Post on 02-Nov-2014
description
Conception and organisation bywww.private-banking-summit.com
September 17th to 19th 2012, Gottlieb Duttweiler Institute, Zurich
Rolf Bögli, Managing Director, COO Private Banking, Credit Suisse (CH)
Jeremy Marshall, CEO, Hoare & Cie. (GB)
Ian Ewart, Global Head Marketing and Products, Coutts & Co. (GB)
Stephen Richards Evans, Head of Private Bank Europe, Middle East, Africa, India & The Americas, Standard Chartered Private Bank (UAE)
Andrea Lacalamita , Global Head of Products and Marketing, UniCredit Private Banking (I)
Tracey L. Reddings, CEO UK Private Wealth Management J.P. Morgan Private Bank (GB)
João Albino Winkelmann, Head Director of Bradesco Private Bank (BR)
Thomas Winther, Head of Strategy, Danske Bank (DK)
Panelists and key note speakers (between others):
September 19th / Post-Conference DayCompliance Management and Customer Relationship Management
11th European
Reshaping the industry for the future – new markets and business models
Private Banking SummitReshaping the industry for the future – new markets and business models
Completed programme
with additional speakers
Salman Mahdi, Managing Director, Member of the PWM Executive Committee, Deutsche Bank (GB)
Dr. Urs Zulauf, General Counsel, Member of the Management Board, FINMA (CH)
Together with another 24 highly reputed speakers from Europe and overseas e.g. from:
2 Private Banking Summit
Private banking has not gotten easier – or more profitable – since this time last year. In fact, it is probably more challenging and laden with risk than ever before. The back-drop is a combination of: Ever-tougher regulatory and compliance obligations, which make it more time-consuming and burdensome to open new accounts and transact for clients; excessive cost-income ratios made worse by staff turnover amid stiff com-petition; and choppy markets, creating volatile and uncertain investment conditions. There are also some key game-changers which are shaking the foundations of and shaping the trends within the global private banking landscape. Among them are: The end of the glory days of investment banking; the resultant crackdown on remuneration across financial services; the criminalisation of certain non-compliant advice in relation to client funds; the intense scrutiny over the competency of individuals working in this industry; and the spotlight on more rigorous and objective performance measurement criteria. The future for any private bank which is not preparing itself and its staff accordingly is bleak. It is not possible to fight this evolution, so it must now be about really understanding what value means to a client today, and how to deliver it. And also being aware that these answers are changing constantly, and will continue to do so. This translates into: Delivering investment performance in a tangible, transparent and rational way Putting in place the most appropriate, relevant and tax-compliant structures Having a much more detailed awareness and understanding of regulation and its
impact, whether local or global in nature Understanding the role and value of technology as a way to support interactions
with clients and to enhance their experience Building networks and relationships onshore in domestic markets Re-indexing client and staff expectations Being able to advise the next generation Being more professional
Take the opportunity to learn first-hand from industry-leading experts and to discuss with them opinions, experiences, and projections. Be inspired to successfully position yourself and your organization in an ever more uncertain environment.We look forward to seeing you at the summit
Reshaping the industry
The new regulative and tax
environment
The strategies of the different financial
centers and banks
Different approaches and business
models
Changing role of skills of relationship
managers
Business and service models for
the future
Agenda for European Private Banking Summit 2012:
FATCA-QI for compliance officers and
relationship managers
MiFID II – Client benefits in focus of
your strategy
Understanding the cash flows of
terrorism
Setting up bespoke compliant
solutions – financial services offerings
in key markets
Agenda for Post-Conference Day: Compliance Management and Customer Relationship Management
Claudia GabrielEditor-in-Chief Schweizer Bank
Anja HekerSenior Conference Manager Euroforum Switzerland
Dr. Mario A. BassiConference Chairman
