Dear Valued Partner,
INVITATION TO AN EXCLUSIVE MANAGEMENT MASTERCLASS –
“PRIVATE WEALTH MANAGEMENT: BUILDING FAMILY LEGACIES”
The Financial Services Institute, in collaboration with The Private Wealth & Family Office Association established in Switzerland, is pleased to invite you to an exclusive management masterclass on Private Wealth Management.
Private wealth management for high-net-worth families has grown increasingly complex, neither easy to understand nor simple to implement. The talk will provide an understanding of best practices in wealth management, explore the governance, and investment challenges and discover new approaches for managing and preserving family wealth.
Learning Outcomes
Participants will emerge with a clearer understanding of private wealth management strategy and structure so that they can advise clients with more confidence. The audience will learn how providing Private Wealth & Family Office services can benefit businesses and practitioners. Speakers will explain the type of organisation and structure required to practice as a successful Private Wealth Family Office. Sessions will include key processes involved in PWFOs as well as effective sales and marketing plans.
Who should Attend
The programme is highly relevant for professionals in wealth management, private banking, investment fund management, trust & estates, insurance, capital raising, or other areas where more fundamental family office knowledge would be useful.
Our Trainers
The Programme will be conducted by Ayoob Rawat, Chartered Accountant and family office expert with long years of experience in providing services for high net worth clients worldwide. Mohamed Khan, a seasoned trainer with over 30 years of training experience in the UK and broad wealth management experience, will also be conducting the parts of the talk relative to governance. leadership and marketing.
Details
Date: Tuesday 22 October 2019
Time: 15.00 hrs – 17.00 hrs
Light refreshments will be served.
Venue: Financial Services Institute, 8th Floor, SICOM Tower, Wall Street, Ebene
Participation By Invitation Only
Registration
The attached Registration Form should be completed and forwarded by 18 October 2019 at latest to [email protected].
We look forward to welcoming you or your designated officer(s) to the Masterclass.
Become a Fellow of the Private Wealth and Family Office Association
This course offers a prelude to a 12-module programme conducted over 16 evenings aimed at providing participants with specialist knowledge and skills appropriate and relevant in private wealth management, protection, growth and succession planning. You may access the following link for more details:
https://www.pwfo.org/registration
On successful completion of the programme, participants will be eligible to become a Fellow of the PWFO Association, a Swiss Constituted Association, and be entitled to use the PWFO Swiss Certified Label.
Warm regards
Mohamed Khan
Chief Executive