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30th Annual Private Banker International Global Wealth Summit and Awards 2020

to
207 people attended
Bringing together global private banking and wealth management leaders from around the world.

Last year, the Private Banker International Global Wealth Summit and Awards brought together almost 250 key industry stakeholders from across the region to discuss and understand the important market forces shaping the world of private banking. This is the annual meeting place of the most senior names in the industry and offers exclusive insight into the strategies of the worlds’ leading banks.
 
 Spurred by a shift in the traditional customer base, represented by a younger demographic and the growth of family offices, and the sudden curveball thrown by the current global health crisis; it has become imperative for private banking institutions to build upon structured products to ensure future demands from social movements and behavioural changes are met.
 
Some of the discussions at the 2020 edition will revolve around the state of the market and how to ensure business continuity in a post-COVID world; digital innovation in private banking and wealth management; the rise in demand for socially responsible investment strategies and managing wealth across generations; with compelling case studies and presentations to decode current trends by industry experts and leading wealth managers.

The virtual summit will be conducted alongside an awards presentation to celebrate the most impressive and successful initiatives from private banks and wealth management companies over the past 12 months. Awards will be presented for wide-ranging achievements and will highlight leaders in the industry and efforts to progress private banking.

Private Banker International (PBI) is an editorially independent briefing service aimed at banks, financial services companies, related intermediaries, and technology vendors in the private banking and wealth management sector. Together with our colleagues at Arena International (UK), Middle East Economic Digest (Dubai), and GlobalData (Singapore), we have curated a virtual summit providing opportunities to network and participate in informative, pertinent discussions combined with an online awards presentation celebrating the best of the industry.

This event is a must-attend for finance strategists and professionals looking to build a strong network within the elite private banking community, hear about their market-leading and disruptive approaches and meet the teams that delivered globally recognized strategies and products.

Schedule

· Networking
Registration & Networking
· Stage
Awards Presentation
· Stage
Opening Welcome & panel session
State of the market: how to ensure business continuity in a post-COVID world
Rajesh Khanna Mark Hirst Patrick Brusnahan Rohit Bhuta Rahim Daya
· Networking
Coffee & Networking
· Stage
Awards Presentation
· Stage
Panel session
Digital innovation in private banking and wealth management
Kripa Bathija Micheal Lee Vipul Kapur
· Stage
Case study
Digital innovation in wealth management
Gustavo Tavares
· Stage
Presentation
How wealth managers are adapting to the post-COVID realities: an update on the latest industry survey results
Andrew Haslip
· Stage
Awards Presentation
· Networking
Lunch & Networking
· Stage
Panel Session
The rise in demand for socially responsible investment strategies
James Cheo James Purcell Laurent Simeoni Arjan De Boer
· Stage
Panel Session
Managing wealth across generations
Anton Wong Arpita Vinay Hyunjun Kim Rajesh Saluja Ankur Maheshwari
· Stage
Chair’s closing comments
Patrick Brusnahan
· Stage
Awards Presentation
Awards Presentation

Speakers

Rajesh Khanna

SVP & Head of Global Coverage - Emirates NBD Private Banking

Ankur Maheshwari

CEO - Equirus Wealth Management

Kripa Bathija

Independant

Woon Lee

Regional Head of Wealth Planning, Family Office and Insurance Solutions, DBS Private Bank

Andrew Haslip

Head of Content, Asia Pacific, Global Data Financial Services

Mark Hirst

Deputy Group CEO, Private Banking and Wealth Management, Ahli United Bank

Patrick Brusnahan

Editor, Private Banker International

Rajesh Saluja

ASK Wealth Advisors

Hyunjun Kim

Hana Bank - Private Banker

Arpita Vinay

Centrum Wealth management Ltd - Co-Head

Wouter Gesquiere

ING Luxembourg - Executive Director

Laurent Simeoni

ING - Head of Private Banking Clients

James Purcell

Quintet Private Bank - Head of Portfolio Management

Gustavo Tavares

Itau Private Bank Zurich - CEO

Vipul Kapur

Mashreq Private Bank - CEO

Micheal Lee

Taipei Fubon Bank - Managing Director

Rahim Daya

Barclays Private Bank - VP Segment Targeting Centre

Rohit Bhuta

Crossinvest - Head of Private Bank UAE

James Cheo

HSBC Private Bank - CEO

Arjan De Boer

Indosuez Wealth Management - Chief Market Strategist, Southeast Asia

Anton Wong

BNP Paribas - Head of Markets, Investments & Structuring, Asia

The event is over

Hosted by

MEED