Private Banking: Middle East 2016

The Ritz-Carlton   14-Mar-2016
Event Partner

In association with

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Exhibitor

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Gold Partner

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Bronze Partner

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About

Private Banking Conference: Middle East 2016

Private Banking Conference: Middle East 2016 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry.
The United Arab Emirates (UAE) has one of the world’s highest concentrations of millionaires, with 6 percent of households holding investible funds of more than a million dollars. The country also provides easy access to a fast growing and large base of millionaires in South Asia and Africa, who have very limited access to investments. With these positive indicators, the largest banking sector amongst the Gulf Cooperation Council (GCC) countries, a large and influential expat population in the country, an open regime, access to GCC, Asia and Africa and clients with high propensity to invest, UAE is a very attractive private banking market.
Key industry thinkers and doers will meet in the UAE at our Private Banking conference to debate the importance of new strategies, business practices and partnerships in the industry to meet the challenges of implementing innovative solutions for clients and companies alike.

Private Banking Conference: Middle East 2016 leverages the expertise across the Progressive Digital Media research and publishing portfolio, including Private Banker International, Wealth Insight and Spears to create informative and inspiring sessions that inspire debate. The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry.

 


Attend

Attend Private Banking : Middle East 2016 to: 
  • Get access to exclusive research on the prepaid opportunity
  • Discover new case studies from across UAE and beyond
  • Benchmark your strategy against your competitors
  • Meet and build relationships with senior influencers across the industry
Register now 
The daytime forum, full of thought leading content and discussion, and our awards gala dinner are free to attend* (by invitation only).
To secure your place please contact our team below, we look forward to welcoming you in just a few weeks.  There is also the option to host an awards table of 10, which includes additional benefits to a single ticket.Places are limited and in high demand with over 50% of tables sold, so book now to secure your place at what’s set to be the greatest industry awards of the year!
*Terms and conditions apply.Applies to banking institution attendees only. 
 
Contacts: 
To register for an awards dinner ticket please contact:
Zahra Shubber
E : zahra.shubber@timetric.com
T: +44 (0) 20 3096 2583
To book an awards table please contact:
Polly Bosher
E : polly.bosher@timetric.com
T : +44 (0) 20 3096 2584
Elizabeth Pissarro
E : elizabeth.pissarro@timetric.com
T : +44 (0) 20 3096 5262
Changes and Cancellation We reserve the right to change event details if necessary, although we will endeavour to keep all changes to a minimum. We will inform you as soon as possible of important changes, for example name or date changes.
Substitutions may be made in writing at any time and will incur no penalty fee. Cancellations without a substitute delegate received a month prior to the event will be subject to a 20% cancellation charge. Delegates cancelling after this date without a substitute delegate will be required to pay the full fee and no refund will be made. Cancellations must be received in writing or via email and will not be accepted over the phone.

 

 

 

Force Majeure.

We reserve the right to cancel the event by reason of Force Majeure, included but not limited to fire, flood, extreme weather conditions, acts of war or violence, malicious damage, explosion, earthquake, strike, civil disturbances, political unrest, riot, labour dispute, power cuts or any other extraneous variable beyond Timetric’s control.


*Terms and conditions apply. Applies to banking institution attendees only


Testimonials

Judges

Venue

The Ritz-Carlton

Private Banking: Middle East 2016 will take place on March 14th in Dubai, UAE. This year’s event is being held at The Ritz-Carlton.
The Ritz-Carlton, Dubai, already an iconic beachfront retreat for over 15 years, unveils its new guestrooms and suites, Club Lounge, sophisticated dining venues, full leisure offerings including a brand new spa concept, additional swimming pools, lush gardens and expansive indoor and outdoor events spaces ideal for both social celebrations and business gatherings. Adding a new dimension for luxury hospitality on Dubai’s beachfront, The Ritz-Carlton, Dubai is an intimate oasis that perfectly blends the legendary Ritz-Carlton hospitality with the essence of Middle Eastern traditions, providing an authentic and intuitive service, a place where memorable experiences are crafted.
For more information about The Ritz Carlton please visit their website – www.ritzcarlton.com/en/properties/dubai/default.htm

The Ritz-Carlton

The Walk Dubai
United Arab Emirates
Phone:+971 4 399 4000

Speakers

Abhra Roy, Global Product Line Manager , Finacle Wealth Management Product Line, Infosys Finacle

Abhra RoyAbhra is a Capital Markets professional with 19+ years of experience in Capital Markets, Wealth Management and IT Products business.  Rich Domain experience spanning across Asset Classes, Business Process, Back office operations and Advisory Services. He has donned multiple hats of Operations Manager, Front office sales, Business Architect and Product Manager across Financial Institutions and IT firms. He is a keen follower of the Capital Markets and Wealth Management industry across regions and has authored several Articles/thought papers in this domain.  He has patent filings in the areas of Structured Products and Corporate Actions.

