IIR Audit & Risk

Who will you hear from:

Michael Maslinski, Director, Maslinski & Co

Pierre Condamin-Gerbier, Managing Partner, Reyl Private Office

Carol Pepper, President, Pepper International

Dr. Steen Ehlern, Managing Director, Ferguson Partners Family Office

Dr Rico Baumgartner, MD, Baumgartner Frey Family Office

Matthias Memminger, Partner, PricewaterhouseCoopers

 

Christian H. Kalin, Partner, Henley & Partners

Jonathan Bell, Chief Investment Officer, Stanhope Capital

Tania Kabbani, Head of Department, Bank Med

Alistair Reid, COO, Thornhill Investment Management

Dr. Ariel Sergio Goekman, Managing Director, Private Banking Division, Credit Suisse

Christiano Puglia, Director, Volcon SA

Stephen Robertson, Executive Director, Macquarie Global Investments

Penny Lovell, Director, Rothschild

Hakan Hillerstrom, Principal, Hakan Hillerstrom Family Business Advisory

Pierre-Alain Guillaume, Tax Lawyer, Chabrier & Partners

Kripa Sethuraman, Managing Partner, International, Family Office Exchange

Bruce Weatherill, Bruce Weatherill Executive Consulting

Andrew Nolan, Executive Director & Head of Private Clients, Stonehage Group  

 

Plum Lomax, Senior Consultant, New Philanthropy Capital

Tue 16 Mar 2010 - Thu 18 Mar 2010 Renaissance Zurich Hotel, Zurich, Switzerland

IIR’s 3rd annual Wealth Management & Family Office congress in Zurich is focused on positioning you, the wealth manager, as trusted advisor and helping you to deliver best practice to your clients – across all areas.   The financial crisis has impacted the sector in many ways: a loss of trust in security of assets, a loss of trust in competence, flawed strategies and the realisation that chasing returns is not enough to achieve client satisfaction. Your service offerings are under increased scrutiny and an ability to truly understand your client and to satisfy their wants and needs, is paramount to your success in these challenging times.   What Will this Conference Offer You? Experts from family offices, private banks, wealth managers and advisors will come together and share their own experiences on how they are managing their clients today:   Topics to be addressed: The Day to Day Life of an MFO - Family Office Roundtable Understanding how family office operating practices have changed post the recent financial crisis What new risk management strategies have been implemented and how are clients reacting to these strategies? Acknowledging new client concerns in the post-crisis world and how family offices are addressing these

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