Agenda

Agenda for European Private Banking Summit 2012:

  • 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 Post-Conference Day: Compliance Management and Customer Relationship Management

  • 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