Family Office Solutions Series

The Future of Private Banking

Presentations

Presentation materials and recordings where available
Keynote
Citi Private Bank | 10/04/24
Citi Private Bank
Citi Private Bank
James Bashford, Senior Private Banker
Keynote
Bergos AG | 10/04/24
Bergos AG
Bergos AG
Dr. Peter Raskin
Keynote
Dipak Mirchandani | 10/04/24
Dipak Mirchandani
Dipak Mirchandani
Keynote
Nainish Bapna | 10/04/24
Nainish Bapna
Marble Arch Investments
Nainish Bapna

Speakers

Personal bios and useful information
James Bashford, Senior Private Banker
Citi Private Bank
James joined Citi Private Bank in 2015 and his key responsibility is to advise UHNW individuals and family offices on their global investments, banking, and estate planning needs. James previously worked at Morgan Stanley for over 10 years where prior to becoming a banker, he designed asset allocation models and was an equity portfolio analyst. James is a CFA Charterholder and holds a BA degree in Business and Quality Management from the Nottingham Business School. 
Keynote
Dr. Peter Raskin
Bergos AG
**Dr. Peter Raskin is CEO and Partner of Bergos**. He heads the Swiss Private Bank since he joined in 2009. In addition to this role, he was Global Head International Private Banking (2013) and Global Head Private Banking (2014) of the Berenberg Group, responsible for UK, Germany, Luxembourg and Switzerland. In 2018, together with well-known Swiss and German entrepreneurs, he acquired Bergos from its former mother, the Berenberg Group. He studied law at the Universities of Freiburg i.Br. and Mainz. His career began in 2000 at BHF Bank (Switzerland), where he was a member of the Executive Board from 2005.
Keynote
Dipak Mirchandani
Dipak Mirchandani is a serial entrepreneur and Venture Capital Investor with over 40 years of work experience as a Business Owner. He has lived and worked in North America, Europe, Asia and in Africa and has built up a vast network of long-lasting business and social relationships. Dipak is the Principal of the Miroche Family Office. Their investments include FinTech and Banking in the UK, Real Estate in the UK and India, Clean Proteins in the US and Singapore, EV Battery Tech in the UK, Hotel Tech in North America, Entertainment & Education in Hong Kong, Venture Capital investments in Silicon Valley and operating companies in West Africa. He is the Founder and Chairman of the Karma Group of Companies with interests in Soybean crushing, Edible Oils, Animal & Aqua Feeds, Soy and Corn Trading. Dipak is a Freeman of the City of London and a Liveryman of the Worshipful Company of World Traders.
Keynote
Nainish Bapna
Marble Arch Investments
The Future of Private Banking
Nainish Bapna advises several international family offices on topics including portfolio allocation, investment strategies and direct deals. Previously, he was CIO of a London-based SFO for over 10 years, where he invested across multiple asset classes globally, including direct investments, special situation opportunities, private equity funds, structured debt and a portfolio of real estate developments in the US, UK and UAE.
Keynote

Corporates

Company backgrounds and useful links.
Citi Private Bank
James Bashford, Senior Private Banker
 At Citi Private Bank, we are dedicated to serving worldly and wealthy individuals and their families with private banking services around the world. Our clients have business, investment, real estate and family interests in multiple geographic regions, requiring a customized private banking approach that’s entirely connected. We serve more than 1,400 global family offices worldwide, not only helping them invest, borrow, manage cash and plan, but also advising them on industry best practices and connect them to their peers via our renowned events program. In short, we provide Private Banking for Global Citizens
Keynote
Bergos AG
Dr. Peter Raskin
**Bergos AG** is an independent Swiss Private Bank, headquartered in Zurich, with an office in Geneva. Focusing on Private Wealth Management, Bergos serves international clients, (family-) entrepreneurs, privatiers, maritime clients, and the next generation. With over 120 employees, the bank’s brand core is "Human Private Banking", conveying a holistic approach to Private Banking. Tracing its roots to 1590, the Bank was founded in Switzerland as the daughter of the Berenberg Group in 1988 and became independent through the acquisition of the bank by distinctive Swiss and German entrepreneurs and the bank’s management in 2018/2021.
Keynote
Dipak Mirchandani
Keynote
Marble Arch Investments
Nainish Bapna
The Future of Private Banking
Marble Arch Investments is a advisory firm to Family Offices
Keynote