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
Call us now to reserve your seat + 44 207 193 5035 or send e-mail to email@example.com
Thu, 30/07/2015 - 11:00
Cybersecurity is no longer simply an IT issue, it is now a business issue. This is the conclusion of the experts and fund managers around the world whose opinions were polled for this landmark Hedgeweek Special Report, which outlines Best Practices for Cybersecurity in a fast-changing environment where managers need to keep several steps ahead of cyber criminals... »
Wed, 22/07/2015 - 19:52
The introduction of the Alternative Investment Fund Managers Directive (AIFMD) into European law in 2013 was part of a series of moves towards greater regulatory oversight of the hedge fund industry in recent years. In our survey, we asked hedge fund managers for their views on the effect of these new regulations on the industry as well as their expectations about the impact of the AIFMD on their firm over the next 12 months, the results of which are analyzed in this extract from the Preqin Special Report: AIFMD in the Hedge Fund Industry – 2015 Update. ... »
Thu, 02/07/2015 - 15:51
A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm. ... »
Mon, 29/06/2015 - 12:48
Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review. ... »
Tue, 16/06/2015 - 09:57
Mergers and acquisitions in recent years have changed the face of hedge fund administration. Big custodial banks are likely to dominate the HFA space in years to come, forming one part of a barbell with a number of well-run, well-capitalised independent HFAs on the other end. This report examines the implications for both hedge funds and their administrators... »