www.Wealth-Management.gr

Wealth Management
& Family Offices in Greece

"Obstacles, opportunities and dynamics"
Following the success of our 2012 event, Financial-Academy.eu organizes the 4th Wealth Management Forum. This year, top minds and professionals from Greece and abroad will present and discuss hot issues that concern investment executives, private investors, private bankers and family members. What is the day after in the Private Banking sector in Greece? How can a successful investment program for the modern family office be built? What are the future trends, challenges and dynamics in the wealth management industry? Is it the right time to invest in the equity markets? How can a family office avoid common mistakes such as not becoming too adventurous in direct investments or not having a well-defined investment strategy or paying too much fees in outsourced solutions without having appropriate transparency or control?


Panel I:

"Wealth Management in Greece and abroad. The future trends
and challenges within a dynamic and challenging environment"

Tsourinakis Alexandros Head of Private Banking
Greece, Eurobank
Kavalekas Dimitris Senior Investment Professional at W Family Office - Gamma Consulting Inc, U.S.A. Goudinakos Stratos Chief Risk Officer
ATE Insurance

Coordinator

Panel II:

"Investment Strategies"

Harris Fiona Vice President, Client Portfolio Manager, J.P. Morgan Asset Management’s US Equity Group Kontopoulos Yianos Group Chief Investment Officer, Eurobank Ladopoulos Athanasios Managing Partner & CIO of Swiss Investment Managers Vassiliou Anastasios, CFA Global Markets Economist, National Bank of Greece
Coordinator

sponsors

Panel I:

"Wealth Management in Greece and abroad. The future trends
and challenges within a dynamic and challenging environment"

Coordinator: Goudinakos Stratos

PART A:
  • "The Day After: Managing growth in Private Banking, again..." Tsourinakis Alexandros
  • "Investment program for the modern family office (how to build a successful program, current trends and opportunities)" Kavalekas Dimitris
PART B:

Panel II:

"Investment Strategies"

Coordinator: Vassiliou Anastasios, CFA
The forum will take place in English.