Kursagendadetailansicht

Global Private Wealth Management

CFA Society Switzerland
Online
E-Learning
  • Englisch
Overview Philip Marcovici delivers practical and useful insights on global regulatory trends in tax transparency and compliance and the potential impact on the future of private wealth management. Marcovici also discusses the evolving needs of today’s international wealth owners, the changing role of advisers in the decade ahead, and the best strategies for building a successful 21st-century private wealth practice. Learning Outcomes - 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 - How tax systems have to and will change and reflections on political challenges, including Brexit
  • Finanzwirtschaft
  • Risk- und Portfolio Management
  • Wealth Management
1.00
100.00
CFA Society Switzerland
041 74 100 74
info@cfasocietyswitzerland.org
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