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.

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.

Clients today demand more from their managers in both operational ability and investment philosophy. Some managers are having to completely rethink their roles and service offerings. Positioning yourself as genuine and trusted advisor is critical to retaining your existing clients and attracting new ones!

This year’s conference is focused on helping you to achieve this and will allow you to benchmark yourself and your services against those of your peers.

• Setting up a Family Office
• Residence & Citizenship Planning for UHNW Clients
• Key issues from the Financial Crisis
• Protecting Yourself against another Madoff / Schmitt
• Swiss Annuities – A Secure Way to Invest
• Focus on Asia
• Achieving Independent & Reliable Reporting
• Should HNW's Consider Relocating to Switzerland
• Finding the Right Banking Strategy for International Families