New business and innovation for private banks
Conference Day Two
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PRIVATE BANKS' NEW WORLD OF WEALTH | |||
| 08.15 | Registration and morning coffee & tea | ||
| 09.00 |
Chairperson's welcome remarks
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| 09.15 |
CIO keynote: Assessing the long term trends that are shaping the global economy and its impact on Asian investments in 2012
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| 09.45 |
Special address: How behavioural finance can help private bankers and wealth managers understand their client's emotional investing needs
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| 10.15 |
The growth for discretionary accounts for HNWI in Asia
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| 10.45 | Netowrking refreshments | ||
| 11.15 |
Private banking panel: Analysing Asian HNW investors' new risk and return requirements Mr Marc LansonneurMarc Lansonneur joined Societe Generale Private Banking (Asia Pacific) in 2008 as the Regional Head of Capital Markets . He was appointed into his current role in Feb 2011 as the Regional Head of Investment and Market Solutions, where he oversees... more..  Mr Simon Grose-HodgeSimon Grose-Hodge has 25 years of experience in Treasury markets in Europe, the Americas and Asia, primarily focusing on foreign exchange and fixed income. His career started with Morgan Grenfell in London, before moving on to the Royal Bank of... more.. Mr Ramu ChakravarthyProfessional Background: Ramu Chakravarthy Education: Double Masters degree M S In Banking & M B A in Finance from Bangalore, India More than 19 years of Global Financial Market Experience in India, Australia and United States in... more.. Mr Nick KalikajarosNick is an experienced leader in the Financial Services Industry with particular emphasis in Private Banking, Premium/Priority Banking and Wealth Management and Corporate Advisory for over 30 years. He has worked at a number of leading ... more..
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| 12.00 |
Investing in alternatives: Which will generate higher returns for HNWI?
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| 12.30 | Networking luncheon | ||
IWMs & BOUTIQUE PRIVATE BANKS | |||
| 14.00 | Reserved for Axiom | ||
| 14.30 |
CIO session: How are IWMs changing the investment playing field for HNWIs Mr Daryl LiewDaryl Liew is Head of Portfolio Management for REYL Singapore, a subsidiary of independent Swiss banking group REYL & CIE, holder of a Capital Markets Services Licence by the MAS under the Securities & Futures Act for fund management. With more... more..
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| 15.00 |
Boutique Private Bank perspective: How to develop an effective risk management framework for portfolio management for HNWI
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FAMILY OFFICES' INVESTMENTS | |||
| 15.30 | Networking refreshments | ||
| 16.00 |
Capital preservation vs creation: A single family office perspective
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| 16.30 |
How family offices are evolving to meet new wealth management challengesMs Richa KarpeAs Director, Investments at Altamount Capital Management, Richa looks after the Asset Allocation strategy for clients. She is also responsible for screening, selecting and monitoring mutual funds; benchmarking & modeling of portfolios. An MBA from... more.. Mr Peter Gibson• Current role CEO of HMP Dynasty Family Wealth catering for a small number of UHNW clients from Europe and Asia Pacific • 25 years experience in servicing HNW and UHNW clients and building and leading focused Private banking teams • Successfully ... more.. Ms Jessica CutreraJessica is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital. She oversees all aspects of financial and operational control as well as regulatory compliance for the firm. She is an expert in many areas of corporate... more.. | ||
| 17.10 | Key takeaways and end of day 2 |
