Event Overview

Dr. Maximillan Martin
Global Head of Philanthropy Services
UBS AG, Switzerland

Patrick Thiriet
CEO
SG Private Banking Middle East, UAE

Shamsa Ali Rashid
CEO
Forsa, UAE

Arun Ratra
Chief Investment Officer
Asset Management Division Multi Asset Class Solutions
Credit Suisse, Switzerland

Penny Lovell
Group Head of Business
Development
Fleming Family &
Partners, UK

Key Contributions From These Leading Organisations:

Scorpio Partnership Limited, UK Credit Suisse, Switzerland
Kuwait Finance House, Malaysia JPMorgan, UAE
Global Investment House, Kuwait HSBC Amanah, UAE
Merrill Lynch International, UAE American Academy of Financial Management
Abraaj Capital, UAE WoodHamill Ingram, UAE
UBS AG, Switzerland EFG-Hermes, HLD, SAE, Egypt
Pricewaterhouse Coopers, UAE Fleming Family & Partners, UK
SG Private Banking Middle East, UAE Herbert Smith LLP, UK
Forsa, UAE National Bank of Abu Dhabi, UAE
Mondial (Dubai) LLC Gulf Bankers, UAE
Financial Partners Bank Salahudin Islamic Art Investment Company, UK
NBD Investment Bank Limited, UAE HSBC Private Bank, UAE
Fortis Bank, UAE

How Will You Benefit From This Important Forum?
• Understand client needs, asset allocation and client retention strategies
• Explore the importance of client relationships in wealth management
• Enhance your understanding of wealth management products and the most effective way to market them
• Manage effectively the wealth of High Net Worth (HNW) clients
• Seek innovative ideas and strategies to grow the wealth of family businesses in new alternative asset classes
• Identify new emerging markets for private banking and wealth management
• Gain a competitive edge in the market by tapping the Islamic wealth management sector

Capitalise On The Changing Face Of The Middle East Wealth
Management Industry

• Understand client needs, asset allocation and client retention strategies
• Explore the importance of relationships in wealth management
• Enhance your understanding of wealth management products and the most effective way to market them
• Manage wealth of High Net Worth (HNW) clients

The wealth management industry in the region is experiencing a huge surge in business. The 10th Annual World Wealth Report, issued by Merrill Lynch & Co. and consultancy Capgemini estimated that the total global pool of wealth – defined as assets of over $1 million held by one individual – will grow by an annual rate of 6 percent in the coming years to stand at an astonishing $44.4 trillion by 2010.

This automatically proves that the financial picture in the region is fast changing. Demand for private banking services is escalating as a result of an explosion of private wealth. People who in the past entrusted their savings to their retail banks or dabbed their wealth in the stock market are now seeking professional advice and seeking higher value for their money and expect better performance.

Can you estimate and imagine the potential of this industry? If so, then be proactive and come and get useful insights from the industry’s leading experts both from the region and internationally who will be gathering for IIR’s Wealth Management Forum Middle East from 17 – 20 February in Dubai.

The forum presents a huge opportunity by offering you innovative ideas to build successful wealth management platforms that will enable you to grab a greater share of the market. It will provide you with clear strategies to capture the wealth of High Net Worth Individuals (HNWIs) and strategies for protecting and safeguarding the wealth of HNWIs.

The forum will feature interesting panel discussions and interactive debates on the industry’s developments while also discussing how to manage investors’ needs and expectations.

PLUS !
Two Highly Intensive Workshops

• Pre-Forum Workshop
Customer Acquisition And Relationship Selling Skills For The Middle East
Wealth Manager
Sunday, 17 February 2008

• Post-Forum Workshop
   Global And Regional Investment Strategies For The Successful
   Wealth Management
   Wednesday, 20 February 2008 - Thursday, 21 February 2008

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Event Advisors

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Scorpio Partnership Limited, UK	Credit Suisse, Switzerland
Kuwait Finance House, Malaysia	JPMorgan, UAE
Global Investment House, Kuwait	HSBC Amanah, UAE
Merrill Lynch International, UAE	American Academy of Financial Management
Abraaj Capital, UAE	WoodHamill Ingram, UAE
UBS AG, Switzerland	EFG-Hermes, HLD, SAE, Egypt
Pricewaterhouse Coopers, UAE	Fleming Family & Partners, UK
SG Private Banking Middle East, UAE	Herbert Smith LLP, UK
Forsa, UAE	National Bank of Abu Dhabi, UAE
Mondial (Dubai) LLC	Gulf Bankers, UAE
Financial Partners Bank	Salahudin Islamic Art Investment Company, UK
NBD Investment Bank Limited, UAE	HSBC Private Bank, UAE
Fortis Bank, UAE

•	Understand client needs, asset allocation and client retention strategies
•	Explore the importance of client relationships in wealth management
•	Enhance your understanding of wealth management products and the most effective way to market them
•	Manage effectively the wealth of High Net Worth (HNW) clients
•	Seek innovative ideas and strategies to grow the wealth of family businesses in new alternative asset classes
•	Identify new emerging markets for private banking and wealth management
•	Gain a competitive edge in the market by tapping the Islamic wealth management sector

Capitalise On The Changing Face Of The Middle East Wealth Management Industry
•	Understand client needs, asset allocation and client retention strategies
•	Explore the importance of relationships in wealth management
•	Enhance your understanding of wealth management products and the most effective way to market them
•	Manage wealth of High Net Worth (HNW) clients