- TypeConference
- Location Mumbai, Maharashtra, India
- Date 18-07-2018 - 19-07-2018
Finance
Information Technology
Computer/Technology
Accounting/Financial/Banking/Insurance
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
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