4th PRIVATE BANKING SUMMIT - 2thePoint

2thepoint

4th PRIVATE BANKING SUMMIT - 2thePoint

30th and 31st August 2005 | Renaissance Hotel, Zurich

4 th PRIVATE BANKING SUMMIT

Competitive Growth Strategies in Private Banking

Panelists and Speakers

Sponsored by:

Keynote 30th August 2005:

Raymond J. Baer

Chairman of the Board of Directors,

Julius Baer Holding Ltd., Zurich

Keynote 31st August 2005:

François Debiesse

Chief Executive Officer Private Banking,

BNP Paribas, Paris

Dr. Thomas Bächtold

Pictet & Cie, Geneva and Zurich

Niklaus C. Baumann

Baumann & Cie, Private Bankers, Basel/

Swiss Private Bankers Association, Geneva

Jens O. Bernecker

Bernecker & Cie GmbH & Co. KG, Duesseldorf

Dr. Pius Bienz

Accenture AG, Zurich

Arthur Bolliger

Maerki Baumann & Co. AG – Private Bank, Zurich

Jean-Pierre Cuoni

EFG Bank, Zurich

Eftychia Fischer

EFG Bank, Zurich

Georges Gagnebin

SBC Wealth Management AG, Zurich/

Ferrier Lullin & Cie SA, Geneva

Bénédict G. F. Hentsch

GEM Global Estate Managers S.A., Geneva/

Banque Bénédict Hentsch & Cie S.A., Geneva

Philippe Jouard

Dexia BIL, Luxembourg

Prof. René Kästli

Swiss Federal Banking Commission, Berne

Eduardo Leemann

AIG Private Bank Ltd., Zurich

Adrian F. Leuenberger

Bank Leu Ltd., Zurich

Dr. Urs Monstein

Ehinger & Armand von Ernst AG, Zurich

Dr. Eduardo Schindler

2thePoint, Zurich

Thomas Schmidt

Coutts Bank von Ernst Ltd., Zurich

Ray Soudah

MilleniumAssociates Ltd., Zug

Emil Tedeschi

Atlantic Grupa Ltd., Zagreb

Conference Chairman: Dr. Teodoro Cocca

Swiss Banking Institute, University of Zurich, Zurich

To register, call the booking hotline on +41–44–288 94 51

29th August 2005

Renaissance Hotel, Zurich

Pre-Conference Day

ISLAMIC FINANCE

Market Potential –

Corporate Governance –

Products and Services

Nizar Alshubaily, Global Head of

Islamic Finance, Deutsche Bank Ltd.,

London and Bahrain

Dr. Mohd Daud Bakar, President

and CEO, International Institute of

Islamic Finance Malaysia, Kuala Lumpur

Bruce Albrecht

P&C Global Wealth Managers S.A., Zurich

Richard C. Ritter

Attorney-at-Law, Zurich/

ILC International Legal Consultants, Dubai and Singapore

Marco Rochat

Faisal Finance (Switzerland) S.A., Geneva

Dawood Yousef Taylor

Bank Al Jazira, Jeddah

Anthony Travis

Islamic Financial Services Board, Kuala Lumpur

Conference Chairman:

Gérard Al-Fil

Financial Journalist, Dubai

Conception and Organisation:


Introduction

GROWTH AND COMPETITIVENESS

With a market share of 31% Switzerland's wealth

managers are the world leaders in the off-shore

asset management business. This conference is

a great opportunity to meet and exchange with them.

Cost cutting and the optimization of the cost-income

ratio may be very important. But the key factor for success will be

the generation of new sources of income. Penetration of new

markets is what will pay off in the future! According to industry

data, almost every second private bank is planning an acquisition

in the near future.

The efficient exploitation of new markets in Europe, in the

Middle East and Asia requires elaborate on-shore strategies that

are different from traditional off-shore banking strategies.

