Program day one

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

Manfred Liechti, Managing Director and Head Global Private Banking, Australian 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


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”

René Maier, Editor-in-Chief, Schweizer Bank (CH)

Paolo Corredig, Head of Intermediary relationship management, Switzerland, T. Rowe Price (CH)
Michele Porro, Head of Distribution Swiss & Global Asset Management and Region Head Switzerland GAM Holding AG
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)


16.15 – 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?
  • 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


Get together at the lake of Zurich

Dinner sponsored by