Workshop #3: The Evolution of Wealth Management

Monday, February 4, 2013 -
1:00pm to 1:50pm

Session type:

In this session, Alexander Williams will explore changes to wealth management practices over the past several years. The presentation will include the need for specialized teams to meet the increasing demands of high-net-worth clients, and a broadening of the solutions provided to meet those needs. We will discuss how clients’ views have changed post-2008, and how to keep clients on the right course in turbulent times. The session will examine such topical issues as: strategic and tactical asset allocation, the role and usage of alternative investments, active versus passive management, and managing client expectations.