Agenda

PRIVATE BANKING SUMMIT 2005

National and international growth opportunities

in private banking and for family offices

New on-shore market opportunities in Europe,

the Middle East and Asia

Generate new money – winning the race for

high net worth individuals (HNWI)

Integrated wealth management – new initiatives

for family offices

Wealth management and corporate finance services –

distant cousins or twin brothers

The future belongs to niche players

How to prevent the outflow of assets

Optimal cost management strategies

Industrialization in private banking

Explore more than 10 practical examples of successfully growing

private banks and family offices and exchange ideas with their

top executives.

To register, call the booking hotline on +41–44–288 94 51

Expected growth rates for Asia are around 7% annually

compared to 4% for Europe. New financial off-shore banking

locations in the Middle and Far East are entering the arena and are

gearing up to successfully challenge Switzerland – the private

banking center par excellence.

Swiss private banking has always had a strong global

orientation. To remain best in class and retain its position at the

top, it is more important than ever to keep a close watch on

foreign markets and analyze new competitive business strategies.

This important conference features a number of prominent

experts and is designed to be the platform on this topic. Attend

and take advantage of an unparalleled chance to learn about

these new and emerging opportunities.

I am looking forward to welcoming you.

Brigitte Strebel, Editor in Chief, Schweizer Bank

Agenda

ISLAMIC FINANCE (Pre-Conference Day)

Ethical tailor-made wealth management for the Middle East

Islamic finance – recommended standards of corporate governance,

risk management and financial reporting

Islamic funds and sukuk

A road map for the development of a Sharia-compliant life

insurance and savings programme

2


Speakers

Panelists, Speakers and Chairmen

Bruce Albrecht, Member of the Board

of Directors, P&C Global Wealth

Managers S.A., Zurich, in Abu Dhabi

Gérard Al-Fil, Financial Journalist,

Dubai [Conference Chairman Islamic

Finance]

Nizar Alshubaily, Global Head of

Islamic Finance, Deutsche Bank Ltd.,

London and Bahrain

Dr. Mohd Daud Bakar, President and

CEO, International Institute of Islamic

Finance Malaysia, Kuala Lumpur

Dr. Thomas Bächtold, Senior Vice

President, Pictet Family Office,

Pictet & Cie, Geneva and Zurich

Raymond J. Baer, President of the

Board of Directors, Julius Baer

Holding Ltd., Zurich

Niklaus C. Baumann, Managing

Partner, Baumann & Cie, Private Bankers,

Basel, and former President of the Swiss

Private Bankers Association, Geneva

Jens O. Bernecker, CEO, Bernecker

& Cie GmbH & Co. KG, Duesseldorf

Dr. Pius Bienz, Partner Financial

Services, Accenture AG, Zurich

Arthur Bolliger, CEO, Maerki Baumann

& Co. AG – Private Bank, Zurich

To register, call the booking hotline on +41–44–288 94 51

Dr. Teodoro Cocca, Senior Researcher,

Swiss Banking Institute, University of

Zurich, Zurich [Conference Chairman

Private Banking Summit]

