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6Th PRIVATE BANKING SUMMIT PROFITABILITY and GROWTH

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6th PRIVATE BANKING SUMMIT PROFITABILITY AND GROWTH 4th and 5th September 2007 | Kongresshaus, Zurich 6th September 2007 | Kongresshaus, Zurich KEYNOTE SPEAKERS POST-CONFERENCE DAY PIERRE DE WECK CHRIS M. MEARES Member of the Group CEO Group Private Banking, Executive Committee, HSBC Private Bank (UK) Ltd, FAMILY OFFICE Deutsche Bank AG, London London SPEAKERS JOHN A. FRASER ROBERT PARKER JEREMY ARNOLD Chairman and CEO UBS Vice Chairman Asset Barclays PLC, London Global Asset Management, Management, SEBASTIAN DOVEY London Credit Suisse, London Scorpio Partnership Ltd, London LUDWIG FORREST King Baudouin Foundation, Brussels PANELISTS AND SPEAKERS MARTYN GOWAR ANDREAS BRODTMANN SARAH OWEN-JONES Lawrence Graham LLP, London Partner, Berenberg Bank, Chief Risk Officer Coutts PETER LEACH Hamburg International, Coutts Bank von BDO Stoy Hayward LLP, London Ernst Ltd, Zurich PENNY LOVELL Fleming Family & Partners, London ANTHONY DECHELLIS DR. SAVERIO PERISSINOTTO MICHAEL MASLINSKI Head of Private Banking Deputy CEO Group Private Maslinski & Co Ltd, London Americas, Credit Suisse, Banking, Banca Intesa RICHARD WYATT-HAINES New York Sanpaolo, Milan University of Exeter, Exeter OLIVIER ZUCKER DR. EUGEN HALTINER SERGE ROBIN Barclays PLC, London Chairman, Swiss Federal CEO and General Manager, Banking Commission, Merrill Lynch Bank CHAIRMAN Berne (Suisse) S.A., Geneva NICHOLAS DALE HSBC Guyerzeller Bank Ltd, Zurich Banco Santander (Suisse) S.A., Geneva CHAIRMEN Bank Frey & Co. AG, Zurich PROF. TEODORO D. COCCA Bank Julius Baer & Co. Ltd., Zurich Johannes Kepler University of Linz Bank Sarasin & Cie AG, Basel PROF. BERNARD DUMAS Knowledge partner Barclays Wealth, London University of Lausanne of the post-conference day BNP Paribas (Suisse) SA, Geneva EFG International, Zurich MODERATOR Horizon21, Pfaeffikon EDWARD TAYLOR McKinsey & Company, Inc. Switzerland, The Wall Street Journal Europe FOR MORE INFORMATION VISIT Zurich WWW.PRIVATE-BANKING-SUMMIT.COM MilleniumAssociates AG, Zug OR CALL +41–44–288 94 53 Media partners Introduction 2 PROFITABILITY AND GROWTH Panelists, speakers and chair Growth rates in the private banking industry have indeed benefited from Gerard Aquilina, Managing Director very favourable financial markets. But it would nonetheless be a mistake to view and Head of Barclays International the industry through rose coloured glasses: the business is becoming ever-more Private Bank at Barclays Wealth, demanding. Complexity is increasing extremely fast at many different levels and Barclays PLC, London rapid, ongoing internationalisation is a must for many players. Increasingly sophisticated clients demand investment performance, they want transparency Jeremy Arnold, Managing Director and professional, comprehensive service. Competition for the sought-after clien- and Head of Wealth Advisory at tele in the High and Ultra High Net Worth segment(s) (HNW and UHNW) is fierce Barclays Wealth, Barclays PLC, London in every part of the world. Markets develop fast, and occasionally even wildly, in the high-growth areas – the new markets in Eastern Europe, Asia and Latin America – while in the established markets every single business move seems to Javier Arús, Managing Director, be dominated by an increasing amount of regulation, which drives up costs. Banco Santander (Suisse) S.A., Geneva Where is growth to be found and how are new market opportunities to be seized, especially abroad? Which strategies will help in taking on the future challenges? Does a private bank really have to be big and act worldwide to Gregor Bienz, CEO, survive in the long run? What about small and beautiful? Which niches for smaller Bank Frey & Co. AG, Zurich players are promising and how can they be exploited profitably? Take advantage of an unparalleled chance to learn about these new opportunities. Andreas Brodtmann, Partner and Member of the Executive Board, We look forward to welcoming you to our Private Banking Summit 2007. Berenberg Bank, Hamburg Prof. Teodoro D. Cocca, Chair for Wealth and Asset Management, Johannes Kepler University of Linz Claudia Gabriel François Schaller Editor-in-Chief, Schweizer Bank Editor-in-Chief, Private Banking Boris F.J. Collardi, Chief Operating Officer Private Banking, Bank Julius Baer & Co. Ltd., Zurich Agenda PRIVATE BANKING SUMMIT 2007 Nicholas Dale, Member of the Measures to ensure sustainable growth Enlarged Executive Committee, The future of private banking: the bigger the better? HSBC Guyerzeller Bank Ltd, Zurich New niche market strategies Near-banks: fierce new competitors servicing UHNWI Onshore private banking in the Americas and in Asia Anthony DeChellis, Head of Private Strategic issues in global asset management Banking Americas, Credit