 

Anthony Habis, Managing Director – Head Private Bank, Citibank UAE

Anthony HabisAnthony Habis is a Managing Director and Head of Global Family Office & Key Clients, Middle East for Citibank NA, as well as Head of Citi Private Bank in the United Arab Emirates and Kingdom of Saudi Arabia. Previously, Anthony was a Managing Director, Corporate and Investment Banking Middle East. Anthony managed Key Institutional Client Groups for the firm requiring complete Citi Solutions. Prior to joining Citi, Anthony was the CEO of Al-Khabeer International  Company, as well as Group CIO for Al-Khabeer Capital.  Between 1995 and 2008, Anthony held Senior Executive roles in Australia including: Managing Partner of NAB Capital; Executive Manager of the Commonwealth Bank of Australia; Senior Executive with Lend Lease. Anthony holds a bachelor’s degree in administration and an MBA with a Finance Major.

Arfat Qayyum, Head of Private Banking & Head of Personal Banking UAE, Al Khaliji Commercial Bank

Arfat QayyumArfat Qayyum is Head of Private Banking and Personal Banking, UAE at Al Khaliji Commercial Bank, Arfat joined Al Khaliji Bank as a start-up bank in 2007 to build the Premium Banking business and subsequently established the bank’s Private Banking business in a highly competitive market. Previously, Arfat was a Director of Wealth Management at the Royal Bank of Canada, where he established a business offering Guaranteed Investment Funds. Arfat holds an MBA from the prestigious Richard Ivey School of Business.

Chris Divito, Senior Vice President Wealth & Asset Management, Dubai International Financial Centre (DIFC)

Chris DivitoChris Divito is responsible for overseeing the nearly 200 regulated firms operating within the Centre. His team is also mandated with elevating the DIFC funds regime and supporting the growth of regulated firms operating within the financial hub. Prior to joining DIFC, Mr. Divito was the CEO for Standard Life in the Middle East. Previously, Chris held several senior management roles with Standard Life in the UK. In his early career, he worked in the banking and financial sector in key advisory capacities. Mr. Divito has an MBA from Edinburgh Business School and a first class honours degree in Financial Services Management from Edinburgh Napier University in Scotland, UK. Additionally, he is a fellow of the Personal Finance Society, a Chartered Financial Planner and a member of the Chartered Institute for Securities and Investments. Mr. Divito is currently pursuing his CFA Charter.


Claude-Henri Chavanon, Managing Director and Head of the Global Asset Management, NBAD

Claude-Henri ChavanonMr. Chavanon has been the Managing Director & Head of the Global Asset Management since July 2014. He has management responsibility for the provision of investment-related views, products and services, including advisory and trading, to NBAD’s UHNW and retail client base. He serves as a director of the NBAD Global Multi-Strategy Hedge Fund, NBAD Trust Company Jersey Ltd and OneShare Plc. Previously, Mr. Chavanon had been the Managing Director of NBAD Investment Group, and prior to that, from to 2007 to 2013, Mr. Chavanon was the Chief Investment Officer of NBAD Private Bank (Suisse) SA., where he was one of the founding members since its inception in early 2007 and played a pivotal role in the successful growth, both in Switzerland and the UAE.

