2nd Annual Asset and Wealth Management 2015

Topics

• Offshore VS Onshore Markets
• Constructive Private Banking Business Models
• New generation of customers - continuing explosion of interest in Social Media – the Smartphone phenomenon
• Family Offices – Single VS Multi Family Offices
• Emerging Economies VS Emerging Customer Segments -
• New technologies, Key role of Customer Relationship Managers & the Role of Confidentiality and Geography
• Future Investment Trends
• Private bankers must be risk managers
• Innovations in Asset & Wealth Management
• Talent Management: Migrating customers
• CRM vs CRM

Who should Attend

• Chief Financial Officers (CFO)
• Chief Executive Officers (CEO)
• Chief Information Officers
• Chief Investment Officers
• Managing Directors, Heads & Directors
• Senior Vice Presidents, Vice Presidents
• General Managers, Senior Managers & Managers