Friday, 26 April 2024 11:12 GMT


 Private Wealth Management






Private Wealth Management

 

Financial institutions are proactively targeting the private banking and wealth management businesses given the fact that there are robust growth opportunities and money/ profits to be made, especially in the Indian sub continent.

As the high net worth population increases and changes dramatically, it is crucial for you – the private bankers and wealth/ relationship managers to comprehend the changing demographics and requirements of your clients.

Nowadays private clients typically take a direct hand in managing their portfolio, sometimes trading a portion of their assets themselves.

India is one of the most preferred private banking destinations as its economy is not only growing at 8 per cent annually, but is also going through a transformation to the next level of maturity. This enables double-digit returns on most asset classes, which is not the case in a majority of countries.

A combination of economic drivers and evolving behaviours of HNWI’s have made India a focal point for the wealth management industry, garnering a lot of attention both in Asia-Pacific and globally. This diverse market represents exciting opportunities for domestic and global wealth management institutions.

Though the private banking and wealth management sectors in India are growing rapidly, competition in the marketplace is intensifying with the foreign players and independent consultants encroaching this territory.

The biggest challenge for now is not, in fact, attracting clients but finding and training enough qualified staff to service them. The biggest pitfall is that customers are getting more demanding, but the talent base is not able to meet their demands.

This master class will offer you an in-depth analysis of structured products & alternative investments, product mechanics, investor motivation for such products, uses and suitability for investors and the credit & operational aspects, as well.

Unlock new ideas for complex products, develop a more comprehensive understanding on investors’ motivation in buying financial instruments and enhance your portfolio returns whilst minimising risk. <

 


Location:
 A Five Star Venue
Country:
  India
Start Date:
 Aug 11, 2008
End Date:
 Aug 12, 2008
Organizer:
 N/A
Sectors:
 Business & Finance
Economy
 
** To register please Click Here