Isabelle Wheeler | Senior Vice President
BNP Paribas Wealth Management
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Isabelle has over 25 years experience in private banking for Latin American clients, in both relationship management and investment management. She received a BA from the University of Virginia, holds the CFA designation and FINRA licenses 4, 7 and 24. She is currently a member of the Board of Directors of FIBA (Florida International Bankers Association) and is a former president of CFA Miami and a former director of the Miami Bond Club. |
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Appearances coming up:
Day 1 | |
| @ 13.45 |
Panel Debate: Family Offices and Private Banks – conflict or collaboration?· Conflicts of interests and ethical investment dilemmas
· Why family offices need strategic relationships with wealth managers
· Managing assets vs. managing asset managers
· High touch services; who has the advantage?
· Hidden benefits and disadvantages
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