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The worldwide surge in oil prices is just one of the factors spurring the tremendous growth of the HNW population in Latin America. In 2006, Latin America's wealthy population increased by 9.7 per cent, far outpacing the rest of the world.
With 300,000 HNW individuals and $3.7 trillion in investable assets, the wealth management industry in the region is poised for tremendous growth. It is forecasted that by 2009 Latin America's wealthy families will have amassed $5 trillion in assets.
Latin America is positioned for a MAJOR surge in private wealth over the next few years. Foreign private banks are increasing their presence while local institutions are increasing their product offerings and improving their client strategies.
The competition for this lucrative business is fierce. Some of the key challenges are:
- Winning & retaining HNWI business
- Anticipating their changing needs
- Tailoring product offerings for an increasingly sophisticated client base
- Identify optimal asset classes: Private equity, real estate, structured products, hedge funds, commodities, art, etc.
- Identifying new wealth
- Family office essentials
- Trust structures
- Optimal HNW tax management
- Succession planning
 
Be in front of prospect clients as a sponsor
Private investors are becoming more sophisticated and more aggressive. They are accepting alternative assets into their portfolios. The competition for their business means services once only open to ultra-HNWIs are now more widely available.
HNWIs and family offices are similar to institutions in their sophistication. They are embracing planning, risk management and strategic asset allocation.
Private Banking Latin America 2007 will explore hottest issues in this high-growth industry, including the 3 criteria individuals and families use to select their wealth manager: ABILITY, SERVICE, and REPUTATION.
It will also explore the last developments in FEES, RELATIONSHIP MANAGMENT, SUCCESSION PLANNING and PRODUCT OFFERINGS.
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Make your voice heard!
Now is the time to get involved and join the agenda.
For speaking opportunities please contact Joy Schwartz on +1 646 839 4713 or email Joy now | |
>> View speaker list
>> Register now
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Showcase your business
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THE TERRAPINN DIFFERENCE
The congress program will include several panel sessions. These are chat show style sessions creating an interactive environment rather than a lecture. The panellists are chosen for their views and lively debate is encouraged. This is your chance to interact and put your questions to the panel.
We introduce you to ‘Contact’- a system to enable you to set up meetings before the event. You can search the attendees then email them directly without ever seeing their e-mail address. The first contact is made and you can take it from there. More than just networking; important forms and congress tips can be downloaded and after the event you can even download the white papers and presentations from our world-class speakers.
 This is a revolutionary, exciting, quick and non pressurized way to meet fellow delegates in one 50 minute session. These brief meetings are the starting point for conversation and networking throughout the congress. This is where fruitful and long lasting relationships begin.
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