WealthBriefing Events lists conferences and other events relating to global wealth management, fund management and alternative investment markets during the following twelve months. Tax, legal and trust conferences relating to wealth management are also listed here. Click on the link for more information on particular events.
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Breakfast Briefing: Converting Compliance Challenges into Business Benefits - Geneva
Start date: 13 Nov 2014
Venue: HOTEL PRESIDENT WILSON
Breakfast Briefing: Converting Compliance Challenges into Business Benefits - Zurich
Start date: 11 Nov 2014
Venue: WIDDER HOTEL
News and Features
More Evidence That Investors Prefer Face-To-Face Advisor Engagement Is Positive News For The Industry - Survey
Comment and Analysis
Private Client Resources gives a "checklist for success" when it comes to pursuing an outsourced solution.
Private Client Resources
20 December 2013
Holding regular, face-to-face family meetings can help families to overcome some of the issues that can cause their wealth to dissipate over generations, says Claudia Sangster of CTC Consulting | Harris myCFO.
5 December 2013
This is the first of a two-part article looking at tax planning and philanthropy issues. It is written by Susan Dauber, philanthropic advisor with Strategic Philanthropy.
30 September 2013
Ultra high net worth clients are interested in intellectual capital and sophisticated capabilities - they “don’t need to be sold anything,” says John Mathews, head of UBS Private Wealth Management.
7 October 2013
This month, Joe Reilly goes back to interview Dr James Grubman of FamilyWealth Consulting, about his new book: Strangers in Paradise: How Families Adapt to Wealth Across Generations.
11 December 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013