Sign up for free newsletter

 

The Annual Family office and Wealth Management Conference

Event : The Annual Family office and Wealth Management Conference

Mon, 10/06/2013  
Conducted by : DC Finance
Contact : Chantal

 DC Finance is honored to present the 4th Family Office & Wealth Management Conference, which will be held on June 10th at the Hilton Tel Aviv. This prestigious invitation-only conference provides an annual meeting place for the Israeli wealth management & family office community and their clients.   

The 2012 event: More than 700 guests attended DC Finance’s 2012 Annual Family Office & Wealth Management Conference. Of these, 60% were high net worth individuals, 20% were senior legal and accounting firm partners, 10% were bankers and 10% were single and multi-family office members.
 
Agenda: The conference agenda will cover such topics as single vs. multi-family offices, the crisis of trust, building the next generation, family views on different issues, multi-family office investment philosophies, portfolio construction, private equity, real estate projects, investment in distressed securities, asset allocation models, legal and accounting issues in the life of the family and taxation strategies.
 
The Israeli market: We estimate that there are more than 12,000 relevant individuals in Israel that find family wealth management important, especially after the last very fruitful decade that produced hundreds of young affluent individuals from the hi-tech and finance sectors. Also, as one of the largest foreign country in terms of IPOs on the NASDAQ, Israel has produced hundreds of new HNWI that either owned or worked for companies that went public. 
 
Also, Israel’s very recent flexible tax regime is attracting new Jewish ultra and high net worth individuals to relocate and transfer their assets into Israel.
 
Finally, as a young country, the so called “old money owners” are reaching the 3rd generation stage. The 3rd generation is the most challenging of them all and the one that requires professional advisory in many fields. 
 
According to Merrill Lynch and Cap Gemini’s World Wealth Report, the number of millionaires in Israel leapt 20.6% in 2010 to a total of 10,153 individuals with liquid assets of at least $1 million, 20.6% more than the 8,419 millionaires in 2009. The millionaires’ aggregate disposable income rose to $52 billion in 2010 from $43 billion in 2009. The average high net worth individual in Israel had liquid assets of $5 million in 2009.
 


features
Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

Article
Spotlight

In an extract from the Preqin Special Report: Asia-Pacific Hedge Funds, we provide an overview of the industry in Asia-Pacific, covering assets under management as well as key locations, strategies, fund structures and more.  ... »

Article
up arrow

Assets under management for sovereign wealth funds globally reach USD6.31tn as of March 2015, increasing by more than USD900bn over the past 18 months. This information has been revealed in the 2015 Preqin Sovereign Wealth Fund Review, a comprehensive guide to these influential investors. ... »

Special report
Hedgeweek Global Awards 2015 – The Winners

Read the complete list of Winners and profiles at the sixth edition of the Hedgeweek Awards, presented in London's Mayfair and sponsored by Morgan Stanley, which brought together the leading names in the global hedge funds industry to celebrate the achievements of the best performing managers and service providers in 2014... »

Article
Hedgeweek Special Report: eVestment – The evolution of hedge fund investing

As revealed in this Hedgeweek Special Report sponsored by eVestment, the data, analytics and market intelligence provider to the institutional investment community, experts agree that investing in hedge funds represents a good way for institutions to access manager skill, which is key in constructing a diversified portfolio to achieve risk and return targets. ... »

latestjobs
Senior Pre-Sales Architect – Big Data/Hadoop

Mon, 27 Apr 2015 00:00:00 GMT

Investment Banking Associate-VP (FIG/FinTech)

Mon, 27 Apr 2015 00:00:00 GMT

Investment Banking M&A Associate

Mon, 27 Apr 2015 00:00:00 GMT

events
18 hours from now - London
18 hours from now - London
5 days 18 hours from now - San Diego
6 days 18 hours from now - New York
specialreports