6th Private Banking Summit "Profitability and Growth" followed by "Family Office"
4th and 5th September: PROFITABILITY AND GROWTH
Where is growth to be found and how are new market opportunities to be seized, especially abroad? Which strategies will help in taking on the future challenges? Does a private bank really have to be big and act worldwide to survive in the long run? What about small and beautiful? Which niches for smaller players are promising and how can they be exploited profitably?
Take advantage of an unparalleled chance to learn about these new opportunities.
6th September: FAMILY OFFICE
Without private clients there is no business. So this year's Family Office day will look at the Family Office industry from the client’s point of view.
To help delegates form the strategies that will win more business, speakers will share their understanding of what private clients really want: from the business model that serves them best to the importance of fairness in maintaining relationships; from managing relationships between professional advisers to the professionals’ role in successfully developing the family’s wealth as well as their philanthropy.
The post-conference day addresses the following topics:
- What clients really want and what providers offer
- The 21st century adviser – a fresh perspective
- Safeguarding the hopes and resolving the fears of the ultra wealthy
- Special guest speaker: Ludwig Forrest, King Baudouin Foundation
Knowledge partner for the post-conference day: Key Trust Company Ltd, Jersey
Organized by:
