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The expansion of ecommerce has had a profound impact upon the move of private banks and wealth management providers to new global markets.

Your HNWI & U-HNWI are worth so much money why not invest some time in learning about; reaching new customers, traditional banking Vs ecommerce banking, wealth management strategies, legislative developments, global developments, and the importance of customer retention. Here is an event that will provide you with all the information you need on improving and enhancing your wealth management service.

This unique event is your chance to meet the key organisations involved in wealth management. Attend and learn about improving your wealth management service, and truly taking it to a global level.

Please register now to guarantee your place at this important conference

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Patrick A. Widmer

Patrick A. Widmer, Co Founder and CEO, CNW Partners

9:10 AN INTRODUCTION TO WEALTH

Bruce Weatherill

Bruce Weatherill, Partner, PricewaterhouseCoopers

  • The evolution of wealth management
  • What are the current Wealth Management trends in the financial service world today?
  • The increasing pressures on private banking today - which models will be successful?
  • The rise of ecommerce, and the impact this has had on wealth management
  • Customer needs and industry responses
  • The move towards global wealth management and the issues it presents
  • 9:40 EVOLVING DYNAMICS OF THE PRIVATE BANKING INDUSTRY IN THE NEW MILLENIUM

    Alexandra Sleator

    Alexandra Sleator, Vice President -- Senior Credit Officer, Moody's Investors Service

    10:20 PERSONAL WEALTH MANAGEMENT

    Guy Paterson

    Guy Paterson, Director of Advisory Services, Granville Baird Wealth Management

  • Personalisation of wealth management for your customers
  • Retaining customers through personal wealth management
  • The importance of customer retention in wealth management
  • Managing your customer’s wealth efficiently?
  • Delivering good customer service
  • The ongoing improvement of your wealth management provision
  • 11:00 Morning Coffee

    11:20 STRATEGIES FOR HNWI

    Dr Burkhard Varnholt

    Dr Burkhard Varnholt, Managing Director, Credit Suisse

  • The current position of HNWI in the private banking world
  • An introduction to Hedge funds and private equities
  • The advantages of HNWI investing into hedge funds
  • The high risks associated with investing in hedge funds
  • Long term capital management
  • The need for good portfolio management
  • 12:00 HEDGE FUNDS: IMPLEMENTATION OF AN ALTERNATIVE INVESTMENT STRATEGY WITHIN A LEADING PRIVATE BANK

    Adrian Fairbourn

    Adrian Fairbourn, Vice President, Head of Investments, Europe, Bank of Bermuda

  • Why a fund-of-funds?
  • Portfolio construction
  • Integration into the Bank of Bermuda Investment Model
  • Education process
  • The results
  • Industry development - hedge funds enter the mainstream
  • 12:40 Lunch

    14:00 KEY SUCCESS FACTORS IN ASSET MANAGEMENT SERVICE

    Richard Worts

    Richard Worts, Managing Director, Private Clients UK, Global Asset Management

  • Choosing good managers to take your products forward
  • The increasing appeal of hedge funds
  • Alternative Investment strategies
  • Key success factors of good portfolio management
  • 14:40 BROADENING THE SCOPE OF ASSETS IN WEALTH MANAGEMENT

    Dr Hansjoerg Borutta

    Dr Hansjoerg Borutta, Head of AAT -ACT Structuring Team, UBS Private Banking

  • Why the benefits of alternative investing surpass the risks for private clients
  • Alternative assets: suitable for which private clients?
  • Ways to enhance traditional portfolios with alternative investments
  • Construction of investable alternative portfolios
  • 15:00 CASE STUDY

    Robert Taylor

    Robert Taylor, Head of Entrepreneurs, Coutts & Co

    15:40 Afternoon Tea

    16:00 WEALTH MANAGEMENT IN SOUTH AFRICA

    Tenk Loubser

    Tenk Loubser, Managing Director, Exceed Wealth Management

  • The concept of wealth management in South Africa
  • The private banking differences in South Africa
  • The scope of wealth management in South Africa
  • Current legislation in Africa regarding wealth management
  • The difficulties in entering the South African markets
  • Developing sound wealth management in South Africa
  • 16:30 CUSTOMER EXPECTATIONS FROM AN ANGLO-IRISH PRIVATE BANK

    Tony Cambell

    Tony Cambell, Director - Private Bank, Anglo Irish Bank Corporation

  • The changing face of their expectations over the years
  • Customer expectations from you as a private bank
  • The benefits of operating as an Anglo-Irish Private Bank
  • Capitalising on major countries and their private banking markets
  • Relationship building methods, is it different for different countries?
  • A look at what customers want and expect from both you and their investment
  • 17:00 Account Aggregation - Are Banks in Danger of Playing Catch-Up?