To get an impression of last
year’s summit in form of a
short movie look at:
11th European Private Banking Summit / Panelists, speakers and chairmen
For more detailed information about speakers, panelists and chairmen please visit www.private-banking-summit.com
3Private Banking Summit
Dr. Mario A. Bassi, Head Asia, Solution Providers Singapore Pte. Ltd. and Vice Chairman Swiss Business Association Singapore (SGP)
Rolf Bögli, Managing Director, COO Private Banking, Credit Suisse (CH)
Victoria Dalmas, CEO, LawInContext Pte. Ltd. (CH)
Sinikka Demaré, Director, Ortec Finance (CH)
Sebastian Dovey, Managing Partner, Scorpio Partnership (GB)
Stephen Richards Evans, Head of Private Bank Europe, Middle East, Africa, Standard Chartered Private Bank (UAE)
Ian Ewart, Global Head Marketing and Products, Coutts & Co. (GB)
Jean-Claude Favre, COO, Crédit Agricole Private Banking Services (CH)
Lyubomir Georgiev, Senior Associate, Baker & McKenzie (CH)
Dr. Katja Gey, LL.M., Director, Office for International Financial Affairs, Government of Liechtenstein (FL)
Dr. Anja Hochberg, Managing Director, Head of Investment Strategy, Asset Management Division, Credit Suisse (CH)
Laura Huntley, Head of Education Wealth Management Europe, UBS (CH)
Fritz Kaiser, Co-Founder and Executive Chairman, Kaiser Partner Holding Anstalt (FL)
Dr. Adrian Künzi, CEO, Notenstein Privatbank (CH)
Andrea Lacalamita, Global Head of Products and Marketing, UniCredit Private Banking (I)
Salman Mahdi, Managing Director, Global Head of Key Clients, Member of the PWM Executive Committee, Deutsche Bank (GB)
Philip Marcovici, retired from the practice of law, provides business and related consulting services, Hongkong (HK)
Jeremy Marshall, CEO, Hoare & Cie. (GB)
Prof. Dr. Sita Mazumder, Professor of Banking and Finance, Institute for Financial Services (CH)
Dustin Milne, Head of Legal Compliance & Tax, Executive Director, Vontobel Swiss Wealth Advisor (CH)
Osmond Plummer, Managing Director Wealthcoaching.ch, (CH)
Tracey L. Reddings, CEO UK Private Wealth Management, J.P. Morgan Private Bank and Head of Private Banking Committee, British Bankers Association (BBA) (GB)Dr. iur. Renate Schwob, Head oft he Financial Market Switzerland, Deputy CEO of the Swiss Bankers Association (SBA) (CH)
William M. Sharp Sr., Partner, Sharp Kemm P.A. (CH/USA)
Ray Soudah, Founder and CEO, Millenium Associates, Zug (CH)
Tilmann F. Spohr, Managing Director, XVISORY Ltd. (CH)
Michael Stanhope, CEO, Hubbis (HK)
Markus Tanner PhD, Global Head of Education, Wealth Management, UBS (CH)
Rüdiger von Wedel, Senior General Manager Wealth Division and Member of the Executive Committee, National Bank of Abu Dhabi (UAE)
Rolf Wietlisbach, Director FS Strategy & Operations, PricewaterhouseCoopers (CH)
João Albino Winkelmann, Head Director of Bradesco Private Bank (BR)
Thomas Winther, Head of Strategy, Danske Bank (DK)
Robin Züger, Managing Director, Dynamic Tree Asset Management (CH/CAN)
Dr. Urs Zulauf, General Counsel, Member of the Management Board, FINMA (CH)
Dr. Stephan A. Zwahlen, Deputy CEO, Maerki Baumann & Co. Ltd.- Private Bank (CH)
4 Private Banking Summit
9.30–10.00
Reception with coffee, tea and croissants Distribution of conference documentation
10.00-10.15
Welcome and introduction of the conference theme by the chairman
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
10.15-10.45
Wake-up: The realities of the HNW client revolution – strategies and visions of future wealth• What is so wonderful about global private banking?
(A review of the benchmark of industry results)• Life after Apple: Codifying the customer journey and
understanding the stages of purchase• The digital planet: How are we all going to get HNW
clients excited (a journey into the future wealth world)Sebastian Dovey, Managing Partner, Scorpio Partnership, (GB)
Private banking outside Europe – new strategies and business models
10.45-11.15
Keynote: The future of a dedicated international private bank on the global stage• Coping with fast growth• Taking a different view of the world since the new
regulations scenarios are in place• A new type of strategic mind
Stephen Richards Evans, Head of Private Bank Europe,
Middle East, Africa, Standard Chartered Private Bank (UAE)
11.15-11.45
The new big thing – private banking with Brazilian flavour – it is not just salsa, football and the beach – is there anything different from Brazilian banks?
