5th Conference Private Banking

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18.02.2010 - 19.02.2010
Hotel Polonia Palace, Warszawa
Private_Banking.pdf

Introduction

Innovational and safe product solutions

Inter alia:
  • Key factors in the process of planning of intergenerational transfer pointed out by Władysław Bartoszewski from Credit Suisse (Luxembourg)Poland Branch
  • How far is Polish private banking from the Swiss modelWhen will our products and services be on a similar level? Piotr Łakomski from the Swiss branch of KBL will dissolve your doubts
  • Creating exclusive banking in the media - how to use the available sources in building the image. Who does it bestWe will point out the media leaders in the market.
  • The recent trends in the behavior of the most demanding clients - how to optimize the product portfolio - the newest research results by Qualifact Market Research & Analysis
  • Art banking, wine banking and real estate investments - how to diversify the client's wallet - hints and advice from Marek Chomka, President of New World Art Collectors and Paweł Grząbka, President of CEE Property Group
Why participate:

By participating in the Conference, it is possible to:

  • Learn how to protect and pass the wealth to heirs. That intergenerational transfer is a guarantee for your assets to survive explained by Władysław Bartoszewski from Credit Suisse (Luxembourg) Poland Branch
  • Manage the assets of the wealthiest clients in a complex way. Private banking in Switzerland offers banking services together with asset management and tax structuring. In what ways is the Swiss model different from the Polish, explained by Piotr Łakomski from KBL Switzerland
  • Learn which investment strategies will satisfy the clients' increasing needs for exclusive banking. Michał Tuczyński from INGPrivate Banking will explain what an investment portfolio should contain
  • Learn how to broaden the range of offered financial products. Who should invest in works of art? How to safely invest in exclusive real estate - hints from Marek Chomek, New World Art Collectors and Paweł Grząbka, CEE Property Group
  • Hear how to decrease the clients' fiscal burden. Andrzej Marczak, Partner in KPMG will say which optimization solutions protect the wealth and the family 
Who should participate:
  • Presidents, Board Members of Commercial Banks
  • High and medium grade managers from the following departments:
    - Private banking
    - Detail banking
    - Individual client service
    - Sales and marketing for detail and private banking
    - Strategy, market and product development
    - Client portfolio management
  • Managers and representatives of Trust and Investment Funds
  • Representatives of Stock Brokers, Insurance Trusts, Companies dealing in Investment Counseling

ABOUT US ECU Marketing ECU is a part of Informedia Polska Sp. z o.o., - the leader on the Polish market of prestigious conferences and congresses/ The strength of Informedia Polska is a combination of international experience with a vast knowledge of the local market and its know-how! Informedia has a knowledge of many sectors and has organized many prestigious conferences in many fields, among others in telecommunication and the media, pharmacy, energy, finance and banking, IT, retailing, fuels and gas, real estate and FMCG.

WE INVITE to participate in the conference

Katarzyna Czapska - Project Manager

More details:
phone .(22) 333 97 77
fax.(22) 333 97 78
e-mail: info@informedia-poland.com

WE INVITE to cooperate as sponsors
Sponsoring Department
phone .(22) 333 97 87
fax.(22) 333 97 78
e-mail: sponsoring@informedia-poland.com

Wszelkie Państwa uwagi przekażemy konkretnym prelegentom.

Schedule

Thursday, 18th February 2010

09.30-10.00
am		 Registration of the participants, morning coffee
The future of Private Banking
10.00-10.45
am

Family Office - are our families
rich enough already?
Andrzej Krzysztof Olesiński, Head of the Private Banking Department, DZ Bank Polska

  • Professionalism and independency of consulting services - the main factors of success
  • Swiss, German and Austrian experience in the family office segment
  • Opportunities for the Polish Private Banking sector
10.45-11.30
am		 THE SWISS MODEL OF PRIVATE BANKING AND THE REALITY OF THE POLISH MARKET DO WE HAVE PRIVATE BANKING IN POLAND?
Piotr Łakomski, President of the Eastern Europe Region, Member of the Board, KBL Switzerland

  • How to manage the totality of the client's wealth. Organizing, law and IT.
  • How to motivate private bankers correctly? To be greedy or successful?
  • Does the client need the bank. The future of our business

11.30-11.50
am		 Coffee break
After the battle - how to regain the client's trust?
11.50-12.35
am

TRUST AND SUCCESS THROUGH CLIENT FOCUS
Yves Sarasin, Executive Director, Senior Representative, Bank Sarasin & Co. Ltd. S.A. Representative Office in Poland

  • Economic rationale for client focus - the "Client Economics"
  • Client Advice- the key lever to drive Client Economics
  • Measurement and management of Client Focus
12.35-1.20
pm		 THE ART OF PRIVATE BANKING
Andrzej Rosłaniec, Director of Sales Department Private Banking, Citi Handlowy

  • The new model of customer service
  • Revolution in premium systems
  • Private banking globally and in Poland

1.20-2.20
pm		 Lunch
Knowledge of the client of the year 2010
2.20-2.50
pm

Optimalisation of customer service processes in the private banking departments - the use of technology
Maciej Pogoda, CRM systems architekt for CEE regions, Microsoft

 
2.50-3.35
pm

WHY ARE CLIENT MAINTAINING STRATEGIES OF KEY IMPORTANCE AT PRESENT
Jerzy Majorek, Director Head of Poland Desk, Dresdner Bank Luxemburg

  • Successful strategies to obtain new clients
  • Ways of finding new clients - means to rebuild the trust
  • How to build a long-term and satisfactory cooperation with a wealthy client

