WHAT IS PRIVATEBANKER?
When? April 2nd, 2019
Where? To be confirmed
› 1 round table
› 4 keynote sponsors
› 250 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 eigth 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.)
For the 2018 edition the theme focused on Augmented Private Banker including topics around:
– What are the new challenges private bankers have to cope with ?
– How to better follow up on client’s wealth management with new technologic tools ?
– New business models linked to client relationship ( impact of MIFID II, GDPR, digitalisation, chatbot, automation)
– Will private bankers succeed in convincing new generations by adapting their services?
Welcome words & Master of Ceremony
Jonathan Prince, Co-Founder, Finologee
Private Banking - How to protect the core business?
by Jurgen Vanhoenacker, Executive Director, Lombard International Assurance S.A.
Structural trends are more important than economic cycles
by Emmanuel Piechowski, Business Development Manager – Benelux, ETHENEA Independent Investors S.A.
by Stéphane Furet, CEO, Dorval Asset Management in collaboration with François-Xavier Chauchat, Economist & Member of the Investment Comittee, Dorval Asset Management
Optimize your wealth management thanks to new technologic tools
by Romain Bignon, CEO, Budget Insight
Robo-Advisors in Luxembourg : The next generation of Portfolio Management is Alive and Well
by Thibault de Barsy, CEO, Keytrade Bank
Moderator: Jonathan Prince, Co-Founder, Finologee
– Steve Krieger, Head of Strategy & Group Projects, Pictet Group
– Wim Dieryck, CCO, OneLife
– Wouter Gesquiere, CFA, Head of Private Banking Clients, ING Luxembourg
Introducing HighWave Capital
a Robo-Advisor that uses Behavioural Finance principles to enhance performance of both the end-investor’s risk assessment and asset allocation by David Furcajg, President & Co-founder, Behavioral Finance specialist – HighWave Capital
The voice of the Market… and what does it whisper
by Peter Schramme, Chief Business Development Officer, Objectway
Which new or disruptive concepts and approaches are looming on the horizon? Some may become mainstream as most of them have the potential to change the competitive battlefield in the Wealth & Investment Management market. This session provides some “food for thought” to ponder about potential future levers of differentiation and for Objectway as a high-level canvas for future roadmap considerations.