Introduction to Wealth Management 2023 | Goodacre UK | 30 August 2023 | Online
Venue
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| Event Date |
Thu Aug 31 UTC (over 1 year ago)
In your timezone (EST): Wed Aug 30 8:00pm - Wed Aug 30 8:00pm |
| Location | Online |
| Region | All |
Details
This interactive seminar will offer delegates the opportunity to understand the current dynamics of the Wealth Management sector.
Topics to be covered:
• The companies involved
• Britain’s wealthiest households
• The biggest risks facing Wealth Managers today
• Onshore vs Offshore
• Defining ‘High Net Worth’
• Measuring Client satisfaction
• The importance of the Client Relationship Manager
• Differentiating your company from the competition
• How have firms invested their Clients’ wealth? Benchmarking
• What exactly does the FCA Suitability regime entail?
Who should attend?
• Professional Advisers
• Wealth Client Relationship Managers
• Regulators with responsibility for Wealth Management
• Financial Journalists
• IT professionals and service providers selling solutions into Wealth Managers.