Practice Strategies
A Busy Year Ahead After Stormy 2011 - Breakfast Briefings, Wealth Matters Events
In such a busy and at times dramatic year in the financial markets, the need for clear ideas on how to drive forward a successful wealth management business has never been stronger. At ClearView Financial Media – publisher of this website and its sister publications (Family Wealth Report and WealthBriefingAsia), the firm has engaged with the industry in a series of closely focused Breakfast Briefings and WealthMatters events.
The conferences – designed to give maximum value to attendees as a result of holding to a tight timeline and clear choice of topic – have proven to be a big success. Held around the world, in many cases in London, the events ranged from topics such as how to optimise a wealth management business model through to the pros and cons of active and passive investing.
For the coming 12 months, the schedule promises to be busy. To alert readers to the variety of events in the pipeline, here is a list of events. Note that not all details are confirmed and will be updated as soon as possible. Scroll down also for a summary of events held in 2011. For enquiries about these events and registration details, click here.
Events kick off on 8 February in Geneva, followed by events on 16 February (London), March 27 (Hong Kong), mid-May (London), 13 June (Zurich) and 10 October (Wealth Matters, London).
Last year, ClearView organised the following events:
London - 23 February
“Active Versus Passive.”
Dubai - 23 March
“Improving Client Services in a Cost-Conscious Industry.”
Zurich - 31 March
“Swiss Wealth Management Models Post-Secrecy.”
London - 5 April
“Optimising the Wealth Management Operating Model.”
London - 12 May
“Commodities and Gold: Optimal Diversification or Unrewarded Risk?”
London - 9 June
“Transparency and Pricing in Financial Services.”
London - 14 September
“Leveraging Alternative Business Models to Ramp Up ROI.”
Geneva - 15 September
“Catalysts for Change: How Will Wealth Management Evolve in 2012?”
London – 4 October
“WealthMatters conference – looking at thematic investment – pros and cons.”