2nd Annual Private Wealth Management Summit

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.

2nd Annual Private Wealth Management Summit

Given the nascent stage of the market and a regulatory environment that is significantly different from elsewhere in the world, private wealth management businesses 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. The summit is primarily for private banks, family offices, wealth management companies, asset managers, financial advisories and institutional investors.

Key Benefits

This summit will provide an unique platform with interactive sessions, discuss challenges, share ideas and experiences to keeping pace with the evolving needs, which will in turn equip participants to understand and address client needs.

Key Topics of Discussion

  • The Macroeconomic Outlook and its implications on Asset returns/Asset allocation
  • Investment strategies and trends in offshore investment
  • Equity markets and selecting the right needs for family office
  • Portfolio diversification and reading the minds of the wealth owners
  • Insurance products, cyber threat and philanthropy
  • Closer to election year – impact of politics on investments

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

Who should attend?

  • Private Banks
  • Wealth Management Firms
  • Family offices
  • Institutional Investors
  • Asset & Mutual Fund companies
  • Fund Managers
  • Investment bankers
  • Private Equity Firms
  • Venture Capital Firms
  • Private corporate investors
  • Financial advisories & consultants