PRIVATE
WEALTH MANAGEMENT AND FINANCIAL PLANNING
16 – 23 November 2008, London,
UK
CONCEPT
Private wealth management is one of the fastest growing
spheres in the banking business as the number of investors
and high net worth individuals in Russia, CIS and
Eastern Europe continues to rise rapidly. However,
according to forecasts, in the next three years these
figures will rise sharply - estimates show that approximately
80% of companies will control more than 40% of their
clients' financial means".
Banks are no longer merely expanding globally by
exploring new markets, but also through widening the
range of products and services they are offering,
a practice, which is becoming increasingly essential
in today's banking climate, driven, in part, by an
increasingly financially educated and demanding consumer.
With the arrival of foreign banks, the Russian financial
market is ripening – products, services, processes
offered are broadening progressively and becoming
increasingly sophisticated.
Naturally, growth and expansion stimulates the development
of more advance infrastructures, expansion in financial
services expertise, demand on increased efficiency,
all of which, inevitably, call for far greater knowledge
of market tendencies, client preferences and opinions,
and competitive research and benchmarking.
Aim: to equip participants with the necessary tools
and methods through the expertise of some of the world's
leading private wealth management and financial planning
specialists in unique, innovative, and integrated
products and services ahead of the nearest competitors
MAIN THEMES:
-
• Recent market progress
in the specifics of catering for VIP clients
• Wealth management industry technologies
• Management of hefty private capital: formation of
offers
• English Model: Private Banking and Insurance - 2in1
packages
• Legal and tax regulations – question of heavy private
wealth management ventures
• Organisational restructuring to allow advancement
of developing Private Banking methods
• Sales techniques within the context of Private Wealth
Management consulting services
• Individual investment strategy – from ideas to implementation
• Development of new banking products and services
• Communication features specific to Private Banking
• Private Banking information technologies
• Discussion platform. Shared practices. Q&A session
Participation: Senior management
and experts in the private banking and wealth management
sectors, financial products and services senior sales
management and sales directors, business development
directors and senior business development management,
heads and senior officials of investment funds, insurance
and legal consultancy companies.
English