Jean-Pierre Cuoni, Chairman,

EFG Bank, Zurich

François Debiesse, Chief Executive

Officer Private Banking, BNP Paribas,

Paris

Eftychia Fischer, Global Head of Trading

and Treasury, EFG Bank, Zurich

Georges Gagnebin, Vice Chairman,

SBC Wealth Management AG, Zurich,

and Chairman of the Board of Directors,

Ferrier Lullin & Cie SA, Geneva

Bénédict G. F. Hentsch, Co-Founder,

GEM Global Estate Managers S.A.,

Geneva, and Chairman, Banque Bénédict

Hentsch & Cie S.A., Geneva

Philippe Jouard, Member of Dexia BIL

Executive Board and Head of Dexia

Private Banking, Luxembourg

Prof. René Kästli, Member of the Swiss

Federal Banking Commission, Berne

Eduardo Leemann, CEO, AIG Private

Bank Ltd., Zurich

Adrian F. Leuenberger, Member of the

Executive Board and Head of Private

Banking International, Bank Leu Ltd.,

Zurich

Dr. Urs Monstein, Member of the

Executive Board and COO, Ehinger

& Armand von Ernst AG, Zurich

Richard C. Ritter, Attorney-at-Law,

Zurich/ILC International Legal

Consultants, Dubai and Singapore

Marco Rochat, CEO, Faisal Finance

(Switzerland) S.A., Geneva

Dr. Eduardo Schindler, Founder and

CEO, 2thePoint, Zurich

Thomas Schmidt, Member of the

General Management Committee and

Head of Private Banking, Coutts Bank

von Ernst Ltd., Zurich

Ray Soudah, Founder,

MilleniumAssociates Ltd., Zug

Dawood Yousef Taylor, Head of Takaful

Ta'awuni, Bank Al Jazira, Jeddah

Emil Tedeschi, Chairman and CEO,

Atlantic Grupa Ltd., Zagreb

Anthony Travis, Consultant to the

Islamic Financial Services Board,

Kuala Lumpur

For more detailed information about speakers,

panelists and chairmen please visit

www.private-banking-summit.com

3


Program

Pre-Conference Day: Monday, 29th August 2005

ISLAMIC FINANCE

Islamic finance is no longer only a matter of the

Muslim world. It is an international phenomenon.

H. H. Mohamed Khalfan bin Kharbash, Minister of State

for Finance and Industry, Chairman, Dubai Islamic Bank, UAE

The worldwide market for Islamic Finance compounds

of USD 300 bn and grows at a rate of 15% p.a. An understanding

of the main characteristics of Islamic finance has now

become an essential element of the expertise offered by

modern international private bankers. This session, designed

especially for participants who are interested in becoming more

closely acquainted with this attractive and growing financial

sector, introduces and discusses the principles underlying

Islamic finance.

For further information please contact:

Claudia Pfenniger, Conference Manager

phone: +41–44–288 94 66

e-mail: claudia.pfenniger@euroforum.ch

Corinne Stucki, Conference Assistant

phone: +41–44–288 94 51

e-mail: corinne.stucki@euroforum.ch

To register, call the booking hotline on +41–44–288 94 51

8.00 Reception with coffee, tea and croissants.

Distribution of conference documentation

8.30 Welcome and introduction of the conference

theme

Gérard Al-Fil, Financial Journalist, Dubai

CORPORATE GOVERNANCE AND MARKET

POTENTIAL FOR ISLAMIC FINANCE

8.45 Shariah conformable finance – Rules and

recommendations

- The religious board of a financial service provider –

Role, tasks and obligations

- Islamic law for western banks

- Rules and recommendations

Dr. Mohd Daud Bakar, President and CEO, International

Institute of Islamic Finance Malaysia,

Kuala Lumpur

9.15 Islamic finance – A western perspective

(practical example)

- Historic parallels – Not unique

- Choice of jurisdictions

- Islamic funds – Performance and problems

- Islamic estate planning

Richard C. Ritter, Attorney-at-Law, Zurich,

and Founding Partner, ILC International Legal Consultants,

Dubai and Singapore

Bruce Albrecht, Member of the Board of Directors,

P&C Global Wealth Managers S.A., Zurich, in Abu Dhabi

9.45 Questions/Discussion

10.00 Break (coffee and tea)

4


Program

10.30 Ethical tailor-made wealth management

(practical example)

- Growth development of Islamic finance

- Introduction Faisal Finance (Switzerland) S.A.

- Target customer segments

- Tailor-made wealth management for the Middle

East at Faisal Finance and Sharia-compliant product

portfolio

Marco Rochat, CEO, Faisal Finance (Switzerland) S.A.,

Geneva

11.15 Islamic finance – Recommended standards

of corporate governance, risk management

and financial reporting

- The specifics of Islamic finance in corporate

governance

- Basel II and risk management in Islamic finance –

A happy marriage or twin brothers?

