Monday 17 Sep. 2012

11th European Private Banking Summit, Zurich

09:00

More than 100 high-ranking participants and over 30 speakers in senior management positions from Europe and overseas will meet in Zurich to discuss the strategies and business models for the future.

Agenda for European Private Banking Summit 2012:

  • The new regulative and tax environment
  • The strategies of the different financial centers and banks
  • Different approaches and business models
  • Changing role of skills of relationship managers
  • Business and service models for the future

Agenda for Post-Conference Day: Compliance Management and Customer Relationship Management:

  • FATCA-QI for compliance officers and relationship managers
  • MiFID II – Client benefits in focus of your strategy
  • Understanding the cash flows of terrorism
  • Setting up bespoke compliant solutions – financial services offerings in key markets

 

Programme day 1, day 2, day 3

 

Registration ...

 

Who should attend this conference?

From Private Banks and Wealth/Asset Management Companies:
Chairmen, Chief Executive Officers, Managing Partners, Chief Investment Officers

Plus: Heads of Business Development, Heads of Marketing, Heads of Client Relationship Management, Relationship Managers, Investment Managers, Wealth Advisors, Independent Financial Advisors


Organized by:

Euroforum Schweiz AG

Postfach
Förrlibuckstrasse 70
8021 Zürich

Tel.: +41 (0)43 444 78 78
Fax: +41 (0)43 444 78 80

www.private-banking-summit.com

 

Access map

Gottlieb Duttweiler Institute

Langhaldenstrasse 21

8803 Rüschlikon / Zurich