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  Finance Lounge Facts & Rumors  
Joe Duane posted 9 hours ago
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Szymon Marshall posted 2014.08.26 16:16
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Cosima F. Barone posted 2014.07.31 10:11
The August edition of the IFAs' WEALTH GRAM is online on www.gscgi.ch -- the magazine and related article ae free of access on the website. Enjoy the reading!
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Cosima F. Barone posted 2014.07.31 10:10
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We arrange Following Bank Instruments Letter of Credit ( LC) From Various Banks Used For Import / Export Business and Trade Finance Contact: Maxie.finance@gmail.com Skype ID: maxil.finance
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  Upcoming Events  
Organizer
Frontier Securities
2014/09/01
2014/09/02
CON Ulaanbaatar, Mongolia Invest Mongolia 2014, Frontier`s 8th Annual Conference
  Frontier is pleased to invite you to our upcoming “Invest Mongolia 2014”conference on September 2-3, 2014. This conference is one the of the largest events in Mongolia, which serves as a platform of bringing in people from the Government, key industries' players, financial institutions and global investors; where they get a chance to talk about several socio-political and economic development throughout the year.
Terrapinn Limited
2014/09/02
2014/09/04
CON Hong Kong Hedge Funds World Asia 2014
  Now in its 17th year, Hedge Funds World Asia 2014 is back to bring together Asia’s leading family offices, pension funds, sovereign wealth funds and private banks together with the world’s leading hedge funds, fund of funds and asset managers in order to discuss, debate and formulate solutions to the key challenges affecting the Asian alternative investment industry.
Opal Financial Group
2014/09/08
2014/09/10
SUM The Four Seasons, The Biltmore
Santa Barbara, USA
Investment Trends Summit
  Opal Financial Group's Investment Trends Summit will serve as an educational forum focused on analyzing trends for the future, as well as exploring ways to implement new strategies in particular investment plans. Speakers and attendees will discuss topics such as investor's perspectives, investment management theories, emerging market trends, socially responsible investing, venture capital investing, commodities and more.
marcus evans limited
2014/09/08
2014/09/09
SUM The Ritz-Carlton, Buckhead
Atlanta, USA
North American Investors Summit
  The North American Investors Summit is the premium forum bringing elite buyers and sellers together. As an invitation-only event, taking place behind closed doors, the Summit offers senior investment executives and service providers an intimate environment for a focused discussion of key new drivers shaping asset allocations.
PennWell Publishing
2014/09/10
2014/09/11
FOR KLCC
Kuala Lumpur, Malaysia
POWER-GEN Asia Financial Forum
Global Leading Conferences (GLC)
2014/09/11
2014/09/12
FOR Vienna, Austria 4th Annual Risk Management Forum
  Since the financial crisis of 2007 the world - and mainly financial institutions - realized how essential it is to aim not only for succes but also to plan strategies for undesired scenarios. Risk Management is one of the hottest topics nowadays, that continues to mean a great challenge for the industry. The 4th Annual Risk Management Forum will provide the participants with the newest regulatory changes and their effects on the financial sector.
marcus evans (Europe) Ltd
2014/09/11
2014/09/12
ADVM London, United Kingdom 4th Annual Managing Insurance Assets under Solvency II
  This marcus evans conference is the only industry event which brings together Europe’s biggest insurers and asset managers to identify how firms should be managing insurance assets under Solvency II and as part of a challenging environment in general. Peer led sessions will help insurers to identify which asset classes offer the best opportunities in the current environment and how they can optimise their investment in them.
Institutional Investor Forums
2014/09/14
2014/09/16
CON Montage Resort & Spa
Laguna Beach, USA
Institutional Investor 11th Annual Family Office Wealth Conference
  As the premier event in the wealth management industry--The Institutional Investor 11th Annual Family Office Wealth Conference will deliver an exciting agenda that you will not want to miss. Our theme this year is “Staying on Track: Ideas and Solutions to Help Preserve Your Family Legacy.”
