european private banking summit 2012

Conception and organisation bywww.private-banking-summit.com

September 17th to 19th 2012, Gottlieb Duttweiler Institute, Zurich

Rolf Bögli, Managing Director, COO Private Banking, Credit Suisse (CH)

Jeremy Marshall, CEO, Hoare & Cie. (GB)

Ian Ewart, Global Head Marketing and Products, Coutts & Co. (GB)

Stephen Richards Evans, Head of Private Bank Europe, Middle East, Africa, India & The Americas, Standard Chartered Private Bank (UAE)

Andrea Lacalamita , Global Head of Products and Marketing, UniCredit Private Banking (I)

Tracey L. Reddings, CEO UK Private Wealth Management J.P. Morgan Private Bank (GB)

João Albino Winkelmann, Head Director of Bradesco Private Bank (BR)

Thomas Winther, Head of Strategy, Danske Bank (DK)

Panelists and key note speakers (between others):

September 19th / Post-Conference DayCompliance Management and Customer Relationship Management

11th European

Reshaping the industry for the future – new markets and business models

Private Banking SummitReshaping the industry for the future – new markets and business models

Completed programme

with additional speakers

Salman Mahdi, Managing Director, Member of the PWM Executive Committee, Deutsche Bank (GB)

Dr. Urs Zulauf, General Counsel, Member of the Management Board, FINMA (CH)

Together with another 24 highly reputed speakers from Europe and overseas e.g. from:

2 Private Banking Summit

Private banking has not gotten easier – or more profitable – since this time last year. In fact, it is probably more challenging and laden with risk than ever before. The back-drop is a combination of: Ever-tougher regulatory and compliance obligations, which make it more time-consuming and burdensome to open new accounts and transact for clients; excessive cost-income ratios made worse by staff turnover amid stiff com-petition; and choppy markets, creating volatile and uncertain investment conditions. There are also some key game-changers which are shaking the foundations of and shaping the trends within the global private banking landscape. Among them are: The end of the glory days of investment banking; the resultant crackdown on remuneration across financial services; the criminalisation of certain non-compliant advice in relation to client funds; the intense scrutiny over the competency of individuals working in this industry; and the spotlight on more rigorous and objective performance measurement criteria. The future for any private bank which is not preparing itself and its staff accordingly is bleak. It is not possible to fight this evolution, so it must now be about really understanding what value means to a client today, and how to deliver it. And also being aware that these answers are changing constantly, and will continue to do so. This translates into: Delivering investment performance in a tangible, transparent and rational way Putting in place the most appropriate, relevant and tax-compliant structures Having a much more detailed awareness and understanding of regulation and its

impact, whether local or global in nature Understanding the role and value of technology as a way to support interactions

with clients and to enhance their experience Building networks and relationships onshore in domestic markets Re-indexing client and staff expectations Being able to advise the next generation Being more professional

Take the opportunity to learn first-hand from industry-leading experts and to discuss with them opinions, experiences, and projections. Be inspired to successfully position yourself and your organization in an ever more uncertain environment.We look forward to seeing you at the summit

Reshaping the industry

The new regulative and tax

environment

The strategies of the different financial

centers and banks

Different approaches and business

models

Changing role of skills of relationship

managers

Business and service models for

the future

Agenda for European Private Banking Summit 2012:

FATCA-QI for compliance officers and

relationship managers

MiFID II – Client benefits in focus of

your strategy

Understanding the cash flows of

terrorism

Setting up bespoke compliant

solutions – financial services offerings

in key markets

Agenda for Post-Conference Day: Compliance Management and Customer Relationship Management

Claudia GabrielEditor-in-Chief Schweizer Bank

Anja HekerSenior Conference Manager Euroforum Switzerland

Dr. Mario A. BassiConference Chairman

To get an impression of last

year’s summit in form of a

short movie look at:

11th European Private Banking Summit / Panelists, speakers and chairmen

For more detailed information about speakers, panelists and chairmen please visit www.private-banking-summit.com

3Private Banking Summit

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 (CH)

Victoria Dalmas, CEO, LawInContext Pte. Ltd. (CH)

Sinikka Demaré, Director, Ortec Finance (CH)

Sebastian Dovey, Managing Partner, Scorpio Partnership (GB)

Stephen Richards Evans, Head of Private Bank Europe, Middle East, Africa, Standard Chartered Private Bank (UAE)


