Research suggests that the private banking client of today and tomorrow expects greater personalisation in their advice and servicing, and in line with their goals. They expect to engage with their provider via traditional and digital channels, expect access to investments and asset classes that were previously only available to the most sophisticated investors. In this talk, we discuss how private banks are adapting to the ‘evolving’ client, how they are engaging the next-generation, and discuss how banks can defend their business from non-traditional competitors.
About the speakers
Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
Dr. François Monnet was appointed Head of Private Banking North Asia effective August 2018, based in Hong Kong. Prior to that responsibility, Dr Monnet ran the Private Banking franchise for Greater China.
In this role, Dr. Monnet works closely with the respective Market Group Heads and Country CEOs across Credit Suisse’s integrated bank to enhance its ability to capitalize on the synergies and business opportunities in Greater China and Japan, drive client interconnectivity across business divisions and markets to further build the bank’s strong client franchise in the region. In addition, Dr Monnet is the Chief Executive of Credit Suisse’s Hong Kong Branch. Previously Dr. Monnet was the Chief Operating Officer for Private Banking Asia Pacific from April 2012. In this capacity, he assumed responsibility for all run- the-bank functions, investments in infrastructure and change management, risk and supervisory controls, pricing and strategy, including the build-up of Credit Suisse’s Private Banking digital capabilities across Asia.
Dr. Monnet is a graduate of University of Geneva, holds a Master of Arts in Law and Diplomacy (Tufts/Harvard Universities) as well as a Doctor of Philosophy in Political Sciences from University of Geneva, Switzerland. He is the recipient of an Executive MBA from INSEAD. He is a Chartered Financial Analyst.
Chief Executive Wealth Management Asia, Union Bancaire Privée
Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland.
In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change.
Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia.
Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.
Sebastian Enberg (Moderator)
Editor, Asian Private Banker
Sebastian Enberg is the Editor of Asian Private Banker. His background is in international politics, and Chinese foreign policy and security.
Sebastian graduated from Victoria University of Wellington with a Master of Strategic Studies majoring in Strategic Intelligence, and more recently, from the City University of Hong Kong with a Master of Arts. In 2012, Sebastian was awarded the university’s Top Scholar Prize for his cohort.
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