Financial Research Associates, LLC
2014/09/15
2014/09/16
CON The Harvard Club
Boston, USA
Winning in IRA Rollovers
  Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development. Subscribers of Private Banking are entitled to a 10% discount.
Financial Research Associates, LLC
2014/09/15
2014/09/16
CON The Princeton Club of New York
New York, USA
Research & Due Diligence for Wealth Management Platforms
  Network with industry leaders in wealth management from wirehouses, regional and independent broker/dealers, RIA platforms, and consultancies. Profit from rarely shared perspectives on the current business priorities, advisor use of home office resources, innovative screening techniques, the rise of the consultants, and the challenges of offering alternative investments. Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
Brighton House Associates, LLC
2014/09/15
2014/09/16
CON Fenway Park
Boston, USA
BHA Select Hedge Funds: Boston 2014
  BHA Select Hedge Funds: Boston 2014 is a two-day conference dedicated exclusively to 1-on-1 meetings between the premier hedge funds of 2014 with institutional and family office investors from around the globe. Intimate introductory meetings will take place in the Executive Suites overlooking Fenway Park. The event will include breakfast, lunch, and dinner each day, entertainment, and excellent networking opportunities.
marcus evans (Europe) Ltd
2014/09/15
2014/09/17
CON London, United Kingdom 4th Annual Funds Transfer Pricing and Balance Sheet Management
  Many financial institutions are no longer establishing the basics of Funds Transfer Pricing and understanding how things should work in theory before they implement their systems. Instead they are now focusing on the challenges that will be facing banks which have FTP up and running, specifically looking at negotiating the balance between what is theoretically desirable and what is practically obtainable.
marcus evans (Europe) Ltd
2014/09/15
2014/09/17
CON London, United Kingdom 18th Annual Capital Management
  This 18th annual marcus evans conference aims to give banks a wider understanding of the post-CRDIV landscape and how different banks are coping with these changes practically. There will be some emphasis on the relationship between economic and regulatory capital and whether one is more important than the other in the current climate, as well as what considerations banks need to make when allocating capital and balancing their regulatory requirements.
IBC Conferences
2014/09/17
2014/09/17
ADVM Mount Murray
Isle of Man
International Trusts & PrivateClient Forum: Isle of Man
  International Trust law is constantly developing and now moreso than ever, it is essential you stay up to date with all the emergig issues. With the IOM recently entering into a disclosure facility with the UK, there is political pressure for the IOM to have more transparent corporate registers.
Financial Research Associates, LLC
2014/09/17
2014/09/18
CON The Princeton Club
New York, USA
Establishing a ’40 Act Alternative Fund
  On day one - Successfully Operating a ‘40 Act Alternative Fund – take a deep dive into what it takes to efficiently run a fund in this space. On day two - ‘40 Act Alternative Fund Growth Strategies –explore the overall marketplace and how to distribute your fund through various lucrative channels. Attend day one, day two, or for optimum value and substance attend both days! Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
Oppland Corporation Ltd.
2014/09/17
2014/09/18
SUM Shanghai, China The Offshore RMB Summit 2014
  2014 Offshore RMB Summit, host by Shanghai OPPLAND, will be held at 17th to 18th September in Shanghai China. This brings Chinese regulatory, issuers, institutional investors, investment banks, and bond companies with in financial industry leaders, especially focusing on the China Offshore RMB market development and RMB internationalization.
Information Management Network LLC.
2014/09/21
2014/09/23
CON Miami Beach, USA 20th Anniversary ABS East
  IMN is excited to announce the 20th Annual ABS East® conference, taking place September 21-23, 2014, in Miami Beach, FL. The 2014 installment is one of the most important industry conferences focused on the securitization market, hosting a delegation of over 3,000 structured finance professionals, including more than 1,000 issuers and investors.
