Thursday, April 27, 2017
Royal Olympic Athens Hotel

About the Forum

For a 7th year, Financial-Academy.eu presents the Wealth Management Forum that will bring together top minds and professionals within the wealth management and private banking sector from Europe to help wealthy investors to make the most of their wealth management decisions.

The conference will provide a comprehensive networking platform for businessmen, wealthy investors, professional investors & advisors and meanwhile it will deliver knowledge updates from leading industry professionals locally and abroad.

The forum will focus on the issues that are under critical consideration from the big majority of the Greek high net worth private investors especially at the current time.

More specifically, the topics that will be discussed are the following ones:

  • Investment themes in 2017 that should be in consideration for your clients
  • On what asset classes are clients investing their money at the moment?
  • What is the global outlook in the next months? What should high net worth clients know and what pitfalls to avoid?
  • What is the macro outlook in the Greek market?
  • Current Geopolitical Developments and Immigration will be elaborated as it is a critical issue with many impacts for Europe and the rest of the world.
  • Tax Planning & Compliance with local regulations.
  • Easy to manage tax structures with reasonable costs and flexibility.
Back to top