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5th PRIVATE BANKING SUMMIT PROFITABILITY AND GROWTH 28th and 29th August 2006 | Kongresshaus, Zurich 30th August 2006 | Kongresshaus, Zurich PA N E L I S T S AND S P E A K E RS POST-CONFERENCE DAY [ K E Y NO T E ] EDUARDO LEEMANN CLIVE C R BANNISTER HSBC Holdings plc, AIG Private Bank Ltd., Zurich FAMILY OFFICE London Challenges in Succession, BENOÎT DUMONT HANS NÜTZI Governance and Issues J.P. Morgan (Suisse) SA, Bank Leu Ltd, Zurich Geneva for the Ultra Wealthy BÉNÉDICT G.F. HENTSCH ALAIN ROBERT SPEAKERS FROM GEM Global Estate UBS AG, Zurich Baker & McKenzie, Zurich Managers SA, Geneva Farrer & Co, London Banque Bénédict Fleming Family & Partners, London Hentsch & Cie SA, Geneva Herbert Smith LLP, London MAG. SUSANNE HÖLLINGER ERIC G. SARASIN Maslinski & Co Ltd, London Erste Bank der oesterreichischen Bank Sarasin & Co. Ltd, Basel Privatbank IHAG Zurich AG, Zurich Sparkassen AG, Vienna Scorpio Partnership Ltd, London Whitehead Mann Ltd, London A D D I TI O N A L S P E A K E R S F R O M [CHAIR] [CHAIR] PROF. TEODORO D. COCCA NICHOLAS DALE ABN AMRO Private Banking, Amsterdam University of Linz HSBC Guyerzeller Bank Ltd, Zurich Accenture AG, Zurich PROF. XAVIER OBERSON Bank Julius Baer & Co. Ltd, Zurich University of Geneva Bordier & Cie Banquiers Privés, Geneva Knowledge Partner Coutts Bank von Ernst Ltd, Zurich of the Post-Conference day Credit Suisse, Zurich EFG International KENDRIS private AG, Zurich Rahn & Bodmer Banquiers, Zurich Royal Bank of Scotland Asset Management Ltd, London FOR MORE INFORMATION VISIT Simon-Kucher & Partners, Zurich WWW.PRIVATE-BANKING-SUMMIT.COM OR CALL US +41–44–288 94 53 Sponsored by Co-Sponsor Media-Partner Introduction 2 GROWTH AND COMPETITIVENESS Panelists, Speakers and Chair From both the domestic and the international perspective, private banking Clive C R Bannister finds itself in the midst of ruthless competition. The efficient exploitation of new Group General Manager and CEO, markets in Europe, South America, the Middle East and Asia requires onshore HSBC Group Private Banking, strategies that offer greater flexibility than any traditional offshore approach can London provide. Where is an onshore strategy necessary and how can it be implemented in a cost-effective way? Does the future, in fact, belong to the niche providers? Martin H. Bidermann Or are there better ways to achieve differentiation and sustainable growth? Partner, Rahn & Bodmer Banquiers, Data from authoritative sources indicate that by 2008 the world’s weal- Zurich thiest families will control more than USD 40 trillion – equivalent to 10% of the world’s gross domestic product (GDP). Where will this new growth come from? Gregoire Bordier How will the demands of this sought-after target group develop? Which strate- Managing Partner, gies are most likely to win their confidence – and their business? Bordier & Cie Banquiers Privés, Geneva Attend and take advantage of an unparalleled chance to learn about these new and emerging opportunities. John Carrell Partner, We are looking forward to welcoming you. Farrer & Co, London Prof. Teodoro D. Cocca Chair for Wealth and Asset Management, University of Linz, Claudia Gabriel François Schaller Linz Editor in Chief, Schweizer Bank Editor in Chief, Private Banking Nicholas Dale Member of the Enlarged Executive Committee, Agenda PRIVATE BANKING SUMMIT 2006 HSBC Guyerzeller Bank Ltd, Zurich The future of global private banking – Strategic issues Sebastian Dovey National and international growth opportunities in private banking Managing Partner, (Eastern Europe, BRIC countries, Middle East and Asia) Scorpio Partnership Ltd, Generate new money London Customer segmentation and pricing The future belongs to niche players Benoît Dumont Optimal cost management strategies General Manager, Industrialization in private banking J.P. Morgan (Suisse) SA, Geneva Explore practical examples of successfully growing private banks and family offices and exchange ideas with their top executives. Agenda Post-Conference Day FAMILY OFFICE Where will the new growth come from? The experience of two families Identifying the real needs of high net worth families Planning