Informa Exhibitions
2014/09/21
2014/09/23
CON Dubai World Trade Centre
Dubai, UAE
Cityscape Global
  For more than a decade, Cityscape Global has been the annual meeting point for key real estate investors, developers, regional and city investment promotion authorities, architects, designers and other real estate professionals and end-users to drive growth in real estate investment and development across emerging markets globally.
Information Management Network LLC.
2014/09/21
2014/09/23
CON San Francisco, USA 20th Annual Alpha Hedge West
  IMN is proud to announce the 20th Annual Alpha Hedge West conference, September 21-23, 2014, in San Francisco. Our West Coast program historically focused on emerging markets and macroeconomic themes, but this year we are excited to go further and delve deeper.
marcus evans (Europe) Ltd
2014/09/22
2014/09/23
CON London, United Kingdom 4th Annual Derivatives Funding and Valuation
  This conference will focus on FVA, whilst nevertheless considering every pricing and valuation adjustment in the derivatives business. The precise definition of FVA requires clarification, which will then allow scrutiny of how to price FVA into the business and how this adjustment will interact with CVA, DVA, KVA. In this context, collateral management and hedging strategy needs to evolve in line with valuation changes as the feasibility of hedging FVA needs to be assessed.
Financial Research Associates, LLC
2014/09/22
2014/09/23
SUM The Princeton Club
New York, USA
Private Investment Funds Due Diligence Summit
  On day one - Successfully Operating a ‘40 Act Alternative Fund – take a deep dive into what it takes to efficiently run a fund in this space. On day two - ‘40 Act Alternative Fund Growth Strategies –explore the overall marketplace and how to distribute your fund through various lucrative channels. Attend day one, day two, or for optimum value and substance attend both days! Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
EUROFORUM Schweiz AG
2014/09/22
2014/09/23
SUM Gottlieb Duttweiler Institute
Zürich, Switzerland
13th Private Banking Summit
  An International Asset and Wealth Management Conference.
Catalyst Financial Partners LLC
2014/09/22
2014/09/22
CON Capital Grille Wall Street
New York, USA
Catalyst Cap Intro: L/S Equity | Event Driven Investing
  Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners. This Catalyst Cap Intro Event focuses only on the L/S Equity and Event Driven sectors. Investors constitute predominantly single and multi-family offices, endowment and foundations, and their advisors, located on the US East Coast corridor, but also internationally.
HighQuest Partners LLC
2014/09/23
2014/09/25
CON Marina Bay Sands
Singapore
Global AgInvesting Asia 2014
  Global AgInvesting, the world's premier agriculture investment conference series, returns to Singapore, September 23-25, 2014 for the fourth annual Global AgInvesting Asia conference at the iconic Marina Bay Sands. In 2013, close to three hundred allocators, fund managers, and industry executives came together to discuss the burgeoning asset class of agriculture and its surrounding themes.
IBC Conferences
2014/09/23
2014/09/23
CON The Bloomsbury Hotel
London, United Kingdom
The A-Z of Residence & Domicile
  The new Statutory Residence Test came into force on 6th April 2013. With a year under their belts, advisors are getting to grips with its practical application. However, residence and domicile continues to be ever changing with the recent budget highlighting this fact. In response, IBC and Simon McKie are back with the A-Z of Residence & Domicile – a unique event which will guide you through the entire process: Planning > Disclosure > Enquiries > Litigation
Financial Research Associates, LLC
2014/09/23
2014/09/24
CON The Tropicana
Las Vegas, USA
AltLend: Innovative Finance for Small Business
  Breakthroughs in small business finance have captured the interest of investors and banks. Now it's time to answer some of the big questions. AltLend is the only conference focused exclusively on innovations in small business lending. Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
Swiss Futures and Options Association (SFOA)
2014/09/23
2014/09/25
SUM InterContinental Hotel
Genève, Switzerland
Global Forum for Derivatives Markets
  Join us for SFOA/FIA/FIA Europe Burgenstock: The Global Forum for Derivatives Markets which will take place on September 23-25 in Geneva, Switzerland. The Burgenstock conference, now in its fourth decade, has a long history of attracting distinguished speakers and prominent names from the economic, academic and political worlds for high-level debate and discussion. Please check back for information about this year's program.