Giambattista Atzeni, Senior Wealth Director, Middle East, Africa and Turkey, BNY Mellon International Wealth Management

Giambattista AtzeniGiambattista Atzeni is Senior Director for Middle East, Africa and Turkey at BNY Mellon International Wealth Management. He is responsible for BNY Mellon Wealth Management’s activity in the region including managing client relationships, business development and strategy. He advises Ultra High Net Worth Individuals and Family Offices on matters related to their financial planning, intergenerational wealth transfer and wealth preservation. Giambattista joined BNY Mellon in London in 2006 as Stock Exchange Listing Executive and he then worked as Product Manager for the Corporate Trust. In 2008 he moved to Dubai to manage the Corporate Trust business in the Middle East, Africa and Turkey; he held that role until 2013 when he took responsibilities for Wealth Management in the region. Prior to joining BNY Mellon, Giambattista lived in Dublin, Ireland, where he worked at the Irish Stock Exchange and at BISYS (Citi) Fund Services. Giambattista is a founding member and Chairman Emeritus of the Gulf Bond & Sukuk Association (GBSA). He is based in the Dubai International Financial Centre (DIFC) offices in the UAE. Giambattista holds a Laurea V.O. (MS) in International Political Science from the University of Cagliari in Italy.

Jean-Paul Mergeai, Managing Director – Temenos Middle East & Africa

Jean-Paul MergeaiMr. Mergeai has over 25 years’ experience in providing Information Technology solutions to banks and financial institutions in Europe, the Middle-East and America with Reuters, Odyssey Financial Technologies and Temenos Group. Jean-Paul Mergeai held various leadership roles within Reuters’ Services, Sales, Marketing organizations. He joined Odyssey Financial Technologies in 2007 to manage the firm’s Global Accounts program and later managed Odyssey’s North America operations out of New York.  After the acquisition of Odyssey by Temenos in October 2010, Mr Mergeai managed Temenos’ Private Wealth global operations until 2012 and has led Temenos’ North American sales operations until early 2014, when he then moved to Dubai to head the MEA region.  Mr. Mergeai holds an Information Technology & Linguistics Diploma from the University of Liege, Belgium. He attended post-graduate executive programs at the Stephen Ross Business School of the University of Michigan, in Ann Arbor, MI, USA.

John Schaffer, Correspondent, Private Banker International

John SchafferJohn Schaffer is Private Banker International’s correspondent, based in London. He covers a range of topics related to the wealth industry including: private banking, wealth management, family offices, fintech, regulation and M&A deals. John regularly conducts interviews with c-level executives and industry experts across the wealth industry. Since starting in the correspondent role in 2015, John has dug deeper into the investment trends of high net worth individuals across multiple jurisdictions. He has also examined, in detail, the challenges that the wealth market faces amidst digital disruption, tighter regulatory constraints and slowing global growth. Prior to joining Private Banker International, John reported on consumer finance and technology topics at Retail Banker International. He was educated at the University of Sussex, where he attained a first class bachelor’s degree.  In his spare time, John is a keen musician and enjoys performing, recording and composing.

Meghna Mukerjee, Editor, Private Banker International

Meghna MukerjeeMeghna Mukerjee is the Editor of Private Banker International. She was previously the Asia analyst for Timetric for the private banking sector, based out of Singapore. She has previously been the senior reporter for Retail Banker International in London and has also worked on reports and research papers across the cards and payments space. Prior to this, Meghna was a reporter at a leading newspaper Hindustan Times. Meghna regularly blogs for the New Statesman and also has published work in The Telegraph.

Mohammed Azab, EVP, Head of Private Banking, Abu Dhabi Islamic Bank

In his current position, Mohammed’s key responsibility is to developing, grow and manage the Abu Dhabi Islamic Bank (ADIB) private banking business in the UAE and in the GCC region. He is responsible for serving private banking relationships with high & UHNWI & families. He manages teams of Bankers, investments specialists, credit and general banking services, all within #the ADIB private banking platform. Before joining ADIB in 2012, he was with Citi Private Bank heading Dubai’s office.  Before that and until 2007, he was UAE Country Manager for Arab Bank plc. And for 10 year prior, he held various senior positions at Bank of Bahrain & Kuwait (BBK) – in Bahrain and Dubai. He started his banking career in 1981, with Citibank N.A. in Dubai as a Corporate Credit & Marketing Officer. Mohammed holds an MBA degree from American Graduate School of International Management (Thunderbird) – USA and obtained undergraduate degree in business from the University of Jordan.

