This International Wealth Management Retreat focuses on the local and global business challenges specific to wealth management around the world. The retreat functions as a platform for senior executives who want to better understand how to shape their business, and who want to test their views against researched results and the experience of peers.
The current environment for banking remains challenging, asking for new answers to numerous existing questions and rasing new questions. That is why this year's Retreat looks at where to find solutions "Beyond Wealth Management". We specifically focus on three main topics: How to engineer wealth management for an environment of change, how to address the wealth dislocation from west to east and how to engage with the wealthiest clients at the top levels of banks.
The Retreat targets senior executives to:
- understand the strategic, organizational and individual aspects of adapting to - or better anticipating - new challenges in wealth management
- discuss specific ideas and emerging best practices with top researchers, industry leaders and distinguished peers from around the world
- strengthen their international network
The Retreat provides a framework within which participants are able to address key management issues they are facing in wealth management. Methods and tools specific to managing individual wealth, and based on world class research and empirical evidence, are presented within this framework. CEOs both from onshore and offshore companies put these concepts into the context of the market and institutional culture. Challenging discussions then add to the individual experience of each participant so that true insights can be developed. Group work, case discussions and social events are all finely tuned to achieve a maximum of mutual learning.
The Retreat is held in English.
Program 2013 (6.4 MB)