Bridge over ocean
14 May 2019 Multimedia

Global Private Wealth Management

  1. Philip Marcovici
This session from the 72nd CFA Institute Annual Conference covers:
  • Global regulatory trends in tax transparency and compliance and the massive impact on private wealth management
  • The evolving needs of today’s international wealth owners and the changing role of advisers in the decade ahead
  • How advisers can best use trusts, insurance, and other tools of wealth management in meeting client goals
  • Family retreats, family and family business governance, and best practices for today’s business and wealth owners
  • Strategies for building a successful 21st century private wealth practice
  • How tax systems have to and will change and reflections on political challenges, including Brexit
  • The realities of income and wealth inequality and the responsibility of wealth and business owners and their advisers
CFA Members Earn 1.75PL
Record PL credit Manage your Professional Learning credits

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