The recent economic crisis has meant that the traditional strategies of investing and asset allocation have tested and changed your clients risk tolerance. Even though the market is still uncertain and investors are more cautious, this is a terrific opportunity for you to build upon your competitive advantage integrating portfolio analysis with hands-on client relationship management skills.
This two-day conference brings together top-notch speakers to lead discussions on how you can attract new business and better service your existing high-net-worth clients.
Help your clients preserve their wealth, fund their future retirement plans and ensure future generations have a foundation for prosperity!
WHO SHOULD ATTEND
From Private Banks, Trust and Insurance Companies and Wealth/Asset Managers:
- Heads of Business Development and Client Relationship Management
- Certified Financial Planners and Wealth Advisors
- Investment Managers
- Estate Planners and Advisors
- Wealth Management specialists
- Portfolio Manager for HNW Individuals
- Tax, Trust and Estate Lawyers
- Chartered Accountants
