4th PRIVATE BANKING SUMMIT - 2thePoint
4th PRIVATE BANKING SUMMIT - 2thePoint
4th PRIVATE BANKING SUMMIT - 2thePoint
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Program<br />
Conference: Wednesday, 31st August 2005<br />
<strong>PRIVATE</strong> <strong>BANKING</strong> <strong>SUMMIT</strong> – ENSURING SUSTAINABLE GROWTH<br />
8.15 Reception with coffee, tea and croissants<br />
8.40 Welcome and introduction of the conference<br />
theme<br />
Dr. Teodoro Cocca, Senior Researcher, Swiss Banking<br />
Institute, University of Zurich, Zurich<br />
WINNING THE RACE FOR NEW CUSTOMERS<br />
8.45 Special Guest: Why I am a client of a Swiss<br />
private bank<br />
Emil Tedeschi, Chairman and Chief Executive Officer,<br />
Atlantic Grupa Ltd., Zagreb, Croatia<br />
INNOVATIVE CONCEPTS FOR FAMILY OFFICES<br />
9.15 New impulses for global estate management:<br />
the GEM concept (practical example)<br />
- A one-stop-one-shop strategy for the affluent<br />
customer<br />
- What does family governance really mean?<br />
- It's time to place the client back in the center<br />
of our attention<br />
Bénédict G.F. Hentsch, Co-Founder, GEM Global Estate<br />
Managers S.A., Geneva, and Chairman,<br />
Banque Bénédict Hentsch & Cie S.A., Geneva<br />
9.50 Questions/Discussion<br />
10.00 Break (coffee and tea)<br />
10.30 Integral wealth management and corporate<br />
finance services: Distant cousins<br />
or twin brothers? (practical example)<br />
- The relevance of industrial assets in the overall<br />
wealth of HNWI<br />
- The selling of industrial assets: The golden door<br />
to new asset gathering?<br />
- Integral wealth management: One-stop-shop<br />
without outsourcing?<br />
- A recent example of integrated, cross-functional,<br />
multi-provider efforts<br />
Dr. Thomas Bächtold, Senior Vice President,<br />
Pictet Family Office, Pictet & Cie, Geneva and Zurich<br />
Dr. Eduardo Schindler, Founder & CEO, <strong>2thePoint</strong>, Zurich<br />
To register, call the booking hotline on +41–44–288 94 51<br />
GENERATING NEW MONEY<br />
11.15 The future belongs to niche players<br />
(practical example)<br />
- The approach of EFG Bank to private banking<br />
- Relationship Managers – At the center of all<br />
endeavours<br />
- What are the prerequisites to be successful?<br />
Jean-Pierre Cuoni, Chairman, EFG Bank, Zurich<br />
12.00 Questions/Discussion<br />
12.15 Lunch<br />
13.45 Keynote speech: A successful international<br />
expansion strategy in private banking –<br />
BNP Paribas (practical example)<br />
François Debiesse, Chief Executive Officer Private Banking,<br />
BNP Paribas, Paris<br />
14.20 Questions/Discussion<br />
THE ART OF ADDING VALUES AND<br />
IMPROVING CUSTOMER LOYALTY<br />
14.30 How to prevent the outflow of assets –<br />
The art of customer loyalty at Coutts Bank<br />
von Ernst Ltd. (practical example)<br />
Thomas Schmidt, Member of the General Management<br />
Committee and Head of Private Banking,<br />
Coutts Bank von Ernst Ltd., Zurich<br />
15.00 Questions/Discussion<br />
15.15 Break (coffee and tea)<br />
8
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