Private Banking and Wealth Management Germany Conference and Awards 2019

Frankfurt, Germany   30-Apr-2019
Gold Partner
Avaloq - JPeg
Lunch Partner
aixigo-Logo-ohneClaim-farbe
Silver Partner
logo of light block geen afloop 250px FOR WEB
Silver Partner
Swissquant-102
Bronze Partner
Unblu_Print_Logo
Exhibitor
Catella_logo_RGB_neg-2

We’re delighted to be announce the return of the Private Banking and Wealth Management Germany Conference and Awards. We’ll be bringing together leading Private Banks and Wealth Management Companies across the country to debate key issues impacting the sector and opportunities for growth.

After an incredibly successful first year, this prestigious event will celebrate the best and most innovative institutions and projects in Germany. The daytime summit explores market trends and practical solutions to enhance wealth management, including how to strike a balance between digitalisation and offering personal, people-led services. We’ll be delving into the future for private banking in Germany, how the region can grow and whether it should look towards becoming a hub for FinTech innovation in wealth.

Our evening awards show will recognise excellence in private banking and we’ll commemorate the achievements of the past year from both financial institutions and solution providers.

We look forward to welcoming you to our 2019 edition.


About

Private Banker International (PBI) is an editorially independent briefing service aimed at banks, financial services companies, related intermediaries, and technology vendors in the private banking and wealth management sector.

PBI delivers timely news and insight to C-level executives and financial services professionals by providing valuable and credible information on global private banking strategies, products and services, regulation and compliance, M&A activity and deals, technology, security, people moves, competitor developments and the future landscape.

The website, daily email news service and monthly print and PDF editions provide subscribers with a comprehensive overview of the global private banking industry, alongside granular data, through proprietary analysis and trend pieces, exclusive interviews, expert comments, bespoke research, country surveys, and international conference reports.

Established over 25 years ago, PBI counts hundreds of subscribers across the globe. Subscribers include banks and other institutions such as Coutts & Co., Société Générale Private Banking, RBC Wealth Management, AXA and many more established global and boutique firms alike.

PBI also hosts some of the most long-standing and respected private banking conferences and awards in different countries such as the annual PBI Global Wealth Summit and Awards in Singapore alongside events in London, Hong Kong, Dubai and Switzerland.

For more information please visit:

http://www.privatebankerinternational.com/


Attend

With focused sessions, practical workshops, exhibition and an evening gala awards, this event will offer delegates the forum in which to share their experience, challenges and opportunities in private banking in Germany.

Typical attending job titles:

  • COOs, CCTOs, CIOs
  • Global Heads and Vice Presidents of Private Banking
  • Heads and Directors of Wealth Management
  • Head of Client Strategy
  • Heads of Investments
  • Head of Regional Wealth Management and Investments
  • Partners and Heads of Family Office
  • Heads of Branch Technology
  • Heads of Digital Transformation
  • Heads of Private Banking Technology & Innovation
  • Members of Banking Associations
  • Founders of Wealth Management Start Ups

 Company type:

  • Private Banks
  • Wealth Managers
  • Boutique Private Banks
  • Online Banking Providers
  • Technology Providers
  • Researchers and Analysts

Terms and Conditions

Changes and Cancellation

We reserve the right to change event details if necessary, although we will endeavor 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 canceling 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 FNP’s control.


Testimonials

Judges

Venue

Frankfurt, Germany

Speakers

The programme for Private Banking and Wealth Management Germany Conference and Awards 2019 is currently in production. We are at present conducting primary research with over 50 companies in the sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us.

Hannah Toms
Phone: +44 (0) 207 9366 855
Email: Hannah.toms@arena-international.com


Partners

Avaloq - JPeg

Gold Partner

Avaloq

The Avaloq group is an internationally leading fintech company. With its core and digital banking software, the Avaloq Banking Suite, and its international network of service centres, Avaloq brings trustworthy and efficient banking to the world, delivered through great user experience. With its integrated services, Avaloq is the only independent provider for the financial industry to both develop and operate its own software. 155 banks and wealth managers worldwide have chosen Avaloq technology, and additional 255 Raiffeisen banks in Switzerland are served by ARIZON, a joint-venture of Raiffeisen Switzerland and Avaloq.


