How To Sell The Right Product For The Right Client?

  • 18 May 2010 3:00 AM
How To Sell The Right Product For The Right Client?
"Portfolio.hu has been organizing professional meetings about wealth management since 2005. The conferences provide an opportunity to exchange knowledge and experience in the field of market processes, product development and distribution. The annual Portfolio.hu Wealth Management Conference has thus become one of the most important forums for not only wealth managers, but for their actual and potential partners and clients as well.

Regular attendees of the event include investment fund managers, private bank professionals, experts from the insurance sphere, independent sales network managers and pension fund managers.

Over the previous year, the burgeoning financial economic crisis has only increased our event's relevance. The stabilization of financial and capital markets that have recently undergone a historic correction has yet to come, and presents an enormous challenge for all those associated with the wealth management sphere.

Focus topics of the conference:

* Capital markets and Asset Management
* Asset Management Techniques and Risk Management
* Product Development and Distribution
* Private banking

* Challenges for product development in light of new needs, new benchmarks
* "From the factory to the consumer" - the role of distribution
* Classical private banking - what will become of it?
* Pension funds - what now?
* Independent quality assessment systems in wealth management service
* Professional wealth management techniques and institutional questions

The event:
DATE: 1 June 2010
PLACE: Hilton Budapest (Buda Castle)
1014 Budapest, Hess András tér 1-3., Hungary

Cost: HUF 59.900 +VAT/person

Fee includes: conference documentation, full lunch and coffee breaks.
The conference is bilingual with English-Hungarian simultaneous interpretation.

Discounts:
- 10% discount is available for 2 registrations,
- 20% on 3 or more.

Target audience:

Our conference can give useful knowledge to
1. Private banks, private portfolio managing financial corporations
2. Fund managers
3. Independent financial advisors
4. Pension funds and other institutional investors
5. Institutions participating in investment products distribution

The Portfolio.hu conferences are highly renowned for their great opportunities of networking and building business relationships, merely not just giving new professional knowledge. Our aim is not to have a one time occasion event, but creating a yearly international interactive forum about the changes of the market.

For more information please contact:

Portfolio.hu:
Sponsorship: Balázs AGÓCS, Deputy-CEO/Sales, tel.: 36-1/327-4088

Other information: András BENKÕ, Event Manager

Source: Portfolio Online Financial Journal

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