Description

In an industry that prides itself on the provision of bespoke financial services to the country’s wealthiest individuals, the “trusted adviser” status is the ultimate goal for both advisers and their institutions.

The Australian Private Banking Conference seeks to help private wealth advisers better understand and meet the changing needs and expectations of their client. Drawing together global insight and local intelligence, this is a must-attend event for anyone advising Australia’s wealthy.

The fall-out of the rollercoaster ride that was the 2007-2010 period is likely to demand increased regulation, segmentation and customisation. These somewhat conflicting factors will pull private wealth managers in multiple directions and ultimately bring new challenges. In order to meet these challenges, private wealth managers and their key personnel need to adopt new strategies and tactics to ensure that they continue to retain both existing clients and win new ones.

This one-day Private Banking Conference provides an opportunity for delegates, speakers and partners to meet and share thoughts, ideas and perspectives on how the industry can move forward and meet client expectations while still delivering the bottom line.

Testimonials

“Very good from a schedule, pace and diversity of presenters. Fair in terms of encouraging floor interaction. Fantastic from a networking perspective.”

“Excellent mix of individual presenters and panel discussion. Well paced day. Quality presenters, forum, attendees.”

“It was well organised and informative.”

Attendees

ANZ Private
Commonwealth Private
Credit Suisse

Macquarie Private
NAB Private Wealth
Perpetual

PwC
St George Private
Westpac Private Bank

Agenda

Download the Australian Private Banking Conference 2011 Agenda (File size: 436kb)

Media

Private bankers must tap social media: expert - Technology Spectator, 3 June 2011 (File Size 144kb, Download)
Alan Shields, Director, RFi speaking on private banking, Sky Business News, 2 June 2011