- (Wild) western banking and ethical Islamic financial

reporting – Quo vadis?

- Conclusion and recommendations

Anthony Travis, Consultant to the Islamic Financial

Services Board, Kuala Lumpur

12.00 Questions/Discussion

12.15 Lunch

PRODUCTS AND SERVICES

14.00 Islamic funds and sukuk (practical example)

- Definition and typical characteristics of Islamic

funds and sukuk

- Key markets and future volumes worldwide

- Product variety, benefits and perils for target

customers

Nizar Alshubaily, Global Head of Islamic Finance,

Deutsche Bank Ltd., London and Bahrain

14.45 Questions/Discussion

15.00 Break (coffee and tea)

To register, call the booking hotline on +41–44–288 94 51

15.30 A road map for the development

of a Sharia-compliant life insurance and

savings programme (practical example)

- A brief overview of Takaful Ta'awuni (TT)-Islamic

life insurance

- Takaful Ta'awuni development road map

- How could European banks benefit from the

development of Takaful Ta'awuni worldwide?

Dawood Yousef Taylor, Head of Takaful Ta'awuni,

Bank Al Jazira, Jeddah

16.00 Questions/Discussion

16.15 Panel discussion

Topic: “Misconceptions in Islamic finance,

best practices and experiences in corporate

governance”

Panel Chairman:

Gérard Al-Fil, Financial Journalist, Dubai

Participants:

Nizar Alshubaily

Global Head of Islamic Finance, Deutsche Bank Ltd.,

London and Bahrain

Dr. Mohd Daud Bakar

President and CEO, International Institute of Islamic

Finance Malaysia, Kuala Lumpur

Marco Rochat

CEO, Faisal Finance (Switzerland) S.A., Geneva

Dawood Yousef Taylor

Head of Takaful Ta'awuni, Bank Al Jazira, Jeddah

Anthony Travis

Islamic Financial Services Board, Kuala Lumpur

17.15 Questions/Discussion

17.30 Conclusion of the conference day followed

by a reception (beverages and snacks)

Take advantage of the opportunity to compare

experiences with speakers and participants.

5


Program

Conference: Tuesday, 30th August 2005

PRIVATE BANKING SUMMIT – GROWTH AND COMPETITIVENESS

8.00 Reception with coffee, tea and croissants

Distribution of conference documentation

8.30 Welcome and introduction of the conference

theme

Dr. Teodoro Cocca, Senior Researcher, Swiss Banking

Institute, University of Zurich, Zurich

CONQUERING (NEW) MARKETS

8.45 International private banking: Competitiveness

and growth

- Overview of market developments

- Profitability

- Comparison of operational efficiency and

performance

- Conclusions for competitiveness

Dr. Teodoro Cocca, Senior Researcher, Swiss Banking

Institute, University of Zurich, Zurich

9.15 Middle East development scenarios for private

banks: The new Eldorado?

Practical example: Dexia initiatives in the

region

Philippe Jouard, Member of Dexia BIL Executive Board,

Head of Dexia Private Banking, Luxembourg

9.45 Questions/Discussion

10.00 Break (coffee and tea)

10.30 Strategic growth opportunities in private

banking in Asia (practical example)

- Which are the strategic hot spots in private banking

in Asia – What future role will Shanghai play?

- Which niches will play an important future role?

- Asian HNWI: A potential segment for small or

medium sized Swiss private banks?

- Which role will AIG Group play in private banking

in Asia?