Allan Lloyds Group
2014/09/23
2014/09/25
SUM Vienna, Austria Product Development Excellence in Banking Summit
  This event will provide a platform for thought leaders from the largest European banks to share their experience and stories on making a successful product, key elements of new product development, innovative products and other core topics related to product development.
IIR Conferences
2014/09/24
2014/09/24
CON Millennium Gloucester Hotel, London Kensington
London, United Kingdom
Tax Planning for UK Land
  31st Annual Tax Planning for UK Land conference. Now in its 31st year this conference renowned for providing delegates with the latest ideas on how to structure UK land transactions.
Global Leading Conferences (GLC)
2014/09/25
2014/09/26
FOR Vienna, Austria European Life Insurance Forum
IBC Conferences
2014/09/25
2014/09/25
SUM Grange Tower Bridge Hotel
London, United Kingdom
Family Law Summit
  If you attend 1 family law conference this autumn, this is the event not to miss! IBC’s Family Law summit boasts 25+ expert speakers from across the spectrum of family law chosen for their expertise, knowledge and standing within the industry. Covering more topics in more depth and with more speakers than any other family law conference.
IBC Conferences
2014/09/25
2014/09/25
CON Radisson Blu Portman Hotel
London, United Kingdom
UK Landscape for Non-Dom Property Investment
  What the NEW HMRC Consultation means for you and your clients; attend UK Landscape for Non Dom Property Investment Conference and benefit from Emma Chamberlain's active involvement in the Consultation.
marcus evans limited
2014/09/25
2014/09/26
SUM Trump Ocean Club
Panamá City, Panama
Latin Private Wealth Management Summit
  The Latin Private Wealth Management Summit will explore topics and issues within the private wealth industry in the region. Topics that will be discussed are as follows: Private Equity, Foreign Direct Investments, Family Conflict, etc. Along with the content, there will be both formal and informal networking opportunities.
Financial Research Associates, LLC
2014/09/29
2014/09/29
SUM The Princeton Club
New York, USA
12th Annual Managed Account and UMA Summit
  The Summit covers absolutely everything that’s vital to this booming industry’s future, from holistic and goal-based investing, to outsourcing, overlay technologies, active ETFs in managed accounts…and so much more! Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
Arena International Events
2014/09/30
2014/10/01
FOR Millennium Gloucester Hotel London Kensington
London, United Kingdom
Alternative Investment Forum
  Join us for this year’s Alternative Investment Forum which will take place on 30th September – 1st October 2014 in London. The highly anticipated Alternative Investment Forum, featuring two specialized tracks: Timber Invest and Global Agro Invest, promises to be an engaging and memorable event, delivering global updates with important takeaways on regulations and attractive opportunities. Book your place now using reference code MK-SRAD
Starlight Capital, Inc.
2014/10/02
2014/10/02
FOR New York, USA New York Private Equity Forum
  Principals from 150+ leading investment partnerships, private equity funds and venture capital firms are expected to attend Private Equity 2014, the 51st early-stage equity financing conference on October 2 in this series. This event will be held at the Yale Club New York. The upcoming event can provide a highly effective and prestigious venue for management to deliver its vision to a captive audience of receptive investors and direct funding sources.
LISA Life Insurance Settlement Association
2014/10/05
2014/10/07
CON Omni Scottsdale Resort & Spa at Montelucia
Scottsdale, USA
20th Annual Fall Life Settlement Conference
  LISA's Annual Fall Life Settlement Conference will once again assemble a wide range of outstanding speakers whose expertise and viewpoints are in high demand both in and outside the life settlement industry. The fall event will also include specialized tracks for those focusing on the compliance portions of the industry as well as advisors looking to learn more about the life settlement option for their clients.
