Private Banking

Innovative Business Strategies and Operational Model Development

Agenda Program
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Prague, NH Hotel Prague
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Trends in the Global Private Banking
Strategies for Overcoming Competition
Client Relationship Management
Modern Technological Solutions
Regulatory Compliance, Ethics and Reputational risk
Global Prospects for the Wealth Management Industry
Course Description

This two-day course is designed to provide you a practical, hands-on appreciation of the key issues facing the industry at present. This course will assist delegates to identify practical strategies for overcoming competition and show them how to reform your internal resources to achieve a higher profile with existing clients. The modules of the course will help delegates to find real solutions to the most of today's challenges in the global private banking.

Who Should Attend

The course is designed for Heads of Private Banking Departments, Wealth Management Directors, Business Development Managers and other senior experts who are seeking to upgrade their private banking business models, find innovative ideas or discover trends in wealth management industry.


A combination of workshop style presentations using case studies and group discussions.

Program of the seminar: Private Banking

The seminar timetable follows Central European Time (CET).

09.15 - 12.00 Trends in the Global Private Banking

  • How are the changing regulations affecting the private banking business?
  • What trends and innovations determine a success in attracting PB clients?
  • Assessing the threats
    • Technological alternatives to private banking
    • Different client needs and changing client base
  • Targeting specific client group with specialized services

Strategies for Overcoming Competition

  • New approaches and innovations as the key to success
    • Today�s pro-active approaches in private banking � moving away from �good-old� models and the branch-based banking
    • Competitive advantage through scaling operations and innovative strategies in established markets
    • Strategic partnerships for wealth managers
  • Improved Private Banking Business Model
    • The shortcomings of traditional PB Models in a changed environment
    • The emergence of intelligent insight to build sustainable and profitable model
    • The key characteristics of successful model: international presence, flexible availability, regional expertise, integrated engagement and scalability
    • The challenges of industrialising of the business model
    • Lessons learned from building a global wealth manager

12.00 - 13.00 Lunch

13.00 - 16.30 Strategies for Overcoming Competition (continued)

  • Internal transformation
    • How to optimise the service you provide to affluent clients?
    • How to increase of private banker efficiency and capacity, whilst also meet the regulatory requirements and keep the quality of services?
    • How to provide a personalised advice based on group infrastructure?
    • Using segmentation to tailor services to meet different client needs

Client Relationship Management

  • Traditional CRM approach in a increasingly complex and competitive environment
    • Client confidence and trust in the banker as a basis for a successful business
    • 5 key points to meet the demand for client honesty and transparency
    • The importance of personalisation in the relationships with UHNW and HNW client
  • The challenge and opportunity in client strategies
    • Capturing the new generation of clients
    • Cross-generation client perspectives
    • Ways to answer increasing client involvement in investment decision
    • Specific client�s needs and preferences: ethical and sustainable investments
  • Relationship management in the modern word
    • How do clients want to interact with private bankers nowadays?
    • Balance between face-to-face and digital interaction
    • Client centricity � meeting client needs by offering tailored products and services

09.00 - 09.15 Recap

09.15 - 12.00 Modern Technological Solutions

  • New technologies as a systematic trend or impasse?
    • How to address a new group of tech-savvy investors?
    • How to meet the demands and needs of tradition clients?
  • Mobile technologies as a effective tool of data exchange
    • Mobile technologies in the centre of your organisation processes
    • How mobile technologies can speed-up your communication strategy?
    • Utilize technology to provide self-service tools for mobile clients
  • Achieving operational excellence using digital technology and business process outsourcing
  • Using social media
    • The role of social networks in communications with clients
    • Social media as a important component of business strategy
  • Balancing traditional private banking business model with modern information and communication technologies
  • Digital media and social networks as additional distributions channels

12.00 - 13.00 Lunch

13.00 - 16.30 Regulatory Compliance

  • Overview of recent changes in the industry regulation
    • MiFID, PRIPS, AIFMD, UCITS, FATCA and other relevant directives
  • Making regulatory compliance a positive instead of a negative issue
    • Regulatory tsunami as a driving force for changes in the operating model
    • Regulatory convergence between offshore and onshore markets
  • Ethics, reputational risk and tax planning strategies

Global Prospects for the Wealth Management Industry

  • Changing demands in business and its underlying drivers
  • Further increasing service quality by focussing on target markets
  • Opportunities in market consolidation (e.g. transformation of securities houses towards wealth management)

Evaluation and Termination of the Course

Training catalogue in PDF
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