Capitalising on Industry Change through Technology

How private banks can renew their existing business and accelerate new innovation to build tomorrow’s bank, today

The transfer of wealth to Generations X and Y, running at 1 USD trillion per year, is forcing private wealth management firms to reconsider their clients’ expectations, rethink the way they serve them and renovate their systems to support the rejuvenation of their business models.

Many private wealth management firms are realising that their organisations and systems simply cannot deliver what their clients, advisers and management require, for instance, broader offerings of more sophisticated products, virtually-enriched client-adviser collaboration, and integrated real-time information to better serve client households.

At the same time, the rise of technologically-astute competitors, the increased administrative burden of regulatory compliance and strong competition for high-calibre advisers are putting stress on the margins of traditional wealth management institutions. These margin pressures are forcing wealth management institutions to question how efficiently their historically underfunded legacy systems serve their business.

Front and back-office technology renovation is key to raising income and client satisfaction to new heights while keeping costs in check.

Timetric’s flagship wealth managementjournal, Private Banker International, has joined forces with Temenos, the global leader in core banking, payments, analytics, wealth management and digital solutions,to host an invitation-only executive briefing followed by a networking lunch. The roundtable will place the spotlight on next generation wealth management for a digital age – how private banks can break down organisational silos, accelerate new innovation to build tomorrow’s bank, and capitalise on the profound industry changes now taking place.


This briefing series will bring together the most senior private banking leaders, and global subject matter experts, to share insights on new developments in private banking and wealth management, and discuss focus areas most important to this highly specialised, and regulated, industry. The discussions will include a deep dive into the best practices in innovation, and meeting customers ever rising expectations.

WHEN & WHERE:       

The Banyan Tree, Bangkok, Thailand – 2nd April 2015
Shangri-La Makati, Manila, Philippines – 14th April 2015
Renaissance Hotel, Hong Kong – 17th April 2015


E: rozaini.salleh@sg.timetric.com
T: +65 6411 2185