Summit 2012

11th European Private Banking Summit
September 17th to 19th 2012, Zurich

More than 100 international Private Bankers met in Zurich, September , 17th to 19th to discuss new business models for a changed environment. Strict regulations, the crisis in Europe as well as the declining margins urge Private Bankers to readjust their strategies. Only those banks which react accordingly to the current challenges will survive in the new world.
This restructuring process therefore was the key issue of the European Private Banking Summit this year. Key players of the banking and regulatory scene discussed collective industry responses to the global regulatory and political changes. More than 15 case studies from international private banks (i.e. Bradesco Private Bank (BR), Standard Chartered Private Bank (UAE), Credit Suisse (CH), Coutts & Co. (GB) and many others) made evident how banks successfully repositioned themselves in the new market environment.

» Gallery

Short summaries of panelists’ speeches

read more »


Programme of the conference 2012 (PDF)

Programme as PDF-Download. Please click on the image.

Programme of the conference 2012


Lunch-Sponsor 17th September 2012

Ortec Finance


Lunch-Sponsor 18th September 2012






Basic Sponsors

American ExpressProfidata Group
Swisscard AECS AGTata Consultancy Services


Media Cooperation

La Banque SuisseSchweizer BankPrivate Banking
absolut report



  • Dr. Mario A. Bassi, Head Asia, Solution Providers Singapore Pte. Ltd. and Vice Chairman Swiss Business Association Singapore (SGP)
  • Rolf Bögli, Managing Director, COO Private Banking, Credit Suisse AG (CH)
  • Steffen Binder, MyPrivateBanking GmbH (CH)
  • Victoria Dalmas, CEO, LawInContext Pte. Ltd., Zurich (CH)
  • Sinikka Demaré, Director, Ortec Finance (CH)
  • Sebastian Dovey, Managing Partner, Scorpio Partnership (GB)
  • Alan Durrant, Nationl Bank of Abu Dhabi (UAE)
  • Stephen Richards Evans, Head of Private Bank Europe, Middle East, Africa, Standard Chartered Private Bank (UAE)
  • Ian Ewart, Managing Director, Global Head of Product, Services & Marketing Coutts (GB)
  • Jean-Claude Favre, COO, Crédit Agricole Private Banking Services (CH)
  • Lyubomir Georgiev, Baker & McKenzie (CH)
  • Dr. Katja Gey, LL.M., Director, Office for International Financial Affairs, Government of Liechtenstein (FL)
  • Dr. Anja Hochberg, Managing Director, Head of Investment Strategy, Asset Management Division, Credit Suisse (CH)
  • Laura Huntley, MA, Head of Education Wealth Management Europe, UBS (GB)
  • Fritz Kaiser, Co-Founder and Executive Chairman, Kaiser Partner Holding Anstalt (FL) as well as member of the World Economic Forum (CH)
  • Dr. Adrian Künzi, CEO, Notenstein Privatbank (CH)
  • Andrea Lacalamita, Global Head of Products and Marketing, UniCredit Private Banking (I)
  • Salman Mahdi, Managing Director, Global Head of Key Clients, Member of the PWM Executive Committee, Deutsche Bank, London (GB)
  • Philip Marcovici, Lawyer, Hongkong (HK)
  • Jeremy Marshall, CEO, Hoare & Cie. (GB)
  • Prof. Dr. Sita Mazumder, Professor of Banking and Finance, Institute for Financial Services Zug (CH)
  • Dustin Milne, Head of Legal Compliance & Tax, Executive Director, Vontobel Swiss Wealth Advisor AG (CH)
  • Osmond Plummer, Managing Director, Faculty member of European University in Geneva and Swiss correspondent of
  • Tracey Reddings, Head of the Private Banking Committee, British Bankers Association and CEO JP Morgan Private Bank (GB)
  • Dr. iur. Renate Schwob, Head oft he Financial Market Switzerland, Deputy CEO of the Swiss Bankers Association (SBA) (CH)
  • William M. Sharp Sr., Partner, Sharp Kemm P.A.(CH/USA)
  • Ray Soudah, Founder and CEO, Millenium Associates (CH)
  • Tilmann F. Spohr, Managing Director, XVISORY Ltd. (CH)
  • Michael Stanhope, CEO, Hubbis, Hongkong (HK)
  • Markus Tanner PhD, Global Head of Education, Wealth Management, UBS (CH)
  • Rolf Wietlisbach, Director FS Strategy & Operations, PricewaterhouseCoopers (CH)
  • João Albino Winkelmann, Head Director of Bradesco Private Bank (BR)
  • Robin Züger, Managing Director, Dynamic Tree Asset Management, (CH/Canada)
  • Dr. Urs Zulauf, General Counsel, Member of the Management Board, FINMA (CH)
  • Dr. Stephan A. Zwahlen, Deputy CEO, Maerki Bauman & Co. Ltd. – Private Bank (CH)