Wealth Management Today – Half Day Networking Workshop

Event : Wealth Management Today – Half Day Networking Workshop

Mon, 30/11/2009 - 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: £250 + 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

Or combine it with a 2 day training in Portfolio Management 1-2 Dec. 2009 in London
http://www.eurekafinancial.com/courses/portfolio_management.html

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

 


features
Special report
Hedgeweek Special Report: Prime Brokerage 2015

Read how prime brokers of all shapes and sizes are becoming both operational and balance sheet-efficient, and broadening out their product suites for hedge fund managers... »

Special report
Lyxor Asset Management - Why trend-following strategies are back on track

This Hedgeweek Special Report explains not only why managed futures should be reconsidered by investors, but also how a more effective risk allocation strategy can benefit investor portfolios in both correlated and non-correlated markets... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

Special report
Cayman Islands Hedge Fund Services 2014

Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »

Article
Up arrow

Over half of infrastructure funds that closed in 2014 exceeded their fundraising target, up from 37% of funds in 2013. Andrew Moylan, Preqin’s Head of Real Assets Products, takes a look at infrastructure fundraising over the last 12 months: ... »

events
6 hours 59 min from now - New York
1 week 2 days from now - Kuala Lumpur
1 week 6 days from now - Las Vagas
2 weeks 6 hours from now - Florida
specialreports