Wealth Management Industry Forum is a premier one full day conference that will focus on:

• The discussion on innovative products and strategies in the wealth management business to address the evolving demands and needs of clients
  
• Trends and analysis of the global solutions for high net worth clients .
  
• The opportunities and challenges facing wealth management firms in delivering managed accounts programs and advice through well planned and integrated global investment platforms
  
• Best practices in designing and implementing branch offices
  
• 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;
  
• Panel discussions featuring industry leaders and practitioners debating the emerging trends and strategies in designing and implementing enterprise wealth management platforms and technologies
  
• Best practices in managing risks and compliance in a heavily regulated industry
  
• 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
  

• Senior executives of wealth management companies
  
• Senior private client relationship managers with servicing and marketing responsibilities
  
• Executives of technology and operations departments supporting wealth management and separately managed accounts (SMA) business
  
• Heads of product development, treasury and client support departments
  
• Private equity fund managers
  
• Heads of compliance and legal department
  
• Heads and senior executives from financial firms who are involved in the wealth management business or private banking