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25th Private Banker International Global Wealth Summit and Awards 2015

Venue The Fullerton Hotel Singapore

Date 16 October 2015

The Race for Private Banking Scale

Many banks below US$20 billion or even US$50 billion of client assets will increasingly struggle to perform. Scale is now the imperative in private banking, at home and abroad – and it is the theme throughout this year’s PBI Global Wealth Summit.

The 25th Private Banker International Global Wealth Summit and Awards brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. The informative and inspiring keynote sessions and informal conversations provide a setting for you to join other high-profile event guests and industry experts in engaging conversations, covering strategies, business practices and partnerships to meet the challenges of a changing private banking landscape.

Celebrating its 25th anniversary, The PBI Global Wealth Summit is the longest continuously-running global summit in the wealth management and private banking sector, bringing together the most senior private banking leaders and experts to discuss key industry trends and topics in the private banking and wealth management business.

The combined Summit and Awards dinner provides the opportunity for you to network with other like-minded professionals, met potential new business partners and hone your own institution’s strategy and competitive positioning.

To request a copy of the agenda, click here.

About the PBI Wealth Awards

These tributes to the best-of-breed players aim, above all, to be fair and objective benchmarks for the global private banking and wealth management business. The awards have been created to identify industry leaders and those individuals and organisations that are setting new standards. Crucially, they will identify the best practice institutions – those that have done the most in the past year to advance and strengthen wealth management as an industry.

The judging criteria include the ability of institutions to demonstrate a clear and unique strategy to grow their business, regionally or globally; banks that have made the most investment in people and systems to develop their business; banks showing the most innovation in products/services; banks with demonstrably superior client services; and institutions that have strengthened and extended the global reach of their brands.

From the nominations, three institutions or individuals will be short-listed for each award. The final selection will be made by PBI’s judging panel, comprising independent specialists in wealth management and our editorial staff.

Contact Phillip Baker at +65 6411 2189 or email for further information.

About Private Banker International

Private Banker International (PBI) is the leading journal for the global wealth industry. Launched in 1987, it is the longest established international wealth industry title and has won a reputation as a cutting-edge working tool for private bankers, relationship managers and other industry professionals.

About Timetric

The 25th Private Banker International Global Wealth Summit and Awards is organised by Timetric – an independent provider of online data, analysis and advisory services on key growth economies and sectors. We provide integrated information services covering risk assessments, forecasts, industry analysis, and market intelligence.

A unique global brand, Timetric is renowned for innovative, independent thinking in financial services and professional services markets. We offer over 25 years’ experience in the provision of authoritative, valued-added information, research and analysis, news services, research reports, conferences and other events.

The Fullerton Hotel Singapore
16th October 2015

Topics Include:
Changing Business Models for Growth, Competitiveness, and Sustainability
Digital Private Banking
Wealth Creation and the Rise of Self-Made Millionaires
Preparing a Gourmet Investment Menu for the Sophisticated High-Net-Worth
Serving the Ultra-Rich Client – Will the Family Office Really Penetrate Asia?
PLUS! Three Future Vision Sessions featuring Global Heads of Private Banking

Who Should Attend?
Attendees from all areas of private banking and wealth management find value from high level interactive discussions, allowing them to assess the vision of industry leaders. The agenda is designed for CEO’s, C-Suite, Senior VP’s, Managing Directors, Directors, Relationship Managers, Investment Managers, Portfolio Managers, Product Managers, Fund Selectors, and Operational Leaders from Private Banking, Priority Banking and Wealth Management Institutions.

What Will You Benefit From?
Attending the 25th PBI Global Wealth Summit will provide you with:

  • Insight on the wealth management landscape directly from the masters of the game
  • Close interaction with the most eminent among your industry peers and stay abreast with current trends and opportunities
  • Critical acumen in client and service strategy to drive your institution to the next level
  • Unrivalled opportunity to network with leaders and industry shapers

For more than 25 years, Private Banker International has been the premier source of news and analysis for the global wealth management community. We provide you with the most comprehensive, timely and relevant news, analysis and data to inform your strategic decision

To request for the agenda and attendance details, please email

The Fullerton Hotel Singapore

The Fullerton Hotel Singapore
1 Fullerton Square, Singapore 049178

Strategically located in the heart of the financial and arts districts along the charming Singapore River and Marina Bay, The Fullerton Hotel Singapore successfully blends its illustrious heritage with contemporary style, personalized service, and excellent dining to offer a true destination experience. Transformed from The Fullerton Building – a magnificent neoclassical landmark built in 1928, it was once home to the nation’s General Post Office, The Exchange and the prestigious Singapore Club – all of which played a pivotal role in the history of Singapore. The historic significance and monumental architecture makes the building eminently suited for a grand hotel.

