WHAT IS PRIVATEBANKER?

When? April 25th, 2019

Where? Hotel Le Royal

› 1 round table
› 4 keynote sponsors
› 200 registrants in 2018

The N°1 event for private banking professionals since 2010 in Luxembourg.

200 key decision makers from within the financial sector are expected for the nineth edition. Over 75% of the target audience is made up of people working in luxembourgish institutions: private bankers, wealth managers, directors of family offices, life insurers, asset managers, high-level decision-makers from related professions (corporate trusts, law firms, consultancy organisations, etc.)

 

This year’s topic is “From private banks to wealth management firms: beyond investments

– The need for private bankers to adapt their business model because of increased transparency pressure, well informed clients asking for more high-level & multi-field advice and introduction of low-cost digital offerings having forced fees downwards.
– Rethink the value proposition and attract more clients
– Be more customer-centric and use effective emerging technologies

GUEST SPEAKERS

PROGRAMME

  • 9:00
    Opening doors
  • 9:15
    Welcome words

    Najat Skeate, President Luxembourg Association Wealth Managers (LAWM)

  • 9:25
    Rethink the value proposition

    Erika Bourguet, Director, Strategy Regulatory & Corporate Finance, Deloitte
    Pascal Martino, Partner, Banking Leader & Digital co-Leader, Deloitte

  • 9:40
    The need for private bankers to enlarge their scope

    Roger Hartmann, Group Strategy Leader, Fuchs & Associés Finance 

  • 10:10
    Turning the challenge of increasing regulation and costs of compliance into an opportunity

    by Jonathan Prince, Co-Founder, Finologee

  • 10:25
    Round table
    • Hans-Peter Borgh, Head of Wealth and Investment Management, Member of the Management Board of Banque Internationale à Luxembourg SA.
    • Luca Tomasi, Group Head of Private banking, Banque Havilland 
    • Alexandre CEGARRA, CEO de Société Générale Private Wealth Management
    • Linda Wade, CEO and co-founder, Spinview
    • Douwe Miedema, Editor-in-Chief, Luxembourg Times (moderator)
  • 10:55
    Coffee Break
  • 11:05
    Private Banking is dead… Welcome to the Wealth CX era

    Julien Hugo, Country Manager, Prodware Luxembourg

  • 11:30
    Due Diligence in Fine Art Transactions

    Ty Murphy, Family Office Magazine

  • 12:00
    Networking Lunch

    Linda Wade, CEO, Spinview

SPONSORS & PARTNERS