for wealth succession Planning structures and governance For more information call +41–44–288 94 53 Panelists, Speakers and Chair 3 Eftychia Fischer Michael Maslinski Dr. Heinz Stadler Head Financial Market Services Director, Chief Executive Officer, and Treasury, Maslinski & Co Ltd, Privatbank IHAG Zurich AG, EFG International, Zurich London Zurich Bénédict G.F. Hentsch, Co-Founder, Dr. Thomas R. Meier Andius Teijgeler GEM Global Estate Managers SA, Member of the Private Banking Global Head Marketing, Geneva, and Chairman, Banque Management Committee, ABN AMRO Private Banking, Bénédict Hentsch & Cie SA, Geneva Bank Julius Baer & Co. Ltd, Zurich Amsterdam Mag. Susanne Höllinger Hans Nützi Rupert Ticehurst Head of Private Banking, CEO, Partner, Erste Bank der oesterreichischen Bank Leu Ltd, Herbert Smith LLP, Sparkassen AG, Vienna Zurich London Andrew Hutton Prof. Xavier Oberson Dr. Burkhard P. Varnholt Managing Director, Professor of Swiss and Member of the Global Royal Bank of Scotland Asset International Tax Law, Executive Council, Management Ltd, London University of Geneva, Geneva Credit Suisse, Zurich Prof. Hans Rainer Künzle Dr. Stefan Reinholz Penny Webb Partner, Head Segment Management, Managing Partner, KENDRIS private AG, Credit Suisse Private Banking, Whitehead Mann Ltd, Zurich Zurich London Eduardo Leemann Alain Robert Dr. Stephan Wernli Chairman, AIG Private Bank Ltd., Member of the Head Business Development Zurich, and Head AIG Global Group Managing Board, Private Banking, Accenture AG, Wealth Management UBS AG, Zurich Zurich Penny Lovell Thomas Schmidt Dr. Georg Wübker Head of Business Development, Deputy CEO and Managing Partner, Fleming Family & Partners, Head of Private Banking, Simon-Kucher & Partners, London Coutts Bank von Ernst Ltd, Zurich Zurich Philip Marcovici Eric G. Sarasin Partner, Member of the Group For more detailed information about speakers, Baker & McKenzie, Executive Board, panelists and chairmen please visit Zurich Bank Sarasin & Co. Ltd, Basel www.private-banking-summit.com Reasons why you do not want to miss this conference Improving performance and ensuring sustainable Get hands-on, practically-oriented information and discuss new opportunities for growth with top growth in an increasingly competitive global management executives. They know the challenges and look forward to you bringing your thoughts market will be the issue of the future. and questions into the discussion. Seize this unique networking environment. www.private-banking-summit.com Program 4 Monday, 28th August 2006 8.30 11.00 Reception with Coffee, Tea and Croissants Pricing of Private Banking Products and Services Distribution of Conference Documentation [Practical Example] Increasing importance of pricing 9.00 Pricing process – From strategy to implementation Welcome and Introduction of the Conference Theme Pricing process example Prof. Teodoro D. Cocca, Chair for Wealth and Asset Conclusion Management, University of Linz, Linz Dr. Stefan Reinholz, Head Segment Management, Credit Suisse Private Banking, Zurich Dr. Georg Wübker, Managing Partner and Head INTERNATIONAL COMPETITIVENESS Financial Services, Simon-Kucher & Partners, Zurich 9.15 The State of the Private Banking Industry CONQUERING (NEW) MARKETS Overview of market developments Industry leadership 11.45 Competition leadership Onshore in the Far East – A Must for Swiss Private Prof. Teodoro D. Cocca, Chair for Wealth and Banks? [Practical Example] Asset Management, University of Linz, Linz Attraction of the onshore growth potential Conflict of onshore versus offshore Why Julius Baer believes in an offshore approach CUSTOMER SEGMENTATION AND PRICING Dr. Thomas R. Meier, CEO Asia, Middle East, Aegean & Eastern Europe and Member of the Private Banking Management 9.45 Committee, Bank Julius Baer & Co. Ltd, Zurich It’s all About Emotion! The Private Banking Perspective [Practical Example] 12.15 Buying behavior of consumers Questions/Discussion Private clients and their buying behavior Role of the investment advisor and private banker 12.30 ABN AMRO Private Clients: It’s all about emotion Lunch (sponsored by ERI) Andius Teijgeler, Global Head Marketing, ABN AMRO Private