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Wealth management

Our range of wealth management products are designed to ensure you are well informed of all the latest developments and trends within the sector. Alongside our two publications, Private Banker International and Life Insurance International we also offer a range of in-depth research reports focused on different aspects of the wealth management industry.

 

Publications

PBI 269 February 2011

 

Our wealth management publication, Private Banker International provides a wide range of cross-sector analysis, best practice case studies and senior-level interviews all provided by an objective, trusted, independent editorial team. Private Banker International is the only wealth management publication that covers the spectrum of wealthy individuals and the investment opportunities available to them, from a global perspective.

 

 

LII 263 September 2011

 

Life Insurance International is the only publication dedicated specifically to the life insurance industry.  Adopting a global perspective Life Insurance International provides you with all of the news and analysis currently effecting the life insurance industry. Main issues regularly covered include; the regulatory environment, product strategy, distribution, new markets, technology and country reviews and analysis of major companies in the market.

 

Events

Publication Event Name Location Date Event Type
PBI icon

The China HNW Market in 2012

Online

14 February 2012

Webinar

 PBI icon

Private Banker International Hong Kong Forum

Hong Kong

15 May 2012

Conference and Awards

 PBI icon

VRL Executive Development: Onshore Wealth Management

Kuala Lumpur

Jakarta

21-22 May 2012

23-24 May 2012

Workshop

 PBI icon

22nd Private Banker International Wealth Summit

Singapore

October 2012

Conference, Expo & Awards

 

Reports

After the Credit Crisis

After the Credit Crisis: The Best Practice in Banking the High Net Worth Individual
Branding and Segmentation in Wealth Management - new edition
The China HNW Market in 2012
The Global Mass Affluent
Indian Wealth Management: Strategies, Products and Players
Managing Japan's Private Wealth
Middle Eastern Wealth Management
Private Banking and Wealth Management Models - No Magic Bullet
The multi-family office: A solution for the Ultra High Net Worth Client
Wealth Management in Asia
Understanding Your Client's Risk Profile
Social Media in Wealth Management
South Asia's Wealth Diaspora - Looking Beyond Non-Resident Indians
Wealth Management Yearbook 2012

 

Wealth Management White Papers

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