Limited (AUS)
Michele Porro,
Head of Sales & Distribution and
Member of the Executive Board,
Swiss & Global Asset Management
(CH)
Georg Schubiger,
Head of Private Banking,
Vontobel (CH)
Deepak Soni,
CEO,
Vontobel Swiss Wealth Advisors,
(CH)
Martin Thommen,
Head UBS Funds,
UBS Global Asset
Management, President
SFAMA (CH)
Anil Venuturupalli,
COO, Deutsche Bank
(CH)
Dirk Wiedmann,
Group Chief Investment
Officer, Rothschild Bank (CH)
Stephan Zimmermann,
Head WM Strategy
Initiatives & Industry,
UBS AG (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)
4 Private Banking Summit | Agenda
+++ For more information visit www.private-banking-summit.com +++
Monday, September 22nd, 2014
9.30 – 10.00 Reception with coffee, tea and croissants
10.00 – 10.15
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
10.15 – 10.45
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
Joyce Philips, CEO Global Wealth, Group Managing Director
Marketing and Innovation, Australia and
New Zealand Banking Group Limited (AUS)
10.45 – 11.15
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)
11.15 – 11.45
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)
11.45 – 12.15
The future of Wealth Management – measures to ensure
sustainable growth in a changing environment
The challenge of cross-generation client perspectives
The opportunity of omi-channel client offerings
The complexity of multi-market dynamics
Hein van der Loo, Head of Strategy and Business Development,
ABN AMRO Private Banking (NL)
12.15 – 12.30 Summary and discussion
12.30 – 14.00 Lunch
Asset Management – current strategies and visions
14.00 – 14.30
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)
14.30 – 15.15
Panel discussion: Asset Management and distribution
strategies in a world without “kick backs”
Moderation:
René Maier, Editor-in-Chief, Schweizer Bank (CH)
Panelists:
Alfonso Papa, CEO, ING Investment Management (Switzerland) Ltd. (CH)
Michele Porro, Head of Sales & Distribution and Member of the
Executive Board, Swiss & Global Asset Management (CH)
Martin Thommen, Head UBS Funds, UBS Global Asset
Management, President SFAMA (CH)
15.15 – 15.45 Break (coffee and tea)
Is compliance an ally or an enemy of global
wealth management?
15.45 – 16.15
SEC registered, Vontobel Swiss Wealth Advisors AG,
providing diversification solutions to U.S. persons
Deepak Soni, CEO, Vontobel Swiss Wealth Advisors (CH)
15.15 – 16.45
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?
p
+++ To register visit www.private-banking-summit.com +++
5Private Banking Summit | Agenda
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)
16.45 – 17.15 Discussion and closing remarks
18.00 Get together at the lake of Zurich
Dinner sponsored by
Tuesday, September 23rd, 2014
8.30 – 9.15 Reception with coffee, tea and croissants
Key notes: Global private banking
9.15 – 9.30
Welcome and introduction
Dr. Mario A. Bassi
9.30 – 10.00
Credit Suisse: at the leading edge of industry
transformation
Iqbal Khan, Chief Financial Officer, Private Banking and
Wealth Management Division, Credit Suisse (CH)
10.00 – 10.30
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)
10.30 – 11.00 Break (coffee and tea)
11.00 – 11.30
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 Inter-
national and Member of the Executive Committee of the Wealth
Division of RBS (CH)
M & A – current M & A scenario at the
financial center Switzerland
11.30 – 12.15
M&A trends in the Swiss banking sector:
Restructuring and concentrations
Shelby du Pasquier, Partner, Co-Head Banking and
Finance Group, Lenz & Staehelin (CH)
12.15 – 12.45
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)
12.45 – 13.00 Summary and discussion
13.00 – 14.00 Apéritif and Lunch
sponsored by
Investment strategies in a changed landscape
14.00 – 14.30
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, Group Chief Investment Officer, Rothschild Bank (CH)
p
Special!
After the presentation: On-stage interview with
Yuri Bender, Editor in Chief, PWM Professional
Wealth Management, Financial Times (GB)
6 Private Banking Summit | Agenda and Sponsoring
+++ For more information visit www.private-banking-summit.com +++
Dinner-Sponsor
Client servicing and pricing models
14.30 – 15.30
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 Vermögensver-
waltungs AG (CH)
Stephan Keiser, Head Private Banking Zurich, EFG Bank (CH)
Georg Schubiger, Head of Private Banking, Vontobel (CH)
Strategies for operational excellence and
automatic data exchange
15.30 – 16.00
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)
16.00 – 16.30
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)
16.30 End of conference
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: +41–58–286 31 11
www.ey.com/ch
Contact: Bruno Patusi
Partner,
Wealth & Asset Management Sector Leader
Phone: +41–58–286 46 90
E-Mail: bruno.patusi@ch.ey.com
Whether our clients are a global player, a family business or a public
institution, we leverage our full range of skills: experience, industry-
specific knowledge, high standards of quality, commitment to innovation
and the resources of our expert network in over 150 countries. Buil-
ding 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. 9.300 dedicated people at 28 locations. € 1.49 billion in turnover.
