ClearView’s global Executive Club progamme provides an environment for invited senior wealth management professionals to discuss issues of mutual concern and interest in small groups and for partner organisation to have discrete access to this exclusive group.
Club lunches and dinners are held in major wealth management hubs including London, New York, Geneva, Zurich, Dubai, Singapore and Hong Kong – along with regional centres such as Boston, Chicago and Miami. They are invariably small scale and intimate opportunities to establish and reinforce relationships amongst peers as well as influencers and budget holders in wealth management businesses.
We work with our selected partners to curate and invite the most appropriate group of decision makers in each jurisdiction that we operate in along with deciding on the most current and interesting topics to discuss at each event. The Chatham House Rule is deployed at each event so that nobody can be quoted outside the room. Venues are invariably prestigious clubs, top-rated restaurants or five-star hotels.
Partners include technology firms, investment managers, insurance companies and financial centres. Many of them engage with us over years to both enlarge their prospect list and to reinforce their commitment to wealth management industry. Connections made at Executive Club events have led directly to significant sales being made by partner organisations.