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Private Banker International Hong Kong Forum March 2010, Hong Kong

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VRL reports survey 2009

Why this conference:

In an industry built largely on trust and reputation, the last 12-18 months have been a challenging year for wealth managers as clients see their assets shrivel to a shadow of their former size after profiting from the boom of 2007-2008.

Some have weathered the storm better than most, continuing to invest in their business and strategy in one of the most difficult years in financial history. These institutions have  managed to avoid direct intervention in their businesses by domestic regulators, which has enhanced their reputation and standing among investors.

Who will be left standing after the storm? Who has enjoyed the flight to quality when rivals are wilting? What has been the key to managing reputation when many banks have been tarnished through sub-prime and product-based scandal? Will niche outfits still profit from the aftermath or do they need to scale up to be more effective and risk being marginalised otherwise?

The Private Banker International Hong Kong Forum will give wealth managers an independent platform to discuss these key industry issues and challenges facing the industry particularly in Hong Kong and North Asia.

Leveraging our flagship wealth management event – the Private Banker International Wealth Management Summit – this one day briefing will continue VRL’s tradition of a strong, content-driven agenda and will highlight current international case studies to promote peer-level discussion on the issues that matter most.

A powerful new conversation has begun and it is changing the way wealth managers will do business in the near future. Engage with your peers, discover practical insights and drive real change to tap into one of the fastest-growing HNW markets in the world.

Our 2010 Speakers are:

Alfred Shang, Principal, Bain & Co Andrew Cainey, Mnanaging Director - Greater China, Booz and Company
Ian Ewart, Head, Marketing & Communications, Barclays
Jacques Mechelany, Chief Executive Officer, Bank of China (Suisse) SA
James Crystal, Mananging Director and the Director of Hedge Funds and Opportunistic  Investments, Rockefeller & Company
Jimmy Lee, Head of Asia, Clariden Leu
Keith Harrison, Head, Asia Pacific, Bank Hapoalim
Nick Cringle, Global Chief Investment Officer, RBS Coutts
Roland Staub, President, Trustee Suisse

Target Audience:

Job titles

·         Chief Executive Officers/Chief Investment Officers

·         Managing Directors

·         Regional Directors

·         Country Heads

·         Heads of Private Banking/Wealth Management

·         Department Heads

·         Vice Presidents

·         General Managers

·         Heads of Insurance

·         Heads of Mutual Funds/Investment Funds

·         Investment Strategists

·         Independent Financial Advisers

·         Hedge Fund Managers

·         Senior Private Banking/Wealth Management Executives

Organisations

·         Banks

·         Independent financial advisors

·         Financial regulators

·         Consulting firms

·         Accounting firms

·         Law firms

·         Asset management companies

Departments

·         Private Banking, Wealth Management, Priority Banking, Preferred Banking

·         Product development

·         Asset allocation

·         Risk management

·         Investments

·         Fund management

·         Asset management

·         Marketing

·         Strategy, Planning

Premium Sponsor & Lunch Host Sponsor

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Event Partner

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