Pierre Bouquieaux, Product Director, Wealth Management, Temenos

Pierre BouquieauxPierre Bouquieaux is Temenos’ Product Director, Wealth Management since 2012. Pierre has an extensive background in the wealth management and financial services sectors. He joined Temenos from Odyssey Financial Technologies, where he spent 10 years as pre-sales director. Prior to Odyssey, he started his career in private banking at Indosuez Bank Luxemburg, where he was initially in charge of a middle office department before becoming a portfolio manager in charge of private customers. Pierre has a Masters in Economics from Institut Catholique des Hautes Etudes Commerciales (ICHEC) in Brussels.

Sajid Iqbal, AVP, Head of Treasury & Private Banking Operations, Habib Bank AG Zurich

Sajid IqbalMuhammad Sajid Iqbal is an accomplished banking, accounting, and IT professional with diverse experience in banking operations, financial market operations, accounting and database development, and client relationship management. In his prior role, Sajid served as Acting Head of Treasury Operations UAE for Royal Bank of Scotland, Markets & International Banking. He is technically and functionally strong in Treasury & Core Banking system implementations. In addition, Sajid is a Habib Bank AG Zurich Certified Treasury Professional. Sajid is an excellent Corporate Trainer & Lecturer on IT and Business subjects, and frequently led corporate trainings and lectures during his time at Royal Bank of Scotland.


Sponsors


Event Partner

ERI Bancaire

Gain worldwide exposure and meet your marketing objectives by sponsoring Private Banking: Middle East 2016 Timetric provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events allow you to ensure maximum return on investment and the opportunity to assert yourself as a leader within your industry. We offer a wide range of sponsorship packages from the exclusive platinum package, to exhibitor, networking function, reports and awards sponsorship options. For more information, please contact our sponsorship team. SPONSORSHIP ENQUIRIES Ray Giddings T. +44 (0) 20 3096 2585 or E. ray.giddings@timetric.com

http://www.olympicbankingsystem.com/index.jsp

In association with

Catella

Operating in many of the major financial centres, ERI, with its integrated, real-time banking software package: OLYMPIC Banking System, is the market leader in the provision of banking and asset/wealth management software in many countries. It has been acknowledged by independent sources as having the largest installed base internationally in the private banking sector. OLYMPIC Banking System has been chosen by over 300 banks and financial institutions spread over more than 50 countries around the world.

http://www.catella.com/en/Luxembourg/

Exhibitor

UBP

Whether your client wants to arrange a birthday celebration for a 100 guests at the Burj Al Arab, charter a Gulfstream from New York to London, pamper themselves at Dior, Chanel or Louis Vuitton in Paris, fill up their yacht in the Med or their car at the gas station – all they need is a Catella card linked to an account with their bank. Catella Bank is a specialist bankcards issuer in the ultra-high and high net worth market, entrusted for over 25 years by our partners, who are mostly private banks, to issue Visa cards and MasterCards to their clients from our offices in Luxembourg. We offer branded and non-branded gold, business, prepaid and exclusive black card programmes for private banks, wealth managers and financial intermediaries whose clients reside and travel all over the world. Our card issuing solutions act as an extension of your private banking and wealth management services – you can utilise our expertise in this highly demanding segment of the bankcards market to provide an end–to–end card issuing service that is simple, efficient and effective.

https://www.ubp.com/en

Exhibitor

Bank Al-Jazira

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto. Since then, it has remained a family-owned independent Swiss financial institution. UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier I ratio of 24% as at 31 December 2015. The Bank is specialised in the field of wealth management for both private and institutional clients. It is based in Geneva and employs around 1,450 people in some twenty-five locations worldwide; it held CHF 110 billion in assets under management as at 31 December 2015.

http://www.baj.com.sa/index.aspx?AspxAutoDetectCookieSupport=1

Table Host

Temenos

The Bank provides a full range of Sharia complaint banking services, which are approved and supervised by an independent Sharia Board. The Bank has become the bank of choice for high net worth individuals and their families by introducing a wide range of wealth management solutions in a structured manner in line with each individual’s needs, objectives and investment preferences. The team of Private Banking is well qualified with strong experience and certifications in wealth management services to offer unique and sophisticated wealth management services, which precisely cater to the specific needs of our customers.

