Private Banker International Roundtable: Frankfurt 2014
VenueWestin Grand Hotel, Frankfurt
Date 22 May 2014
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 Internationals editor, Id 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 days discussion, with content approved by participants before publication, will be circulated as a PDF supplement to all attendees after the event.
How: This is an exclusive forum and there are limited spaces at the table, so to secure your spot, please contact Carlo Mancini firstname.lastname@example.org+44 (0) 20 3096 2582
Westin Grand Hotel, Frankfurt
The Westin Grand Hotel in Frankfurt is synonymous with inspiration and relaxation in the middle of the vibrant metropolis. The famous Zeil shopping mile and the exclusive Goethestrasse are located nearby. The historic city center and the banking district are within walking distance.
Venue address: Konrad-Adenauer-Strasse 7 • 60313 Frankfurt am Main – Deutschland
ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKER INTERNATIONAL ROUNDTABLE: FRANKFURT 2014 INCLUDE:
Thank you for attending the conference.
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