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Private Banking World Middle East 2009 offers a limited number of prestige speaking opportunities to qualified partners.
Do you have a story to tell?
Do you have expertise in this market that you want to share?
Have you benefited from a product or service that could help others?
Presenters and panellists will be specially selected industry leaders and experts that will share their vision and practical strategies.
There are a limited number of opportunities for sponsors to participate in the conference presentations.
Opportunities include:
- Keynote presentations
- Client case study presentations
- Panel sessions
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Day Two: Wednesday 9th December 2009Day Two: Wednesday 9th December 2009
9am Chairman’s opening remarks
Managing Director, Maslinski & Co
9.10am Keynote address: Servicing the needs of modern HNWIs
- How can the wealth management industry reassure clients about its financial stability
- An institutional approach to wealth management
- Wealth preservation as a driver for growth in the current market
- Synchronising product development with customer demand
CEO, Middle East, Mirabaud & Cie
9.40am Keynote panel: Increasing Market Share – attracting local
families
- Understanding and meeting the cultural and investment needs of Middle East’s HNWI clients
- Organic growth vs. acquisitions
- Moving beyond customer service and product offerings
- Creating a competitive advantage through niche client orientated strategies
- Assessing the current client demand for fee based advice
Managing Director, Middle East Representative Office, Lombard Odier Darier Hentsch & Cie CEO, Middle East, Mirabaud & Cie CEO, UAE, Citi Private Bank
10.25am Panel session: Servicing the NRI market – working with
Indian expats on long term and international solutions
- Capitalising on the burgeoning affluent NRI market in the GCC
- How can banks outside of India get greater access to managing the domestic Indian and NRI markets?
- Meeting the diverse banking and investment needs of the
- NRI on returning investments back to India
- Predicting the growth of the NRI segment over the next 2-3 years
Head of NRI Business, Bank of Bahrain and Kuwait Head of Private Banking, Kuwait and Bahrain , ICICI Bank
11.10am Morning refreshments and networking break MEETING THE DEMAND OF ISLAMIC HNWIs11.40am Keynote panel: The Islamic finance opportunity
- Utilising the demand for Shariah compliant wealth management as a genuine competitive advantage
- Gaining access to asset classes – what is available to the Islamic investor
- Developing innovative products attractive to the Islamic HNWI
Head of Global Wealth Management, Dubai Islamic Bank Managing Director, Head of Islamic Finance, Bank Sarasin
12.25pm Why ‘offshore’ still has a place in the world community
- Regulation & Licensing
- Offshore supports onshore
- Industry update
- Way forward – what does the future hold?
CEO, The Bachmann Group, Guernsey
2pm Structuring using trusts and foundations
- Why use structures at all? - tax efficiency, probate, family governance, political risk and personal safety
- Offshore structures and regulation in the MENA region
- Which type of structure makes sense for your clients
- Shariah compliant trusts
Director of Client Relations, RBC wealth management
2.30pm Family ties: Surviving the intergenerational wealth transfer
- Assessing the evolving priorities and demands for HNW families from one generation to the next
- Understanding the Middle Eastern family dynamic
- Prudent family governance, educating the next generation
- Wealth preservation through strategic tax planning and insurance
- Why separating the management of private family finances from the business is a best practice for avoiding risks and maximising benefits of integrated wealth management
Managing Director, Ferguson Partners Family Office
ATTRACTING, DEVELOPING AND RETAINING TALENT3pm Sourcing and developing talent
- Has the current economic climate made it easier for banks and family offices to attract and retain talent
- Growing talent across the board through effective training and development programs
- Effectively incentivising staff through performance linked remuneration packages and non financial rewards
- The importance of market research and competitor analysis in identifying and retaining talent
Managing Partner - International, Family Office Exchange
3.30pm Afternoon refreshments and networking break |
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Investment Community Partner
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