3.35-3.50
pm		 Coffee break
3.50-4.35
pm		 TRENDS IN THE FINANCIAL BEHAVIOR OF POLISH WEALTHY CLIENTS
prof. Joanna Pietrzak, Partner, Qualifact Market Research & Analysis

  • The structure of private banking clients in Poland UHNW, HNW, MA
  • Sources of wealth
  • The tendency to use counseling services
  • Risky economic behaviors
  • Preferred elements of a private banking offer
  • Lifestyles of the wealthy clients
Successful marketing strategies of services for the wealthy
4.35-5.20
pm		 THE ART OF CREATING AN IMAGE - HOW TO COMMUNICATE WITH THE MOST DEMANDING
Sebastian Bykowski, President, Vice President of the Board, PRESS-SERVICE Media Monitoring

  • How the draw a wealthy customer's attention - conclusions based on an analysis of press information
  • Which branch of private banking is the most popular in the media
  • Benchmarking of the services - images of banking brands form Private Banking zone
  • The media leader of Private Banking in 2009

5.20pm Ending of day 1 of the Conference

Friday 19th February 2010

09.30-10.00
am		 Registration of the participants, morning coffee
10.00-10.45
am		 INTERGENERIATIONAL TRANSFER, A SAFE WAY TO TRANSFER THE WEALTH
dr Władysław Bartoszewski, General Manager, Credit Suisse (Luxembourg), Poland Branch

  • What is succession planning
  • What should be protected and from whom
  • Succession Planning for entrepreneurs
  • Wealth solutions in complicated family situations
Product hits in 2010

10.45-11.30
am

 SUCCESSFULL INVESTMENT STRATEGIES FOR THE WEALTHIESTS CLIENTS
Michał Tuczyński, Investment Counselor, ING Private Banking

  • What are the present needs of the clients and what products are they looking for
  • How do the wealthiest invest their money now and what are the predictions for the future
  • What should a profitable portfolio contain

11.30-11.50
am		 Coffee break
11.50-12.35
am		 BUILDING UP BANK'S PRODUCT POLICY ON THE BASIS OF SUBSEGMENTS
Tomasz Zyśko, Managing President, Detail Sales, PKO BP

  • Clients segmentation in Private Banking
  • Brand positioning
  • Offer tailored to the clients' expectations
How to successfully decrease the clients' fiscal burden
12.35-1.20
pm		 TRANSPARENT AND EFFECTIVE OPTIMIZING SOLUTIONS IN 2010 TAXES
Andrzej Marczak, Partner, KPMG

  • Fiscal aspects referring to wealth security
  • family protection
  • The legality of fiscal optimizations
  • Tax refunds - using the legislative of the European Court of Justice
  • Optimizing using the VAT regulations and the tax on inheritance and donations
  • Foundation and trust as a form of protecting the family business

1.20-2.20
pm		 Lunch
Lucrative services - alternative investment strategies
2.20-3.05
pm		 SOPHISTICATED EXTRA SERVICES, CONCIERGE - NOTHING IS IMPOSSIBLE
Michał Kulka, President of the Board, Noble Concierge

  • Non-financial services in Private Banking (Concierge, art banking etc.)
  • Luxury discriminant
3.05-3.50
pm		 ART BANKING - ART IN PRIVATE BANKING
Marek Chomka, President of the Board, New World Art Collectors

  • Who should invest in works of art?
  • Proposed sums and periods of investment
  • Examples of offers - the works of contemporary artists versus classical works
  • Characterizing and art investment - diversity, fashion, sophistication
3.50-4.35
pm

ESTABLISHED INVESTMENTS
Paweł Grząbka, Prezes Zarządu, CEE Property Group

  • Characterizing and art investment - diversity, fashion, sophistication

4.35pm Ending the Conference, handing in the certificates

Speakers

Speakers for the conference:

dr Władysław Bartoszewski

General Manager,

Credit Suisse (Luxembourg),

Poland Branch

Michał Kulka

President of the Board,

Noble Concierge

Piotr Łakomski

President of the Eastern Europe Region,

Member of the Board,

KBL Switzerland

Jerzy Majorek

Director Head of Poland Desk,

Dresdner Bank Luxemburg

Andrzej Rosłaniec

President of Sales Department

Private Banking,

Citi Handlowy

Michał Tuczyński

Investment Counselor,

ING Private Banking

Tomasz Zyśko,

Managing President,

Detailed Sales Branch,

PKO BP

Sebastian Bykowski

President,

Vice President of the Board,

PRESS-SERVICE Media Monitoring

Marek Chomka

President of the Board,

New World Art Collectors

Paweł Grząbka

President of the Board,

CEE Property Group

Andrzej Marczak

Partner,

KPMG

professor Joanna Pietrzak

Partner,

Qualifact Market Research & Analysis
Yves Sarasin

Executive Director, Senior Representative,

Bank Sarasin & Co. Ltd. S.A. Representative Office in Poland

 

Costs

Terms & Conditions in the brochure.

Registration

Rejestracja:

W celu dokonania rejestracji prosimy o pobranie i wypełnienie formularza zgłoszeniowego i odesłanie uzupełnionego dokumentu faxem.


Pobierz formularz PDF 
private_banking_form.pdf
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Tak, chcę zarezerwować miejsce w wydarzeniu "Private banking" (18-19 lutego 2010) w cenie 3295 PLN + VAT przy rez. do 15.01, po 15.01 3795 PLN + VAT

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