With Wealth Management becoming a major point of interest for the GCC market and its associated institutions, the Wealth Management Symposium that will take place on 14-15th of December at the JW Marriott Marquis Hotel in Dubai, UAE will offer insights into applications of Wealth Management by presenting market principles from Switzerland, the Middle East and Asia.
Its scope is to provide banking and financial services professionals a clear view of best practices and offer those tools that will assist in developing a localized value proposition focusing on an international audience/clientele on Wealth Management and Asset Allocation.
Anastasios Avranas, Co-Founder and CEO of INTERFIMA says:
“In a constantly shifting and mobile world, new wealth rises, new regions and locations in Asia, the Middle East and elsewhere are competing with traditional centers like Switzerland and the UK for the lines of services and products offered, claiming a portion of the investment and asset placement globally. This symposium will address and highlight trends and changes in asset allocation, new UK Regulations, automatic exchange of data, online wealth management strategies, new segmentation strategies, FATCA, UCITS and AIFMD to mention just some of the topics.”