• Targeting the super-rich
• Client-led private banking models
• Re-drawing reward packages for relationship managers
• Eliminating conflicts of interest in universal banks
• Working with large family clients in partnership
• Investment banking for private clients
• Drawing up realistic fee schedules
• Re-educating bankers following regulatory shake-up
• Asset allocation with broader range of classes

Catherine Weir, Head of Global Family Office Group and Geneva CEO, Citi Private Bank

• The future of Swiss private banking in a newly-compliant era
• Leading with investment expertise rather than secrecy
• The rise of rival centres including Singapore
• Learning from multi-family and private investment offices
• Addressing branch networks and digital channels
• Profitability: The secrets of segmentation
• Cost pressures examined
• The differing needs of old and entrepreneurial wealth
• The importance of international business diversification

Panel Moderator:
Yuri Bender, Editor-in-Chief, PWM Magazine, Financial Times

Panellists:
Michel Longhini, CEO, UBP Private Banking
Lorne Baring, Founder, B-Capital
Sebastian Dovey, Founding Partner, Scorpio Partnership

• Latest M&A deals and intelligence in private banking
• How have Geneva and Zurich coped with external threats?
• Analysing valuations for potential sales and purchases
• Private banking in the Asian century
• Global platforms versus regional expertise
• Can private banks survive with over-inflated cost structures?
• Private banking culture re-examined

Ray Soudah, Founder, Millenium Associates

• Blending active and passive investment products
• The importance of active management in inefficient classes
• Effective use of ETFs and indexation
• Multi-asset solutions in private banking
• Mixing assets from developed and emerging markets

• What sells and what performs – are they compatible?
• Thematic investing and asset allocation
• Are themes just a sales aid or serious market drivers?
• Debating key themes in developing and developed markets
• Urbanisation, innovation and industrial champions
• Assessing key risk factors in portfolio management
• Efficient communication with private clients

Panel Moderator:
Stefan Jaecklin, Partner, Wealth & Asset Management Oliver Wyman

Panellists:
Yves Bonzon, Chief Investment Officer, Pictet & Cie
Lars Kalbreier, Global Head of Investment Funds, Credit Suisse Private Banking
Stefano Spurio, Head, Investment Advisory Geneva, Bank Julius Baer
Didier Duret, Chief Investment Officer, ABN AMRO Private Banking