Mr Ben Silluzio, speaking at Private Banking and Wealth Management Australia 2011

Mr Ben Silluzio,
Managing Partner, UHNW Division
RBS Morgans

Ben specialises in advice for sophisticated investors, institutional clients and high net worth families in Melbourne, nationally and abroad. Currently the managing partner and desk head of RBS Morgans Family Office, Ben is also a director of Private Branded Beverages Ltd, a public unlisted company and the current President/Chairman of the Italian Chamber of Commerce. Ben has held several senior positions including: Director of UBS Wealth Management Australia, Senior Vice President of Credit Suisse First Boston in Melbourne, Vice President and member of the “Smith Barney Century Council” at Citigroup Smith Barney in Melbourne and an institutional client advisor at Colonial Institutional Stockbroking in Sydney and Melbourne

Appearing:

Day 1: November 15 2011

10.10am

Case Study: The Bank Family Office: establishing a competitive family office offering

Producing an internationally competitive UHNW offering in the Australian context
How advisory boards and founders can combine their international and domestic experiences to create innovative offerings
Accurately quantifying the requirements and willingness to pay of Australian UHNW individuals and families to create profitable new services

Mr Ben Silluzio,

Managing Partner, UHNW Division,
RBS Morgans

Mr Geoff Wilson,

Chairman & Portfolio Manager,
Wilson Asset Management

Mr Luke McConnell,

Global CFO - Nordic Region,
The Royal Bank of Scotland

Mr. James Schwegler,

Principal,
Thai Tech Partners

12.30pm

Roleplay: Attracting and retaining UHNW clients: how to successfully manage the initial meeting and assessment process of a prospective UHNW client

Which questions and why are the most important for accurately assessing client needs, client wants
What should the purpose of a first meeting be? What are the key outcomes for the client?
How can a UHNW provider utilise this meeting to capture the management of the greatest share of the client’s wealth and requirements
Explaining and selling a customised, personalised offering to a client to maximise the value to both you and the client

Mr Ben Silluzio,

Managing Partner, UHNW Division,
RBS Morgans

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