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)

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?

Yuri Bender, Editor in Chief, PWM Professional Wealth Management, Financial Times (GB)

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)


End of conference