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Monday, 05 November 2012 23:19

INTERFIMA Announces Wealth Management and Private Banking Workshops

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INTERFIMA has announced that it is providing a unique opportunity to attend a world class event in Luxembourg on 6 and 7 December, a workshop addressing Wealth Management and Private Banking. Those interested can register for either or both days.

The Luxembourg Chronicle (Chronicle.lu) is supporting this commercial initiative to increase the knowledge-base and skills-set of financial sector executives in Luxembourg.   In a constantly shifting and mobile world, new wealth rises, new regions and locations in Asia, the Middle East and elsewhere, are competing with traditional ones like Switzerland and the UK for the lines of service offered, and the levels of satisfaction (qualitative) and return (quantitative).   With Private Banking becoming a major point of interest for the Luxembourg market and its associated institutions, this programme offers insights on applications of Private Banking and Wealth Management principles from Switzerland, the Middle East and Asia. It’s scope is to provide banking and financial services professionals a clear view of best practices and other tools around the globe and to assist in developing a localised value proposition focusing on an international audience-clientele.

The event is targeted towards CxO’s and Board Members, Product and Service Design Officers, Relationship Managers and Private Bankers, Individual Finance Professionals and Consultants in Financial Services.

Key Aspects

- Update your knowledge on latest wealth management and private banking developments

- Enhance current and design new service processes and applications

- Familiarise with other regions principles and practices and learn from them

- Recognise international opportunities and grasp the benefits out of them

- Achieve highest client service and client satisfaction levels

The course will be a mixture of short lectures, case studies analysis, open discussion and real life exercises for the audience on both an individual and team/group basis.

A maximum audience of thirty delegates will be considered, enhancing interactivity between the audience and the course leader.

COURSE LEADERS

Michael has over 20 years experience in financial services (14 years in Asia) focusing on strategies to build client base, increase sales, profitability and customer loyalty. He has extensive experience in product, sales design, recruitment and distribution optimization. He has worked at Citibank (Sydney), HSBC (Hong Kong) and now with a consultancy in Singapore. As a consultant Michael has worked across Asia, Middle-East and Europe. His work focuses on financial distribution strategies and Wealth Management development. His strategy work included an engagement with Ping An Insurance(2nd largest insurer in China) to optimize its direct channels. He has advised several financial institutions on strategy and implementation in Wealth Management, sales and retail banking. In Wealth Management he has worked with banks in Asia such as UBS, Credit Suisse, ABN-AMRO, Standard Chartered Bank and in Middle East with institutions such as BKME, SAMBA Bank, Emirates Bank and National Bank of Dubai.

François is an independent private banker, consultant, business coach, speaker, trainer in over 20 countries on a wide number of topics and lecturer at Trinity College Dublin. François is also CFA Institute Approved Speaker and a member of the Board of Regents of the Financial Analyst Seminar. His extensive knowledge of the banking world, and more particularly of the private wealth management industry comes from over 20 years in the banking business and from working with an array of senior bankers from all around the world he advised, trained and/or coached. He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK/CFPI), a NLP practitioner and a PADI Divemaster.

PROGRAMME (includes interactive discussion covering key features of the course proceedings)

Day One - Workshops (Participants will be allowed to pick one option over the other on parallel sessions)

- The Swiss Way: Business model; Full Private Banking service; Estate planning services; Offshore / onshore.

- The Asian and Middle Eastern Approaches: Different business approaches; Current Issues – product push, threat of commoditisation; Major players; The needs of GCC and Asian clients.

Day Two - Roundtable Session

- Future Prospects

-- Future Trends

-- Rubik

-- New UK regulation: fee based business; interdiction of the retro-cessions

-- Compulsory training: in place in the UK, about to be in Switzerland

-- Impact of the Euro on the business

- Current Trends

-- Selling WM online

-- New segmentation strategies

-- Selling to next-gen WM clients: How to serve the next generation WM clients; Becoming the trusted partner not the product provider; Structuring the team and RM remuneration

The International Association of Financial Management, a global organisation, provides financial training courses to professionals, institutions and corporations around the various locations it operates. Interfima presents programmes in banking, insurance, capital markets, wealth management, risk management, project finance among others. Interfima mission comforms with the progress of our members, the organisations’ prosperity we serve, and the development of the communities and the markets we operate.

Cost: Workshop and Roundtable Session: €1,000 htva per day or €1,500 htva for the two days

To register, see www.interfima.org/pdfuploads/WMLuxembourg.pdf. The completed registration form should be returned to registrations@interfima.org. For further information, Please contact Mr Salvatore Genovese, Tel: 691-100770, email: sgenovese@interfima.org.

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