GoingToMeet

This is the period of great opportunities for wealth managers. There is a definite rise of global wealth, and private bankers and wealth managers are anticipating high rates of profitable growth. However, there are hard choices to make in order to achieve this growth ambitions. The most important question is will the banks be able to keep up to meet demand. Definite resources have to be focused on serving existing clients and at the same time supporting ambitious growth plans. One of the strategic issues is how to respond to the fast emergence of wealth management in developing countries. There is a short supply of client relationship managers, so the issue arises how to best use the most talented people.

Our conference gives a clear picture of the industry and the challenges it currently faces. As such it is designed to help wealth managers benchmark their organisations against the ever growing competition, and to provide useful context for decision making. It highlights the importance of strategic choices as well as difficulties of managing the exceptional growth without compromising an excellent client experience. With growth driven by a mixture of increased share of wallet from existing clients, new money and new clients, wealth managers must understand what their clients want from them and what they value. It is providing practical advice to wealth managers on how to address these issues.