Jean-Claude Favre, COO, Crédit Agricole Private Banking Services (CH)

Lyubomir Georgiev, Senior Associate, 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, Head of Education Wealth Management Europe, UBS (CH)

Fritz Kaiser, Co-Founder and Executive Chairman, Kaiser Partner Holding Anstalt (FL)

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 (GB)

Philip Marcovici, retired from the practice of law, provides business and related consulting services, Hongkong (HK)

Jeremy Marshall, CEO, Hoare & Cie. (GB)

Prof. Dr. Sita Mazumder, Professor of Banking and Finance, Institute for Financial Services (CH)

Dustin Milne, Head of Legal Compliance & Tax, Executive Director, Vontobel Swiss Wealth Advisor (CH)

Osmond Plummer, Managing Director Wealthcoaching.ch, (CH)

Tracey L. Reddings, CEO UK Private Wealth Management, J.P. Morgan Private Bank and Head of Private Banking Committee, British Bankers Association (BBA) (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, Zug (CH)

Tilmann F. Spohr, Managing Director, XVISORY Ltd. (CH)

Michael Stanhope, CEO, Hubbis (HK)

Markus Tanner PhD, Global Head of Education, Wealth Management, UBS (CH)

Rüdiger von Wedel, Senior General Manager Wealth Division and Member of the Executive Committee, National Bank of Abu Dhabi (UAE)

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/CAN)

Dr. Urs Zulauf, General Counsel, Member of the Management Board, FINMA (CH)

Dr. Stephan A. Zwahlen, Deputy CEO, Maerki Baumann & Co. Ltd.- Private Bank (CH)


9.30–10.00

Reception with coffee, tea and croissants Distribution of conference documentation

10.00-10.15

Welcome and introduction of the conference theme by the chairman

Dr. Mario A. Bassi, Head Asia, Solution Providers Singapore Pte.

Ltd. and Vice Chairman Swiss Business Association Singapore (SGP)

Reshaping the global wealth management business – strategies and visions

10.15-10.45

Wake-up: The realities of the HNW client revolution – strategies and visions of future wealth• What is so wonderful about global private banking?

(A review of the benchmark of industry results)• Life after Apple: Codifying the customer journey and

understanding the stages of purchase• The digital planet: How are we all going to get HNW

clients excited (a journey into the future wealth world)Sebastian Dovey, Managing Partner, Scorpio Partnership, (GB)

Private banking outside Europe – new strategies and business models

10.45-11.15

Keynote: The future of a dedicated international private bank on the global stage• Coping with fast growth• Taking a different view of the world since the new

regulations scenarios are in place• A new type of strategic mind

Stephen Richards Evans, Head of Private Bank Europe,

Middle East, Africa, Standard Chartered Private Bank (UAE)

11.15-11.45

The new big thing – private banking with Brazilian flavour – it is not just salsa, football and the beach – is there anything different from Brazilian banks?

João Albino Winkelmann, Head Director of

Bradesco Private Bank (BR)

11.45-12.00 Summary and discussion

12.00-13.30 Apéritif and Lunch sponsored by

Ortec Finance

Future Private Banking in Europe

13.30-14.00

Opportunities and challenges in European Private Banking• Challenging environment – rather revolutionary than

evolutionary• Client needs in today’s environment• New reality and outlook

Rolf Bögli, Managing Director, COO Private Banking,

Credit Suisse (CH)

14.00-14.30

European case study: Unlocking your client base by unleashing their smart phones• How Danske Bank is exploiting mobile platforms to

enhance the client experience• What do mobile banking platforms do better?• How do smart phones supplement the traditional private

banking model?• Tablet banking solutions – the next big thing?


14.30-15.00 Break with coffee and tea

Afternoon session: The new regulative and tax environment – status quo and next steps

15.00-15.40

Tuning up the corporate regulatory choir: Opinions on collective industry responses to global regulatory and political changes – how much regulation can the different models take?Power talk on the following topics:• The need for industry associations• The benefit of acting in concert to respond to

developments• Is there a place for a customer watchdog for wealth• Viewpoints on upcoming regulatory issues from a

strategic level – such as FATCA, MiFID etc.Participants:

Dr. Katja Gey, LL.M., Director, Office for International Financial

Affairs, Government of Liechtenstein (FL)

Philip Marcovici, retired from the practice of law, provides

business and related consulting services (HK)

