Wealth Management Forum

Welcome to the second edition of our event dedicated to the Wealth Management Industry!

Have the opportunity to learn, exchange and debate on the latest market updates and the hot topics that are important for the Wealth Management industry.

Date & Location

Tuesday 28 January 2020

from 08h30 to 12h30 followed by a walking lunch

at our premises (PwC Crystal Park - 2, rue Gerhard Mercator, L-2182 Luxembourg).

We kindly inform you that parking facilities will be available on site.

Agenda

08:30- 09:00 Welcome coffee
09:00 - 09:15 Current state and trends of the wealth management industry (Alain Meunier, PwC Luxembourg)
09:15 - 09:40 Navigation into the digital agenda and its cyber security implications for wealth managers (Patrice Witz, Partner PwC Luxembourg & Koen Maris, Director PwC Luxembourg)
09:40 - 10:20 Tax and regulatory corner: what are the latest updates on DAC 6, MLI, ATAD 1 & 2 for wealth management structures? (Murielle Filipucci & Alina Macovei, Partners PwC Luxembourg)
10:20 - 10:50 Coffee break
10:50 - 11:35 Panel discussion: Overview and discussion over personal taxation: what are the interesting features to consider in Italy, Portugal and Luxembourg?
Moderator: Gwen Wyndaele, Senior Manager PwC Luxembourg
Panelists: Pasquale Salvatore, Partner PwC Italy, Julien Treffort, Partner PwC Luxembourg & Leendert Verschoor, Partner PwC Portugal
11:35 - 12:00 How to develop and protect a family business?
Moderator: Estelle Gille, Manager PwC Luxembourg
Speaker: Christiane Wickler, Member of the Board of Pall Center and former Chairman of the Board of the "Fédération des Femmes Cheffes d'Entreprise du Luxembourg"  FFCEL
12:00 - 12:25 Alternative investments for wealth management - trends, challenges and opportunities (Benjamin Gauthier, Partner PwC Luxembourg & Prasanta Mandal, Senior Manager PwC Luxembourg)
12:25 - 12:30 Wrap-up and the last 5 minutes: spotlight on a PwC solution (Alain Meunier, Serene Shtayyeh & Toufik Chaïb, Partners PwC Luxembourg)
From 12:30 Walking lunch

PwC speakers

Patrice Witz

Advisory Partner, Technology Partner and Digital Leader, PwC Luxembourg

+352 62133 35 33

Email

Koen Maris

Advisory Partner, Cybersecurity & Privacy Leader, PwC Luxembourg

+352 49 48 48 2096

Email

Murielle Filipucci

Tax Partner, Global Banking & Capital Markets Tax Leader, PwC Luxembourg

+352 49 48 48 3118

Email

Alina Macovei

Tax Partner, Alternative Investments, PwC Luxembourg

+ 352 49 48 48 3122

Email

Pasquale Salvatore

Tax Partner, Milano, PwC TLS

Email

Julien Treffort

Tax Partner, Personal Tax, PwC Luxembourg

+352 49 48 48 3349

Email

Leendert Verschoor

Transfer Pricing Partner, PwC Portugal

+351 917 887 221

Email

Benjamin Gauthier

Advisory Partner, Risk & Compliance and Managed Services Leader, PwC Luxembourg

+352 49 48 48 4137

Email

Prasanta Mandal

Advisory Director, Alternatives, PwC Luxembourg

+352 62133 59 28

Email

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