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Private Banker International Roundtable: Zurich

Venue Index Room, Marriott Hotel, Neumuehlequai 42, 8006 Zürich, Switzerland

Date 23 October 2014

The Evolving Private Banking Markets in Switzerland and Singapore – Comparable or Contrasting?

Private banks in Switzerland – the traditional global wealth haven – have faced a number of changes recently – from the transforming regulatory landscape to dealing with high levels of demand among discerning clients. On the other hand, Singapore, has proved itself as a resilient global powerhouse for private banks, with a strongly regulated environment and the lure of growing Asian prosperity being the cherry on top.

Both countries represent robust, global wealth hubs. While there are several comparisons to draw between the two, both private banking markets have very distinctive approaches.

However, banks operating in Switzerland and Singapore need to remain dynamic and ready for new challenges. The focus on technology is more pertinent than ever before and in the forefront is the need to increase efficiency via outsourcing models. 

14.30 Registration and Welcome coffee
15.00 Welcome and Opening Remarks from Omgeo

15:15 The Evolving Private Banking Markets in Switzerland and Singapore

Presentation of key findings from the thought leadership whitepaper – based on 17 in-depth interviews of top-ranking executives across global and local private banks in Switzerland and Singapore. The findings are based on exclusive, bespoke and comprehensive research.

  • The ‘Secrecy’ edge – a boon or a burden for private banks?
    Balancing challenges between maintaining profit margins and increasing regulatory controls
  • Technology – a ‘must-have’ to keeping clients happy
    The all-important outsourcing piece in the efficiency jigsaw puzzle
  • Key building blocks of catering to global and local client needs

Meghna Mukerjee, Editor, Private Banker International

16.00 Coffee break

17.00 Panel Discussion and Q&A from representatives of the participating banks from Switzerland

18.00 Canapés and Drinks Reception


This thought leadership session and panel discussion will be invaluable for strategic decision makers in the private banking and wealth management space, particularly CEOs, heads of strategy and operations, heads IT operations and heads of compliance, who would benefit from hearing about the key findings of the whitepaper first hand.

The research findings will enable a wholesome view of the challenges and advantages facing the private banking industries in Switzerland and Singapore.


  • The chance to network and share best practice with peers in the private banking community;
  • The ability to gain from key, original findings of the whitepaper as well as the high-value panel session that will discuss top-of-mind priorities for private bankers and industry leaders
  • The opportunity to share thoughts as well as raise relevant questions and collectively examine possible solutions
  • A full write-up of the day’s discussion will be circulated as a PDF supplement to all attendees after the event, as well as published in Private Banker International magazine, ensuring excellent exposure for all

To register your interest in securing a place at this exclusive invitation only event, please contact:

Ninica Hussain
T: +44 (0) 20 3096 2583

Oliver Elliott
T: +44 (0) 20 3096 2575

Zoi Kotzampasi
T: +44 (0) 20 3096 2587

Index Room, Marriott Hotel, Neumuehlequai 42, 8006 Zürich, Switzerland

A bold new lobby, reception area and business center are among the amenities our hotel offers international guests to Zurich. Zurich international travelers will find the hotel centrally located near the business district, shopping and train station.

Gold Partner


Thank you for attending the conference.

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