The Wealth Management Industry and Today's Wealth-Owning Families—From Chaos Comes Opportunity
From the 2008 CFA Institute European Investment Conference
In this podcast, Philip Marcovici discusses the following:
- What is the future of bank secrecy in international private banking?
- How will regulatory changes and information sharing between governments affect the private banking industry?
- What are the skills necessary for wealth managers to succeed in the new era?
This podcast comprises a 46-minute presentation.
Please note: Slides are not available for this podcast.
Please e-mail us your webcast comments and suggestions.
Speaker
Philip Marcovici
is a partner of Baker & McKenzie and a member of its European tax
practice’s steering committee, as well as CEO and chairman of their
interactive knowledge venture, LawInContext Pte. Ltd. He has been an
honorary lecturer at the law school of Hong Kong University and the
University of Zurich. Mr. Marcovici is a member of the American Bar
Association, the Canadian Tax Foundation, and the Society of Trust and
Estate Practitioners. He holds a DCS from McGill University, an LLB
from University of Ottawa, and an LLM from Harvard.
This information is accurate as of the date of the recording.
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Topics
- Private Wealth Management
- Standards, Ethics, and Regulations
Details
| Length: |
46min |
| Posted: |
12/29/2008 |
| Recorded On: |
12/3/2008 |
| CE Credits: |
1 CE, 1 SER |
| Formats: |
|
Price (USD)
| Members: |
FREE |
| CFA Program Candidates: |
FREE |
| Standard Rate: |
FREE |