Private Banker International 24th Global Wealth Summit & Awards
VenueFullerton Hotel, Singapore
Date 17 October 2014
Private banking is at one of the most important crossroads in its long history. Strict new regulations covering tax evasion, money laundering controls, and better client servicing standards have eroded banking secrecy and the old offshore banking business.
This new era of Risk Management, with all the reporting and compliance costs involve, will mean pressure on the core profitability of private banking. That places huge pressures on wealth institutions to reduce costs and, above all, demands greater profitability and productivity from their advisory workforces.
Can all this be reconciled with improving client experience and satisfaction levels?
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 institutions strategy and competitive positioning.
About Us About Private Banker international PBIis 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 Private Banker International Global Wealth Awards are 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 & 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.
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 PBIs judging panel, comprising independent specialists in wealth management and our editorial staff.
Building Blocks to Success in Private Banking Accommodating risk controls into a profitable private banking model Wealth in transition: Addressing the next generational client needs What is the scope for the utility outsourcing model? The quest for quality talent What the Asian Private Client is Buying
Who Should Attend?
Attendees from all areas of private banking will 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, HR, Investment Managers, Portfolio Managers, Product Managers, Fund Selectors, Operational Leaders from Private Banking Institutions, Priority Banking and Wealth Management. Register Now
What will you benefit from?
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
Once home to the General Post Office, The Singapore Club and the Chamber of Commerce, The Fullerton Hotel Singapore is a luxury hotel with 400 rooms and suites carefully designed to provide both business and leisure travellers with a sanctuary of serenity and comfort in which to retreat and rejuvenate. With a dynamic central Singapore hotel location in the heart of the financial and arts districts, the hotel successfully blends rich heritage with contemporary style and personalised service to offer guests a world-class accommodation experience.
For partnership and integrated marketing opportunities aligned to this event, awards and the attendees please contact Phillip Bakerphillip.email@example.com+65 6383 4688
BNP Paribas Wealth Management is a leading global private bank, present in some 30 countries. Over 6,000 professionals, based in every major financial centre, provide a private investor clientele with solutions for optimising and managing their assets. The bank has approximately US$325 billion of assets under management. With the banks 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, with strong onshore presence in Hong Kong, Singapore, India, China and Taiwan. Currently BNP Paribas Wealth Management employs 1,000 staff in the region. 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 banks expertise comes from an international team of 800 specialists dedicated to the creation, selection and monitoring of products and services to manage your assets, which include: Wealth Planning Solutions, Investment Solutions and Financing Solutions.
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
AGDelta was founded in 2004 on the premise that financial innovation was outpacing the business operations adaptability to change. The founders of AG Delta, Andrew Au & Lawrence Grinceri having worked with global leaders in Banking Financial Services, Technology & Consulting, saw the greatest limitation to achieving a breakthrough in business performance were legacy IT environments architected to support business silos defined by regions and product lines. Headquartered in Singapore with offices across Asia Pacific, from low touch multi dealer multi product electronic dealing, to high touch client advisor mobility and workbench tools, AGDelta helps some of the fastest growing wealth financial service providers achieve a rare combination of scalable revenue growth, streamlined efficiency, robust compliance controls and enhanced banker-client experiences. Our award winning solutions are designed to revolutionize the way investment product solutions, solution ideas and customer requirements are handled online anywhere anytime across multiple providers, channels, regulatory domains and clients segments by wealth managers, product and investment professionals and end customers. For more information about AGDelta, Please visit www.agdelta.com or contact us by email at firstname.lastname@example.org
ERI is an international company specialising in the design, development, distribution and support of the integrated, real-time banking and wealth management software package: the OLYMPIC Banking System®. Operating in many of the major financial centres, ERI is present in Geneva, Zurich, Lugano, London, Luxembourg, Paris and Singapore. ERI is focused on providing comprehensive, quality, software with effective system implementation assistance and efficient on-going maintenance and support for clients worldwide. More than 300 banks and financial institutions in over 50 countries have already chosen the OLYMPIC Banking System®. The OLYMPIC Banking System supports: Portfolio & Asset Management, Client Valuations and Reporting, Mobile Channels, Structured Products, Front-Office / Dealing Room, Middle & Back-Office (Securities, FX, Money Market, Loans, Payments),Custodians, Agent Commissions,MutualFunds,Accounting& G/L, Interbank Communication, Business Intelligence, Legal Reporting, Straight-Through-Processing.