Tracey Reddings, Head of the Private Banking Committee,

British Bankers Association (BBA) and CEO UK Private Wealth

Management, J.P. Morgan Private Bank (GB)

Dr. iur. Renate Schwob, Head oft he Financial Market Switzer-

land, Deputy CEO of the Swiss Bankers Association (SBA) (CH)

Dr. Urs Zulauf, General Counsel, Member of the Management

Board, FINMA (CH)

Monday, September 17th 2012


15.40-16.00

Goal based advisory – greater client satisfaction and compliance with the regulations • From asset only approach to goal driven advisory • How to meet suitability requirements whilst increasing

client satisfaction • Key components of suitability: Ability to take risk and

goals of the client Sinikka Demaré, CFA, Director, Ortec Finance (CH)

16.00-16.30

The big picture: Ideas on how you can paint one and how you can get your clients to appreciate• What is the role of research in the investment process:

Trigger or justifier?• Advisory versus discretionary business: Are there

different needs?• How can you differentiate yourself?• Key to success: Being right but for the right reason

Dr. Anja Hochberg, Managing Director, Head of Investment

Strategy, Asset Management Division, Credit Suisse (CH)

16.30-17.00

Closing speech: Change management – the example of Notenstein Privatbank• Successful project management• Challenges in Swiss Private Banking

Dr. Adrian Künzi, CEO, Notenstein Privatbank (CH)

17.00 End of the first conference day

18.30 Get together / Restaurant BAUR AU LAC

The Restaurant BAUR AU LAC located in the heart of Zurich is one of the city’s most famous locations. Enjoy a delightful view on the nearby lake of Zurich and get in touch with international key players of the Private Banking and Private Wealth Management scene.

"La Banque Suisse" is the magazine for banking professionals in the Swiss

Romandie. This monthly magazine offers as "Schweizer Bank" well also back-

ground information on current trends and industry highlights, innovative problem,

solving strategies for current challenges and elaborates on the strategies which leading players from the

financial industry have chosen to follow. "La Banque Suisse" informs its readers about the changes within

the financial industry in a competent and future oriented way. This banking and financial magazine is

intended to be an educational tool for the politically, economically and technologically highly exposed

financial industry specially for French readers.

"La Banque Suisse" and "Schweizer Bank": the new offer for up-and-coming managers and top leaders

at banks and asset management institutes at the level of coverage you require. Quality journalism from

one source with an unique facing for bankers anywhere in Switzerland.

Schweizer Bank The Swiss magazine for banking professionals offers background infor-

mation on current trends and industry highlights, innovative problem-solving strategies

for current challenges and elaborates on the strategies which leading players from the

financial industry have chosen to follow. "Schweizer Bank" informs its readers about the changes within

the financial industry in a competent and future-oriented way. The magazine is intended to be an educa-

tional tool for the politically, economically and technologically highly exposed financial industry.

La Banque Suisse

Foerrlibuckstrasse 70,

P.O. Box, CH-8021 Zurich

Contact: Christian Santa

Head of Advertising Sales

Phone: +41–43–444 58 71

E-Mail: [email protected]

Schweizer Bank

Foerrlibuckstrasse 70, CH-8021 Zurich

Contact: Christian Santa

Head of Advertising Sales

Phone: +41–43–444 58 71


Presented by


8.30-9.00 Reception with coffee, tea and croissants

9.00-9.15

Welcome and introduction by the chairmanDr. Mario A. Bassi

9.15-9.45

Embracing the new paradigm – Marketing opportunities in a regulated world• What does the new paradigm represent?• Where will opportunities be?• Can regulation be a virtue?• What insight can draw on?


9.45-10.15

Product Innovation and Customers’ behaviors• Impact on Customers’ behaviors of market volatility• Product Innovation: Transparency, simplicity, protection• Example of service model to answer clients’ needs

Andrea Lacalamita, Global Head of Products and Marketing,

UniCredit Private Banking (I)


International financial centers / financial institutions facing new challenges and threats

10.45-11.15

Key ingredients for a successful private bank of the future – who will survive and who will fail?• Why private banks are cheap and should be bought

at this time• Switzerland must emerge stronger from the crisis or

surrender to other centersRay Soudah, Founder and CEO, Millenium Associates, Zug (CH)

11.15-11.30

Will London become the premier center for Private Wealth Management after Switzerlands’ troubles?