PwC
Friedrich-Ebert-Anlage 35-37
D-60327 Frankfurt am Main
Phone: +49–69–9885 0
www.pwc.de
Contact: Dr. Hans-Ulrich Lauermann
Global Tax Leader Banking Capital Markets
Phone: +49–69–9585 6174
E-Mail: hans-ulrich.lauermann@de.pwc.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: +41–44–832 47 00
Fax: +41–44–832 47 01
E-Mail: thomas.fink@tcs.com
+++ To register visit www.private-banking-summit.com +++
7Private Banking Summit | Sponsoring
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 gover-
nance; 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: +41–58–249 31 31, www.kpmg.ch
Contact: Jürg Birri, Partner, Head of Legal
German-speaking Switzerland and Interna-
tional Private Client Services in Zurich
Phone: +41–58–249 35 48
E-Mail: jbirri@kpmg.com
Schweizer Bank The Swiss magazine for banking professionals offers back-
ground 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 cho-
sen 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, econo-
mically and technologically highly exposed financial industry.
Schweizer Bank
Foerrlibuckstrasse 70, CH-8021 Zurich
Contact: Christian Santa
Head of Advertising Sales
Phone: +41–43–444 58 71
E-Mail: christian.santa@axelspringer.ch
Presented by
Sponsoring and exhibition
Frank Schirmer
Director Sponsoring & Exhibitions
Phone: +41–43–444 78 60
Email: frank.schirmer@euroforum.ch
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:
+++ For more information visit www.private-banking-summit.com +++
Fax registration: +41–43–444 78 79 | 13th Private Banking Summit
The International Asset and Wealth Management Conference
How to register
fax: +41–43–444 78 79
e-mail: anmeldung@euroforum.ch
internet: www.private-banking-summit.com
postal: EUROFORUM Schweiz AG
P.O. Box/Foerrlibuckstrasse 70, CH-8021 Zurich
Address changes
phone: +41–43–444 78 70, fax: +41–43–444 78 80
e-mail: info@euroforum.ch
Questions/Contact
Anja Heker (Senior Conference Manager), phone +49–89–12 71–10 02
Jda Hess (Conference Coordinator), phone +41–43–444 78 53
e-mail: jda.hess@euroforum.ch
Date and Place
September 22nd to 23rd 2014, GDI Gottlieb Duttweiler Institute
Langhaldenstrasse 21, CH-8803 Rueschlikon / Zurich, phone +41–44–724–61 11
www.gdi.ch
Hotel Accommodation
Hotel Belvoir, Saeumerstrasse 37, CH-8803 Rueschlikon
phone: +41-44–723 83 83, internet: www.hotel-belvoir.ch
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 aca-
demic institutions by providing dedicated platforms, such as premium conferences and
seminars.
company:
contact:
address:
phone.: fax:
number of employees
up to 20 21–50 51–100 101–250 251–500 501–1000 1001–5000 over 5000
invoice to (name):
department:
address:
date, signature:
name-2:
position:
department:
e-mail:
name-1:
position:
department:
e-mail:
Fax to the attn. Jda Hess: +41–43–444 78 79
Yes, I wish to participate in the «13th Private Banking Summit» from 22nd to 23rd September 2014. [P5100757M012]
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 +41–43–444 78 70)
Register before 1st of September 2014 and pay Register after 1st 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)
To save 10% of the delegate fee as a slideshare
member please use the following VIP Code at:
www.private-banking-summit.com
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Private Banking Summit in Switzerland

  • 1. 13th Private Banking Summit The International Asset and Wealth Management Conference Alexander Classen Coutts & Co. (CH) Iqbal Khan Credit Suisse (CH) Shelby du Pasquier Lenz & Staehelin (CH) Stephen Richards Evans Standard Chartered Private Bank (UAE) Panelists and key note speakers (between others): Stephan Zimmermann UBS AG (CH) September 22nd to 23rd 2014, GDI Gottlieb Duttweiler Institute, Rueschlikon / Zurich Conception and organisation by Presented by Private Banking – from a steady, low-risk growth industry to a hazardous spot in a heartbeat. www.private-banking-summit.com
  • 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 For further information please contact +41–43–444 78 53 Anja Heker Senior Conference Manager Phone: +49–89–12 71–1002 Email: anja.heker@euroforum.ch Jda Hess Conference Coordinator Phone: +41–43–444 78 53 Email: jda.hess@euroforum.ch 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. 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 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 infor- mation and inspiration that will benefit your own business. Reasons why you do not want to miss 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 Who should attend this conference? +++ For more information visit www.private-banking-summit.com +++ 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 In the last years the summit was attended by delegates from various countries:
