The Future of Private Banking

A GPFO Member Dialogue (London)

The private banking landscape is undergoing a significant transformation. Join fellow GPFO members in London for an exclusive, member-only dialogue exploring the key trends that have reshaped the industry over the past decade and the tectonic shifts that have redefined it in the last two years. This session will not be formally recorded/broadcast in order to allow for wider peer-to-peer discussion.

The session will feature a panel discussion between Family Office Executives and leading Private Bankers (speaking in a personal capacity)

For inquiries, please contact Ben Palairet (bp@gpfo.com)

Chair

Nainish Bapna, Family Office Adviser and ex-CIO of a large UK SFO
Marble Arch Investments

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. Marble Arch Investments is a advisory firm to Family Offices

Featured Panellists

Dr. Peter Raskin, CEO and Partner
Bergos AG

Dr. Peter Raskin 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. His career began in 2000 at BHF Bank (Switzerland), where he was a member of the Executive Board from 2005. 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. 

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. Citi Private Bank is dedicated to serving worldly and wealthy individuals and their families with private banking services around the world. Their clients have business, investment, real estate and family interests in multiple geographic regions, requiring a customized private banking approach that’s entirely connected. They serve more than 1,400 global family offices worldwide.

Dipak Mirchandani, Entrepreneur and Venture Capitalist

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.