Tracey L. Reddings, CEO, UK Private Wealth Management,

J.P. Morgan Private Bank, London (GB)

11.30-11.45

Wealth management opportunities from a gulf perspective – will the gulf gradually challenge • Switzerland and Singapore?• Differentiation of Gulf Private Banking• Onshore versus offshore• Cultural challenge

Rüdiger von Wedel, Senior General Manager Wealth Division

and Member of the Executive Committee, National Bank of

Abu Dhabi (UAE)

11.45-12.15

The future of corporate leadership – being on the right side of change to move industries• Facing up to the realities in the wealth management• Standing up for what you believe in• The opportunities for the industry• A guide to the requirements of leadership in wealth

management companiesFritz Kaiser, Co-Founder and Executive Chairman, Kaiser Partner

Holding Anstalt (FL), Member of the World Economic Forum (CH)

12.15-12.30 Summary and discussion

12.30-14.00 Apéritif and Lunch sponsored by iShares

14.00-14.30

Panel discussion: What is the point of good leader-ship in difficult markets? – current challenges and possible strategies for the future

Fritz Kaiser, Co-Founder and Executive Chairman,

Kaiser Partner Holding Anstalt (FL), Member of the

World Economic Forum (CH)

Salman Mahdi, Managing Director, Global Head of Key Clients,

Member of the PWM Executive Committee, Deutsche Bank,

London (GB)

Dr. Stephan A. Zwahlen, Deputy CEO,

Maerki Bauman & Co. Ltd. – Private Bank (CH)

14.30-15.00

“Small is beautiful” – why and how to grow your private bank• Why an independent and traditional approach is still

popular with HNWIs• The challenges to staying small and independent “Everything must change in order to stay the same” –

future plansJeremy Marshall, CEO, Hoare & Cie. (GB)

15.00-15.30

Private Banking Outsourcing Services – the model of Crédit Agricole• Origin and philosophy of the Credit Agricole Private

Banking Services outsourcing model• Sharing much more than costs and resources• A Private Banker as Business Process Outsourcing

provider, which benefits?• An international partner as a sound basis to sustain

your growth• Future of BPO in an increasingly complex regulatory

environmentJean-Claude Favre, COO, Crédit Agricole Private Banking

Services (CH)

Tuesday, September 18th 2012



Delivering the perfect client experience

16.00-16.30

The science of clients• The clients economics in private and wealth management• The key drivers of client experience in private banking• The role and design of the client advisory process• Ways to manage excellent client experience

Tilmann F. Spohr, Managing Director, XVISORY Ltd. (CH)

Changing role of skills of Relationship Managers – new tools and services in the era of Facebook, Twitter and iPad

16.30-17.00

Nature or Nurture: How corporate training enables sustainable results with client relationship managersDevelop your people – develop your business – how training contributes to the bottom line (CLE)• UBS Wealth Management Diploma and UBS Wealth

Management Master• Alignment of training offering with the business strategy• How training and learning accelerate business change• Adaptation of global standard training offering to local

circumstances (Example Europe)Markus Tanner, PhD, Global Head of Education Wealth

Management, UBS (CH)

Laura Huntley, MA, Head of Education Wealth Management

Europe, UBS (CH)

17.00-17.30

Delivering relationship manager education online – the success story of Hubbis• How to engage your staff, enhance the client experience

and make more revenue• How to deliver effective and robust training• Being compliant – and staying that way• Implementing learning – how to monetize training and

optimize sales performance• Retaining talent – a sustainable way to incentivise your

staff and keep them loyalMichael Stanhope, CEO, Hubbis (HK)

17.30-18.00

Strategic legal, tax and compliance knowledge necessary to support Relationship Manager success in client retention / new business generation• Leveraging know-how to guide clients to compliant,

holistic solutions that meet their needsVictoria Dalmas, CEO, LawInContext Pte. Ltd. (CH)

18.00 Summary and conclusion of the conference

Post-conference day:

Compliance Management and Customer Relationship Management – Current challenges and improved information sharing in the future

Compliance is becoming a significant burden on private banks wherever they are based. The compliance function is no longer limited to Anti-Money Laundering controls and avoidance of terrorist funding. As governments change in the developing world, networks fray and in-dividuals previously regarded as quality clients have their credentials called into question. How should a bank react? In the developed world there is greater focus on private individual tax compliance with a consequential focus on the role of offshore private banks in aiding individuals to evade taxation in their home country. The attacks on pri-vate banks are unprecedented in number and strength.

