Upcoming Events
Wealth Management & Family Office, Zurich
March 16, 2010 - March 18, 2010
Location
Zurich
Venue
Renaissance Zurich Hotel
Country
Switzerland
Tel
+44 (0) 20 7017 7790
Description
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 financial crisis has impacted the sector in many ways: a loss of trust in security of assets, a loss of trust in competence, flawed strategies and the realisation that chasing returns is not enough to achieve client satisfaction. Your service offerings are under increased scrutiny and an ability to truly understand your client and to satisfy their wants and needs, is paramount to your success in these challenging times.
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:
Topics to be addressed:
- 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
- The Day to Day Life of a MFO after a Historic Storm: What Has Changed?
- Governance issues in Family Offices & Businesses
- Make Way for the New Generation: Working with Young Clients & Staff Members
- Setting up a Family Office
- Rethinking the Family Office Operational Set up Post Credit Crisis
- Making Philanthropy Central to your Role as Trusted Advisor
- Residence & Citizenship Planning for UHNW Clients
- Understanding HNWIs Thought Process in Choosing their Advisors Today
- A Practical Perspective on Building Trust with your Client
- Key issues from the Financial Crisis
- Protecting Yourself against another Madoff / Schmitt
- What do Wealthy Entrepreneurs Do These Days?
- Swiss Annuities – A Secure Way to Invest
- Panel Discussion: Latest Thinking in Investment Management & Best Practice Global Strategies
- Do Family Offices Provide Value for Money?
- Focus on Asia
Who will you hear from:
- Michael Maslinski, Director, Maslinski & Co
- Pierre Condamin-Gerbier, Managing Partner, Reyl Private Office
- Carol Pepper, President, Pepper International
- Dr. Steen Ehlern, Managing Director, Ferguson Partners Family Office
- Dr Rico Baumgartner, MD, Baumgartner Frey Family Office
- Matthias Memminger, Partner, PricewaterhouseCoopers
- Plum Lomax, Senior Consultant, New Philanthropy Capital
- Christian H. Kalin, Partner, Henley & Partners
- Jonathan Bell, Chief Investment Officer, Stanhope Capital
- Tania Kabbani, Head of Department, Bank Med
- Alistair Reid, COO, Thornhill Investment Management
- Dr. Ariel Sergio Goekman, Managing Director, Private Banking Division, Credit Suisse
- Christiano Puglia, Director, Volcon SA
- Stephen Robertson, Executive Director, Macquarie Global Investments
- Penny Lovell, Director, Rothschild
- Hakan Hillerstrom, Principal, Hakan Hillerstrom Family Business Advisory
- Pierre-Alain Guillaume, Tax Lawyer, Chabrier & Partners
- Kripa Sethuraman, Managing Partner, International, Family Office Exchange
- Bruce Weatherill, Bruce Weatherill Executive Consulting
- Andrew Nolan, Executive Director & Head of Private Clients, Stonehage Group
DON’T MISS: Post-conference workshop
International Residence & Citizenship Planning for UHNW Clients
Workshop led by Henley & Partners
Key points to consider in international private client relocation
Why pre-immigration tax planning is so important
Wealth planning for the global citizen
Citizenship-by-investment
– What is available today and
– how to use this tool in private client planning
Residence and citizenship-by-investment
- in Austria
- in Belgium
International health insurance for UHNW clients - A key element in international
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