Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Isabelle Wheeler | Head of Investment Strategy
Bnp Paribas

Isabelle Wheeler, Head of Investment Strategy, Bnp Paribas

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

sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014