The Avaloq group is an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks. It has a reputation for the highest standards in engineering excellence, is passionate about innovation and invests more in R&D than any other provider for the financial industry. The companys meticulous and uncompromising attention to detail has enabled it to achieve a unique 100% success rate in its implementation of banking solutions around the world. The entire Avaloq Banking Suite is consistently designed throughout and delivers unique business benefits to its users as well as strong technical performance. Avaloq is the only independent provider for the financial industry to both develop and operate its own software. Business process and IT outsourcing solutions are offered from Avaloqs BPO centers in Switzerland, Luxembourg, Germany and Singapore. The company employs more than 1,400 highly qualified banking and IT specialists and has a global customer base of more than100 financial institutions in over 20 countries worldwide, including tier one banks in the most demanding financial centers. Headquartered in Switzerland, Avaloq has branches in Berlin, Frankfurt, Geneva, Hong Kong, Leipzig, London, Luxembourg, Paris, Singapore, Sydney and Zurich. It has development centers in Zurich and Edinburgh as well as a development support center in Manila.
TEMASWISS is a singularly structured interface organization that provides solutions tofinancial institutions in comprehensive multi-level risk management. At its core, the organization is a think-tank of veteran bankers, risk managers and financial crime risk specialists with a combined experience exceeding seventy years. We offer bespoke solutions to the needs of financial institutions under three value-proposition pillars:
Temaswiss Wealth is Asias premier organization that drives banking professionals enablement through Domain Expertise Training. The organization emphasizes on practical skill sets and domain knowledge and caters to the needs of upskilling frontline bankers and risk managers in the ASEAN region,
Temaswiss Consult has a twofold service offering: a) Subject-Matter-Expertise Interface between financial institutions and potential solutions providers and, b) MARG (Management Advisory, Review and Governance). Focus is upon process advisory and mapping between the strategic initiatives and comprehensive integrated risk-mitigation programmes of banks and the service provision of solution providers. We provide forthright views and recommendations with minimal disclaimers and, where requested, a hands-on support to the enhancement programmes.
Aureus Temaswiss Big Data Analytics Solutions is our latest focused value-proposition leveraging upon a strategic alliance with Aureus Analytics to deliver bespoke data solutions for financial institutions, select risk management and inter-governmental organisations. Temaswiss assess the needs, assists to prioritize the needs and provides the data and process flow competencies between the technology solutions provider and the financial institution.
For more information about Temaswiss please visit www.temaswiss.com, or contact and contact: Shanmuga Retnam, Chief Business Officer, +65 6222 9529
Over the last 30 years of industry change, Advents core mission is to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we’ve helped over 4,300 firms in over 50 countries — from established global institutions to small start-up practices — to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit http://www.advent.com.
Standard Chartered Private Bank
RBC Wealth Management
SS&C Technologies Holdings Inc.
ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKER INTERNATIONAL 24TH GLOBAL WEALTH SUMMIT & AWARDS INCLUDE:
PBI announces finalists for Global Wealth Awards 2014
Private Banker International (PBI), the leading journal for the global wealth management industry has announced the finalists for the 2014 Private Banker International Global Wealth Awards, held in conjunction with the 24th Global Wealth Summit.
The PBI global awards are regarded as the most credible accolade in private banking, voted by the industry, for the industry. The awards have been created to identify leading institutions that are setting new standards in the industry.
This year we received a record number of submissions and the shortlist of finalists underwent a rigorous selection process by the PBI editorial board and judging panel.Shortlisted nominations are then submitted to an expert panel of judges to decide the overall winner for each award title.