João Albino Winkelmann, Head Director of
Bradesco Private Bank (BR)
11.45-12.00 Summary and discussion
12.00-13.30 Apéritif and Lunch sponsored by
Ortec Finance
Future Private Banking in Europe
13.30-14.00
Opportunities and challenges in European Private Banking• Challenging environment – rather revolutionary than
evolutionary• Client needs in today’s environment• New reality and outlook
Rolf Bögli, Managing Director, COO Private Banking,
Credit Suisse (CH)
14.00-14.30
European case study: Unlocking your client base by unleashing their smart phones• How Danske Bank is exploiting mobile platforms to
enhance the client experience• What do mobile banking platforms do better?• How do smart phones supplement the traditional private
banking model?• Tablet banking solutions – the next big thing?
Thomas Winther, Head of Strategy, Danske Bank (DK)
14.30-15.00 Break with coffee and tea
Afternoon session: The new regulative and tax environment – status quo and next steps
15.00-15.40
Tuning up the corporate regulatory choir: Opinions on collective industry responses to global regulatory and political changes – how much regulation can the different models take?Power talk on the following topics:• The need for industry associations• The benefit of acting in concert to respond to
developments• Is there a place for a customer watchdog for wealth• Viewpoints on upcoming regulatory issues from a
strategic level – such as FATCA, MiFID etc.Participants:
Dr. Katja Gey, LL.M., Director, Office for International Financial
Affairs, Government of Liechtenstein (FL)
Philip Marcovici, retired from the practice of law, provides
business and related consulting services (HK)
Tracey Reddings, Head of the Private Banking Committee,
British Bankers Association (BBA) and CEO UK Private Wealth
Management, J.P. Morgan Private Bank (GB)
Dr. iur. Renate Schwob, Head oft he Financial Market Switzer-
land, Deputy CEO of the Swiss Bankers Association (SBA) (CH)
Dr. Urs Zulauf, General Counsel, Member of the Management
Board, FINMA (CH)
Monday, September 17th 2012
5Private Banking Summit
15.40-16.00
Goal based advisory – greater client satisfaction and compliance with the regulations • From asset only approach to goal driven advisory • How to meet suitability requirements whilst increasing
client satisfaction • Key components of suitability: Ability to take risk and
goals of the client Sinikka Demaré, CFA, Director, Ortec Finance (CH)
16.00-16.30
The big picture: Ideas on how you can paint one and how you can get your clients to appreciate• What is the role of research in the investment process:
Trigger or justifier?• Advisory versus discretionary business: Are there
different needs?• How can you differentiate yourself?• Key to success: Being right but for the right reason
Dr. Anja Hochberg, Managing Director, Head of Investment
Strategy, Asset Management Division, Credit Suisse (CH)
16.30-17.00
Closing speech: Change management – the example of Notenstein Privatbank• Successful project management• Challenges in Swiss Private Banking
Dr. Adrian Künzi, CEO, Notenstein Privatbank (CH)
17.00 End of the first conference day
18.30 Get together / Restaurant BAUR AU LAC
The Restaurant BAUR AU LAC located in the heart of Zurich is one of the city’s most famous locations. Enjoy a delightful view on the nearby lake of Zurich and get in touch with international key players of the Private Banking and Private Wealth Management scene.
"La Banque Suisse" is the magazine for banking professionals in the Swiss
Romandie. This monthly magazine offers as "Schweizer Bank" well also 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 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.
Schweizer Bank The Swiss magazine for banking professionals offers background infor-
mation 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 educa-
tional tool for the politically, economically and technologically highly exposed financial industry.
La Banque Suisse
Foerrlibuckstrasse 70,
P.O. Box, CH-8021 Zurich
Contact: Christian Santa
Head of Advertising Sales
Phone: +41–43–444 58 71
E-Mail: christian.santa@axelspringer.ch
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
6 Private Banking Summit
8.30-9.00 Reception with coffee, tea and croissants
9.00-9.15
Welcome and introduction by the chairmanDr. Mario A. Bassi
9.15-9.45
Embracing the new paradigm – Marketing opportunities in a regulated world• What does the new paradigm represent?• Where will opportunities be?• Can regulation be a virtue?• What insight can draw on?