Banking, Amsterdam 14.00 Global Wealth Advisory in Rising BRIC Countries 10.15 Bénédict G.F. Hentsch, Co-Founder, Questions/Discussion GEM Global Estate Managers SA, Geneva, and Chairman, Banque Bénédict Hentsch & Cie SA, Geneva 10.30 B r e a k ( C o f f e e a n d Te a ) For more information call +41–44–288 94 53 Program 5 Monday, 28th August 2006 14.30 17.15 Private Banking in Eastern Europe – Questions/Discussion The Austrian Experience [Practical Example] Overview on Eastern European private banking markets 17.30 Challenges and opportunities for established private Summary and Conclusion of the First Conference Day banks in Eastern Europe Followed by a Networking Reception Possible development path in that region (in terms of (sponsored by BT) product offering, service levels, onshore/offshore business) BT invites you to the reception at the conclusion of the conference Mag. Susanne Höllinger, Head of Private Banking, day. Take advantage of the opportunity to compare experiences Erste Bank der oesterreichischen Sparkassen AG, Vienna with speakers and participants. 15.00 Questions/Discussion 15.15 B r e a k ( C o f f e e a n d Te a ) 15.45 Private Banking Potential in the Middle East – Key Success Factors [Practical Example] Business environment and potential of UHNWI in the GCC and Dubai in particular Outlook for private banking in the Middle East Bank Sarasin-Alpen (ME) Limited – Entrance to the booming market and Sarasin’s approach Eric G. Sarasin, Head Private and Institutional Clients Division and Member of the Group Executive Board, Bank Sarasin & Co. Ltd, Basel 16.15 Panel Discussion Conquering New Markets – Opportunities and Threats Moderator: Dr. Daniel Hügli, Financial Journalist, Handelszeitung, Zurich Gregoire Bordier, Managing Partner, Bordier & Cie Banquiers Privés, Geneva Bénédict G.F. Hentsch Mag. Susanne Höllinger Eduardo Leemann, Chairman, AIG Private Bank Ltd., Zurich, and Head AIG Global Wealth Management Dr. Thomas R. Meier Alain Robert, Member of the Group Managing Board and Head of Wealth Management Switzerland, UBS AG, Zurich Eric G. Sarasin www.private-banking-summit.com Program 6 Tuesday, 29th August 2006 8.30 11.30 Reception with Coffee, Tea and Croissants Keynote Speech The Future of Global Private Banking – 9.00 Strategic Issues Welcome and Introduction of the Conference Theme Clive C R Bannister, Group General Manager and CEO, Prof. Xavier Oberson, Professor of Swiss and International Tax HSBC Group Private Banking, London Law, University of Geneva, Geneva 12.00 Questions/Discussion WEALTH PRESERVATION OVER GENERATIONS 12.15 9.15 Lunch (sponsored by ERI) Private Banking and Financial Planning What the client relationship managers should know 13.45 How financial planning departments can assist Successful as a Niche Player in Onshore and Offshore Cooperation with external experts Markets [Practical Example] Some good and bad cases The either fish or fowl theory Prof. Hans Rainer Künzle, Partner, KENDRIS private AG, Zurich Small is beautiful Avoid the conflict of interest 9.45 Martin H. Bidermann, Partner, Mapping the Future of Clients’ Wealth: Rahn & Bodmer Banquiers, Zurich Concentration, Friend or Enemy? A great way to amass wealth: A few examples The single greatest risk to sustaining large fortunes 14.15 Wealth allocation and diversification strategies Achieving Synergy Benefits by Consolidating Benoît Dumont, General Manager, J.P. Morgan (Suisse) SA, Private Banking Services [Practical Example] Geneva Attaining comparative advantages from Client and market proximity 10.15 Superior advisory and Questions/Discussion Asset management approach Hans Nützi, CEO, Bank Leu Ltd, Zurich 10.30 B r e a k ( C o f f e e a n d Te a ) OPTIMIZATION OF COST-INCOME RATIO GENERATE NEW MONEY AND 14.45 NICHE MARKET STRATEGIES Structured Products in a Private Bank Context: Strategy and Execution 11.00 Purpose: The role of structured products in a private Global Investment Themes 2007 client portfolio Global macro Sourcing: The in- and out- debate Commodities, interest rates, currencies Delivery: From market to client can be a long way … Equities Outlook: What future for unstructured products? Dr. Burkhard P. Varnholt, Global Head of Financial Products Eftychia Fischer, Head Financial Market Services and Treasury, & Investment Advisory and Member of the Global Executive EFG International, Zurich Council, Credit Suisse, Zurich For more information call +41–44–288 94 53 Program 7 Tuesday, 29th August 2006 Who should attend this conference? 