Mastering a fine balance: Costs, complexity and customer centricity
Private banking has had a tumultuous few years, battling challenges that range from squeezed profit margins to increased transparency to rising regulatory burdens to loss of clients’ trust and loyalty. How can private banks ensure success in an ever-changing and demanding landscape?
The 26th 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.
On its 26th year, 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, meet 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 Global 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.
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.
The 26th 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.