|
|
 |
Session VII
|
FUND AND WEALTH MANAGEMENT
|
Wednesday, 7th May 2008
|
|
Goal:
To examine the fund and wealth management industry. To understand the current market dynamics and blend of asset classes that can be used to give the client the returns they require.
Institutional vs Private Client Asset Management
- How do they differ?
- What are the key issues facing your client?
- How is the asset management world changing?
- What drives strategic asset allocation?
Case Studies
- A large corporate pension fund
- A wealthy family
A day in the life of a fund manager
Kim Yates
Director, Asset Management
PRINCIPAL SEARCH
Lord Latymer
Director
CAZENOVE CAPITAL
|
|
|
|