Eduardo Leemann, CEO, AIG Private Bank Ltd., Zurich

To register, call the booking hotline on +41–44–288 94 51

11.00 Keynote speech:

The future of (Swiss) private banking

- A situation analysis of the Swiss private banking

market

- Key opportunities for small and medium sized

private banks in the national and international

environment

- The future of (Swiss) private banking and

conclusion

Raymond J. Baer, Chairman of the Board of Directors,

Julius Baer Holding Ltd., Zurich

11.30 Questions/Discussion

11.45 Lunch

13.30 Market trends and regulatory developments –

Consequences for Swiss private banks

- Worldwide growth and distribution of assets

- New conditions for off-shore private banking

in Switzerland

- Worldwide and European regulatory trends

- Regulatory projects in Switzerland – A new

approach

- How can Swiss private banks cope with the

new challenges?

Prof. René Kästli, Member of the Swiss Federal

Banking Commission, Berne

14.15 Questions/Discussion

6


Program

14.30 Panel discussion

Topic: “National and international growth

opportunities in private banking and for

family offices”

Panel Chairman:

Dr. Teodoro Cocca

Senior Researcher, Swiss Banking Institute,

University of Zurich, Zurich

Participants:

Niklaus C. Baumann

Managing Partner, Baumann & Cie, Private Bankers, Basel,

and former President of the Swiss Private Bankers

Association, Geneva

Eftychia Fischer

Global Head of Trading and Treasury, EFG Bank, Zurich

Georges Gagnebin

Vice Chairman, SBC Wealth Management AG, Zurich,

and Chairman of the Board of Directors, Ferrier Lullin

& Cie SA, Geneva

Philippe Jouard

Member of Dexia BIL Executive Board, Head of Dexia

Private Banking, Luxembourg

Ray Soudah

Founder, MilleniumAssociates Ltd., Zug

15.15 Questions/Discussion

15.30 Break (coffee and tea)

To register, call the booking hotline on +41–44–288 94 51

OPTIMAL COST MANAGEMENT STRATEGIES

16.00 Industrialization in Private Banking –

heresy or opportunity (practical example)

- Current challenges in the area of wealth

management

- Strategic options for the business model

of the future

- Selecting the industrialization approach without

losing our soul...

- Main elements of the new operating model:

Decentralized advice and delivery of products,

true open platform, centralized asset management

and operations

- Implementing the new model: Effective system

support and pro-active change management

as key success factors

- Wrap-up: Where we stand in our journey and

lessons learned

Dr. Urs Monstein, Member of the Executive Board

and COO, Ehinger & Armand von Ernst AG, Zurich

Dr. Pius Bienz, Partner Financial Services, Accenture AG,

Zurich

16.45 Manage operations cost effectively through

outsourcing (practical example)

- How to optimize securities administration

processes and costs

- Reduce IT and maintenance cost through a new

outsourcing model

- How can the outsourcer keep control over

processes and costs?

Arthur Bolliger, CEO, Maerki Baumann & Co. AG –

Private Bank, Zurich

17.30 Questions/Discussion

17.45 Conclusion of the conference day followed

by a reception (beverages and snacks)

The Renaissance Zurich Hotel cordially invites

you to a reception at the conclusion of the event.

Take advantage of the opportunity to compare

experiences with speakers and participants.

7


Program

Conference: Wednesday, 31st August 2005

PRIVATE BANKING SUMMIT – ENSURING SUSTAINABLE GROWTH

8.15 Reception with coffee, tea and croissants

8.40 Welcome and introduction of the conference

theme

Dr. Teodoro Cocca, Senior Researcher, Swiss Banking

Institute, University of Zurich, Zurich

WINNING THE RACE FOR NEW CUSTOMERS

8.45 Special Guest: Why I am a client of a Swiss

private bank

Emil Tedeschi, Chairman and Chief Executive Officer,

Atlantic Grupa Ltd., Zagreb, Croatia

INNOVATIVE CONCEPTS FOR FAMILY OFFICES

9.15 New impulses for global estate management:

the GEM concept (practical example)

- A one-stop-one-shop strategy for the affluent

customer

- What does family governance really mean?

