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IBF CACS Connect @ Credit Suisse

Shaping The Future of Ultra High Banking

2 July 2015

The inaugural IBF CACS Connect series was co-hosted and held at Credit Suisse AG on 2 July 2015.

The IBF CACS Connect series encourages knowledge sharing to keep the wealth management industry abreast of industry trends and market developments, and facilitates discussion in a closed-door forum.

IBF CACS Connect is open to all private banking practitioners and the programme is recognised for CACS CPD.

To be part of such events in the future, please email events@ibf.org.sg.

Time Activity
3.00pm Opening Address
Ong Puay See, CEO, IBF
3.05pm Welcome Address
Francesco de Ferrari, Head of Private Banking and Wealth Management, Asia Pacific, Credit Suisse
3.10pm

Presentation on the UHNW Private Banking Landscape/Trends
Benjamin Cavalli, Managing Director and Market Area Head, Southeast Asia, Credit Suisse

Presentation will provide insight on the key trends in this important segment, and highlight topical issues, considerations, challenges/ opportunities which will be discussed during the ensuing panel discussion.

3.30pm

UHNW Panel Discussion: Shaping the Future of Private Banking - Leveraging the Integrated Bank
  Bernard Heng, Managing Director, Head of Syndication and Shareholder Advisory, Credit Suisse
  Ruben Kempeneer, APAC Regional Director, Timetric

The panel will discuss ways to best serve the UHNW segment throughout their various life and businesses cycle stages. The speakers will explore ways of raising and developing strategic UHNW capabilities by realigning core strengths and leveraging integrated bank capabilities in order to address the increasingly broad and complex needs of this key client constituency.

4.30pm Tea-Break
4.45pm

Family Office Presentation: Family Offices in Asia: Background & Trends
  Bernard Fung, Director, Head of Family Office APAC, Credit Suisse
  Chew-Mee Kirtland, Managing Director, Mornington Services Pte Ltd

This broad-ranging dialogue will encompass topics such as motivating factors for UHNW families to start a family office, opportunities and common challenges faced by family offices, and how UHNW families manage their wealth - best practices for the good governance of family wealth.

5.30pm

CPD Related - Evolution of Learning
  John Paterson, Director, Head of Talent Development APAC, Credit Suisse (Moderator)
  Daniel Kessler, Managing Partner BCG Switzerland, Global Segment Leader Wealth Management & Private Banking, The Boston Consulting Group
  Ong Puay See, CEO, IBF

A thought-provoking discussion on the innovations in training pedagogy, highlighting the different channels and avenues available for a more effective, flexible and scalable approach to learning and self- development. Apart from also sharing insights and best practices from different industries, this engaging and interactive session also hopes to generate feedback from the industry for the future development and application of the CPD framework.

6.30pm Close of Formal Program | Networking

IBF CACS CONNECT 2015

Shaping The Future of Ultra High Banking

2 July 2015

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