15.15 Questions/Discussion From private banks and family offices: Chairmen 15.30 Chief Executive Officers B r e a k ( C o f f e e a n d Te a ) Managing Partners Chief Investment Officers 16.00 Heads of Business Development Optimize Cost-Income Ratio Through IT Heads of Marketing [Practical Example] Heads of Client Relationship Management Trends in breaking up the value chain Relationship Managers Requirements for successful industrialization Investment Managers Case Study Wealth Advisors Dr. Stephan Wernli, Head Business Development Chief Economists Private Banking, Accenture AG, Zurich Financial Analysts and Research Managers Co-Speaker: Special Guest Speaker from a Bank as well as Independent Financial Advisors. 16.30 Interview: Cross Selling within a Financial Conglomerate [Practical Example] Andrew Hutton, Managing Director, Royal Bank of Scotland Asset Management Ltd, London Thomas Schmidt, Deputy CEO and Head of Private Banking, For further information please contact Coutts Bank von Ernst Ltd, Zurich Moderator: Claudia Gabriel, Editor in Chief, Stéphanie Reimann, Schweizer Bank, Zurich Conference Assistant phone: +41–44–288 94 53 17.00 e-mail: email@example.com Questions/Discussion Claudia Pfenniger, 17.15 Conference Manager Summary and Conclusion of the Second Conference Day Followed by a Networking Reception EUROFORUM cordially invites you to the reception at the conclusion of the conference day. Take advantage of the opportunity to compare experiences with speakers and participants. Sponsoring & Exhibitions The conference also provides an opportunity for you to present your company, products and services to an exclusive gathering of clients. For further information on exhibition capacity, target-group analysis and the development of a personalized sponsoring plan, please contact: Beat Stampanoni (Manager Sponsoring & Exhibitions) Telefon: +41–44–288 94 73 e-mail: firstname.lastname@example.org www.private-banking-summit.com Program 8 Post-Conference Day FAMILY OFFICE Wednesday, 30th August 2006 Meeting the needs of ultra high net worth families and responding to the challenges of 8.00 succession, governance and wealth preservation. Reception with Coffee, Tea and Croissants Distribution of Conference Documentation Data from authoritative sources indicate that by 2008 the world’s wealthiest families will control more than 8.30 USD 40 trillion – equivalent to 10% of the world's gross Welcome and Introduction of the Conference Theme domestic product (GDP). Nicholas Dale, Member of the Enlarged Executive Committee, HSBC Guyerzeller Bank Ltd, Zurich This growing wealth is accompanied by changing attitudes, as ultra-wealthy clients come to perceive preser- ving families as important as preserving asset values. THE EXPERIENCE OF TWO FAMILIES The winners in attracting the lion’s share of this 8.45 growing market will be the professionals who develop Succession Planning [Practical Example] the profoundest understanding of these clients’ concerns Maintaining family involvement and control in order to design and deliver the services that truly meet Dr. Heinz Stadler, Chief Executive Officer, their interests and needs across successive generations. Privatbank IHAG Zurich AG, Zurich Where will this new growth come from? How will 9.15 the demands of this sought-after target group develop? The Fleming Multi Family Office – Its Roots Which strategies are most likely to win their confidence – What are the benefits for family members and clients? and their business? Does the future, in fact, belong to The family office as an efficient use of resources the niche providers? Or are there better ways to achieve The power of cohesion differentiation and sustainable growth? Philanthropy and its significance Penny Lovell, Head of Business Development, This special post-conference session will cast fresh Fleming Family & Partners, London light upon changing attitudes among ultra-wealthy families. By illuminating the key issues that motivate these 9.45 clients it will enable professionals in the family office Questions/Discussion sector to gain a greater share of this increasingly valuable market. 