The Fullerton Hotel Singapore enjoys close proximity to the finest arts and entertainment belts in the city, the Raffles Place Mass Rapid Transit (subway) station is a few minutes’ walk away, a bus stop is just at our doorstep and the Singapore Changi International Airport is less than a 30 minutes’ drive away. Rooms and suites either overlook the sunlit atrium courtyard, or have balconies that open out to sweeping panoramas of the city skyline, Singapore River promenade or Marina Bay.


Event Partner

BNP Paribas

Gain worldwide exposure and meet your marketing objectives by sponsoring the 25th Private Banker International Global Wealth Summit and Awards 2015.
The 25th PBI Global Wealth Summit and Awards 2015 will welcome senior-level attendees from all areas of private banking and wealth management, including CEO’s, C-Suite, Senior VP’s, Managing Directors, Directors, Relationship Managers, Investment Managers, Portfolio Managers, Product Managers, Fund Selectors, and Operational Leaders from Private Banking, Priority Banking and Wealth Management Institutions.
Timetric provides the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events allow you to ensure maximum return on investment and the opportunity to assert yourself as a leading partner within your industry.
We offer a wide range of sponsorship packages for thought leadership, networking, branding and exhibiting options. To know more about sponsorship opportunities at the 25th PBI Global Wealth Summit and Awards 2015, you may contact:
Phillip Baker
APAC Head of Sales – Business Media Timetric +65 6411 2189


Premier Partner

AG Delta

BNP Paribas Wealth Management is a leading global private bank, present in some 30 countries. Over 6,000 professionals, including 1,000 in Asia, based in every major financial centre, provide a private investor clientele with solutions for optimising and managing their assets. The bank has approximately EUR295 billion of assets under management (as at June 2014).
With the bank’s strong Asian heritage since setting its foot in the region over 150 years ago, BNP Paribas Wealth Management has been a leading private bank in Asia for decades, withoperations in Hong Kong, Singapore, Taiwan, China and India (through its branches or other entities in BNP Paribas Group).
BNP Paribas Wealth Management services its clients by empowering clients with a combination of global expertise and local knowledge, meeting clients’ needs with a broad range of wealth management and banking solutions, as well as putting the long-term relationship at the very heart of its commitment to clients.
BNP Paribas Wealth Management helps secure our clients’ future by providing innovative and personalised management of their assets. The private bank’s expertise comes from an international team of 800 specialists dedicated to the creation, selection and monitoring of products and services to manage our clients’ assets.

1. Wealth Planning Solutions – Structure our clients’ wealth

  • Advice on planning and optimising our clients’ wealth and personal finance.
  • Solutions tailored to clients’ personal profile and location.
  • Services for our clients’ everyday needs in all countries where BNP Paribas has a domestic customer base.

2. Investment Solutions – Optimise Performance, Manage Risk

  • Flexible management models (delegation, advice) that clients can combine as they wish.
  • A comprehensive package of products, from the most traditional to the most innovative: discretionary portfolio management, funds, structured investments, alternative investments, life insurance, amongst many others.

3. Financing Solutions – Increase Financial Capacity

  • Solutions tailored to our clients’ financing needs for investment, personal projects or business plans.
  • Innovative solutions to maximise investment returns.

Clients of BNP Paribas Wealth Management benefit not only from the expertise of their dedicated private bankers but also all of BNP Paribas Group divisions: real estate, art, philanthropy advisory, corporate and investment banking, insurance, and asset management.
BNP Paribas Wealth Management was awarded the Outstanding Private Bank in Europe and the Best Private Bank in Hong Kong (Foreign) by Private Banker International for the third consecutive year in 2014.  The bank was also acclaimed the Best International Clients Team and the Best Philanthropy Offering in the WealthBriefing European Awards 2014.
For more information, please visit:


Associate Partner

M&G Investments

AG Delta is a leading provider of Digital Wealth Management Systems.  Our innovations in the delivery of wealth services has been recognised through its adoption across the financial services industry in Asia, as the standard to connect wealth Advisors in private, priority and retail banking to a network of Issuers across all types of investment products.   By leveraging the AG Delta technology, our clients can grow a highly scalable wealth management business supported by a robust operating environment that enforces compliance while ensuring each customer is serviced with the optimum efficiency.
For more information visit our website at


Associate Partner


M&G is an international active asset manager, investing on behalf of individuals and institutions for over 80 years. At 31 March 2015 the firm manages over US$ 400 billion of assets through a wide range of investment strategies across equities, bonds, property and multi asset.
Headquartered in London, M&G employs over 1,800 people worldwide operating from offices across Europe and Asia.
M&G’s history is a story of investment firsts, from Europe’s first mutual fund in 1931 to the Inflation Linked Corporate Bond Fund in 2010.