In an ever-more globalised world it is not possible for a bank simply to hide behind a jurisdictional fire wall and rely on the protection of an (often small) country or territory's legal system. The fate that befell Swiss based Wegelin Bank in early 2012 has changed the rules of offshore private banking for ever. With the US, UK and German governments already active in seeking personal information through varied means and the implications of FATCA far from certain, compliance and regulation now pose a significant threat to the traditional offshore private banking model.

This day will focus on the issues facing private banks in an increasingly globalised environment where legislation has the power to cross national boundaries. Talk to the leading edge practitioners in this constantly evolving field.

8.30-9.00

Reception with coffee and tea and croissantsDistribution of conference documentation

9.00-9.15

Welcome and introduction of the conference theme by the chairman:Compliance – where is the international regulation of money flows headed?

Osmond Plummer, Managing Director Wealthcoaching.ch,

Faculty Member of the European University in Geneva and Swiss

correspondent of wealthbriefing.com

Wednesday, September 19th 2012


Global compliance developments for financial institutions – Keeping abreast of the compliance trends and a focus on traps/tips in the business structuring context

9.15-10.00

FATCA-QI for compliance officers and relationship managers: an opportunity or nightmare?• Impact of FATCA generally on financial institutions

around the world• New proposed FATCA regulations (expected by

September 2012)• Analysis of draft foreign financial institution agreement

(anticipated release before September 2012)William M. Sharp Sr., Partner, Sharp Kemm P.A. (CH/USA)

10.00-10.45

MiFID II – Client benefits in focus of your strategyRational: MiFID II should not only be seen as a regulatory hurdle but also as a client benefit

Rolf Wietlisbach, Director FS Strategy & Operations,

PricewaterhouseCoopers (CH)

10.45-11.15

Break with coffee and tea

11.15-12.00

Compliance and Economics: Understanding the Cash Flows of Terrorism• Todays’ norms force financial institutions to

monitor cash-in, cash-thru, cash-out to fight financing of terrorism

• Understanding the phenomenon including costs and financial flows of terrorism will show that this approach will not raise global securityProf. Dr. Sita Mazumder, Professor of Banking and Finance,

Institute for Financial Services Zug (CH)

12.00-12.15 Discussion

12.15-13.15 Apéritif and Lunch

13.15 -13.45

Information Exchange, FATF, OECD: Understanding the gauntlet of developments and their impact on business modelsDiscussion of the impact on business models of the following: OECD standards and no-names basis requests, availability of beneficial ownership and identity definitional issues, confidentiality of information issues (authorities publishing, losing or sharing received data), FATF recom-mendations, FATCA inter-governmental arrangements, and EU automatic exchange approach

Lyubomir Georgiev, Senior Associate, Baker & McKenzie (CH)

Setting up bespoke compliant solutions – Financial services offerings in key markets

13.45-14.15

Swiss Private Banking Model for US persons: US securities law and tax laws• US regulatory registration requirements and exemptions

– from the perspective of a non-US financial institution• Important changes triggered by the Dodd-Frank

Act of 2010• Taxation of SU persons on worldwide income:

tax filing duties and enforcement obstaclesDustin Milne, Head of Legal and Compliance,

Vontobel Swiss Wealth Advisors (CH)

14.15-14.45

How to achieve regulatory compliance in Canada – the proactive approach of a Swiss based Asset Manager• Regulatory environment in Canada• Risks of non-compliancy with Canadian laws

and regulations• How to achieve compliance with Canadian

law and regulations• Q&A

Robin Züger, Managing Director,

Dynamic Tree Asset Management, (CH/Canada)

14.45-15.15 Discussion and summary

15.15 End of post conference day

Wednesday, September 19th 2012

Quotes from past delegates"The best conference of its kind!" Walter H. Ramboussek, Scorpio Partnership Ltd.

"High profiled speakers and participants, the themes are very accurate and very relevant, interesting insights." Grgic Ljubica, Detecon Schweiz AG

"One of the best conferences about Private Banking." Ian Woodhouse, PricewaterhouseCoopers

"Very useful event for professionals." Sakari Tuomainen, Nordea Bank Finland Plc.

