Affluent and Private Banking Summit

Speaking Institutions:

#EfmaAP16

New opportunities in an evolving market

The Efma Affluent and Private Banking Summit has become established as the place to network, share experiences and discuss the hot topics affecting these two industry segments.

As the Affluent and Private Banking sectors continue their growth, they are also undergoing changes that bring significant opportunities for transformation. Players are looking for new strategies that will enable them to achieve their goals in today’s challenging operating environment.

The Efma Affluent and Private Banking Summit 2016 will be held in Vienna at the unique and prestigious Le Méridien Vienna hotel on Thursday 15 and Friday 16 September. Each main theme will include dedicated sessions focusing on key issues, with in-depth case study presentations, audience polls, breakout sessions and panels to discuss insights.


Digital, data, automation and new entrants

• Multichannel and digital: applying learnings from retail banking in higher value segments
• Fintechs and the rise of robo-advisors: stealing market share in the mass affluent segment
• Personalisation: increasing customisation made possible for mass affluent and mass market customers

Business models for an evolving market

• How new entrants impact profitability and intensify competition among traditional players
• Revamping the value proposition of wealth managers
• Decoupling advisory and products: how automated advisory services affect the own-channel distribution model
• Changing the business model: replacing transaction commissions with charges for services
• Organisational change: getting ready to serve tomorrow’s market
• The impact of social models of wealth management and customer empowerment

Big versus small

• How automation, virtual channels and new entrants are eroding the advantages of scale
• Big players versus family offices/independent agents: pros and cons

Industry regulation

• How new regulations are affecting today’s wealth business
• The effect of regulations on banks’ international business
• MiFID 2: getting ready to do business under the new regulation



Study presentations at Affluent and Private Banking Summit

• Wealth management - Global market, global clients but local specificities, by Efma and Deloitte

• Evolution of private banking and wealth management resulting from digitalisation, by Efma and Comarch

• Digital engagement and collaboration, by Efma and Objectway