    Keith Davidson

    Keith Davidson, Marketing Director - Wealth Management, Unisys

  • How is account aggregation making an impact?
  • How does it benefit business?
  • How can it become a mainstay of your customer service offering?
  • 17:30 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Mike Williams

    Mike Williams, Partner, Deloitte and Touche

    9:10 KEY CHALLENGES FOR TODAY’S WEALTHY FAMILIES

    Ian Partridge

    Ian Partridge, President, Loedstar

  • The demands of a client-driven marketplace
  • The challenge of objectivity vs. professionalism; advisor or supplier
  • Business-owning families; ensuring successful transitions
  • Ultra-HNW families; preserving significant liquid assets
  • Education - why clients want to understand the ‘big picture’ themselves
  • 9:40 CHOOSING THE RIGHT PERSON FOR THE JOB

    Richard Harman

    Richard Harman, Senior Consultant, Sheffield Haworth

  • The implications of client retention
  • The importance of specialist staff for your special clients
  • Building long term relationships with you clients
  • Taking your employee selection to a global level
  • 10:20 CRM - CUSTOMER RELATIONSHIP MANAGEMENT

    Dr Ivan Roche

    Dr Ivan Roche, Head of Marketing, Lagan Technologies

  • A brief analysis of CRM and introducing CRM systems?
  • What does CRM mean for wealth management?
  • How does CRM interact within the private bank to deliver the financial service?
  • Understanding what customer service levels actually mean
  • The benefits of a CRM system of running an effective wealth management provision
  • Is your wealth management mechanism encompassing good CRM?
  • 11:00 Morning Coffee

    11:20 NEW HIGH NET WORTH CUSTOMERS

    Simon C Davies

    Simon C Davies, Associate Director, Berry Asset Management

  • Giving customers the opportunity to choose the methods of investment they prefer i.e internet
  • Moving your brand name forward with good public relations
  • Ensuring good customer retention to attract new business
  • Good performance and excellent customer service
  • Making sure you don’t lose the personal touch
  • 12:00 INTERNET PRIVATE BANKING

    John Lawrence

    John Lawrence, Director, Maslinski Lawrence & Co.

  • What are the threats to private banking posed by the internet?
  • What effect will these have?
  • What options are available to using the internet in your business?
  • Attracting new clients; Expanding products and services?
  • What new business models might emerge?
  • What are the management challenges?
  • 12:40 Lunch

    14:00 HOW DO YOU SUCCEED IN IMPLEMENTING AN EWEALTH SOLUTION

    Steve D'Souza

    Steve D'Souza, Senior Consultant, TCA Consulting

  • What is the marketplace?
  • Who are the winners?
  • Why are they successful?
  • 14:40 PROTECTING AGAINST THE RISKS ASSOCIATED WITH EBUSINESS IN PRIVATE BANKING

    Bruno von Rotz

    Bruno von Rotz, European Vice President for eBusiness, Cambridge Technology Partners

  • The new economy - technology enabled change
  • Risks - strategic risks and executional risks
  • Understanding the strategic risks in private banking
  • Understanding the executional risks in private banking
  • Going forward with a risk mitigation strategy
  • 15:20 Afternoon Tea

    15:40 WORLD WIDE PRIVATE BANKING LEGISLATION

    Paul E. Stibbard

    Paul E. Stibbard, Partner, Baker & McKenzie

  • The impact of the OECD, FAFT & FSF report on private banks
  • Highlights of world-wide legislative developments
  • Strategic tax planning replaces era of secrecy
  • The United Kingdom as an offshore haven for foreign domiciliaries
  • 16:20 ‘THE TAX STRATEGY’

    David Kilshaw

    David Kilshaw, Tax Partner, KPMG

  • Tax as a key driver
  • A perspective on market trends
  • How to service HNWI’s tax needs
  • The UK tax environment
  • The compliance factors
  • 17:00 Chairman's Closing Remarks and Close of Conference

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    Workshops

    The Implementation of Technology in Wealth Management
    Workshop

    The Implementation of Technology in Wealth Management

    The Hatton, at etc. venues
    7th March 2001
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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