02 Feb 2017

Understanding Wealth Management

The Wealth Management community quietly looks after Trillions of pounds of Client wealth, avoiding the headlines & concentrating on confidentiality. However, while the Managers have, understandably, traditionally maintained a low profile when looking after their Clients’ interests, events of the last few years have sorely strained Client relationships.
This interactive programme will offer an insight into the management of these important relationships & the potential threats that might undermine them.

Who should attend?

  • Professional Advisers
  • Wealth Relationship Managers & Support Staff
  • Financial Journalists
  • IT professionals selling solutions into Wealth Managers