Suisse, The value of a private bank – strategic considerations and pitfalls New York Agenda post-conference day FAMILY OFFICE What clients really want and what providers offer The 21st century adviser – a fresh perspective Safeguarding the hopes and resolving the fears of the ultra wealthy Special guest speaker: Ludwig Forrest, King Baudouin Foundation www.private-banking-summit.com Panelists, speakers and chair 3 Pierre de Weck, Member of the Group Fidelis M. Goetz, Head of Division Robert Parker, Vice Chairman Asset Executive Committee, Deutsche Bank AG International and Member of Group Management, Credit Suisse, London and Global Head of Private Wealth Executive Committee, Bank Sarasin Management & Cie AG, Basel Sebastian Dovey, Founding Director Martyn Gowar, Consultant Tax & Dr. Saverio Perissinotto, Deputy CEO and Managing Partner, Scorpio Private Capital, Lawrence Graham LLP, Group Private Banking, Banca Intesa Partnership Ltd, London London Sanpaolo, Milan Prof. Bernard Dumas, Swiss Finance Dr. Eugen Haltiner, Chairman, Serge Robin, CEO and General Institute, University of Lausanne Swiss Federal Banking Commission, Manager, Merrill Lynch Bank (Suisse) Berne S.A., Geneva Patrick du Saint, Head of Private Peter Leach, Partner, Ray Soudah, Founder and CEO, Banking, BNP Paribas (Suisse) SA, BDO Stoy Hayward LLP, London MilleniumAssociates AG, Zug Geneva Eftychia (La) Fischer, Member Penny Lovell, Group Head of Business Edward Taylor, Journalist Banking, of the Executive Committee, Development, Fleming Family & Partners, The Wall Street Journal Europe, EFG International, Zurich London Frankfurt am Main Ludwig Forrest, Project Manager, Michael Maslinski, Director, Maslinski Dr. Felix Wenger, Partner, King Baudouin Foundation, Brussels & Co Ltd, London McKinsey & Company, Inc. Switzerland, Zurich John A. Fraser, Chairman and CEO Chris M. Meares, CEO Group Private Richard Wyatt-Haines, Chartered UBS Global Asset Management and Banking, HSBC Private Bank (UK) Ltd, Marketer and Leadership Fellow Member of the UBS Group Executive London of the University of Exeter Board, London Matthias Frisch, Chief Executive Sarah Owen-Jones, Chief Risk Officer Olivier Zucker, Director, Private Bank Officer, Horizon21 Wealth Coutts International, Coutts Bank von at Barclays Wealth, Barclays PLC, Management, Pfaeffikon Ernst Ltd, Zurich London For more detailed information about speakers, panelists and chairmen please visit www.private-banking-summit.com For more information call +41–44–288 94 53 Programme 4 Tuesday, 4th September 2007 8.30 THE FUTURE OF PRIVATE BANKING Reception with coffee, tea and croissants Distribution of conference documentation 11.00 Keynote Speech 9.00 The future of global private banking – measures to Chairman’s introduction and overview ensure sustainable growth Prof. Teodoro D. Cocca, Chair for Wealth and Asset Organic build vs. acquisitions Management, Johannes Kepler University of Linz Onshore and offshore strategies Expanding the product offering Pierre de Weck, Member of the Group Executive Committee, INTERNATIONAL COMPETITIVENESS Deutsche Bank AG and Global Head of Private Wealth Management 9.15 The state of the private banking industry 11.30 Overview of market developments Podium discussion Industry leadership The future of private banking – the bigger the Competition leadership better? Prof. Teodoro D. Cocca, Chair for Wealth and Asset Moderator: Management, Johannes Kepler University of Linzz Edward Taylor, Journalist Banking, The Wall Street Journal Europe, Frankfurt am Main Participants: REGULATORY TRENDS Javier Arús, Managing Director, Banco Santander (Suisse) S.A., Geneva 9.45 Boris F.J. Collardi, Chief Operating Officer Private Banking, International regulatory trends in private banking Bank Julius Baer & Co. Ltd., Zurich Dr. Eugen Haltiner, Chairman, Swiss Federal Banking Dr. Pierre de Weck, Member of the Group Executive Committee, Commission, Berne Deutsche Bank, London Sarah Owen-Jones, Chief Risk Officer Coutts International, 10.15 Coutts Bank von Ernst Ltd, Zurich Questions/discussion Serge Robin, CEO and General Manager, Merrill Lynch Bank (Suisse) S.A., Geneva 10.30 Coffee break 12.15 Questions/discussion 12.30 Lunch ERI Bancaire SA cordially invites you to the lunch. For more information call +41–44–288 94 53 Programme 5 Tuesday, 4th September 2007 CONQUERING (NEW) MARKETS 16.15 The strategic role of Asia for Swiss private banks and 14.00 possible lessons for China Hungry for (new) markets – BNP Paribas Product pushing vs. Swiss private banking Why is growth compulsory for PB business? Opportunities for niche players Which (and where) are our geographical competitive What role can Bank Sarasin play in Asia? strengths? Wealth management industry in China – impact for What types of approaches can we choose in different Swiss banks markets?
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