Associate Partner

Infosys Finacle

Founded in 1993 and listed on the Swiss Stock Exchange (SIX: TEMN), Temenos Group AG is the market leading provider of banking software systems to retail, corporate, universal, private, Islamic, microfinance and community banks, wealth managers, and other financial institutions. Headquartered in Geneva with 56 offices worldwide, Temenos software is proven in over 1,600 customer deployments in more than 150 countries across the world. Temenos’ products provide advanced technology and rich functionality, incorporating best practice processes that leverage Temenos’ expertise around the globe. Temenos customers are proven to be more profitable than their peers: in the period 2008-2012, Temenos customers enjoyed on average a 32% higher return on assets, a 42% higher return on equity and an 8.1% lower cost/income ratio than banks running legacy applications.
For more information please visit


Exhibition Partner


With over US $8.5 Bn annual revenues, Infosys is a global leader in technology with strong focus on financial sector. Finacle, the industry leading universal banking solution from Infosys, addresses the core banking, e-banking, mobile banking, wealth management, payments, treasury, liquidity management and other requirements of banks across 84 countries. Finacle partners with banks to simplify banking and accelerate innovation, while helping renew their business and create new avenues to generate value. The solution’s componentized structure and enterprise-class capabilities help banks boost the agility and efficiency of their operations as well as significantly improve customer experience across channels. Assessment of Top 1000 banks in the world reveals that banks powered by Finacle enjoy 50 percent higher returns on assets, 30 percent higher returns on capital, and 8.1 percent points lesser costs to income than others.


Associate Partner


Contineo is the first industry supported, open messaging network for private banks and wealth management firms to access issuers of structured products. Together we are a community with a shared vision and purpose.
We believe that technology should be intuitive, easy to access, and available to all participants. This means creating an open messaging standard in concert with the buy-side and sell-side, and enabling access to all parties, including other certified technology vendors.
This mission is shared by our current Subscribers, who recognize the importance of an open, efficient and transparent network.
Contineo’s subscribers includethe largest firms in the industry including Barclays, BNP Paribas, Goldman Sachs, HSBC, J.P. Morgan and Societe General among others.


Exhibition Partner

Parmigiani Fleurier

From our location in Luxembourg’s financial hub, Catella Bank S.A. operates as a specialist issuer of bankcards to the Ultra-High and High Net Worth markets. For over 25 years, our Partner Banks have entrusted us to issue exclusive Visa cards and MasterCards, with unparalleled worldwide acceptance, to their clients.
Our Gold, Business and exclusive Black card programmes are available by invitation only to clients of private banks, wealth managers and financial intermediaries. Our card issuing solutions act as an extension of your business; you retain your client relationships but gain our expertise and 24/7 client support. We provide an end-to-end card issuing service that is simple, efficient and effective.
We provide an extensive range of card alternatives to suit your segment; whether they require multi-currency options for frequent travelling or additional cardholders linked seamlessly to the same account.
Using our discreet “Capitol” branded solution allows you to launch your card programme with ease and peace-of-mind. Should you decide to offer your own branded solution we will guide you through the design process to ensure that your designs are a perfect reflection of your brand and its values.
By outsourcing to Catella, you benefit from our proven, world-class solution whilst reducing your costs and risks and enhancing your client relationships.

Luxury Partner

Parmigiani Fleurier was created in Val de Travers in 1996 and has based its values on authentic Haute Horlogerie ever since. Thanks to the Sandoz Family Foundation industrial watchmaking centre, which is available to it as a priority, in the space of a few years the brand has gained a unique credibility in the history of modern watchmaking. Parmigiani Fleurier is built on strict devotion to the highest aesthetic and mechanical quality, and on its expertise in watchmaking and mastery of mechanical grand complications. By remaining faithful to its founding values, such as the restoration of masterpieces of the watchmaker’s art, it is one of the few firms to preserve an image of authenticity in the eyes of the public. That is why, even today, at Parmigiani Fleurier, a restoration workshop is dedicated exclusively to restoring objets d’art from past centuries. This provides a source of inspiration and knowledge for its neighbouring Haute Horlogerie workshop, where cutting edge watchmakers assemble exceptional mechanical complications from the Parmigiani Fleurier collection, often over several months.