Ian Woodhouse, PricewaterhouseCoopers


Ian Woodhouse, PricewaterhouseCoopers



Impressions from last years’ European Private Banking Summit

For further information please contact +41–43–444 78 73

Anja Heker Senior Conference ManagerEmail: [email protected]

Friederike Hintze Senior Conference Coordinator Phone: +41–43–444 78 73 Email: [email protected]

Sponsoring and exhibition

The conference will give you an opportunity to present your company, products and services to an exclusive gathering of clients. For further information please contact:

Frank Schirmer, Manager Sponsoring & ExhibitionsPhone: +41–43–444 78 60Email: [email protected]

From Private Banks and Wealth/Asset Management Companies: Chairmen, Chief Executive Officers, Managing Partners, Chief Investment Officers

Plus: Heads of Business Development, Heads of Marketing,Heads of Client Relationship Management, RelationshipManagers, Investment Managers, Wealth Advisors, Independent Financial Advisors

Who should attend this conference?

Generating fresh sources of income is the key success factor in private banking. Participate in the discussions of major players of the Swiss and the international private banking scene. Get hands-on, practically-oriented infor-mation and discuss new opportunities for growth with top management executives. Make use of an extensive networking platform to gather information and inspiration that will benefit your own business.

Reasons why you do not want to miss this conference

Austria Azerbajjan Belgium Brazil Canada China Cyprus Denmark Estonia France Germany Great Britain Greece

HungaryIrelandItalyKuwaitLiechtensteinLuxemburgMaltaMonacoNetherlandsPolandRussiaSwitzerlandTurkey

In the last years the summit was attended by delegates from various countries:


Lunch-Sponsor 17th September 2012

Ortec Finance is a global provider of technology and advisory services

for risk and return management, combining quantitative skills, business

awareness, and extensive practical know-how for delivering innovative

and practical solutions.

Our focus is on improving investors’ decision making and monitoring

these decisions for institutional and private investors. Ortec Finance

designs, builds and applies solutions for asset liability management,

performance measurement and attribution, risk management and

financial planning. We maintain our leading-edge innovation through

our strong ties with practioners, regulators and the academic

communities.

Ortec Finance AG

Poststrasse 4

CH - 8808 Pfäffikon SZ

Switzerland

www.ortec-finance.ch

Contact: Raymond Hamersma

Managing Director

Phone: +41-55-410 38 38


Sponsorship

Lunch-Sponsor 18th September 2012

iShares is the leading force in Exchange Traded Funds (ETFs). As per

end of March 2012, iShares had registered more than 500 ETFs in

various countries, representing assets under management of $671.7bn.

Globally, 39.3% of all assets held via an ETF vehicle are invested in

iShares ETFs. iShares is backed by the resources of BlackRock, the

world´s largest fund manager. Blackrock has developed the first index

investing strategy some thirty years ago.

In Switzerland and in Europe, iShares offers a broad range of funds

providing exposure to a wide range of asset classes and markets, from

broad-based equity and bond funds, through to more specialist areas

such as alternative assets and emerging markets.

iShares / BlackRock Asset Management

Schweiz AG

Claridenstrasse 25

P.O. Box 2118

CH-8022 Zurich

Phone: 0800–33 66 88


www.iShares.ch


Working together with Private Banks

American Express International Currency Cards are a leading issuer of

Currency Cards available in US$, € or £. Supporting global high net

worth individuals with premium charge cards, we are engaged with

over 500 Private and Retail Banks in 200 countries globally.

To find out more about our products and how we could work together

visit www.americanexpress.com/eurodollar

Profidata Group is a Swiss provider of investment- and wealth-

management software. Over 70 Investment Advisors, Portfolio

and Asset Managers, Family Offices, Institutional Investors, Fund

Administrators, Custodians and Hedge Funds in six countries rely on

the software products e-AMIS and XENTIS. Founded in 1985, the

company's headquarters and development centre are located in Urdorf/

Zürich. Services are provided to the international clientele out of

Switzerland and the offices in Frankfurt, Saarbrucken, Luxembourg

and London.

Swisscard is the only company in Switzerland offering the three leading

credit card brands – American Express, MasterCard and Visa – available

in CHF, € and US$ from a single source. Swisscard offers both Private

Banks and their discerning clients a wide range of attractive premium

products, including the Centurion Card from American Express, the

world’s most exclusive credit card. Our premium products are tailored

to the needs of your most demanding clients.