http://www.temenos.com/en/

Table Host

Habib Bank

Temenos Group AG (SIX: TEMN), headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 2,000 firms across the globe, including 38 of the top 50 banks, rely on Temenos to process the daily transactions of more than 500 million banking customers as well as over USD 5 trillion in assets. Temenos customers are proven to be more profitable than their peers: in the period 2008-2012, they enjoyed on average a 32% higher return on assets, a 42% higher return on equity and an 8.1 percentage point lower cost/income ratio than banks running legacy applications. For more information please visit www.temenos.com

http://www.habibbank.com/uk/home/ukHome.html

Gold Partner

Citi Bank

Habib Bank AG Zurich draws on a rich tradition of commerce and banking dating back to 1941. After its incorporation in Switzerland in 1967, Habib Bank AG Zurich has developed into a highly liquid International bank, which offers its customers a full range of commercial, corporate, and Wealth Management services across multiple continents. Habib Bank AG Zurich was established on a solid foundation of banking tradition that spans several generations. Traditional banking values set in the context of International Banking has determined Habib Bank AG Zurich’s corporate philosophy – “Service with Security”

https://www.citibank.co.uk/personal/home.do

Table Host

Barclays

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

https://wealth.barclays.com/

Table Host

Emirate NBD

Barclays is an international financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs approximately 135,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website www.barclays.com

http://www.emiratesnbd.com

Table Host

Abu Dhabi Islamic Bank

Private Banking at Emirates NBD offers its clients a comprehensive suite of bespoke investment advisory solutions complemented by a personalized red-carpet banking experience. Our investment experts identify opportunities for our esteemed clients to grow and preserve their wealth based on strong convictions resulting from deep local & regional expertise combined with a global outlook across asset classes, sectors and geographies. Private Banking, now the pivotal unit of the Bank’s Wealth Management Division serving HNWIs and UHNWIs, families and select institutions, was incepted in 2007 since then has grown to be the most trusted and reputable name in the Middle East. The company’s continued progress in delivering unmatched client solutions and excellent customer service has been recognized by various industry awards. We have dedicated Private Banking offices in the United Arab Emirates, the Kingdom of Saudi Arabia (Riyadh), the United Kingdom (London) and Singapore. Our teams however have a global coverage throughout the Middle East, Africa, the Indian Subcontinent, Europe, Central Asia as well as South East Asia

http://www.adib.ae/en

Table Host

Infosys

ADIB is a leading bank in the UAE with more than AED 110 billion in assets. Its 855,468 customers benefit from the third largest distribution network in the UAE with 88 branches and more than 757 ATMs. The bank also offers world-class online, mobile and phone banking services, providing clients with seamless digital access to their accounts 24 hours a day. ADIB provides retail, corporate, business, private banking and wealth management solutions. The bank was established in 1997 and its shares are traded on the Abu Dhabi Securities Exchange (ADX).

https://www.edgeverve.com/finacle/

Table Host

HSBC

Finacle is the industry-leading universal banking solution from EdgeVerve Systems, a wholly owned subsidiary of Infosys. The solution helps financial institutions develop deeper connections with stakeholders, power continuous innovation and accelerate growth in the digital world. Today, Finacle is the choice of banks across 84 countries and serves over 547 million customers – nearly 16.5 percent of the world’s adult banked population. Finacle solutions address the core banking, e-banking, mobile banking, CRM, payments, treasury, origination, liquidity management, Islamic banking, wealth management, and analytics needs of financial institutions worldwide. Assessment of the top 1000 world banks reveals that banks powered by Finacle enjoy 50 percent higher returns on assets, 30 percent higher returns on capital, and 8.1 percent points lesser costs to income than others. To know more, visit www.finacle.com

https://www.hsbcprivatebank.com/en

Bronze Partner

Arbuthnot Latham

HSBC was born from one simple idea – a local bank serving international needs. In March 1865, HSBC opened its doors for business in Hong Kong, and today serves around 48 million customers in 72 countries and territories. The experiences of the past 150 years have formed the character of HSBC. A glance at our history explains why we believe in capital strength, in strict cost control and in building long-term relationships with customers. HSBC has weathered change in all forms – revolutions, economic crises, new technologies – and adapted to survive. The resulting corporate character enables HSBC to meet the challenges of the 21st century.



Table Host

Arbuthnot Latham is an independent “boutique” private bank focused on working in partnership with clients to help them achieve their financial goals. The bank believes in a truly tailored personal experience that adapts over time to support your wealth journey. The Arbuthnot name has been in existence since 1833. Arbuthnot Latham offers private and commercial banking, ‘whole of market’ wealth planning and an investment management service.  



