Past conferences
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Once again the European Financial Management and Marketing Association (Efma) will hold the most important gathering of the year for wealth managers, private bankers and the professionals
who support their work.
Over recent years, the private banking and wealth management sectors have been confronted with major challenges. New constraints have been imposed with, new regulations combined with stricter money laundering controls as well as, changes in European tax legislation. In addition, competition is becoming tighter particulary in onshore development of institutions that want to establish local presence in a grawing number of countries. Finally, clients are increasingly demanding in regards to their bank and financial advisors. Events in recent years have resulted in clients paying closer attention to monitoring their assets as well as being more flexible and reactive in relation to market events.
During the two-day conference: Private banking & wealth management, speakers from leading financial institutions and solution providers will be required to not only describe their response to
these issues but to provide concrete examples of recent programs and the lessons learned.
The following topics will be discussed:
- Should a private bank become a boutique of in-house financial products or follow a thoroughly
open-architecture approach?
- Flexibility of the small-size banks versus the full-range portfolio of products and services of the
giant - banks: which counts more?
- How important is the product (not service) differentiation for retaining HNWI customers?
- Could the quality of asset-related services really be a competitive advantage for a private bank?
- What is the most plausible ranking of the asset-related services according to their importance in
matching the customer needs?
- Is a fee charge approach of these services onto clients applicable?
- Is the target client of the private banks shifting from wealthy retirees to business family owners?
- Is it easier starting from the business family and then engaging the entrepreneur as a private
customer or the other way round?
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Please note that the sessions and the debates will be in English and Italian.
- PARTNERS