American Express Services Europe Limited

International Currency Cards

76 Buckingham Palace Road

London SW1W 9AX

United Kingdom

www.americanexpress.com/eurodollar

Profidata AG

In der Luberzen 40, CH-8902 Urdorf

Email: [email protected]

www.profidatagroup.com

Contact: Roland Walter,

Sales Management

Phone: +41–44 736 47 47

Fax: +41–44 736 47 07


Swisscard AECS AG

Neugasse 18 Postfach

CH-8810 Horgen

web: www.premiumcards.ch

Contact: Thomas P. Reitz

Relationship Manager Private Banks

phone: +41–44–659 68 49

fax: +41–44–659 68 80

e-mail: [email protected]

Exhibitor and Basic Sponsorship

Exhibitor

Assentis Technologies offers innovative customer communication

management for private banks including solutions for the acquisition

of new clients, fact sheets, on-boarding, customer reporting and

control documents. Our solutions enable private banks to efficiently

and consistently support their customers to communicate through

different channels such as paper, email or the web.

Assentis Technologies is used globally by more than 130 banks.

Assentis Technologies AG

Blegistrasse 1, 6343 Rotkreuz, Switzerland

www.assentis.com

Contact: Adrian Birrer

Business Development Manager

Phone: +41–41–790 9192

Fax: +41–41–790 9193


Basic Sponsorship

Fax registration: +41–43–444 78 79 | 11th European Private Banking Summit / Compliance Management and Customer Relationship Management

How to registerfax: +41–43–444 78 79 e-mail: [email protected]: www.private-banking-summit.compostal: EUROFORUM Schweiz AG P.O. Box/Foerrlibuckstrasse 70, CH-8021 Zurich

Address changes phone: +41–43–444 78 70, fax: +41–43–444 78 80e-mail: [email protected]

Questions /ContactAnja Heker (Senior Conference Manager)Friederike Hintze (Senior Conference Coordinator), phone +41–43–444 78 73e-mail: [email protected]

Date and PlaceSeptember 17th to 19th 2012Gottlieb Duttweiler InstituteLanghaldenstrasse 21, CH-8803 Rüschlikon/Zurich

Hotel AccommodationHotel BelvoirSäumerstrasse 37, CH-8803 Rüschlikonphone: +41-44–723 83 83, internet: www.hotel-belvoir.ch

A limited number of rooms is available at the Hotel Belvoir. Please contact the hotel directly to make your reservation, stating that you will attend the "PRIVATE BANKING SUMMIT".

Conditions of Par ticipationThe conference fee per person is payable upon receipt of the invoice. This fee includes conference documentation, lunches and tea/coffee. You will be sent a confirmation slip and invoice upon receipt of your registration. Registrations can be cancelled (in writing) without penalty up to 14 days before the event. For cancellation after this date half 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 program of events if necessary.

Payment by credit card is of course possible!Just register and you will receive a link with all relevant reservation data. Use the link and make your credit card payment in an easy and secure way.

Conception and OrganisationEUROFORUM Switzerland facilitates the exchange of high-value business information, content and networking opportunities

amongst decision makers in various industries, governmental organisations and aca-demic institutions by providing dedicated platforms, such as premium conferences and seminars.

company:

contact:

address:

phone.: fax:

number of employees

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

invoice to (name):

department:

address:

date, signature:

name-2:

position:

department:

e-mail:

name-1:

position:

department:

e-mail:

Fax to the attn. Friederike Hintze: +41–43–444 78 79

Yes, I wish to participate in the "European Private Banking Summit" and in the post-conference day [P5100632M013]"Compliance and Customer Relationship Management" from 17th to 19th September 2012. CHF 3'950 p.p. (approx. EUR 3'250) plus VAT

Yes, I wish to participate in the "European Private Banking Summit" from 17th to 18th September 2012. CHF 2'950 p.p. (approx. EUR 2'450) plus VAT [P5100632M012]

Yes, I wish to participate in the post-conference day "Compliance and Customer Relationship Management" on 19th September 2012. [P5100632M300]CHF 1'950 p.p. (approx. EUR 1'600) plus VAT

I am interested in exhibition and sponsoring opportunities.

Please amend my address as shown. (Should you wish to change your address by telephone, please call +41–43–444 78 70)

www.private-banking-summit.com

european private banking summit 2012

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