WHAT IS PRIVATEBANKER?

When? 23 March 2016

Where? European Convention Center Luxembourg

› 2 panels
› 6 workshops
› 16 speakers
› 350 visitors in 2015

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

GUEST SPEAKERS

PROGRAMME

  • 9:00
    (30′) Welcome & Registration
  • 9:30
    (15′) Opening Words

    Serge Krancenblum, President of LAFO ( Luxembourg Association of Family Offices)

  • 9:45
    (35') Panel Discussion - The effect of disruptive technology on Wealth Management

    Is the disruption on wealth management a threat or an opportunity? New technologies -including robots advisors -and solutions are allowing the client to be more autonomous in managing their own wealth. Where does the private banker stand at the dawn of such evolutions?

    Participants:

    Joshua Franklin, Correspondent, Reuters
    Claude Hirtzig, ‎Senior Vice President, Head of Private Banking, BCEE
    Marc Debois, Head of New Markets, ING Luxembourg Private Banking
    Grzegorz Prosowicz, Head of Product Management Capital Markets, Comarch AG
    Mourtaza Asad-Syed, co-founder & CEO, Yomoni

  • 10:20
    One Minute to Convince
  • 10:30
    (30') Coffee Break
  • 11:00
    Workshop Session (30′ each)

    Roche-Brune Asset Management,

    Roche-Brune Capital Brain : seeking attractive companies in an innovation-driven economy, Stéphane Fraenkel, Head of Asset Management International Equity Fund Manager. Rolando Grandi, International Equity Deputy Fund Manager

     

    Credit Suisse Asset Management,

     Credit Suisse (Lux) Global Security Equity Fund –Security and safety related aspects for a cleaner, safer and healthier world are an integral part of our daily lives” Denis Schmidli, Director Thematic Equity Specialist. 

     

    Objectway 

    Experience-Driven Digital Engagement : a real business differentiator. Peter Schramme, Chief Business Development Officer.

  • 11:30
    Workshop Session (30′ each)

    BNP Investment Partners

    GURU, back to basics of equity investment, Charles-Edouard Garnier, Head of Cross-Asset Private Banking Sales.

     

    Dorsum

     Advisors of the future: human or robot ? Hybrid advisory models in wealth management. Renata Stein, Business Development Consultant.

  • 12:00
    Panel discussion - The Strive for Transparency

    How will companies adapt to the ever changing climate since the abolition of banking secrecy? In the effort for more transparency whilst maintaining client privacy and the urgency for data protection, what business need to be put in place to better answer to the client’s requirements

     

    Participants:

    Baldwin Berges, Founder, BD-Insider
    Steen Foldberg, CEO, Julius Baer
    Ajang Rezayati, Private Banker, Raiffeisenbank (Austria)
    Manlio Unfer, Group Head of Private Banking, Banque Havilland

  • 12:30
    Lunch

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