WealthManagementSummit - Institute of Bankers Malaysia

Winning the Hearts, Minds & Wallets of the World’s High Net WorthConference Programme · Monday 17 September 20070800-0900 Welcome Coffee & Registration0900-1040 The Private Banking Business - A Global Overview0900-0915 Private Banker International WelcomeJohn EvansEditor, Private Banker InternationalVRL KnowledgeBankMark DaniellChairmanThe Cuscaden Group0915-0935 Opening Keynote Address0935-1000 The Challenges in Establishing an Effective GlobalPrivate Banking OperationDaniel TruchiGlobal Chief Executive OfficerSG Private Banking1000-1025 Building a Private Bank in Asia PacificPeter FlavelGlobal Head, Private BankThe Standard Chartered Private Bank1025-1040 On-stage Interview1040-1110 Coffee Break in the Exhibition Area1110–1245 Strategies in a Changing Private Banking Market1110-1130 Role of the Private Banker – Producer, Distributor,Advisor, Hunter?Hanspeter BrunnerCEO, Coutts International & Executive Chairman, Coutts AsiaCoutts Bank von Ernst1130-1150 Shaping Trends and their Impact on Business and TalentStrategiesFrederic VandenberghePartner. & Company1150-1210 Mergers & Acquisitions in the Wealth Space1210-1230 Creating the Optimum Competitive Private BankingModel - The Julius Baer ApproachBoris CollardiChief Operating Officer, Private BankingJulius BaerDr Mohammed Abdel-HaqManaging Director, Global Head of Amanah Private BankingHSBC Private BankMohammed Abdel-Haq joined HSBC Private Bank in 2004 asthe Managing Director and Global Head of the AmanahPrivate Banking Department in London. He and his team havebeen ranked first for Global Islamic Banking Services at theEuromoney Awards for the last 2 years. Mohammed has hada wealth of experience in private banking since 1993, withinstitutions such as Citigroup and Deutsche Bank. Mohammedhas written extensively on Islamic Finance and Private Banking.Hanspeter BrunnerCEO, Coutts International and Executive Chairman, Coutts AsiaCoutts Bank von ErnstHanspeter Brunner has 36 years of banking experience,having held senior positions in private banking in Asia andSwitzerland. He is responsible for the international privatebanking business of Coutts, including Europe, Asia, LatinAmerica and offshore financial centres. Currently based inSingapore, his focus is also on steering the growth in Asia.Prior to joining Coutts in 1997, Hanspeter spent 26 yearswith Credit Suisse.1230-1245 On-stage Interview1245-1400 Lunch in the Exhibition Area1400-1530 Panel Discussion: Emerging Wealth Markets1400-1425 China: Tapping the New WealthJohn ShelleySenior Executive Vice PresidentCoutts Bank von Ernst1425-1450 India: Who is Winning the Race for the High Net WorthDomestic and Non-Resident Clients?Sutapa BanerjeeHead of Private Banking, IndiaABN AMRO Private Banking1450-1515 Tapping the Gulf’s Private BillionsDr Mohammed Abdel-HaqManaging Director, Global Head of Amanah Private BankingHSBC Private Bank1515-1530 Panel Discussion1530-1600 Coffee Break in the Exhibition Area1600-1720 Panel Discussion: Family Office StrategiesModerator: Professor Annie KohAssociate Dean Lee Kong Chian School of BusinessSingapore Management University1600-1625 Adapting the Family Office for the Asian Client1625-1650 The Global Emergence of the Family OfficePenny LovellGroup Head of Business DevelopmentFleming Family & Partners1650-1720 Panel DiscussionPanellists:James Liu, Managing Director, Oaks Family OfficeArpit Agarwal, Managing Director & Group CEO of FinancialServices, Dawnay Day AV India Advisors1720 Close of Day 11915-2300 Private Banker International Global Awards Dinner 2007Dr Mario A. BassiHead of Sales and Business Development, Private Wealth Management Asia-PacificDeutsche BankMario A. Bassi joined Deutsche Bank Private WealthManagement in 2005. He started his private banking careerin 1983 in Switzerland and has held several key positionswithin wealth management in the areas of relationshipmanagement; business and financial planning; and trainingand development. Mario holds a PHD in Law from theUniversity of Zurich and a CFP from Switzerland. Morerecently, he attained the Lean Six Sigma Black Belt.Kong Eng HuatManaging Director, Global Private ClientMerrill Lynch International BankKong Eng Huat is Managing Director of Merrill LynchInternational Bank Ltd (Merchant Bank), Singapore andMarket MD for South Asia Global Private Clients group.His responsibilities revolve around the daily managementof the Singapore branch and growing the privatewealth management business in South Asia via the furtherdevelopment of client relationships and strategicinitiatives.