Wealth Management Today - Half Day Networking Workshop

Tue, 22/09/2009 - 13:30
Conducted by: 
Eureka Financial
Contact: 
Sam Baker

Main Topics Covered During This Training

• Wealth management today - how big is the market?
• Onshore vs. offshore banking
• Client segmentation and inter-generation wealth transfer
• The importance of client relationship management and how to ensure client's satisfaction
• Wealth products and services - how to differentiate from the competition?
• Changing processes of the asset management
• The role of family office
• Art advisory and philanthropy

Run by a former private banker this training provides sound in-sight into wealth management today. 

Price: £235 + VAT. 10% discount for 3 people. Number of seats is limited.

You may be interested in attending half day workshop on investing in Hedge Funds organised in the same venue and on the same day. For more information go to: http://www.eurekafinancial.com/workshops/45-Hedge_Funds_Role_Redefined.html

Call us now to reserve your seat + 44 207 193 5035 or send e-mail to enquiry@eurekafinancial.com

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Upcoming training

Mon, 29/09/2014 (All day) - London
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