  • 3. +++ To register visit www.private-banking-summit.com +++ 3Private Banking Summit | Speakers and customer quotes 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 German- speaking 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) Sebastian Dovey, Managing Director, Scorpio Partnership (GB) 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) Stephan Keiser, Head Private Banking Zurich, EFG Bank (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) Hein van der Loo, Head of Strategy and Business Development, ABN AMRO Private Banking (NL) René Maier, Editor-in-Chief, Schweizer Bank (CH) Shelby du Pasquier, Partner, Co-Head Banking and Finance Group, Lenz & Staehelin (CH) Bruno Patusi, Partner, Wealth & Asset Management Leader, Ernst & Young Switzerland (CH) Alfonso Papa, CEO, ING Investment Management (Switzerland) Ltd. (CH) Joyce Philips, CEO Global Wealth, Group Managing Director Marketing and Innovation, Australia and New Zealand Banking Group Limited (AUS) Michele Porro, Head of Sales & Distribution and Member of the Executive Board, Swiss & Global Asset Management (CH) Georg Schubiger, Head of Private Banking, Vontobel (CH) Deepak Soni, CEO, Vontobel Swiss Wealth Advisors, (CH) Martin Thommen, Head UBS Funds, UBS Global Asset Management, President SFAMA (CH) Anil Venuturupalli, COO, Deutsche Bank (CH) Dirk Wiedmann, Group Chief Investment Officer, Rothschild Bank (CH) Stephan Zimmermann, Head WM Strategy Initiatives & Industry, UBS AG (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)
  • 4. 4 Private Banking Summit | Agenda +++ For more information visit www.private-banking-summit.com +++ Monday, September 22nd, 2014 9.30 – 10.00 Reception with coffee, tea and croissants 10.00 – 10.15 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 10.15 – 10.45 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 Joyce Philips, CEO Global Wealth, Group Managing Director Marketing and Innovation, Australia and New Zealand Banking Group Limited (AUS) 10.45 – 11.15 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) 11.15 – 11.45 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) 11.45 – 12.15 The future of Wealth Management – measures to ensure sustainable growth in a changing environment The challenge of cross-generation client perspectives The opportunity of omi-channel client offerings The complexity of multi-market dynamics Hein van der Loo, Head of Strategy and Business Development, ABN AMRO Private Banking (NL) 12.15 – 12.30 Summary and discussion 12.30 – 14.00 Lunch Asset Management – current strategies and visions 14.00 – 14.30 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) 14.30 – 15.15 Panel discussion: Asset Management and distribution strategies in a world without “kick backs” Moderation: René Maier, Editor-in-Chief, Schweizer Bank (CH) Panelists: Alfonso Papa, CEO, ING Investment Management (Switzerland) Ltd. (CH) Michele Porro, Head of Sales & Distribution and Member of the Executive Board, Swiss & Global Asset Management (CH) Martin Thommen, Head UBS Funds, UBS Global Asset Management, President SFAMA (CH) 15.15 – 15.45 Break (coffee and tea) Is compliance an ally or an enemy of global wealth management? 15.45 – 16.15 SEC registered, Vontobel Swiss Wealth Advisors AG, providing diversification solutions to U.S. persons Deepak Soni, CEO, Vontobel Swiss Wealth Advisors (CH) 15.15 – 16.45 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? p
  • 5. +++ To register visit www.private-banking-summit.com +++ 5Private Banking Summit | Agenda 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) 16.45 – 17.15 Discussion and closing remarks 18.00 Get together at the lake of Zurich Dinner sponsored by Tuesday, September 23rd, 2014 8.30 – 9.15 Reception with coffee, tea and croissants Key notes: Global private banking 9.15 – 9.30 Welcome and introduction Dr. Mario A. Bassi 9.30 – 10.00 Credit Suisse: at the leading edge of industry transformation Iqbal Khan, Chief Financial Officer, Private Banking and Wealth Management Division, Credit Suisse (CH) 10.00 – 10.30 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) 10.30 – 11.00 Break (coffee and tea) 11.00 – 11.30 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 Inter- national and Member of the Executive Committee of the Wealth Division of RBS (CH) M & A – current M & A scenario at the financial center Switzerland 11.30 – 12.15 M&A trends in the Swiss banking sector: Restructuring and concentrations Shelby du Pasquier, Partner, Co-Head Banking and Finance Group, Lenz & Staehelin (CH) 12.15 – 12.45 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) 12.45 – 13.00 Summary and discussion 13.00 – 14.00 Apéritif and Lunch sponsored by Investment strategies in a changed landscape 14.00 – 14.30 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, Group Chief Investment Officer, Rothschild Bank (CH) p Special! After the presentation: On-stage interview with Yuri Bender, Editor in Chief, PWM Professional Wealth Management, Financial Times (GB)
