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Why are we hosting this event?

We are delighted to host in Dubai our 2nd annual event for the local wealth management industry in the Middle East.

There is clearly a lot of potential for this market to develop and flourish – assuming it can overcome various challenges. At a client service level, a big focus must be delivering the right advice from people capable and competent to do so.

It should be about more of a needs-based conversation to ensure more balanced portfolios. From diversification to wealth structuring to client education to higher standards of professionalism, therefore, organisations need to position their businesses in line with the opportunities that exist.

Further, there is a lot more to be done within local financial institutions to position their wealth management offerings as more strategic within the wider group. This includes investing sufficiently in the technology, platforms and overall infrastructure.

Who is it for?

This event is for anyone servicing wealthy clients – including Retail Banks, Private Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.

The individuals who will attend include CEOs, COOs, other senior management, product gatekeepers and investment specialists, as well as business heads across technology, compliance, operations, and advisory and sales.

What will you learn?

The agenda will address some of the challenging issues you face in terms of developing a profitable business with a value proposition that makes sense in today’s environment. This addresses topics and themes such as –

  • The Middle East is full of potential for wealth management – where are the biggest opportunities for you?
  • How do you make sense of multiple regulators with many conflicting values and objectives?
  • How can you develop your advisory proposition and the quality of the client engagement?
  •  What's the way forward for how product manufactures and fund selectors should partner with each other going forward?
  • Will we see robo-advisers and fintechs transform the industry?
  • How far do platforms and propositions need to evolve and digitise?
  • Evolving the IFA proposition – what’s the real potential in the Middle East?
  • How will IFAs thrvive in a new, transparent world – and one with no commissions?
  • How can insurance companies in wealth management in the Middle East?
  • Are you making the most of the family wealth opportunity?
  • What is the right approach to winning business from the next generation?
  • What should your clients do with their money?
  • How is the Middle East reacting to and participating in the financial services market globally?
  • How do clients think today? And how do you manage their expectations?

 

SPEAKERS

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VENUE

Ritz Carlton, DIFC

Gate Village, DIFC

off Sheikh Zayed Road, Dubai

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