EBD Group AG
2014/10/08
2014/10/09
FOR Zürich, Switzerland Global Impact Forum 2014
  Transforming our world through creative partnership. The Global Impact Forum supports the creation of transformative solutions to the world's most pressing social challenges. Our goal is to facilitate innovative partnerships that build a more sustainable, equitable and inclusive global economy.
BACEE
2014/10/13
2017/10/14
CON Budapest, Hungary 29th BACEE Regional Banking Conference CEE/SEE/CIS
  The „29th BACEE Regional Banking Conference – CEE/SEE/CIS” will be dedicated to the perspectives and development trends in the economy and the banking sector in Central and Eastern Europe, Southern Eastern Europe, Russia, Ukraine, other CIS countries and Turkey.
Fleming Gulf
2014/10/14
2014/10/15
CON Kuala Lumpur, Malaysia Operational Excellence in APAC Financial Services
  We are pleased to inform you that Fleming Gulf is delighted to announce Operational Excellence in APAC Financial Services being held from 14-15th October in Kuala Lumpur.
IBC Conferences
2014/10/14
2014/10/14
CON Grange City Hotel
London, United Kingdom
Stress Testing Trust Structures
  Trusts are becoming more complex and more bespoke than ever before. New structuring solutions coupled with increased regulation and transparency has driven this change. Old trust structures are dated and variation is a crucial tool. 10% Discount Available with VIP Code
Fleming Europe
2014/10/15
2014/10/16
FOR Radisson Blu Carlton Hotel
Bratislava, Slovakia
12th Annual Retail Banking Forum
Fleming Europe
2014/10/16
2014/10/17
FOR Amsterdam, Netherlands 8th Annual Collateral Management forum
  Now in its 8th year, Europe's oldest collateral conference is traditionally the one providing the most relevant insight onto topics which are currently moving the industry. In Amsterdam, you'll have the chance to meet those most competent and discuss hot topics such as regulatory reform and its impacts, centralised OTC clearing, collateral transformation, optimization and technology.
Opal Financial Group
2014/10/20
2014/10/21
CON Fairmont Monte Carlo
Monte Carlo, Monaco
Opal Exchange Monaco
  By using a sophisticated interface, Opal Exchange provides the platform to schedule private and purposeful meetings between Managers and like-minded Institutional and Private Wealth Investors. Opal Exchange creates an opportunity to develop connections with those who have similar investment goals.
IBC Conferences
2014/10/20
2014/10/20
CON St James' Court Hotel
London, United Kingdom
Asset Tracing
  In a world of increasing transparency, asset tracing is becoming an increasingly valuable tool within the private wealth world. However the complexities of tracing and the intricate laws governing its use can be hard to grasp. 10% Discount Available with VIP Code FKW52799PBL
Financial Research Associates, LLC
2014/10/21
2014/10/22
FOR The Princeton Club
New York, USA
The 18th Annual Sub-Advised Funds Forum
  Whether you’re an advisor or a sub-advisor, you don’t want to miss the industry’s #1 event that focuses on elevating success within the sub-advised landscape! Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
Prestel & Partner Ltd
2014/10/21
2014/10/22
CON The Dorchester Hotel
London, United Kingdom
Prestel and Partner - Family Office Forum London
  The Family Office Forum London is the meeting of genuine* Family Offices based in England. Join us when 80+ genuine* Family Offices, Principals and CIOs meet - book your seat now! Are you a Principal or Family Office in our definition*? We are delighted to offer you privileged free admission! Secure your place by contacting: ticket@prestelandpartner.com * For further information, kindly visit: www.prestelandpartner.com
IBC Conferences
2014/10/21
2014/10/22
SUM The Jumeirah Carlton Hotel
London, United Kingdom
Citizenship by Investment & International Residence Summit
  IBC's Citizenship by Investment & International Residence Summit 2014, taking place on 21 – 22nd October, in London, is the premier independent conference addressing residence and citizenship options. Now in its 2nd year, this conference’s focus is on the unique aspects that different programmes and investment options can offer. Don’t miss out on your exclusive 10% Private Banking discount – quote VIP code FKW52754PBL when registering.