Table Host





Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING: MIDDLE EAST 2016 INCLUDE:

The Annual Private
Banking Middle East Awards 2016

The annual Private Banking Middle East
Awards Ceremony will take place on March 14 2016

NOMINATION
GUIDELINES

  • NOMINATIONS ARE NOW  CLOSED
  • Submissions can be made on behalf of your own
    company or in recognition of a colleague or a partner firm
  • Nominees should follow the guidelines to ensure
    their submission has the best chance of winning
  • Please contact Victoria Pennell for a nomination
    form and entry guidelines – victoria.pennell@timetric.com

Be open about your
achievements

Information on submissions labelled
CONFIDENTIAL will only be shown to members of the judging panel so please be
open about successes. At the same time, even where financial information is in
the public domain, please include it to provide a full picture of performance.

Support your
opinions with facts

When judges compare companies on various
criteria, a company which can quote data on customer satisfaction will be given
precedence over one which claims “market-leading service quality”
without evidence.

Be concise
Bullet points and short paragraphs
supported by a couple of charts or graphs are better than long-winded
presentations. Full nominations should be kept to a maximum of 1,200 words.

What makes you
unique?

In every category, we are looking for
companies that stand out from the crowd. When you list the things you do well,
don’t forget to emphasise where you feel you are unique among your competitors,
or where you do things differently from the rest of the industry.

Follow the
guidelines

While you are invited to raise any point
you feel strengthens your nomination, we recommend clearly and directly
addressing each point listed in the category criteria – this allows judges to
easily compare like with like, and will make sure there are no areas in which
your nomination has nothing to say for itself.

Keep it current
Remember that in almost all categories, the
award title contains the words “of the year”. For maximum impact,
please refer to developments made and performance achieved in the last 12
months. While a record of success won’t hurt a nomination, it is the most
recent activity that will win awards for nominees.


Categories and Judging Criteria 

Awards will be selected from the nominations across the Middle East, with the award categories being applied for activities in the last 12 months, not general category excellence. A panel of judges will select the winners from among those organisations nominated by readers or judges
 
Best Private Bank in the Middle East for Digital Initiatives
Celebrating the best private bank in the Middle East that has embraced innovation and successfully implemented digital initiatives to improve efficiency and customer centricity 
 
Suggested performance criteria for the region to include (where possible)
  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of clients using digital platforms: a) Online Banking b) Mobile Banking c) Other
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2015?
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?
  • Please describe how your institution has embraced digital innovation
Best Innovation in Digital Initiatives – Front office 
Awarding a company that is making a real contribution to the efficiency and customer-centricity of the Middle East wealth industry through successful front-end technology offerings.
 
Suggested performance criteria for the region to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2015?
  • Client recommendations/ successful case study
Best Innovation in Digital Initiatives – Middle and back office 
Awarding a company that is making a real contribution to the efficiency and customer-centricity of the Middle East wealth industry through successful middle and back-end technology offering
Suggested performance criteria for the region to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2015?
  • Client recommendations/ successful case study
Best Private Bank in the Middle East for Mass Affluent Customers
Celebrating an institution that is extending its product proposition effectively and successfully to meet the needs of the growing mass affluent client segment in the Middle East
Suggested performance to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
    (Kindly describe the time of launch of this initiative? How have you developed this service in 2015?)
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?
Best Private Bank in the Middle East for Next Generation Clients 
Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients in the Middle East
Suggested performance to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • (Kindly describe the time of launch of this initiative? How have you developed this service in 2015?)
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?
Best Private Bank in the Middle East for Ultra High Net Worth Clients
Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra high net worth clientele in the Middle East 
Suggested performance to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • (Kindly describe the time of launch of this initiative? How have you developed this service in 2015?)
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
    How do you plan to develop the service capability in the future?
Best Private Bank in the Middle East for Islamic Finance 
Celebrating an institution that offers a robust set of Islamic Finance products and services to effectively and successfully meet the needs of the wealthy clients in the Middle East 
 
Suggested performance to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Kindly advice on the products and services offered by your institution
  • Please provide a brief background to how these products and services originated.
  • Kindly describe the time of launch of these initiatives and how you have developed these products and services in 2015?
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why your offerings stand out
  • How do you plan to develop these products and services in the future?
Best Islamic Banking Technology Provider

Suggested performance to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • (Kindly describe the time of launch of this initiative? How have you developed this service in 2015?)
  • Why is this product unique/market Leading in Islamic Finance Technology
  • How do you plan to develop the service capability in the future?