10.00 Break (coffee and tea) The post-conference day addresses IDENTIFYING THE NEEDS AND CHALLENGES the following topics: 10.30 Where will the new growth come from? Strategic Challenges for the Family Office in Today’s The experience of two families Market Identifying the real needs of high net worth families Understanding the current client motivation for a family Planning for wealth succession office Planning structures and governance Evaluating the institutional responses to the segment Challenges in the MFO, SFO model – for the client, for Knowledge Partner of the Post-Conference day: the institution Key Trust Company Ltd Thought leadership comments: The family office world in the next decade Sebastian Dovey, Managing Partner, Scorpio Partnership Ltd, London For more information call +41–44–288 94 53 Program 9 Wednesday, 30th August 2006 11.00 14.30 Identifying the Real Needs of High Net Worth How Family Firms Choose Service Providers Families What do they look for? Wealth preservation How are decisions made? Confidentiality/security Pitfalls Mitigating tax Recommendations Migrating families Penny Webb, Managing Partner, Centre for Family Business Families with members in multiple jurisdictions Excellence, Whitehead Mann Ltd, London Controlling the devolution of wealth Charity 15.00 Rupert Ticehurst, Partner, Questions/Discussion Herbert Smith LLP, London 15.15 11.30 Break (coffee and tea) Panel Discussion Where Will the New Growth Come From? Moderator: Nicholas Dale, Member of the Enlarged Executive PLANNING AND STRUCTURES Committee, HSBC Guyerzeller Bank Ltd, Zurich Dr. Heinz Stadler, Chief Executive Officer, 15.45 Privatbank IHAG Zurich AG, Zurich Why Every Family Needs a Trust Penny Lovell, Head of Business Development, Tax and non-tax reasons for trusts for multi-jurisdictional Fleming Family & Partners, London family offices Sebastian Dovey, Managing Partner, When do trusts meet family needs? Scorpio Partnership Ltd, London Leverage service value and increase prices Rupert Ticehurst, Partner, Philip Marcovici, Partner, Herbert Smith LLP, London Baker & McKenzie, Zurich 12.15 16.15 Questions/Discussion International Tax Planning Issues for Families Growing opportunities for tax saving 12.30 Conserving wealth for the multi-national family Lunch The increasing burden of disclosure Need for an integrated approach to tax planning John Carrell, Partner, INVOLVEMENT WITH FAMILY BUSINESS Farrer & Co, London 14.00 16.45 Inherited Family Business and Prudent Asset Questions/Discussion Allocation – Issues of Conflict Defining the risks and potential conflicts 17.00 Making the right decisions Summary and Conclusion of the Conference Managing expectations Protecting the vulnerable Michael Maslinski, Director, Maslinski & Co Ltd, London www.private-banking-summit.com Sponsoring 10 Main Sponsor Accenture is a global management consulting, technology services and outsourcing company. Committed to delivering innovation, Accenture collaborates with its clients to help them become high-performance businesses and governments. With deep industry and business process expertise, broad global resources and a proven track record, Accenture can mobilize the right people, skills, and technologies to help clients improve their performan- ce. With more than 129,000 people in 48 countries, the company generated net revenues of US$ 15.55 billion for the fiscal year ended Aug. 31, 2005. Its home page is www.accenture.ch. Accenture AG Contact: Beat R. Monnerat (Partner) Fraumünsterstrasse 16, CH-8001 Zurich phone: +41–44–219 57 99 web: www.accenture.ch fax: +41–44–219 47 99 Co-Sponsor HP is not just focusing on infrastructure, but on vertical industry and business process solutions. This is HP’s future direction. HP integrates as an important partner of the value chain innovative solutions for adaptive business architectures. HP’s local Financial Services Practices are specialized in the optimization of business