Being an independent company, Parmigiani Fleurier has been able to invent its own style. Whether they feature simple or grand complications, Parmigiani’s collections are instantly recognisable thanks to their unique stylistic motifs. An extensive range of men’s and women’s collections, all equipped with the 30 house calibres, are the basis of the brand’s success today. The Parmigiani Fleurier Manufacture strives on a daily basis to ensure that the brand’s watchmaking dreams become reality.

For more information, please visit



The most prestigious awards in the Global Private Banking Industry are to be announced by senior wealth journal, Private Banker International, on October 16th this year at a glittering awards gala dinner to be held at the Fullerton Hotel in Singapore.

These accolades for the best and brightest wealth management institutions will be unveiled at the Wealth Summit being held by Private Banker International (PBI) in Singapore, an event now in its 25th year.

These industry honours have become established as the awards that the private banking business really values. An independent panel of judges and the worldwide readership of PBI are used to assess the entries of competing wealth players.

To request a nomination pack, please email

The closing date for nominations is August 19th 2015, and should be submitted to

Award Categories for 2015 are:

Institutional Awards
Outstanding Private Bank – North Asia
Outstanding Private Bank – South Asia
Outstanding Private Bank – Southeast Asia
Outstanding Private Bank – Asia Pacific Regional Player
Outstanding Global Private Bank – Asia Pacific
Outstanding Global Private Bank – Europe
Outstanding Global Private Bank – North America
Outstanding Global Private Bank – Latin America
Outstanding Global Private Bank – Middle East
Outstanding Global Private Bank – Africa
Outstanding Global Private Bank (Overall)

Service Proposition Awards
Outstanding Wealth Management Service for the Affluent
Best Family Office Offering
Best Next-Generation Offering
Outstanding Private Bank for UHNW Clients
Outstanding Philanthropy Offering
Outstanding NRI/Global Indians Offering
Best Discretionary & Advisory Service Offering
Most Effective Investment Service Offering
Outstanding Wealth Planning and Trust Provider

Strategy Awards
Outstanding Wealth Manager – Customer Relationship Service and Engagement
Outstanding Wealth Management Technology Initiative – Front End
Outstanding Wealth Management Technology Initiative – Back Office
Most Innovative Digital Offering
Most Innovative Business Model

People Awards
Outstanding RM Training and Development Programme
Outstanding Young Private Bankers*
* Open to Private Bankers 40 and below
Outstanding Private Banker – Asia Pacific
Outstanding Global Private Banker
Lifetime Services Award

This year, we have curated sessions based on discussions with leaders of Private Banking institutions globally. We will be covering the agenda as below in a keynote/panel discussion style format, allowing for an active engagement from all our attendees.

The Race for Private Banking Scale: Changing Business Models for Growth, Competitiveness and Sustainability
Many banks below US$20 billion or even US$50 billion of client assets will increasingly struggle to perform. Scale is now the imperative in private banking, at home and abroad. What are the best survival tactics, from choosing the boutique approach to building size through M&A?

Digital Private Banking
Robo-advisers, platforms and digital banking start-ups are all crowding into the private banking space. It’s a way to supplement costly advisory workforces and also tackle cost-control issues. But here’s the poser: how do banks effectively use technology to fight bank with new technologies and channels. And the key issue – how to balance a proper client digital experience with direct private banker contact, optimizing longer-term frontline cost control.

Wealth Creation and the Rise of Self-Made Millionaires
A closer look at the new-generation, self-made HNWs; How do they prefer to be serviced? Is an investment bank needed to meet the disparate financing needs of next-generation entrepreneurs? Establishing and deepening relationships with the savvy, informed, and demanding next-generation client.

Preparing a Gourmet Investment Menu for the Sophisticated High-Net-Worth
Historically, Asian clients have been unwilling to pay fees for discretionary management or advisory services. How do we make inroads into the region’s clientele with a proper, locally-targeted range of services and products? At the top of the menu – underline the risk mitigation and diversification that a proper portfolio management approach can produce.

Serving the Ultra-Rich Client – Will the Family Office Really Penetrate Asia?
The Family Office or Private Investment Office is making inroads into the traditional clientele of the private banking industry. Should banks set up dedicated arms to cater for the ultra-wealth client and families who want a completely segmented approach to their own complex affairs? This is still an untapped sector for Asia – out of an estimated 3,000 single family offices worldwide, only three percent are based in Asia-Pacific.

To request for the agenda and attendance details, please email

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