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The Future of Private Banking
Marketforce and the IEA's 10th Anniversary Conference
18th October 2012, Jumeirah Carlton Tower, London
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Speakers include:
Philip Grant
MD, Lloyds TSB Private Banking, Bank of Scotland Private Banking
Yves Robert-Charrue
Chief Executive Officer, Julius Baer, Switzerland
David Poole
UK Head, Citi Private Bank
David Poole
UK Head, Citi Private Bank
Biography
David Poole is a Managing Director of Citi Private Bank, UK and was appointed as Global Market Manager for the UK Market Region in 2009. Since joining Citi in May 2006 David has been responsible for Business Development for Citi Private Bank Europe. David trained in corporate finance at Lazard Brothers in 1987. He subsequently became a senior portfolio manager at N M Rothschild where he was an analyst for the electronics and media sectors and managed pension funds, charities and private client accounts. More recently, David served as a Director and Head of Business Development at Merrill Lynch Investment Management (previously MAM) where he worked on the amalgamation of Merrill's two UK businesses in 2004. David graduated from Bristol University in 1986 with an honours degree in English and Theology. He also holds a City Diploma in Finance & Accountancy, is a Registered Representative of the Stock Exchange and a member of the Institute of Investment Management and Research.
Sally Tennant
Chief Executive, Kleinwort Benson
Tom Slocock
Chief Executive Officer, UK, Deutsche Bank Private Wealth Management
Tom Slocock
Chief Executive Officer, UK, Deutsche Bank Private Wealth Management
Biography
Tom Slocock assumed the role of Managing Director and CEO of Deutsche Bank’s UK Private Wealth Management division on 1 March 2009. He joined Deutsche Bank from Credit Suisse where his last role was as the London Head of International Private Banking. Tom joined Credit Suisse as part of the acquisition of Donaldson, Lufkin & Jenrette. Tom has spent his entire career in the wealth management industry, having previously worked in the Private Client Services groups at Goldman Sachs and Lehman Brothers. Tom's focus has been working with wealthy and sophisticated UK based individuals and families, and helping to source bespoke solutions tailored to their specific needs.
Stephen Richards Evans
Head, EMEA, India & Americas, Standard Chartered Private Bank
Conference overview:
With private banks facing new pressures from the RDR, MiFID II and FATCA, this event will tackle a range of vital topics, including the impact of regulatory developments and changing tax regimes, as well as more strategic questions around how patterns of wealth are changing and how services can be customised to suit. In the context of continuing uncertainty in the Eurozone, leaders will discuss the significance of émigré wealthy and consider where new global opportunities lie for private banks.
Topics for discussion at The Future of Private Banking 2012 include:
- What will be the impact of regulatory changes and how should private banks respond?
- Which business models are likely to prosper in the future and where will there be opportunities for M&A?
- How is the profile of the wealthy changing in geographical, gender, and age terms?
- From philanthropy to digital: what new services are required to suit the 21st century wealthy?
- Banking for UHNWIs: can and should private banks be competing with private offices?
- After the crisis in the sovereign markets, do risk-free investments still exist?
- Moving into new markets: how should services be adapted to match local client culture and expectations?