processes and the flexible utilization of the technical infrastructure. HP has deep competence and experience in selected Financial Services Industry segments, especially in collaboration with Private Banks. Hewlett-Packard (Schweiz) GmbH Contact: Fritz Maier (Director Financial Services Industry) Ueberlandstrasse 1, CH-8600 Duebendorf phone: +41–58–444 64 82, mobile: +41–79–217 74 40 web: www.hp.com/ch e-mail: email@example.com Lunch Sponsor OLYMPIC Banking System NexT Generation is now a reality, offering the same diversity of functions and flexi- bility but now with leading edge technology and architecture. Worldwide, over 260 clients in the Retail, Private, Commercial and Universal Banking sectors in more than 30 countries place their trust in OLYMPIC Banking System and ERI Bancaire. With more than 530 employees worldwide, we are the ideal partner for modern banking practices in financial institutions. ERI BANCAIRE S.A. Contact: Marcel Schlagenhauf (Sales Manager) Genferstrasse 2, CH-8002 Zürich phone: +41–44–204 93 25, mobile: +41–79–820 65 46 web: www.eri.ch fax: +41–44–204 93 01, e-mail: firstname.lastname@example.org Apéro Sponsor BT Global Services is a global ICT provider which delivers complex solutions for businesses based in Switzerland and abroad. For many years now, BT Global Services has been making an important contribution to the further development of integrated ICT concepts and setting trends in the industry. BT Global Services offers ICT solutions to international companies – especially financial institutions and private banks – which guarantee both, gains in efficiency and cost-effectiveness, as well as delivering real commercial and business benefits to its customers. Already 20 of Switzerland's top 100 international companies rely on solutions from BT Global Services. BT Switzerland Ltd. Contact: Luca Zappia Bäulerwisenstrasse 1, CH-8152 Glattbrugg phone: +41–44–543 21 11, fax: +41–44–543 21 10 web: www.btglobalservices.com/ch e-mail: email@example.com For more information call +41–44–288 94 53 Exhibition 11 Knowledge-Partner of the Post-Conference day Key Trust is an independent fiduciary licensed by the Jersey Financial Services Commission and a pioneer of the Multi-Office Family Office concept. Key operates a unique business model that delivers fair value for a personal service. Each family engagement has its own administration manager and relationship manager, creating a 2-person, personal service with the value advantage of a pre-agreed fixed fee. Key Trust Company Limited Contact: Brian Clarke, Managing Director PO Box 116, Hilgrove House, phone: +44–1534–630 500 10 Hilgrove Street, fax: +44–1534–639 669 St Helier, Jersey, Channel Islands JE4 8SU e-mail: firstname.lastname@example.org web: www.key-trust.com Exhibitiors Profidata Group is an independent software house serving banks, investment companies and insurances. Core products are the high end asset management software XENTIS and the portfolio management software e-AMIS. Profidata Group has locations in Neuenhof, Frankfurt, Luxembourg and Saarbrücken. The group strategy is based on the broad experience of inhouse IT and finance specialists in development, implementation and sup- port of complex asset management applications. Profidata Group Contact: Mario Solenicki (Executive Board) Industriestrasse 7, P.O. Box 198 phone: +41–56–416 31 11 CH-5432 Neuenhof e-mail: email@example.com phone: +41–56–416 31 11 fax: +41–56–416 31 01 e-mail: firstname.lastname@example.org web: www.profidatagroup.com DeltaConcept is a swiss company with headquarters in Geneva, founded in 1995 by key-people fully devoted to the development of Equalizer. Portfolio monitoring, performance analysis and attribution, client reporting, portfolio rebalancing and order generation have never been this fast and easy. Thanks to this unique software tool, you are free to concentrate on your daily business. With Equalizer, historic and real time information from your banking system or any external data source is presented in crystal-clear overview that displays information the way you want it. DeltaConcept Software Company s.