Wealth Management and Family Office Congress, Zurich

Image of Wealth Management and Family Office Congress, Zurich

Time: 17-18 March 2009
Venue: Renaissance Hotel, Zurich, Switzerland

The programme coverage at IIR’s 2nd annual Wealth Management & Family Office congress in Zurich has been designed in direct response to the unprecedented financial turmoil in today’s markets.

With a focus on managing and maintaining the wealth of your clients for both tomorrow and beyond, this comprehensive programme offers guidance and personal insight from some of the most highly respected family offices, investment and wealth managers across Europe.

Two key themes are:

  • Asset Management
  • Concierge Services

Asset Management
It is acknowledged that the wealthy are increasingly diverse and ambitious in their investment selection, and as advisors, the importance of anticipating your clients’ wants and needs is paramount to retaining market share. To help you anticipate investment choice, their expert speakers will offer perspectives on the following:

  • Financial risk
  • Account management in troubled times
  • Staying power for investment performance
  • Private equity opportunities
  • Manager selection – issues to consider
  • How have hedge funds stood up in the current market?
  • To what extent should a family office be engaged in asset management?

Concierge Services
Depending on your firm’s goals and objectives, it is not just about providing sophisticated asset management but delivering the most efficient and dynamic support services to your client. Some of the leading wealth advisors from across Europe will offer their advice on the following:

  • The growing importance of formal family governance in the credit crunch
  • Managing succession issues
  • Generating impact from your philanthropic solutions
  • Planning and risk assessment
  • International private medical insurance as a wealth planning tool

Last year 100 of your peers took the opportunity to network and debate with other experts on best practice and strategies for managing families and ensuring capital preservation and growth. Whether you are an adviser wanting to understand more about the needs of the wealthy client / family, or you are a family office or high net worth investor looking for solutions to your wealth management needs, this is the conference for you.

For more info http://www.worldbankingevents.com/...


  • Name: Philippa Brook
    Tel: +44 (0) 20 7017 7790
    Fax: +44 (0) 20 7017 7824
    E-mail: [email protected]



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