opportunities in banking -pile of keys


Opportunities in a rapidly changing Private Banking environment

Insights and expert discussions

Thursday, 25 June 2015, from 16.00 to 20.00h

Current developments allow for a reliable assessment of the future of the Swiss banking sector particularly for private banks. The number of institutions in the banking sector is expected to continue to contract and foreign banks to exit or consolidate their private banking activities in Switzerland. Pressures arising from various factors including an evolving regulatory environment are expected to lead smaller banks to increasingly return their licenses. Such major changes have and will continue to impact the way Swiss private banks do business and operate themselves. The needs to focus on core geographies, reinforce compliance functions, and reduce costs to maintain profitability are high strategic priorities for Swiss private banks. To cope with such challenges, selected players have entered into M&A to gain scale or have disposed of non-core businesses or client portfolios of lower strategic relevance.

Saving costs and consolidation alone cannot be the winning formula for the future; this requires a successful organic growth strategy via a clearly differentiated cutting-edge service offering and value propositions for clients.

This event provides an overview of the current consolidation trends observed in the Swiss market. The seminar includes industry participants’ views of the issues and implications regarding banking consolidations as well as potential opportunities arising from those.

Opportunities in a rapidly changing Private Banking environment



Welcome coffee


Anthony West, Partner, Head of Financial Services M&A Advisory, Deloitte


Main M&A trends, issues around banking consolidation processes
Anthony West, Partner, Head of Financial Services M&A Advisory, Deloitte


Organic Growth in Banking: when more is better
Dr Daniel Kobler, Partner, Head of Banking Strategy, Deloitte Consulting


Future growth strategy and BSI acquisition
Steve Jacobs, Managing Partner, BTG Pactual


Regulatory developments in the banking space and outlook
Xavier Deschenaux, Lawyer, Swiss Financial Market Supervisory Authority (FINMA)


Panel with our speakers and guest of honour from the industry
Steve Jacobs
Xavier Deschenaux
Martin Mauer, CEO, Association of Foreign Banks in Switzerland
Anthony West
Dr Daniel Kobler

From 18:50


Date: 25 June 2015
Time: 16h00 - 20h00
Location: Hotel Splendide Royal, Lugano