*IBF members, CFA Institute members and candidates, CIPM members and candidates and WMI associates and alumni qualify for the member rate.

**Firms that send five or more delegates receive special rates as a delegate sponsor. Please visit www.cfainstitute.org/events for more information.

In today’s challenging markets, private clients are demanding more from wealth managers than ever before. Do you have the skills to keep their trust and expertly guide them through the changes ahead?

Presented in partnership with CFA Institute, CFA Singapore and the Wealth Management Institute, Private Wealth Management: Successful Strategies for Asia and Beyond brings together industry experts to review best practices, examine critical issues, and discuss how wealth managers can continue to understand and meet the complex needs of their global clients.

• The latest wealth management industry trends with industry leaders and experts
• New techniques for assessing risk tolerance and applying behavioral finance
• How to use trusts to manage cross-border planning
• Post-modern portfolio management techniques and asset-liability management
• Key needs of private clients and organizational design ideas
• Family governance, succession planning, and family business issues
• Methods for managing concentrated wealth
• China capital markets development and implications for wealth owners
• The global economic, capital markets, and geopolitical outlook

View the brochure (PDF)

Wednesday, 29 September 2010

8:00 a.m.

Opening Remarks

Ng Kok Song

Group Chief Investment Officer

Government of Singapore Investment Corporation Pte. Ltd.

The Wealth Management Industry and Today’s Wealth-Owning Families: New Opportunities after the Global Financial Crisis and the Issues and Opportunities for Singapore-Based Wealth Managers

CEO and Chairman

LawInContext Pte. Ltd.

• Bank secrecy and tax information exchange agreements: Impact on the needs of global wealth owners and on the wealth managers that serve them and why a defensive strategy is a failing strategy
• How will post-crisis regulatory, legal, and client preference changes affect the private banking industry?
• Recent developments in Asia

The Wealth Management Industry and Today’s Wealth-Owning Families: Perspectives and Outlook from Industry Leaders

UBS AG

Deepak Sharma

Chairman

Citi Private Bank

Douglas Wurth

CEO, International Private Bank

JPMorgan

• How private banks and wealth managers are responding to increasing transparency and global trends
• How wealth managers will meet the needs of wealth owners now and in the future
• Implications for organizational design, training, and resources to be successful in today’s wealth management environment

What Private Clients Want from Their Wealth Managers and How to Provide It: Implications for Managing a Wealth Management Business

Jean L.P. Brunel, CFA

Managing Principal

Brunel Associates LLC

• Four fundamental challenges for wealth managers: taxes, mental accounting, multiple goals, and extreme events
• Best practices for solving these problems, and how to communicate them to your clients
• Reconciling these solutions with traditional investment management models

• What are private client liabilities in the ALM framework? How are they valued?
• Unique private client risk characteristics in the ALM framework
• Portfolio construction, immunization, and risk management for private clients