CFA Institute Private Wealth Management Conference: Successful Strategies for Asia and Beyond

Venue: Raffles City Convention Centre

Location: Singapore, Singapore

Event Date/Time: Sep 29, 2010 End Date/Time: Sep 30, 2010
Report as Spam


CFA Institute presented in partnership with CFA Singapore, The Institute of Banking and Finance, and the Wealth Management Institute, Private Wealth Management: Successful Strategies for Asia and Beyond brings together industry experts to review best practices, examine critical issues, and discuss how wealth managers can continue
to understand and meet the complex needs of their global clients.

Participants will explore:
• The latest wealth management industry trends with industry leaders and experts
• New techniques for assessing risk tolerance and applying behavioral finance
• How to use trusts to manage cross-border planning
• Post-modern portfolio management techniques and asset-liability management
• Key needs of private clients and organizational design ideas
• Family governance, succession planning, and family business issues
• Methods for managing concentrated wealth
• China capital markets development and implications for wealth owners
• The global economic, capital markets, and geopolitical outlook