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Post-conference workshop
Thursday 18th December 2008
Building a successful private banking business
09:00 Advice: Innovating new processes to understand client needs
- A different approach to engaging the client
- Delivering consistent advice across your franchise
- Ongoing evaluation and monitoring
10:00 Asset allocation: the importance of diversification
- Tactical vs. strategic allocation
- Managing investment risks across portfolios
- Balancing bespoke client needs with scale requirements
11:00 Morning Refreshments
11:30 Asset management: role of open architecture in private banking
- Different options for delivering products
- Challenges of consistently finding new sources of alpha
- Managing the compliance environment
12:30 Administration: reducing cost and improving productivity
- Creating scale in investment process and operations
- Staying ahead of the “legacy platform”
- Managing demands on capital with need for continual improvement
13:30 Workshop ends
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Strategic Partner:
Silver sponsor:
Associate sponsor:
Investment community partner:
Official content partner
Official broadcaster:
sponsorship opportunities
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Target your market!
For details contact
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