- It's time to place the client back in the center

of our attention

Bénédict G.F. Hentsch, Co-Founder, GEM Global Estate

Managers S.A., Geneva, and Chairman,

Banque Bénédict Hentsch & Cie S.A., Geneva

9.50 Questions/Discussion

10.00 Break (coffee and tea)

10.30 Integral wealth management and corporate

finance services: Distant cousins

or twin brothers? (practical example)

- The relevance of industrial assets in the overall

wealth of HNWI

- The selling of industrial assets: The golden door

to new asset gathering?

- Integral wealth management: One-stop-shop

without outsourcing?

- A recent example of integrated, cross-functional,

multi-provider efforts

Dr. Thomas Bächtold, Senior Vice President,

Pictet Family Office, Pictet & Cie, Geneva and Zurich

Dr. Eduardo Schindler, Founder & CEO, 2thePoint, Zurich

To register, call the booking hotline on +41–44–288 94 51

GENERATING NEW MONEY

11.15 The future belongs to niche players

(practical example)

- The approach of EFG Bank to private banking

- Relationship Managers – At the center of all

endeavours

- What are the prerequisites to be successful?

Jean-Pierre Cuoni, Chairman, EFG Bank, Zurich

12.00 Questions/Discussion

12.15 Lunch

13.45 Keynote speech: A successful international

expansion strategy in private banking –

BNP Paribas (practical example)

François Debiesse, Chief Executive Officer Private Banking,

BNP Paribas, Paris

14.20 Questions/Discussion

THE ART OF ADDING VALUES AND

IMPROVING CUSTOMER LOYALTY

14.30 How to prevent the outflow of assets –

The art of customer loyalty at Coutts Bank

von Ernst Ltd. (practical example)

Thomas Schmidt, Member of the General Management

Committee and Head of Private Banking,

Coutts Bank von Ernst Ltd., Zurich

15.00 Questions/Discussion

15.15 Break (coffee and tea)

8


Program

15.45 Client added value through a structured

advisory process (practical example)

- Enhancing advisory quality and consistent

client experience

- Differentiation of the advisory process in

various markets

- Coordination as the core function of the

relationship manager

Adrian F. Leuenberger, Member of the Executive Board

and Head of Private Banking International, Bank Leu Ltd.,

Zurich

16.15 Sell the advice! The internet as a communication

tool for modern HNWI – Case study

Bankverein Werther Ltd. (practical example)

- The challenge: Profitable customer care without

selling pressure – An illusion?

- The solution: Sell the advice!

- The internet is more than a selling platform.

It is the perfect tool for efficient communication

between the private bank and the HNWI

Jens O. Bernecker, CEO, Bernecker & Cie GmbH & Co. KG,

Duesseldorf

16.45 Questions/Discussion

17.00 Summary and conclusion of the conference

To register, call the booking hotline on +41–44–288 94 51

Who should attend this conference?

From private banks and family offices:

Chairmen

Chief Executive Officers

Managing Partners

Chief Investment Officers

Heads of Business Development

Heads of Marketing

Heads of Client Relationship Management

Relationship Managers

Investment Managers

Wealth Advisors

Chief Economists

Financial Analysts and Research Managers

as well as Independent Financial Advisors.

Reasons why you do not want to miss

this conference

Improving performance and ensuring sustainable growth

in an increasingly competitive global market will be

the issue of the future. Get hands-on, practically-oriented

information and discuss new opportunities for

growth with top management executives. They know

the challenges and look forward to you bringing your

thoughts and questions into the discussion.

Advisory Board

EUROFORUM HandelsZeitung Konferenz AG

Dr. Roger Ballmer, Zurich Cantonalbank

Dr. Konrad Hummler, Wegelin & Co. Private Bankers

Sandra Lienhart, Bank Coop

Dr. Gerhard Lohmann, Credit Suisse

Richard Manger, cosba private banking ag

Dr. Martin Maurer, Association of Foreign Banks

in Switzerland

Theo Prinz, Thurgauer Kantonalbank

Markus Schawalder, PostFinance

Pius Schwegler, RBA-Holding AG

9


Sponsoring

Sponsor

Co-Sponsors

To register, call the booking hotline on +41–44–288 94 51

Accenture is a global management consulting, technology services and outsourcing company.

