Wealth Management
& Family Offices in Greece
"Obstacles, opportunities and dynamics"
Following the success of our 2012 event, Financial-Academy.eu organizes the 4th 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 is the day after in the Private Banking sector in Greece? How can a successful investment program for the modern family office be built? What are the future trends, challenges and dynamics in the wealth management industry? Is it the right time to invest in the equity markets? How can a family office avoid common mistakes such as not becoming too adventurous in direct investments or not having a well-defined investment strategy or paying too much fees in outsourced solutions without having appropriate transparency or control?