IIR’s 3rd annual Wealth Management & Family Office congress in Zurich is focused on positioning you, the wealth manager, as trusted advisor and helping you to deliver best practice to your clients – across all areas.
The event will take place 16 - 18 March 2010, Renaissance Hotel, Zurich, Switzerland.
What Will this Conference Offer You?
Experts from family offices, private banks, wealth managers and advisors will come together and share their own experiences on how they are managing their clients today:
- The Day to Day Life of an MFO - Family Office Roundtable
- Understanding how family office operating practices have changed post the recent financial crisis
- What new risk management strategies have been implemented and how are clients reacting to these strategies?
- Acknowledging new client concerns in the post-crisis world and how family offices are addressing these
- Advisor Selection
Understanding HNWIs thought process in choosing their advisors today - Performance Measurement
The criteria for private banks/wealth managers in ensuring they deliver trust and credibility to their client - Philanthropy
Making charity & benevolence central to your role as trusted advisor - Demonstrating Value
Do family offices provide value for money? - Servicing the Family Office
Rethinking the family office operational set up post-credit crisis - Making Way for the New Generation:
Working with young clients & staff members - Finding the Jurisdiction of Choice
Should family offices / HNWIs be considering relocation?
Investment concerns to be addressed:
- How to Handle the Recovery
- Global Macro-Economic Outlook
- The Day-to-Day Investment Life of an MFO
- Wealth Preservation: Latest Thinking in Investment Management for Family Offices
- Alternative Investments – Best Practice Global Strategies
- Impact of the AIFM on Switzerland & Business
- Protecting Yourself Against Another Madoff / Schmitt
- Focus on Asia
- Family Office Due Diligence & Fund Manager Selection
- Family Office Reporting
- Risk Management for the Family Office
Program download and registration
To download the latest congress program, please click here.
For more information, please click here.
You can register for the congress by telefon, fax and email. Please quote VIP Code: 'KM3165HENWB' to SAVE 20% off the conference price!
Please contact:
| Tel: | +44 (0) 20 7017 7790 |
| Fax: | +44 (0) 20 7017 7824 |
| Email: | kmregistration@informa.com |