Committed to delivering innovation, Accenture collaborates with its clients to help them become highperformance

businesses and governments. With deep industry and business process expertise, broad

global resources and a proven track record, Accenture can mobilize the right people, skills, and technologies

to help clients improve their performance. With more than 110,000 people in 48 countries,

the company generated net revenues of US$13.67 billion for the fiscal year ended Aug. 31, 2004.

Its home page is www.accenture.com

Accenture AG

Fraumünsterstrasse 16, CH-8001 Zurich

internet: www.accenture.ch

Contact:

Beat R. Monnerat, Partner

phone: +41–44–219 57 99

fax: +41–44–219 47 99

HP is not just focusing on infrastructure, but on vertical industry solution and business process solutions. This is HP's

future direction. HP integrates as a important partner of the value chain innovative solutions for adaptive business

architectures. Our local Financial Services Practice are specialized in the optimization of business processes and the

flexible utilization of the technical infrastructure. We have deep competence and experience in select Financial

Services Industry segments, especially in collaboration with Private Banks.

Hewlett-Packard (Schweiz) GmbH

Ueberlandstrasse 1, CH-8600 Duebendorf

internet: www.hp.com/ch

Our Financial Services Department is one of the leading integration and operations/support partners for banking

platforms within the Swiss financial sector. We design and implement solutions from various providers on the

platform of your choice and, optionally, also operate/support them. We work with various software providers to

arrive at solutions that suit your individual requirements. This allows us to take a flexible approach to our customers'

needs and to support their success. Swisscom also provides state-of-the-art communication and information technologies

in a bundled package if you so desire. Indeed, thanks to our successful and long, ongoing collaboration as

the IT partner of a joint effort among various cantonal banks, as well as projects with numerous banks of varying

size and focus, we have amassed considerable experience and competence in the financial services sector.

Swisscom IT Services AG Financial Services

Technoparkstrasse 1, P.O. Box, CH-8010 Zurich

phone: +41–44–274 61 11

internet: www.swisscom.com/it-services

Contact:

Fritz Maier (Manager Financial Services Industry)

phone: +41–58–444 64 82

mobile: +41–79–217 74 40

e-mail: fritz.maier@hp.com

Contact:

Bernard Hofmann (Head of Business Development Financial Services)

mobile: +41–79–205 65 34

e-mail: bernard.hofmann@swisscom.com

10


Exhibition

Exhibitiors

Sponsoring & Exhibitions

To register, call the booking hotline on +41–44–288 94 51

The Profidata Group is an independent software house serving banks, investment and insurance companies. Our

business activities are centred on our asset management solutions XENTIS and e-AMIS.

The Profidata Group has locations in Neuenhof, Frankfurt, Luxembourg and Saarbrücken. Our strategy bases on the

long lasting experience of our IT and finance specialists in the development, implementation and support of complex

asset management applications.

Profidata Group

Industriestrasse 7, P.O. Box 198,

CH-5432 Neuenhof

phone: +41–56–416 31 11

fax: +41–56–416 31 01

e-mail: info@profidatagroup.com

internet: www.profidatagroup.com

SimCorp develops and globally markets SimCorp DIMENSION, the integrated investment management system. More

than 120 clients in 15 countries, from relatively small organisations to some of the world's largest, are using the capabilities

of SimCorp DIMENSION which provides efficient, transparent and flexible support for the entire Investment

Management process, this from Order-Management, Portfolio- and Risk-Management up to the integrated Funds-

Accounting. Headquartered in Denmark, SimCorp as a quoted company is represented in 10 countries and has

approx. 580 employees.

