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The Euromoney Global Private Banking Debate

18th - 19th June, 2019London

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Euromoney will host the third annual Global Private Banking Debate on the 18th-19th June, 2019 in London. The programme for the 2-day event is outlined below:

Day 1 18th June: Euromoney Global Private Banking Debate

Day 2 19th June: Euromoney at Royal Ascot (by invitation only)

The 2019 Euromoney Global Private Banking Debate will bring together thought-leaders from private banks, family offices, independent wealth managers and intermediaries for an active discussion about the key issues facing the industry.

This debate offers participants the opportunity to hear how their peers are tackling issues and share their banks’ propositions with Euromoney’s reader-ship. Sponsors will also have the opportunity to invite non-bank and family office guests to attend in order to encourage a broader point of view.

Overview

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How it works

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• Euromoney will suggest a preliminary agenda of the topics to be dis-cussed, considering the input from sponsors, which will be made available a couple of weeks in advance.

• The debate will be held as a closed-door panel discussion in London on 18th June. Each of the sponsors can bring private banking clients as observers. The whole debate will last approximately 2.5 hours.

• The debate will be recorded. Once it has been transcribed and edited, each participant will receive his/her own quotes (only) to review and make any necessary amendments before publishing.

• The debate will be published in the September 2019 issue of Euromoney as an 8-page editorial section. The September 2019 issue is Euromoney’s flagship edition with bonus distribution at high profile global events, including the 2019 World Bank and IMF Annual Meeting.

• Euromoney will create an online hub landing page to host the debate on www.euromoney.com, with a series of content marketing and email campaigns targeting influential readers worldwide.

• Each of the sponsors will have one or two seats on the panel. Each spon-sor will receive ten copies of the September 2019 issue as well as a bespoke PDF version for its own marketing purposes.

• Each debate sponsor will have a few tickets to an exclusive private box hosted by Euromoney at Royal Ascot 2019.

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Agenda

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• What is the biggest change to affect the wealth management world over the past year? And what is the biggest ongoing change, one that has been taking place for awhile, and is still happening?

• How are you fostering entrepreneurship in your organisation, in an attempt to hire and retain the best talent? Second – has the hiring and retaining of high-end talent become even more important over the past year?

• Where are you investing most heavily in technology? Which forms of digital communication have become more important internally and externally over the past 12 months? Are you investing more in security – and if so, where, and in what?

• As the global wealth management industry grows, are distinct regional or national themes emerg-ing – or is private banking become more homogenised and globalised, with the same services de-manded by HNW and UNHW customers in, say, Singapore to Sau Paulo and Chicago and Cairo?

• Are private banks keeping pace with demand from HNW clients for socially responsible invest-ment opportunities, whether that means investing in companies that emphasise CSR or invest in green bonds, blue bonds, climate bonds, and so on?

• Does every private bank need to have a big Asia business, and particularly a big China-focused business, now? Is this now a sine qua non in wealth management – something you have to have?

• It seems that the sophistication of family trusts and offices out of China is growing all the time. Is the global trust and family office sector more important to your business than ever before – and if so, where is it growing fastest, and how are you adapting to ensure you benefit from it. There’s also the issue of how more family offices are working with each other on big private equity style deals.

• High-net-worth individuals, particularly in the younger generation, want their wealth management provider to be as transparent as possible. That means transparency over products, investment, pric-ing – and where mistakes might have been made. Is this hard for private banking outfits to do – and how are they changing to show themselves to be more open and transparent?

• Does a private bank need to be an investment bank too – is this an inevitable part of the develop-ment of the industry. Or will pure-play private banks endure?

• Does the industry do enough to promote the role of women – surely an important consideration given that wealth, as well as getting younger, is more ‘female’ in terms of its ultimate owner, than ever before? And is the industry also doing enough to promote diversity, in all its forms?

• Given the increasing political turbulence in certain developed markets, are there places that private banks might look to retrench, or scale down, in favour of ramping up their presence in key develop-ing markets?

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2019 Global Private Banking Debate in the Media

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Reaching our global audience

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2018 Global Private Banking Debate in the Euromoney Magazine September flagship edition

September 2018 www.euromoney.com

Volume 49, Number 593

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2018 Global Private Banking Debate on www.euromoney.com

https://www.euromoney.com/article/b19smv8ttw8w7b/global-private-banking-debate-trust-scale-and-security-key-factors-in-a-digital-world

19,510 page views (to the article page on Euromoney.com)680,044 social media impressions delivered (Twitter and LinkedIn)

Average time spent on page: 2:10 mins

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2017 Global Private Banking Debate on LinkedIn

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2018 Global Private Banking Debate on Twitter

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2018 Global Private Banking at Royal Ascot