à.r.l. Contact: Christian Marchand (Business Development Manager) rue Baylon 2bis, CH-1227 Carouge-Genève phone direct: +41–22–827 69 72 phone: +41–22–827 69 90 mobile prof.: +41–79–598 74 77 fax: +41–22–827 69 91 e-mail : email@example.com web: www.deltaconcept.ch Media Partner Published by Financial Times Business, Professional Wealth Management (PWM) is an invaluable source of up to date information on key trends and developments within the wealth management and fund distribution markets. Stay ahead of the competition with the latest industry news, detailed analysis of critical issues, and expert opinion from leading figures from around Europe. PWM is an essential business tool, publishing ground- breaking research on sub-advisory business and offering specialist advice on the mechanics and application of institutional style products. For more information, go to www.pwmnet.com. www.private-banking-summit.com Fax Registration +41–44–288 94 71 5th PRIVATE BANKING SUMMIT/FAMILY OFFICE HOW TO REGISTER fax: +41–44–288 94 71 e-mail: firstname.lastname@example.org internet: www.private-banking-summit.com postal: EUROFORUM Handelszeitung Konferenz AG 37 VM P.O.Box/Seestrasse 344, CH-8027 Zurich ADDRESS AMENDMENTS phone: +41–44–288 94 70 fax: +41–44–288 94 71 e-mail: email@example.com QUESTIONS / CONTACT Stéphanie Reimann (Conference Assistant), phone +41–44–288 94 53 e-mail: firstname.lastname@example.org Claudia Pfenniger (Conference Manager) Yes, I wish to participate in the PRIVATE BANKING SUMMIT and in the post-conference day FAMILY OFFICE from 28th to 30th August 2006. CHF 3,590 p. p. (value of EUR 2,315*) [P5100051M013] Yes I wish to participate in the PRIVATE BANKING SUMMIT from 28th to 29th August 2006. CHF 2,690 p. p. (value of EUR 1,735*) [P5100051M012] Yes I wish to participate in the post-conference day FAMILY OFFICE on 30th August 2006. CHF 1,650 p. p. (value of EUR 1,065*) [P5100051M300] I will not participate. Kindly send the conference documentation to the following address. Cost: CHF 590 VAT included (value EUR 380*) [P5100051M700] I am interested in exhibition and sponsoring opportunities. Please amend my address as shown. (Should you wish to change your address by telephone, please call +41–44–288 94 70.) DATE A N D PLACE name 1: 28th to 30th August 2006 position: Kongresshaus Zurich department: Claridenstrasse 5, CH-8002 Zurich phone: +41–44–206 36 36, fax: +41–44–206 36 59 name 2: HOTEL ACCOMMODATION position: Hotel Glockenhof Zurich, Sihlstrasse 31, CH-8023 Zurich www.glockenhof.ch, phone: +41–44–225 91 91, fax: +41–44–225 92 92 department: Hotel Glaernischhof, Claridenstrasse 30, CH-8002 Zurich www.hotelglaernischhof.ch, phone: +41–44–286 22 22, fax: +41–44–286 22 86 company: A limited number of rooms are available at the hotel Glockenhof or hotel Glaernischhof. contact: Please contact the hotel directly to make your reservation, stating that you will attend address: the «PRIVATE BANKING SUMMIT». CONDITIONS OF PARTICIPATION The conference fee per person is payable upon receipt of the invoice. This fee includes phone: fax: conference documentation, lunches and tea/coffee. You will be sent a confirmation slip e-mail: and invoice upon receipt of your registration. Registrations can be cancelled (in writing) without penalty up to 14 days before the event. For cancellation after this date half the number of employees conference fee will be reimbursed. The full fee will be due if participants do not attend up to 20 21–50 51–100 101–250 251–500 501–1000 1001–5000 over 5000 the conference, or cancel on the conference date. The registered participant may of cour- se send a substitute. The organizers reserve the right to amend the program of events if invoice to (name): necessary. department: CONCEPTION AND ORGANISATION address: EUROFORUM Switzerland facilitates the exchange of high-value business information, content and networking opportunities amongst decision makers in various industries, governmental organisations and academic institutions by providing dedicated platforms, date, signature: such as premium conferences and seminars. www.euroforum.ch FAX REGISTRATION: +41–44–288 94 71 *Exchange rate based on spot rate on invoice date.
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