Program day two

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

Dr. Hansjörg Borutta, Member of the Executive Board, Group Chief Investment Officer, Marcuard Heritage AG (CH)

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 International 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)

Special!
After the presentation: On-stage interview with Yuri Bender, Editor in Chief, PWM Professional Wealth Management, Financial Times (GB)

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, Chief Investment Officer, Rothschild Bank, Zürich (CH)

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 Vermögensverwaltungs AG (CH)

Stephan Keiser, Head Private Banking Zurich, EFG Bank (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