EVENTS

2013 IIF Executive Program on Private Banking and Wealth Management

2013 IIF Executive Program on Private Banking and Wealth Management

June 17, 2013 to June 20, 2013, Zurich, Switzerland

Offered in cooperation with UBS, this four-day program, focusing on ’Strategic Considerations for Evolving Wealth Transformation’, succinctly addressed from a strategic perspective how the industry leaders in private banking and wealth management are approaching the unprecedented transformation affecting current business practices, particularly with growing wealth in emerging markets and the growing flow of funds to the East. This program was designed to be both very practical and interactive with group discussions and case studies, allowing participants and expert speakers to freely share insights.


Highlights:

  • In-depth discussion on the new reality for the industry with growing wealth in emerging markets and funds flowing to the emerging markets.
  • Strategic perspective from senior executives on private banking and wealth management business decision-making in this new environment.
  • Presentations by senior executives of UBS on what core changes are occurring with their wealth management approach.
  • Institutional visit to a leading niche player, Pictet & Cie, to learn how private banking approach is changing.
  • Consulting experts conducted workshop sessions on improving efficiencies against dropping profits and rising compliance.


This Executive Program addressed all these issues through classroom sessions based on case studies and through lively discussions. As such, the program provided participants a unique opportunity to interact with seasoned experts, executives and practitioners in the industry while exposing them to competing approaches and strategies in the new challenging environment.

Non-member Fee: $5300.00
IIF Member Fee: $4900.00