MIAMI--(FIBA, a global trade association whose membership includes most of the largest financial institutions in the world who are active in international wealth management/private banking services for non-residents, including estate and succession planning, announces its FIBA Wealth Management Forum, to be held on September 16-17, 2013 in Miami.)--
“This event will tackle an array of crucial topics, including the impact of increased regulatory action and global tax transparency, as well as maintaining client confidence in times of macroeconomic uncertainties”
Under the theme of “The Path Towards Business Success and Confidence” The FIBA Wealth Management Forum 2013, will provide an overall perspective on the industry as well as explore the challenges and opportunities resulting from global and regional changes. The academic agenda, which is being developed by the Forum Advisory Committee, comprised of senior leaders from the most influential institutions within FIBAs membership, will include presentations, frank debates and interactive breakout sessions delivered by prominent experts in the field.
“In FIBA’s well-developed tradition, the leading practitioners, solution providers and other specialists will convene once again and bring the industry players together to learn from each other, network and share best practices,” said the Forum’s Chairman George de F. Crosby. “The FIBA Wealth Management Forum 2013, will provide stronger advisory skills for Global Private Banking and Wealth Management professionals as well as a roadmap for developing customer loyalty," Crosby added.
“This event will tackle an array of crucial topics, including the impact of increased regulatory action and global tax transparency, as well as maintaining client confidence in times of macroeconomic uncertainties," said David Schwartz, CEO of FIBA. “Participants will learn how to develop a roadmap to guide their customers successfully through these challenging times," Schwartz concluded.
The relevant content will also delve into strategic questions such as:
- Where has our industry gone and where is it going?
- What is the impact of legal, regulatory and tax trends on the delivery model?
- What are the drivers of profitability in today’s market?
- What is the evolution of the delivery model for wealth management onshore? offshore?
- What can we do to maintain client confidence during transformational changes and economic uncertainty?
- Are we reaching the next generation and how?
- What are the best practices for cross-border marketing?
- Is the industry adapting to meet clients’ evolving needs?