Affluent and Private Banking Summit

15 to 16 September 2016

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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

We thank our partners

Get a feel of the Affluent and private banking 2016, with:

Box_Affluent_16.jpg (44 KB)

The best moments captured in photos
The best comments, shared by using: #EfmaAP16

What delegates said at #EfmaAP16

"Very interesting presentations and speakers. The visit to Hub was super! really good."

 Patricia Carla Mesquita Silverio, Caixa Geral de Depósitos

What delegates said at #EfmaAP16

"Well organized, current and interesting topics, nice participants & good hotel choice. Very helpful and kind Efma hosts."

Merve Talay, Akbank

What delegates said at #EfmaAP16

"Good panel of speakers. Good organisation. Good breakdown between private and affluent."

Marco Silvani, Lemanik SA

What delegates said at #EfmaAP16

"Interesting to know about the strategy of banks outside my home country" Alessandra Martinoni, Banca Mediolanum

Interested in sponsoring this event?

We offer you a wealth of opportunities:

  • Speaking slots to share your experience with a senior audience
  • Exhibition locations to develop relationships with your target market
  • Marketing visibility to improve your reputation within the industry

Take advantage of our affiliation with over a third of the world’s biggest banks!

For more info, please contact
or +33 1 47 42 52 72

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