Ian Ewart, Global Head Marketing and Products, Coutts & Co. (GB)
9.45-10.15
Product Innovation and Customers’ behaviors• Impact on Customers’ behaviors of market volatility• Product Innovation: Transparency, simplicity, protection• Example of service model to answer clients’ needs
Andrea Lacalamita, Global Head of Products and Marketing,
UniCredit Private Banking (I)
10.15-10.45 Break with coffee and tea
International financial centers / financial institutions facing new challenges and threats
10.45-11.15
Key ingredients for a successful private bank of the future – who will survive and who will fail?• Why private banks are cheap and should be bought
at this time• Switzerland must emerge stronger from the crisis or
surrender to other centersRay Soudah, Founder and CEO, Millenium Associates, Zug (CH)
11.15-11.30
Will London become the premier center for Private Wealth Management after Switzerlands’ troubles?
Tracey L. Reddings, CEO, UK Private Wealth Management,
J.P. Morgan Private Bank, London (GB)
11.30-11.45
Wealth management opportunities from a gulf perspective – will the gulf gradually challenge • Switzerland and Singapore?• Differentiation of Gulf Private Banking• Onshore versus offshore• Cultural challenge
Rüdiger von Wedel, Senior General Manager Wealth Division
and Member of the Executive Committee, National Bank of
Abu Dhabi (UAE)
11.45-12.15
The future of corporate leadership – being on the right side of change to move industries• Facing up to the realities in the wealth management• Standing up for what you believe in• The opportunities for the industry• A guide to the requirements of leadership in wealth
management companiesFritz Kaiser, Co-Founder and Executive Chairman, Kaiser Partner
Holding Anstalt (FL), Member of the World Economic Forum (CH)
12.15-12.30 Summary and discussion
12.30-14.00 Apéritif and Lunch sponsored by iShares
14.00-14.30
Panel discussion: What is the point of good leader-ship in difficult markets? – current challenges and possible strategies for the future
Fritz Kaiser, Co-Founder and Executive Chairman,
Kaiser Partner Holding Anstalt (FL), Member of the
World Economic Forum (CH)
Salman Mahdi, Managing Director, Global Head of Key Clients,
Member of the PWM Executive Committee, Deutsche Bank,
London (GB)
Dr. Stephan A. Zwahlen, Deputy CEO,
Maerki Bauman & Co. Ltd. – Private Bank (CH)
14.30-15.00
“Small is beautiful” – why and how to grow your private bank• Why an independent and traditional approach is still
popular with HNWIs• The challenges to staying small and independent “Everything must change in order to stay the same” –
future plansJeremy Marshall, CEO, Hoare & Cie. (GB)
15.00-15.30
Private Banking Outsourcing Services – the model of Crédit Agricole• Origin and philosophy of the Credit Agricole Private
Banking Services outsourcing model• Sharing much more than costs and resources• A Private Banker as Business Process Outsourcing
provider, which benefits?• An international partner as a sound basis to sustain
your growth• Future of BPO in an increasingly complex regulatory
environmentJean-Claude Favre, COO, Crédit Agricole Private Banking
Services (CH)
Tuesday, September 18th 2012
7Private Banking Summit
15.30-16.00 Break with coffee and tea
Delivering the perfect client experience
16.00-16.30
The science of clients• The clients economics in private and wealth management• The key drivers of client experience in private banking• The role and design of the client advisory process• Ways to manage excellent client experience
Tilmann F. Spohr, Managing Director, XVISORY Ltd. (CH)
Changing role of skills of Relationship Managers – new tools and services in the era of Facebook, Twitter and iPad
16.30-17.00
Nature or Nurture: How corporate training enables sustainable results with client relationship managersDevelop your people – develop your business – how training contributes to the bottom line (CLE)• UBS Wealth Management Diploma and UBS Wealth
Management Master• Alignment of training offering with the business strategy• How training and learning accelerate business change• Adaptation of global standard training offering to local
circumstances (Example Europe)Markus Tanner, PhD, Global Head of Education Wealth
Management, UBS (CH)
Laura Huntley, MA, Head of Education Wealth Management
Europe, UBS (CH)
17.00-17.30
Delivering relationship manager education online – the success story of Hubbis• How to engage your staff, enhance the client experience
and make more revenue• How to deliver effective and robust training• Being compliant – and staying that way• Implementing learning – how to monetize training and
optimize sales performance• Retaining talent – a sustainable way to incentivise your
staff and keep them loyalMichael Stanhope, CEO, Hubbis (HK)
17.30-18.00
Strategic legal, tax and compliance knowledge necessary to support Relationship Manager success in client retention / new business generation• Leveraging know-how to guide clients to compliant,
holistic solutions that meet their needsVictoria Dalmas, CEO, LawInContext Pte. Ltd. (CH)
18.00 Summary and conclusion of the conference
Post-conference day:
Compliance Management and Customer Relationship Management – Current challenges and improved information sharing in the future
Compliance is becoming a significant burden on private banks wherever they are based. The compliance function is no longer limited to Anti-Money Laundering controls and avoidance of terrorist funding. As governments change in the developing world, networks fray and in-dividuals previously regarded as quality clients have their credentials called into question. How should a bank react? In the developed world there is greater focus on private individual tax compliance with a consequential focus on the role of offshore private banks in aiding individuals to evade taxation in their home country. The attacks on pri-vate banks are unprecedented in number and strength.
