2012 Program

08h15 Welcome coffee and registration
08h45 Morning Opening words Frédéric Kemp, Managing Director Benelux, Avaloq Luxembourg Sarl
08h50 Panel 1 Luxembourg and the global wealth management competition
  • Moderator: Etienne Hirsch, Directeur Associé, Ernst & Young
  • Claude Marx, Executive Director, Lombard International Assurance S.A.
  • Cédric Roland-Gosselin, General Manager, Petercam Banque Privée
  • André Lecoq, Head of Private Banking, Banque Internationale à Luxembourg
  • Claudio Bacceli, Managing Director, Head of Private Banking, Société Générale Bank & Trust
09h40 Masterclass Session: Round 1
  • Life insurance : Combining innovation and tax mitigation with compliance
    Olivier Martinez, Head of Business Development, La Mondiale Europartner SA
  • Cross-border banking manuals : the indispensable tool for relationship managers
    Stanislas Chambourdon, Partner Financial Services and Said Qaceme, Senior Manager Financial Services, KPMG
  • The evolving needs of private clients: outlook, challenges and opportunities
    Frédéric Kemp, Managing Director Benelux, Avaloq Luxembourg Sarl
10h20 Coffee Break
10h35 Masterclass Session: Round 2
  • HR initiatives to face with international strategic changes
    Pascal Meier, Managing Partner, Edouard Franklin S.A.
    Mireille Chenot, Director, HR department, UBS
    Gilles Ossona de Mendez, HR Director, ABN AMRO
  • Développer son activité dans les secteurs financiers tout en garantissant la qualité du prospect ou client à l'international
    Thomas Ormond, Director, Sqope S.A.
  • Tax transparency versus withholding tax: a duel that private bankers are increasingly drawn into
    Christian Daws, Executive Director, Financial Services Tax practice, Ernst & Young
11h30 Panel 2 The key levers for growth in a tax transparent Private Banking market
  • Moderator: Olivier Marechal, Partner Advisory & Consulting, Deloitte
  • Fabrice Sauvignon, CEO, La mondiale Europartner
  • Nicolas Wyss, Managing Director and COO of Wealth Management,UBS Luxembourg SA
  • Henrik Nettemann, Managing Director,Head of Private Wealth Management Central Europe, Deutsche Bank Luxembourg S.A.
  • Eric Polge, Directeur de Banque Privée, Crédit Agricole Luxembourg
12h15 Lunch
13h45 Afternoon opening words Nicolas Wyss, Managing Director and COO of Wealth Management, UBS Luxembourg SA
13h50 Panel 3 What are the successful business models for a private bank in Luxembourg ?
  • Moderator: Alain Picquet, Head of Advisory and Deputy Managing Partner, KPMG
  • Peter Aelbers, Country Manager, ABN Amro
  • Paul Waringo, Directeur Adjoint, Banque et Caisse d'Epargne de l'Etat
  • Jhon Mortensen, Managing Director, Nordea Bank
14h40 Masterclass Session: Round 3
  • Structured Products: how transparency leads to improved performance
    Cyril Alvarez-Pereyre, Head of Institutional Sales, TFS Structured Products
  • Customer segmentation: how new approaches can help private bankers increase their share of wallet
    Sebastien Allard, Senior Managing Consultant, IBM Global Business Consulting
  • What challenges do banks face in today's world when it comes to serving professional experts and their HNW clients
    Albert PENNACCHIO, Head of Corporate & Investment Advisory, Banque Internationale à Luxembourg
15h30 Masterclass Session: Round 4
  • Family office: an important building block of the wealth management service offering
    Pascal Rapallino, Tax Partner, Deloitte
  • Best practices - Risk profiling and Goal Based Asset Allocation for individuals
    Drs. R.A.M. Janssen MFP, Managing Director Private Wealth Management, Ortec Finance
  • Allocation in volatile times - Assets, factors, equal contribution to risk, and yes: there is life after fundamental value!
    Manuel Wildhaber - Strategist, Global Investment Solutions, UBS Global Asset Management
16h10 Coffee break
16h25 Panel 4 New Private Banking markets : threats and opportunities
  • Moderator :Serge Krancenblum, CEO, SGG
  • Thomas Ormond, Director, Sqope S.A.
  • Steen Foldberg, Managing Director, Country Executive, Merrill Lynch Wealth Management
  • Yves Stein, Président du Comité de Direction, UBP Luxembourg SA
  • Pascal Meier, Managing Partner, Edouard Franklin S.A.
17h00 Networking Cocktail