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Overview

In recent times, we have been living with an environment of very low rates, even negative rates, which have led to changes in the way Affluent customers invest and save. In this first Affluent Best Practice Forum of 2022, we are going to talk with experts who will share with us how they have faced these challenges while maintaining satisfaction and a good customer experience, as well as what changes they see in the near future in environments with interest rates that remain low but inflation is getting higher and higher

 

Together with our guest speakers, we will have a look at the following:

  • The portfolio of products they offer: investment funds, savings insurance, retirement plans, private equities,...
  • How they organize the advisory services
  • How to keep a high level of satisfaction of the customers 
  • How they adapted to the low interest rate period in terms of new services, commissions, etc.
     

Building on its more than 50-year experience in creating opportunities for meaningful exchange of insights, Efma is bringing a new gathering format that will facilitate best practice sharing in a safe environment. These gatherings are reserved for senior members of our network.

The Best Practice Forum on Affluent & Private Banking will inspire change and growth by bringing you concrete case studies, experts' views based on the latest research, keynote speeches, open discussions to amplify learning for all, and the possibility to engage with peers and develop your network of contacts! 

Speaking Institutions

Speakers

Pratima Nundoosingh
Pratima Nundoosingh Mauritius Commercial Bank
Strategy and Projects Manager, Private Banking and Wealth Management
Laura Comas
Laura Comas CaixaBank
Private and Premier Business Development Director
Tim Rooney
Tim Rooney MeDirect
CEO
Nicolo Pittiglio
Nicolo Pittiglio McKinsey & Company
Senior Expert
Fernando Murillo
Fernando Murillo CaixaBank
Director of Market Information
Vanessa Lai
Vanessa Lai Mauritius Commercial Bank
Portfolio Manager

Replay

Event replays and speaker presentations are reserved for Efma members and event attendees.

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Speaker presentations

Agenda

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Any questions?
Daniel Stumpf
Daniel Stumpf Efma
Member Relations Executive