In an ever-more globalised world it is not possible for a bank simply to hide behind a jurisdictional fire wall and rely on the protection of an (often small) country or territory's legal system. The fate that befell Swiss based Wegelin Bank in early 2012 has changed the rules of offshore private banking for ever. With the US, UK and German governments already active in seeking personal information through varied means and the implications of FATCA far from certain, compliance and regulation now pose a significant threat to the traditional offshore private banking model.
This day will focus on the issues facing private banks in an increasingly globalised environment where legislation has the power to cross national boundaries. Talk to the leading edge practitioners in this constantly evolving field.
8.30-9.00
Reception with coffee and tea and croissantsDistribution of conference documentation
9.00-9.15
Welcome and introduction of the conference theme by the chairman:Compliance – where is the international regulation of money flows headed?
Osmond Plummer, Managing Director Wealthcoaching.ch,
Faculty Member of the European University in Geneva and Swiss
correspondent of wealthbriefing.com
Wednesday, September 19th 2012
8 Private Banking Summit
Global compliance developments for financial institutions – Keeping abreast of the compliance trends and a focus on traps/tips in the business structuring context
9.15-10.00
FATCA-QI for compliance officers and relationship managers: an opportunity or nightmare?• Impact of FATCA generally on financial institutions
around the world• New proposed FATCA regulations (expected by
September 2012)• Analysis of draft foreign financial institution agreement
(anticipated release before September 2012)William M. Sharp Sr., Partner, Sharp Kemm P.A. (CH/USA)
10.00-10.45
MiFID II – Client benefits in focus of your strategyRational: MiFID II should not only be seen as a regulatory hurdle but also as a client benefit
Rolf Wietlisbach, Director FS Strategy & Operations,
PricewaterhouseCoopers (CH)
10.45-11.15
Break with coffee and tea
11.15-12.00
Compliance and Economics: Understanding the Cash Flows of Terrorism• Todays’ norms force financial institutions to
monitor cash-in, cash-thru, cash-out to fight financing of terrorism
• Understanding the phenomenon including costs and financial flows of terrorism will show that this approach will not raise global securityProf. Dr. Sita Mazumder, Professor of Banking and Finance,
Institute for Financial Services Zug (CH)
12.00-12.15 Discussion
12.15-13.15 Apéritif and Lunch
13.15 -13.45
Information Exchange, FATF, OECD: Understanding the gauntlet of developments and their impact on business modelsDiscussion of the impact on business models of the following: OECD standards and no-names basis requests, availability of beneficial ownership and identity definitional issues, confidentiality of information issues (authorities publishing, losing or sharing received data), FATF recom-mendations, FATCA inter-governmental arrangements, and EU automatic exchange approach
Lyubomir Georgiev, Senior Associate, Baker & McKenzie (CH)
Setting up bespoke compliant solutions – Financial services offerings in key markets
13.45-14.15
Swiss Private Banking Model for US persons: US securities law and tax laws• US regulatory registration requirements and exemptions
– from the perspective of a non-US financial institution• Important changes triggered by the Dodd-Frank
Act of 2010• Taxation of SU persons on worldwide income:
tax filing duties and enforcement obstaclesDustin Milne, Head of Legal and Compliance,
Vontobel Swiss Wealth Advisors (CH)
14.15-14.45
How to achieve regulatory compliance in Canada – the proactive approach of a Swiss based Asset Manager• Regulatory environment in Canada• Risks of non-compliancy with Canadian laws
and regulations• How to achieve compliance with Canadian
law and regulations• Q&A
Robin Züger, Managing Director,
Dynamic Tree Asset Management, (CH/Canada)
14.45-15.15 Discussion and summary
15.15 End of post conference day
Wednesday, September 19th 2012
Quotes from past delegates"The best conference of its kind!" Walter H. Ramboussek, Scorpio Partnership Ltd.
"High profiled speakers and participants, the themes are very accurate and very relevant, interesting insights." Grgic Ljubica, Detecon Schweiz AG
"One of the best conferences about Private Banking." Ian Woodhouse, PricewaterhouseCoopers
"Very useful event for professionals." Sakari Tuomainen, Nordea Bank Finland Plc.
Ian Woodhouse, PricewaterhouseCoopers
"Very useful event for professionals." Sakari Tuomainen, Nordea Bank Finland Plc.
Ian Woodhouse, PricewaterhouseCoopers
"Very useful event for professionals." Sakari Tuomainen, Nordea Bank Finland Plc.
9Private Banking Summit
Impressions from last years’ European Private Banking Summit
For further information please contact +41–43–444 78 73
Anja Heker Senior Conference ManagerEmail: anja.heker@euroforum.ch
Friederike Hintze Senior Conference Coordinator Phone: +41–43–444 78 73 Email: friederike.hintze@euroforum.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, Manager Sponsoring & ExhibitionsPhone: +41–43–444 78 60Email: frank.schirmer@euroforum.ch
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, RelationshipManagers, Investment Managers, Wealth Advisors, Independent Financial Advisors
Who should attend this conference?
Generating 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 infor-mation 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.
Reasons why you do not want to miss this conference
Austria Azerbajjan Belgium Brazil Canada China Cyprus Denmark Estonia France Germany Great Britain Greece
HungaryIrelandItalyKuwaitLiechtensteinLuxemburgMaltaMonacoNetherlandsPolandRussiaSwitzerlandTurkey
In the last years the summit was attended by delegates from various countries:
10 Private Banking Summit
Lunch-Sponsor 17th September 2012
Ortec Finance is a global provider of technology and advisory services
for risk and return management, combining quantitative skills, business
awareness, and extensive practical know-how for delivering innovative
and practical solutions.
Our focus is on improving investors’ decision making and monitoring
these decisions for institutional and private investors. Ortec Finance
designs, builds and applies solutions for asset liability management,
performance measurement and attribution, risk management and
financial planning. We maintain our leading-edge innovation through
our strong ties with practioners, regulators and the academic
communities.
Ortec Finance AG
Poststrasse 4
CH - 8808 Pfäffikon SZ
Switzerland
www.ortec-finance.ch
Contact: Raymond Hamersma
Managing Director
Phone: +41-55-410 38 38
E-Mail: raymond.hamersma@ortec-finance.com
Sponsorship
Lunch-Sponsor 18th September 2012
iShares is the leading force in Exchange Traded Funds (ETFs). As per
end of March 2012, iShares had registered more than 500 ETFs in
various countries, representing assets under management of $671.7bn.
Globally, 39.3% of all assets held via an ETF vehicle are invested in
iShares ETFs. iShares is backed by the resources of BlackRock, the
world´s largest fund manager. Blackrock has developed the first index
investing strategy some thirty years ago.
In Switzerland and in Europe, iShares offers a broad range of funds
providing exposure to a wide range of asset classes and markets, from
broad-based equity and bond funds, through to more specialist areas
such as alternative assets and emerging markets.
iShares / BlackRock Asset Management
Schweiz AG
Claridenstrasse 25
P.O. Box 2118
CH-8022 Zurich
Phone: 0800–33 66 88
E-Mail: iSharesSwitzerland@blackrock.com
www.iShares.ch
11Private Banking Summit
Working together with Private Banks
American Express International Currency Cards are a leading issuer of
Currency Cards available in US$, € or £. Supporting global high net
worth individuals with premium charge cards, we are engaged with
over 500 Private and Retail Banks in 200 countries globally.
To find out more about our products and how we could work together
visit www.americanexpress.com/eurodollar
Profidata Group is a Swiss provider of investment- and wealth-
management software. Over 70 Investment Advisors, Portfolio
and Asset Managers, Family Offices, Institutional Investors, Fund
Administrators, Custodians and Hedge Funds in six countries rely on
the software products e-AMIS and XENTIS. Founded in 1985, the
company's headquarters and development centre are located in Urdorf/
Zürich. Services are provided to the international clientele out of
Switzerland and the offices in Frankfurt, Saarbrucken, Luxembourg
and London.
Swisscard is the only company in Switzerland offering the three leading
credit card brands – American Express, MasterCard and Visa – available
in CHF, € and US$ from a single source. Swisscard offers both Private
Banks and their discerning clients a wide range of attractive premium
products, including the Centurion Card from American Express, the
world’s most exclusive credit card. Our premium products are tailored
to the needs of your most demanding clients.
American Express Services Europe Limited
International Currency Cards
76 Buckingham Palace Road
London SW1W 9AX
United Kingdom
www.americanexpress.com/eurodollar
Profidata AG
In der Luberzen 40, CH-8902 Urdorf
Email: info@profidatagroup.com
www.profidatagroup.com
Contact: Roland Walter,
Sales Management
Phone: +41–44 736 47 47
Fax: +41–44 736 47 07
E-Mail: roland.walter@profidatagroup.com
Swisscard AECS AG
Neugasse 18 Postfach
CH-8810 Horgen
web: www.premiumcards.ch
Contact: Thomas P. Reitz
Relationship Manager Private Banks
phone: +41–44–659 68 49
fax: +41–44–659 68 80
e-mail: thomas.reitz@swisscard.ch
Exhibitor and Basic Sponsorship
Exhibitor
Assentis Technologies offers innovative customer communication
management for private banks including solutions for the acquisition
of new clients, fact sheets, on-boarding, customer reporting and
control documents. Our solutions enable private banks to efficiently
and consistently support their customers to communicate through
different channels such as paper, email or the web.
Assentis Technologies is used globally by more than 130 banks.
Assentis Technologies AG
Blegistrasse 1, 6343 Rotkreuz, Switzerland
www.assentis.com
Contact: Adrian Birrer
Business Development Manager
Phone: +41–41–790 9192
Fax: +41–41–790 9193
E-Mail: adrian.birrer@assentis.com
Basic Sponsorship
Fax registration: +41–43–444 78 79 | 11th European Private Banking Summit / Compliance Management and Customer Relationship Management
How to registerfax: +41–43–444 78 79 e-mail: anmeldung@euroforum.chinternet: www.private-banking-summit.compostal: EUROFORUM Schweiz AG P.O. Box/Foerrlibuckstrasse 70, CH-8021 Zurich
Address changes phone: +41–43–444 78 70, fax: +41–43–444 78 80e-mail: info@euroforum.ch
Questions /ContactAnja Heker (Senior Conference Manager)Friederike Hintze (Senior Conference Coordinator), phone +41–43–444 78 73e-mail: friederike.hintze@euroforum.ch
Date and PlaceSeptember 17th to 19th 2012Gottlieb Duttweiler InstituteLanghaldenstrasse 21, CH-8803 Rüschlikon/Zurich
Hotel AccommodationHotel BelvoirSäumerstrasse 37, CH-8803 Rüschlikonphone: +41-44–723 83 83, internet: www.hotel-belvoir.ch
A limited number of rooms 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 Par ticipationThe 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 OrganisationEUROFORUM 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. Friederike Hintze: +41–43–444 78 79
Yes, I wish to participate in the "European Private Banking Summit" and in the post-conference day [P5100632M013]"Compliance and Customer Relationship Management" from 17th to 19th September 2012. CHF 3'950 p.p. (approx. EUR 3'250) plus VAT
Yes, I wish to participate in the "European Private Banking Summit" from 17th to 18th September 2012. CHF 2'950 p.p. (approx. EUR 2'450) plus VAT [P5100632M012]
Yes, I wish to participate in the post-conference day "Compliance and Customer Relationship Management" on 19th September 2012. [P5100632M300]CHF 1'950 p.p. (approx. EUR 1'600) 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 +41–43–444 78 70)
www.private-banking-summit.com