Best Private Bank in the Middle East 2016 – local 

Celebrating the best among the Middle East’s home-grown institutions that are successfully serving local and international wealthy clients 
Suggested performance criteria for the region to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
    Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and expansion strategy in the Middle East
    Kindly advice on the investment services offered for a) advisory b) discretionary c) other (Kindly describe the time of launch of these initiatives? How have you built/developed these
    services in 2015?)
  • Please expand on the other strengths that enable your institution to excel and stand out
Best Private Bank in the Middle East 2016 – foreign 
Celebrating the best among the foreign institutions that have set up operations in the Middle East and are successfully serving local and international wealthy clients 
  • Suggested performance criteria for the region to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  •  Number of private clients
    Number of advisors/relationship managers/private bankers
    Annual staff retention rate
  •  Please expand on your specific business model and entry/expansion strategy for the Middle East
    Kindly advice on the investment services offered for a) advisory b) discretionary c) other (Kindly describe the time of launch of these initiatives?
  • How have you built/developed these
    services in 2015?)

The winners of the Private Banking Middle East Awards 2016 are listed below.

 

 

Best Innovations in Digital Initiative – Front Office (Middle East)

 

Habib Bank AG Zurich
 
Best Innovations in Digital Initiative – Middle and Back Office (Middle East) 
Infosys Finacle

 

Best Private Bank in the Middle East for Next Generation Clients

 

Barclays Bank
Best
Private Bank in the Middle East for Ultra High Net Worth Customers      
Citi Bank
Best Private Bank in the Middle East for Islamic Finance  
Abu Dhabi Islamic Bank
Best
Islamic Banking Technology Provider  
Infosys Finacle

 

 

 

 

Best Private Bank in the Middle East 2016 – Local

 

Emirates NBD
Best Private Bank in the Middle East 2016 – Foreign
HSBC
Editor’s Personal Awards 
 
Best International Private Bank to Watch 
Arbuthnot Latham
 
Best Regional Private Bank to Watch
Bank Aljazira
Best
 
Innovative Technology Product to Watch (Middle East)
Temenos
Best Innovative Client Initiative   
Union Bancaire Privée

The winners of the Private Banking Middle East Awards 2016 are listed below.

 

 

Best Innovations in Digital Initiative – Front Office (Middle East)

 

Habib Bank AG Zurich
 
Best Innovations in Digital Initiative – Middle and Back Office (Middle East) 
Infosys Finacle

 

Best Private Bank in the Middle East for Next Generation Clients

 

Barclays Bank
Best
Private Bank in the Middle East for Ultra High Net Worth Customers      
Citi Bank
Best Private Bank in the Middle East for Islamic Finance  
Abu Dhabi Islamic Bank
Best
Islamic Banking Technology Provider  
Infosys Finacle

 

 

 

 

Best Private Bank in the Middle East 2016 – Local

 

Emirates NBD
Best Private Bank in the Middle East 2016 – Foreign
HSBC
Editor’s Personal Awards 
 
Best International Private Bank to Watch 
Arbuthnot Latham
 
Best Regional Private Bank to Watch
Bank Aljazira
Best
 
Innovative Technology Product to Watch (Middle East)
Temenos
Best Innovative Client Initiative   
Union Bancaire Privée

Agenda

Private Banking Conference: Middle East 2016 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. Join us to discover new and exclusive research, case studies from around the world and keynote presentations from some of the industry’s leading figures.

Confirmed speakers include:

  • Mohammed Azab, Head of Private Banking, Abu Dhabi Islamic Bank Wealth Management
  • Anthony Habis, Managing Director – Head, Citi Private Bank
  • Arfat Qayyum, Head of Private Banking & Head of Personal Banking UAE, Al Khalij Commercial Bank
  • Sajid Iqbal, AVP, Head of Treasury & Private Banking Operations, Habib Bank AG Zurich

For full details on all our speakers and topics being discussed on the programme, download an agenda. Interested in being a speaker, or want more information on speaking at the event? Please contact:

Rose Riley 
T. + 44 (0) 20 3096 1973
E. rose.riley@timetric.com


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