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We are delighted to host our new format, investment-focused event.

Following on from the best year for banks and other wealth managers for a long time, it’s probably fair to say the next 12-months will be more challenging. How should we position client portfolios and expectations in preparation for what lies ahead? And how will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?

The event is specifically for senior management, product / fund gatekeepers and relationship managers - working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

Key elements of the event –

  • A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners
  • An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
  • 7 focused 10-minute presentations
  • 5 Panel discussions
  • 4 40-minute workshops

 

Receive 6 hours of CPD/CPT when you attend the full event
Receive 3 hours of CPD/CPT when you attend attend half a day
Receive 1.5 hours of CPD/CPT when you attend final segment of the day

 

SPEAKERS

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