https://avaloq.com/
aixigo-Logo-ohneClaim-farbe

Lunch Partner

aixigo

aixigo is about technology for personal investments. We believe this business is facing a crucial change. Due to fierce regulations, low-interest rates and rapidly evolving customer expectations the highly attractive personal investment business is due for a revolution through digitalisation.
Game changing institutions will industrialize the manufactured wealth management turning it into a mass retail service with a 1:1 product-to-customer individuality. aixigo delivers the infrastructure, a
high performance portfolio management set of API’s, capable of handling millions of customers in milliseconds using transaction based technology, such as composing, monitoring, rebalancing, ordering and reporting of an individual portfolio.


www.aixigo.de
logo of light block geen afloop 250px FOR WEB

Silver Partner

Ortec Finance

Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has around 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports investment decision-making for institutional and private investors.

Ortec Finance designs, builds, and applies solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and goal based financial planning. Its global and long-standing client base, totaling over two trillion dollars in assets under management, comprises leaders in the pensions, insurance, investment management, and private wealth management markets.


http://www.ortec-finance.com/
Swissquant-102

Silver Partner

swissQuant Group

Founded in 2005 as an ETH Spin-off, the swissQuant Group has catapulted itself to one of the most trusted global business partners today in the world of Intelligent Technology. With currently over 90 highly competent individuals, we pride ourselves in taking your most complex business needs and demands and transforming them into key components of a viable digital strategy for tomorrow. Using sophisticated mathematical methods and well-designed software, we shape your core business and allow you to take advantage of opportunity and avoid risk. Your growth and survival depends on it.


http://www.swissquant.com
Unblu_Print_Logo

Bronze Partner

Unblu



Catella_logo_RGB_neg-2

Exhibitor

Catella Bank

Helping you meet the ordinary and extraordinary spending needs of your internationally mobile U/HNW clients, wherever they are – 24/7; Catella Bank offers branded and non-branded Gold, Business, Prepaid, and exclusive Black bankcard programmes with concierge, lounge access and extensive travel cover.

Our cards act as an extension of your private banking and wealth management services – you choose the credit limit for your cardholder and utilise our expertise and real-time services in this highly demanding segment of the bankcards market. With our suite of settlement files you are able to implement straight through processes to settle cardholder outstandings each month and with our online portal your staff are also able to manage cardholders’ accounts real time.

With Catella you benefit from a proven world-class solution while reducing your costs and risks, and delivering enhanced services to your clients including 24/7 telephone customer service and real-time online access.

Come and see examples of some of the cards we offer – we look forward to speaking to you at the Catella stand and making a tailored proposal to meet the needs of your clients and your business.

Whether your client wants to arrange a birthday celebration for 100 guests at the Burj Al Arab, charter a Gulfstream from New York to London, pamper themselves at Dior, Chanel and 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 and an account with you.

Catella is a fully regulated bank and specialist bankcard issuer based in Luxembourg and operating in the ultra-high and high net worth market. We’ve been entrusted by our partners, most of whom are private banks, family offices and wealth managers, for over 25 years to issue Visa cards and Mastercards to their U/HNW clients.


www.catella.com



Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING AND WEALTH MANAGEMENT GERMANY CONFERENCE AND AWARDS 2019 INCLUDE:

 

 

The Private Banking Germany Awards 2019 will take place on 30th April in Frankfurt, Germany. Please see the 2018 Winners on the tap above.

Nominations are now open – deadline for entries is 5pm GMT on 22nd February 2019

Download Awards Information Pack here

Download Awards Entry Form here

Nominees should follow these simple guidelines to ensure their submission has the best chance of winning.

Submission Rules

  1. Submissions can be made either on behalf of your own company or in recognition of a colleague or partner firm.
  2. Maximum of 1,000 words in Word format, no appendices.
  3. Entry must address the award category explicitly, not generic links to web sites, corporate marketing etc.
  4. Submissions should highlight the key differentiator and competitive nature of the project or implementation.
  5. It is made explicit the Entrant, Judges and the publication will treat any and all information in strict confidence and any quotes or information to go into the public domain will be pre-cleared by the Entrant.
  6. Submissions made after the publicised cut-off date will be ignored irrespective of their relative merits.
  7. The Editor and Judges reserve the right to make no award for any specific category.
  8. The Editor and Judges reserve the right to move a submission to a more appropriate category at their discretion.
  9. In submitting for more than one category the submissions must be unique (see 3).
  10. The Editor and Judges’ decision is final.

