Private Wealth Management Summit India 2017

Exploring the key aspects and overall framework within private banks, wealth management companies & family offices to successfully handle HNI & Ultra HNI assets for larger wealth creation.

Private Wealth Management Summit India 2017

Given the nascent stage of the market and a regulatory environment that is significantly different from elsewhere in the world, wealth management business houses need to consider building trustworthy brand coupled with innovative use of technology and focus on transparency and compliance, while targeting customers with segment focused products. High net worth individuals are faced with an array of complexities surrounding numerous disciplines that make the families financial life. Family office and wealth management executives must be able to provide innovative and comprehensive financial strategies to preserve and strengthen their family’s wealth and ensure all family goals are met. The Private Wealth Management Summit will highlight direct investing, impact investing, regulatory and operational aspects, tax policies, legal structures and technological challenges wealth management companies and family offices face in the current economic scenario

Speakers

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Key Benefits

The Private Wealth Management Summit will highlight direct investing, impact investing, regulatory and operational aspects, tax policies, legal structures and technological challenges that wealth management companies and family offices face in the current economic scenario. The summit is primarily for wealth management companies, family offices, banks, asset managers, financial advisories and institutional investors. This summit will provide a favorite learning ground for participants, who are looking for a more in-depth understanding of their clients’ needs.

Key Topics of Discussion

  • Advisory Model and Asset allocations
  • Private Banking Road Ahead and Investment Styles
  • Tax issues and Regulations and Building Credible Product distribution
  • Next generations mindset and Talent Retention
  • Revolution in Family offices and Real Estate Investment
  • Cross border issues and Wealth preservation
  • Socially Responsible and Traditions vs Expertise
  • Security Protocols and Contingencies

Why should you attend?

The primary objective of the Private Wealth Management Summit is to explore the key aspects and issues related to Private Wealth advisories and Family offices as business drivers for innovations and growth.

  • Changes and new dynamics of the Industry
  • Growth and succession strategies
  • Impact and alternative investments
  • Social responsibility and Traditions and Expertise
  • Educating the next generation in wealth management
  • Security and contingencies

Who will you meet?

  • Managing Partners
  • Chief Executive Officers
  • Chief Investment Officers
  • Asset Managers
  • Wealth Advisors
  • Independent Financial Advisors
  • Venture Capitalists
  • Asset Protection Specialists
  • Heads of Client Relationship Management
  • Relationship Managers / Investment Managers

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