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Introduction
2nd Annual Wealth Management Industry Summit 2007
| Date |
September 27th 2007
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| Venue |
The Union League Club OF New York
38 East 37th Street, New York ,
New York 10016
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The 2nd Annual Wealth Management Industry Summit 2007, presented by FSO
Knowledge Xchange, is a premier one-day summit focused specifically on the
wealth management industry. This summit will bring together senior decision
makers, leaders and practioners from the wealth management industry, technology
vendor product providers and service providers in a very interactive
environment. Wealth Management Industry Annual Summit 2007 will focus on the
latest developments, emerging trends, analysis, executive perspectives and
enterprise case studies in the hot domains of Ultra High Net-worth Client
solutions, global wealth management platforms for financial advisors, managed
accounts and compliance. The summit will have various sessions with real-world
case studies presented by the experienced professionals from financial firms,
product and service providers as they reveal best practices, strategies and
implementation guidelines for building the best in class wealth management
platform with global products.
Specific subject areas that to be covered in the summit includes:
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The discussion on innovative products and strategies in the wealth management
business to address the evolving demands and needs of clients
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Trends and analysis of the global solutions for high net worth clients
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The opportunities and challenges facing wealth management firms in delivering
managed accounts programs and advice through well planned and integrated global
investment platforms
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Enterprise case studies which will provide detailed and first-hand experience
of how wealth management firms are leveraging economies of scale by outsourcing
front, middle and back office functions to shared service providers;
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Panel discussions featuring industry leaders and practitioners debating the
emerging trends and strategies in designing and implementing enterprise wealth
management platforms and technologies
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Best practices in managing risks and compliance in a heavily regulated industry
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Analysis of alternate sourcing models and methodologies being adopted by the
wealth management and private banking firms to do more for less in an
environment of cost containment
The goal of the summit is to provide maximum relevant knowledge and
action-oriented information to the attendees by creating an optimal interactive
environment among the speakers, panelists, attendees and exhibitors. Whether
your organization is a wealth management firm or a solution/service provider,
you will greatly benefit from Wealth Management Industry Annual Summit’s
valuable sessions, insightful speakers and enlightening case studies.
Who Should Attend the Summit?
The conference is targeted toward the senior management of organizations involved in the wealth management and managed accounts industry and service/solution providers, including:
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Senior executives of wealth management companies
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Senior private client relationship managers with servicing and marketing
responsibilities
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Executives of technology and operations departments supporting wealth
management and separately managed accounts (SMA) business
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Heads of product development, treasury and client support departments
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Private equity fund managers
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Heads of compliance and legal department
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Heads and senior executives from financial firms who are involved in the wealth
management business or private banking
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