China Decision Makers Consultancy (CDMC)
2014/10/23
2014/10/24
CON Shanghai, China 4th China Derivatives Focus 2014
China Decision Makers Consultancy (CDMC)
2014/10/23
2014/10/24
FOR Shanghai, China Financial Cloud Computing Forum 2014
IQPC Ltd
2014/10/27
2014/10/29
SUM Jersey City, USA Operational Excellence in Insurance Summit
  The insurance industry is currently facing unprecedented operational, regulatory and economic pressures. The challenge for process professionals? How to have a measurable impact on business performance and the customer experience while keeping up with the speed of innovation, technological advances, unprecedented regulatory pressures and data proliferation.
Catalyst Financial Partners LLC
2014/10/27
2014/10/27
CON Capital Grille Wall Street
New York, USA
Catalyst Cap Intro: Credit | Fixed Income Alternative Investing
  Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners. This Catalyst Cap Intro Event focuses only on the Credit and Fixed Income alterative investing sectors. Investors constitute predominantly single and multi-family offices, endowment and foundations, and their advisors, located on the US East Coast corridor, but also internationally.
Opal Financial Group
2014/10/27
2014/10/29
FOR Napa Valley Marriott Hotel & Spa
Napa, USA
Family Office & Private Wealth Forum - West
  The Family Office/Private Wealth Management Forum West is Opal's premier West Coast conference in North America for high net worth individuals and family offices. This event will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, venture capital, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation and many more.
Financial Research Associates, LLC
2014/10/27
2014/10/28
FOR The Harvard Club
Boston, USA
High Net Worth Investing Forum: Portfolio Construction in Practice and Theory
  This conference provides critical intelligence about income generation in retirement, blending active and passive investing, tactical versus strategic asset management, creating tax-efficient portfolios, and new perspectives on fixed-income. Subscribers of Private Banking are entitled to a 15% discount. Mention FMP148 during registration to enjoy this offer.
marcus evans limited
2014/10/27
2014/10/29
SUM Hilton Kuala Lumpur Hotel
Kuala Lumpur, Malaysia
Private Wealth Management APAC Summit
  The fifth annual Private Wealth Management APAC Summit is the premium forum bringing elite buyers and sellers together. As an invitation-only event taking place behind closed doors, the summit offers regional SFOs, MFOs, wealth advisors, and international fund managers and consultants an intimate environment for a focused discussion of key new drivers shaping wealth preservation and investment strategy.
     

Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
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Finarc SA
FINARC provides clients with unequalled personal and committed attention, as well as the absolute highest level of sound, conservative advice available anywhere. In today's fast-paced world, the wise investor appreciates the simple courtesies and traditional values, made of a sound, steady and patient investment that stands the test of time. No two investors are alike. We recognize that each investor is unique, with different assets, needs, and investment objectives. Investment decisions are based on risk tolerance, market conditions and customer's life changes. Our team approach aims to help the customer in all stages of his financial life, with the creation, preservation and distribution of his wealth.
    Finarc SA
   
  Read more  
 
 
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private banking
private banking

Prévis AG
Established in 1967, Prévis AG is a boutique wealth advisory firm with two core business units; we are specialized in providing select domestic and international clients with private and family wealth management solutions and we offer advice and expertise with fundraising, visibility and corporate finance to private or listed companies.
    Prévis AG
   
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National Bank of Canada / National Bank Financial
Wholly guaranteed by the Governments of Canada and Quebec, this unique National Bank investment program opens the door to Canadian citizenship for your HNW clients and their families. Simple, profitable and not subject to market fluctuations, this exceptionally attractive product also offers opportunities for generating fees in tax and estate planning, off shore trusts and more. All we need is your referral.
    National Bank of Canada / National Bank Financial
   
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