Verdict Staff

A Private Banker International round table in association with Ortec Finance

With the ever-growing highly sophisticated clientele, private banks are focusing on how to better fulfil clients’ expectations providing clear, effective and bespoke advisory. Private investors want deeper insights into risk, return and the feasibility of reaching their specific financial goals.

In its third and last European round table road show, PBI stops in Frankfurt, the financial heart of Germany and Europe. With one of the strongest private banking sectors in the world, Germany also has one of the longest histories in banking. Even today, it remains one of the highest leveraged countries in the world. However, as well as in other centres in Europe, it is now a crucial time of change in Germany’s private banking history.

As Private Banker International’s editor, I’d like to offer you a complimentary invitation to attend a round table discussion examining client-centred and goal-based planning and continuous monitoring of those goals.

Expert speakers will lead the discussion with presentations on the major issues in play within those markets, after which the floor will be opened for bankers to share their own best practices, concerns and questions with peers. To round off the discussion, PBI will lead a discussion on the potential for private bankers to generate better returns from detailed financial planning.

Agenda
14.30    Registration
15.00    Introduction – Ray Giddings, Event Director, Timetric & Private Banker International
15.15    Keynote Address – Speaker to be confirmed
15.30    Round Table discussion
16.00    Coffee Break
16.15    Facilitated discussion
17.00    Presentation – Speaker to be confirmed
17.20    Wrap Up
17.30    Networking Drinks

Drinks and canapés will be served after the event as part of a networking reception. 

Benefits to attendees:

  • Access to specially commissioned research, expert analysis, and banking expertise
  • The chance to network and share best practise with peers in the private banking  community
  • A full write-up of the day’s discussion, with content approved by participants before publication, will be circulated as a PDF supplement to all attendees after the event.

When:Thursday 22nd May
Registration – 14:30
Roundtable – 15:00
Networking – 17.30

Where:Westin Hotel, Frankfurt

How: This is an exclusive forum and there are limited spaces at the table, so to secure your spot, please contact Carlo Mancini
carlo.mancini@timetric.com  +44 (0) 20 3096 2582