Restructuring Global Wealth Management – The Road Ahead
Agenda for European Private Banking Summit 2010
- 2020 vision: global wealth management in the 3-D world
- International cross-border private banking – the way ahead
- The end of the war for talent? Profile of the new advisors
- New developments in the family office industry
- Money rules the world: who rules the money?
- Outlook on the national and international financial markets: deflation, inflation, what comes next?
Agenda for Post-conference day:
- Private Banking on the brink of change: Client acquisition, branding and marketing strategies for the new environment
- From conflicting business models to customer focus: private banking on the brink of change
- New trends in customer acquisition and retention strategies
3 September: Post-conference day – Private Banking on the brink of change:
Customer acquisition, branding and marketing for the new environment
Yes, I want to participate in 2010!
Speakers
» Together with 24 highly reputed speakers from all over Europe and overseas
Crisis calls for rethinking in wealth management
9th Private Banking Summit, 1–3 September 2010,
Gottlieb Duttweiler Institute, Zurich
- Declining margins in wealth management
- Clients want capital preservation and inflation-protected returns
- New cross-border banking world is changing the product range
Zurich/Düsseldorf, 14 June 2010 . The transnational business with private clients is undergoing massive changes. The days of tax arbitrage are over, and experts are predicting a further increase of cutthroat competition in the private banking sector. Bank managers have also observed changes in clients' investment philosophies: customers now demand quality, security, simplicity and more transparency for the products. The focus is on capital preservation, as the days of “buy and hold” investment strategies are over. ( Schweizer Bank , April 2010). In view of the complex range of investment decisions, customers have become more critical of consulting services – and with increasing uncertainty, clients are also more willing to change services.
Impressions of the Private-Banking-Summit 2009
Tagesschau vom 02.09.2009 um 19:30 Uhr
Das Schweizer Fernsehen SF auf dem
"Private Banking Summit 2009"
Im Interview: Pierre de Weck (Deutsche Bank, London) und Walter Berchtold (Credit Suisse)
Photogallery of the Private Banking Summit 2009
Dr. iur Urs Ph. Roth,