Outstanding Global Private Bank Citi Private Bank HSBC Private Bank J.P. Morgan Private Bank UBS Wealth Management
Outstanding Private Bank Asia Pacific Regional Players ANZ Private Bank Bank of Singapore DBS Private Bank ICICI Bank Private Banking Taishin Bank
Outstanding Private Bank North Asia BNP Paribas Wealth Management Credit Suisse HSBC Private Bank J.P. Morgan Private Bank
Outstanding Private Bank South Asia HDFC Bank Private Banking HSBC Private Bank ICICI Bank Private Banking Kotak Wealth Management Standard Chartered Private Bank
Outstanding Private Bank South East Asia Bank of Singapore CIMB Private Banking Hana Bank Maybank Private Wealth PT Bank Mandiri (Persero) Tbk
Outstanding Global Private Bank Asia Pacific Bank Julius Baer Citi Private Bank Deutsche Asset & Wealth Management HSBC Private Bank Standard Chartered Private Bank UBS Wealth Management Asia Pacific
Outstanding Global Private Bank Europe Bank Julius Baer BNP Paribas Wealth Management J.P. Morgan Private Bank SocieteGenerale Private Banking
Outstanding Global Private Bank North America BMO Private Banking Citi Private Bank J.P.Morgan Private Bank RBC Wealth Management
Outstanding Global Private Bank Latin America BBVA Private Banking Santander Private Banking Itau Private Bank J.P. Morgan Private Bank
Outstanding Global Private Bank Middle East ABN AMRO Private Banking Coutts & Co Emirates NBD Private Banking HSBC Private Bank Standard Chartered Private Bank
Outstanding Private Bank for UHNW Clients Citi Private Bank Coutts& Co Credit Suisse J.P. Morgan Private Bank RBC Wealth Management
Outstanding Philanthropy Offering BNP Paribas Wealth Management Coutts & Co Credit Suisse LGT Venture Philanthropy J.P. Morgan Private Bank UBS Wealth Management Asia Pacific
Best Next-Generation Offering (new) Citi Private Bank Coutts & Co Credit Suisse HSBC Private Bank UBS Wealth Management Asia Pacific
Outstanding NRI Offering (new) Citi Private Bank Coutts& Co DBS Private Bank Standard Chartered Private Bank
Best Family Office Offering (new) Citi Private Bank Credit Suisse Harris Fraser Group Hawthorn, PNC Family Wealth HSBC Private Bank Oracle Capital Group
Best Discretionary Service and Advisory Offering (new) BMO Private Banking BNP Paribas Wealth Management Citi Private Bank Hwang Investment Management Berhad (Hwang IM) Itau Private Bank KBL European Private Bankers
Outstanding Wealth Management Service for the Affluent Segment CIMB Private Banking Citigold Private Client DBS Private Bank Hana Bank First Gulf Bank Taishin Bank
Outstanding Wealth Manager Customer Relationship Service and Engagement ABN AMRO Private Banking Bank Julius Baer ICICI Bank Private Banking J.P. Morgan Private Banking RBC Wealth Management
Most Innovative Digital Offering (new) BMO Private Banking BNP Paribas Wealth Management Citi Private Bank Coutts & Co DBS Private Bank
Outstanding Wealth Management Technology Provider Front Office product suite (new) AG Delta PROFILE Software SS&C Technologies
Outstanding Wealth Management Technology Provider Most effective integrated solution (new) Avaloq SG DST Global Solutions ERI Banking Software (Pte) Ltd ICICI Bank Private Banking PROFILE Software
Outstanding Wealth Planning and Trust Provider Citibank N.A HSBC Private Bank J.P.Morgan Private Bank SocieteGenerale Private Banking RBC Wealth Management
Outstanding RM Training and Development Programme Coutts& Co Credit Suisse First Gulf Bank ICICI Bank Private Banking SocieteGenerale Private Banking
Most Innovative Business Model Citigold Private Client DBS Private Bank Hana Bank J.P.Morgan Private Bank Maybank Private Wealth
This year, we have curated sessions based on discussions with leaders of Private Banking institutions globally, we will be covering the agenda as per below in a keynote / panel discussion style format, allowing for an active engagement from all our attendees.
Keynote 1: Building Blocks to Success in Private Banking Panel Discussion: CEO perspectives: What does the future hold for Asias private banking landscape? To what extent have private banks handled the increasing compliance grappling the industry?What is the outlook for wealth management over the near-term? What persistent challenges can we anticipate?
Keynote Address 2: Accommodating risk controls into a profitable private banking model Panel Discussion: Are the New Risk Control Frameworks consistent with greater client experience?
Keynote Address 3: Wealth in transition: Addressing the next generational client needs Panel Discussion 3: How successfully have private banks engaged with this distinctive client group to harness opportunities and strengthen relationships?
Keynote Address 4: What is the scope for the utility outsourcing model? Panel discussion 4:To defray increasing costs, private banks are turning to outsourcing a number of major functions, from the front office to the back office. Is this a genuine opportunity for valuable cost control or do banks risk their business by passing on key functions to third parties?
Keynote Address 5:The quest for quality talent Panel Discussion 5: Recruiting and training quality advisers remains a deep-seated issue across private banking worldwide, particularly Asia. Private banks have now started to set up wealth academies unique to their clients and service strategies. How effective is this approach in enhancing the quality of advice? Is this the approach of the future?
Keynote Address 6: What the Asian Private Client is Buying Panel discussion 6: In light of the tumultuous investment climate, Asian investors have been challenged in maintaining a sustainable investment portfolio. Here we will look at the traction into key investment products and the growing role of discretionary fund management in bringing sophisticated investment advice to the Asian clientele.
Thank you for attending the conference.
To download the presentations, please enter the password: