Breakfast Briefings

Upcoming Breakfast Briefings

Efficiencies, Innovation and Regulation: Getting the Balance Right, Whatever Your Business Model

Date: Thursday 23rd November • 2017
Time: 8:00 am – 11:00 am
Venue: Equinox, Swissôtel The Stamford, 2 Stamford Rd, Singapore 178882

Singapore is a highly-competitive and rapidly-evolving market, with regulatory changes and new entrants making the imperative “to do more with less” increasingly urgent. Systems upgrades are a top priority for most firms. Yet with a third finding over half their technology budget is eaten up by compliance, maximising the impact from investments is vital. WealthBriefing research […]

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Structuring Solutions for the European and UK Marketplace

Date: Thursday 30th November • 2017
Time: 8:15 am – 11:30 am
Venue: Hotel St. Gotthard, Bahnhofstrasse 87, 8001 Zürich, Switzerland

Professional and private client investors face a bewildering array of structures in which to hold assets and they vary in terms of flexibility, tax efficiency and ease of access. In uncertain times such as these, jurisdictions are understandably keen to promote structures that are fit for purpose for a range of investors and which are […]

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Applying Artificial Intelligence in Wealth Management – Compelling Use Cases Across the Client Life Cycle

Date: Thursday 7th December • 2017
Time: 8:00 am – 11:00 am
Venue: The Royal Society, 6-9 Carlton House Terrace, London, SW1Y 5AG

Artificial Intelligence (AI) is scarcely out of the news as the “fourth industrial revolution” marches on. Many sectors stand to reap massive benefits from AI technologies and wealth management is no exception. Faster and better decision-making await, alongside the intelligent automation of activities such as lead generation, meeting preparation, KYC, portfolio construction and rebalancing, news […]

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Past Breakfast Briefings