Valuation & Research Specialists (VRS)

Member: Gold
Since: 15.11.2012

104, Aiolou Street, GR-105 64 Athens, Greece

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Wealth Management Forum - The Latest Dynamics in the Wealth Management Industry

From: 12.05.2016 To: 12.05.2016 Share

After a period of turbulence in the last years, the Greek economy is trying to find its pace for one more time. The environment abroad has too many pitfalls but also a lot of opportunities. Following the success of our previous events, Financial-Academy.eu organizes the 6th Wealth Management Forum. This year, top minds and professionals from Greece and abroad will present and discuss hot issues that concern investment executives, private investors, private bankers and family members. What are the dynamics in the Private Banking sector in Greece? What are the future trends, challenges and dynamics in the wealth management industry? What is the macro outlook abroad and what for the Greek economy? What are the asset classes investors and family offices should focus too? Client retention and technology issues at the Wealth management industry.

Event Program

Title: “The Latest Dynamics in the Wealth Management Industry”

Panel I: Market Outlook

Coordinator: Koumis Marios, Wealth Product Manager, Retail Banking& Wealth Management, HSBC Bank Plc

10.00 – 10.20 “World Market Outlook” Juscak George, Executive Director, Senior Sales Executive CEE, J.P. Morgan Asset Management.
10.20 – 10.40 ““Greek Economy: Adjustment, Investments and the New Growth Model”” Massourakis Michael, Chief Economist, SEV Hellenic Federation of Enterprises
10.40–11.10 Q-A
11.10 – 11.50 Networking Coffee Break

Panel II: (Discussion): “The latest dynamics in the European Wealth Management”

Coordinator: Vitou Isavella, Coordination Office & Strategic Projects, Global Markets & Wealth Management, Eurobank S.A.

11.50 – 12.50

11.50 – 12.00 “Client retention and technology issues” Krintas Theodore, Ph.D, Managing Director, Attica Wealth Management. Vice President of Hellenic Fund and Asset Management Association
“Participation to the discussion” Tsourinakis Alexandros, Head of Private Banking Greece, Eurobank
“Participation to the discussion” Katsaros Akis, Managing Director Eurocorp Investment Services

12.50–13.30 Q-A

13.30–14.10 Networking Lunch

Panel I will take place in English

Panel II will take place in Greek

Thursday, 12 May 2016,

Panorama Royal Olympic Hotel