SimCorp Schweiz AG

Stampfenbachstrasse 131, CH-8006 Zurich

phone: +41–44–360 59 00

fax: +41–44–360 59 01

e-mail: info@simcorp.com

internet: www.simcorp.com

The conference also provides an opportunity for you to present your company, products and

services to an exclusive gathering of clients. For further information on exhibition capacity, target-group

analysis and the development of a personalized sponsoring plan, please contact

Contact:

Urs Seiler (Executive Board)

phone: +41–56–416 31 11

e-mail: info@profidatagroup.com

Contact:

Piero Visani (Managing Director)

phone : +41–44–360 59 00

fax: +41–44–360 59 01

e-mail: piero.visani@simcorp.com

Beat Stampanoni

(Manager Sponsoring & Exhibitions)

Telefon: +41–44–288 94 73

e-mail: beat.stampanoni@euroforum.ch

11


Fax Registration +41–44–288 94 71

4 th PRIVATE BANKING SUMMIT / ISLAMIC FINANCE

Yes, I wish to participate in the PRIVATE BANKING SUMMIT and the Pre-Conference Day ISLAMIC FINANCE from 29th to 31st August 2005.

Cost: EUR 2,310 or CHF 3,590 p. p. [P50837M013]

Yes, I wish to participate in the PRIVATE BANKING SUMMIT from 30th to 31st August 2005. Cost: EUR 1,705 or CHF 2,690 p. p. [P50837M023]

Yes, I wish to participate in the Pre-Conference Day ISLAMIC FINANCE on 29th August 2005. Cost: EUR 1,062 or CHF 1,650 p. p. [P50837M100]

I will not participate. Kindly send the conference documentation to the following address. Cost: EUR 380 or CHF 590 VAT included.

I am interested in exhibition and sponsoring opportunities.

Please change my address as shown (by telephone: +41–44–288 74 70):

name 1:

position:

department:

name 2:

position:

department:

company:

contact:

address:

phone: fax:

e-mail:

number of employees at company location

up to 20 21–50 51–100 101–250 251–500 501–1000 1001–5000 over 5000

invoice to (name):

department:

address:

date, signature:

Please fax to: +41–44–288 94 71

How to register

fax: +41–44–288 94 71

e-mail: anmeldungch@euroforum.com

internet: www.private-banking-summit.com

postal: EUROFORUM HandelsZeitung Konferenz AG

Postfach/Seestrasse 344, CH-8027 Zurich

Address amendments

phone: +41–44–288 94 70

fax: +41–44–288 94 71

e-mail: infoch@euroforum.com

Do you have further questions about the conference?

Corinne Stucki (Conference Assistant), phone +41–44–288 94 51

e-mail: corinne.stucki@euroforum.ch

Claudia Pfenniger (Conference Manager), phone +41–44–288 94 66

Date and Place

29th to 31st August 2005

Renaissance Zurich Hotel

Talackerstrasse 1

CH-8152 Zurich-Glattbrugg, Switzerland

phone: +41–44–874 50 00, fax: +41–44–874 50 01

Hotel accommodation

A limited number of rooms are available at the conference hotel at a reduced rate.

Please contact the hotel directly to make your reservation, stating that you will attend

the “4th PRIVATE BANKING SUMMIT” or “ISLAMIC FINANCE”.

Conditions of participation

The conference fee per person is payable upon receipt of the invoice. This fee includes

conference documentation, lunches and breaks. You will be sent a confirmation slip and

invoice upon receipt of your registration. Registrations can be cancelled in written form

without penalty up to 14 days before the event. For cancellation after this date half of the

conference fee will be reimbursed. The full fee will be due if participants do not attend

the conference, or cancel on the conference date. The registered participant may of course

send a substitute. The organizers reserve the right to amend the programme of events if

necessary.

Conception and Organisation

EUROFORUM Switzerland facilitates the exchange of high-value business

information, content and networking opportunities amongst decision

makers in various industries, governmental organizations and academic

institutions by providing dedicated platforms, such as premium conferences

and seminars.

www.euroforum.ch

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