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
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
Koen Maris
Murielle Filipucci
Alina Macovei
Pasquale Salvatore
Tax Partner, Milano, PwC TLS
Julien Treffort
Benjamin Gauthier
Advisory Partner, Risk & Compliance and Managed Services Leader, PwC Luxembourg
+352 49 48 48 4137
Prasanta Mandal