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29th Annual Private Banker International Global Wealth Summit and Awards 2019

Venue The Westin, Singapore

Date 11 October 2019

While the programme featured a diverse range of topics from strategic product evolution to the dynamic changes of regulatory frameworks, the over-arching focus was on how the private banking industry needs to fundamentally transform their operations, leveraging the latest innovations in digital technologies.

Spurred by a shift in the traditional customer base, represented by a younger demographic and the growth of family offices, it has become imperative for private banking institutions to build upon structured products in the current environment to ensure future demands from social movements are met.

Exploring technological advancements within the Wealth Management landscape, the programme featured experts such as:

  • Michael Blake, CEO, UBP
  • Ketan Samani, Chief Digital Officer, UBS Wealth Management
  • Woon Shiu Lee, Managing Director – Head of Wealth Planning Trust & Insurance, Bank of Singapore

And taking a deeper dive into the plausible innovative technologies to instrument efficient processes that can secure an industry leading business model was the debate featuring leaders such as:

  • Alain Bernasconi, COO, Credit Suisse
  • Long Doan, COO, BNP Paribas Wealth Management and
  • Santosh Basker, Executive Director – Digital Transformation, Standard Chartered

In 2019, we look to build on those talking points and enable the private banking market to equip themselves to continue that transformation, identifying and adapting to shifts in client behaviour.

The Private Banker International Global Wealth Summit and Awards 2019 will bring together leading Private Banks and Wealth Management companies from around the world to address the key issues facing the industry. This is the annual meeting place of the most senior names in the industry and offers exclusive insight into the strategies of the worlds’ leading banks.

Click here to find out more about the 2019 edition of the summit and purchase your pass today!

Share experiences, challenges and opportunities with an unrivalled selection of peers from the private banking and wealth management global community.

The daytime summit will offer provocative debate and expertise on how private banks and wealth management firms can remain competitive, become future-proof and capitalise on affluent markets to ultimately enhance profitability margins.

Delegates attending the daytime summit will benefit from case study based presentations, interactive discussions and debates about these key themes from the most senior and experienced institutions in the sector.

The core themes explored in last year’s summit included position differentiation in the face of new disruptive competitors, customer engagement now and in the transfer of wealth and practical digital integration all in the setting of regulatory compliance. We’ll be diving back into and updating on these essential issues again in 2019 as well as further considering the role of digitalisation, business models for attracting and retaining a new generation of HNWs, FinTech and the role of AI in creating personalised services without losing the human touch.

Purchase Your Pass for the Summit

Review the programme for the PBI Global Wealth Summit 2019

Sponsorship Opportunities

The Westin, Singapore
Arjan De Boer

Head of Markets, Investments & Structuring, Asia

Indosuez Wealth Management
James Aylen

Executive Director

UBS Evolve – The Centre for Design Thinking and Innovation
Martin Goerojo

Structured Products & Fixed Income Asia Pacific and EMEA

Citi Bank
Rahul Malhotra

Managing Director

J.P. Morgan Private Bank
Rohit Bhuta


Crossinvest (Asia) Pte Ltd,
Rohit Jaisingh

Head – Equity Investment Products

DBS Bank
Woon Shui Lee

Managing Director

DBS Bank


Network with the winners of our prestigious awards, hear about their market leading and disruptive approaches and meet the teams that delivered the globally recognized industry changing strategies and products.

Now in their 29th year the PBI Global Wealth Awards recognise excellence in private banking and wealth management from across the world.

The evening celebrates the most impressive and successful initiatives from private banks and wealth management companies over the past 12 months. Awards will be presented for wide-ranging achievements and will highlight leaders in the industry and efforts to progress private banking.

Attended by the great and the good of the private banking and wealth management community globally the event it an unprecedented and established networking opportunity and chance to catch up with old friends and colleagues.

April Rudin

Founder and President

Bill O’Neill

Director & Investment Committee Member

Ian Woodhouse

Head of Strategy and Change

Oliver Williams


Thank you for attending the conference.

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