Please note: Whilst we recommend you to try to submit against as many of the criteria as possible, we appreciate that for some companies this may not be possible. The more you can respond against the stronger your application will be, but we would like to highlight that submitting against all criteria is not mandatory.

Should you require further guidance on your entry, please contact our Editor – Oliver Williams – Oliver.Williams@verdict.com

Good luck in your submissions!


 

 

Excellence in Customer Experience (Technology Provider).

This award recognises software and technology solution providers that enable private banks, family offices and wealth managers to offer a first-class customer experience to their clients.

The provider should be able to demonstrate how their technology / software solution has improved the client’s private banking / wealth management experience. An example could be speeding up the process for the client.

The judges will particularly be looking for evidence that the software or technology innovation has improved the customer experience, for example, by increasing customer satisfaction scores.

 Best Next Generation Offering in Germany

Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • 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?

Outstanding UHNW Offering in Germany

Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra high net worth clientele

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • 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?

 Outstanding Philanthropy Proposition in Germany

Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe the service offering you are entering and why?
  • 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?

Outstanding Family Office Proposition in Germany

Suggested performance to include (where possible):

  • Client assets under management
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers
  • Annual staff retention rate
  • Please expand on your specific business model as well as retention strategy in Germany
  • Please expand on the other strengths that enable your institution to excel and stand out in the German family offices market (in no more than 250 words)
  • Please expand on the important new initiatives you have launched in 2017 that strengthens your value proposition

Outstanding Wealth Management Technology Provider in Germany – middle and back office (Vendor)

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the German wealth industry through successful middle and back-end technology offerings

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2017?
  • Kindly expand on what makes this technology platform stand out from its competitors

Outstanding Wealth Management Technology Platform in Germany (Bank)

Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency

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 2018?
  • Kindly expand on what makes this product stand out from its competitors
  • How do you plan to develop the service capability in the future?

Outstanding Front-End Digital Solutions Provider (Vendor)

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the German and European wealth industry through successful front-end digital 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 2018?
  • Kindly expand on what makes this product stand out from its competitors
  • Client recommendations/ successful case study

Outstanding Boutique Private Bank in Germany

Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Germany

Suggested performance criteria 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 how being a boutique private bank is an advantage for you
  • Please expand on your specific business model and client acquisition as well as retention strategy
  • Kindly mention other strengths that enable your institution stand out in Germany

Outstanding Private Bank – Germany – International Players

Celebrating the best among the private banks in Germany that are successfully serving international wealthy clients

Suggested performance criteria 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 international clients acquisition as well as retention strategy in Germany
  • Please expand on the other strengths that enable your institution to excel and stand out

Outstanding Private Bank – Germany- Domestic Players

Celebrating the best among the private banks in Switzerland that are successfully serving domestic wealthy clients


 

 

Private Banking Germany Awards 2018 Winners!

Outstanding Family Office Proposition in Germany
Deutsche Oppenheim Family Office

Outstanding UHNW Offering in Germany
Berenberg Bank

Outstanding Wealth Management Technology Provider – Middle and Back Office (Vendor)
Avaloq

Excellence in Customer Experience (Technology Provider)
Crealogix (Deutschland)

Outstanding Front-End Digital Solutions Provider (Vendor)
Aixigo

Outstanding Boutique Private Bank in Germany
ODDO BHF

Outstanding Private Bank – Germany – International Players
UBS

Outstanding Private Bank – Germany – Domestic Players
Berenberg Bank


Agenda

The programme for Private Banking and Wealth Management Germany Conference and Awards 2019 is currently in production. We are at present conducting primary research with over 50 companies in the sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us.

Hannah Toms
Phone: +44 (0) 207 9366 855
Email: Hannah.toms@arena-international.com


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Contact Us

Sponsorship Enquiries

Ray Giddings
+44 (0) 203 096 2585
ray.giddings@compelo.com

Speaker Enquiries

Hannah Toms
+44 (0) 207 9366 855
Hannah.toms@arena-international.com

General & Media Partner Enquiries

Hannah Leigh
+44 (0) 207 936 6689
events@arena-international.com

Images

Register

STANDARD RATES

Banks – Full Day Conference and Awards Reception €1395Charity and NFPs – Full Day Conference and Awards Reception €1000Vendor – Full Day Conference and Awards Reception €1950

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Terms and Conditions

Changes and Cancellation

We reserve the right to change event details if necessary, although we will endeavor 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 canceling 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 FNP’s control.