  • 6. 6 Private Banking Summit | Agenda and Sponsoring +++ For more information visit www.private-banking-summit.com +++ Dinner-Sponsor Client servicing and pricing models 14.30 – 15.30 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 Vermögensver- waltungs AG (CH) Stephan Keiser, Head Private Banking Zurich, EFG Bank (CH) Georg Schubiger, Head of Private Banking, Vontobel (CH) Strategies for operational excellence and automatic data exchange 15.30 – 16.00 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) 16.00 – 16.30 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) 16.30 End of conference 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: +41–58–286 31 11 www.ey.com/ch Contact: Bruno Patusi Partner, Wealth & Asset Management Sector Leader Phone: +41–58–286 46 90 E-Mail: bruno.patusi@ch.ey.com Whether our clients are a global player, a family business or a public institution, we leverage our full range of skills: experience, industry- specific knowledge, high standards of quality, commitment to innovation and the resources of our expert network in over 150 countries. Buil- ding 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. 9.300 dedicated people at 28 locations. € 1.49 billion in turnover. PwC Friedrich-Ebert-Anlage 35-37 D-60327 Frankfurt am Main Phone: +49–69–9885 0 www.pwc.de Contact: Dr. Hans-Ulrich Lauermann Global Tax Leader Banking Capital Markets Phone: +49–69–9585 6174 E-Mail: hans-ulrich.lauermann@de.pwc.com
  • 7. 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: +41–44–832 47 00 Fax: +41–44–832 47 01 E-Mail: thomas.fink@tcs.com +++ To register visit www.private-banking-summit.com +++ 7Private Banking Summit | Sponsoring 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 gover- nance; 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: +41–58–249 31 31, www.kpmg.ch Contact: Jürg Birri, Partner, Head of Legal German-speaking Switzerland and Interna- tional Private Client Services in Zurich Phone: +41–58–249 35 48 E-Mail: jbirri@kpmg.com Schweizer Bank The Swiss magazine for banking professionals offers back- ground 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 cho- sen 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, econo- mically and technologically highly exposed financial industry. Schweizer Bank Foerrlibuckstrasse 70, CH-8021 Zurich Contact: Christian Santa Head of Advertising Sales Phone: +41–43–444 58 71 E-Mail: christian.santa@axelspringer.ch Presented by Sponsoring and exhibition Frank Schirmer Director Sponsoring & Exhibitions Phone: +41–43–444 78 60 Email: frank.schirmer@euroforum.ch 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:
  • 8. +++ For more information visit www.private-banking-summit.com +++ Fax registration: +41–43–444 78 79 | 13th Private Banking Summit The International Asset and Wealth Management Conference How to register fax: +41–43–444 78 79 e-mail: anmeldung@euroforum.ch internet: www.private-banking-summit.com postal: EUROFORUM Schweiz AG P.O. Box/Foerrlibuckstrasse 70, CH-8021 Zurich Address changes phone: +41–43–444 78 70, fax: +41–43–444 78 80 e-mail: info@euroforum.ch Questions/Contact Anja Heker (Senior Conference Manager), phone +49–89–12 71–10 02 Jda Hess (Conference Coordinator), phone +41–43–444 78 53 e-mail: jda.hess@euroforum.ch Date and Place September 22nd to 23rd 2014, GDI Gottlieb Duttweiler Institute Langhaldenstrasse 21, CH-8803 Rueschlikon / Zurich, phone +41–44–724–61 11 www.gdi.ch Hotel Accommodation Hotel Belvoir, Saeumerstrasse 37, CH-8803 Rueschlikon phone: +41-44–723 83 83, internet: www.hotel-belvoir.ch 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 aca- demic institutions by providing dedicated platforms, such as premium conferences and seminars. company: contact: address: phone.: fax: number of employees up to 20 21–50 51–100 101–250 251–500 501–1000 1001–5000 over 5000 invoice to (name): department: address: date, signature: name-2: position: department: e-mail: name-1: position: department: e-mail: Fax to the attn. Jda Hess: +41–43–444 78 79 Yes, I wish to participate in the «13th Private Banking Summit» from 22nd to 23rd September 2014. [P5100757M012] 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 +41–43–444 78 70) Register before 1st of September 2014 and pay Register after 1st 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) To save 10% of the delegate fee as a slideshare member please use the following VIP Code at: www.private-banking-summit.com 7614SLIDEp5100757-10_C1401730