Is it Better to Take or Invest a Sudden Windfall?

A significant proportion of proper financial management involves planning well in advance. This can make sudden windfalls of cash a major confounding issue. Should you suddenly find yourself the recipient of a large influx of cash, through inheritance, lottery win, or any other means, what would be the best way to manage it? The Source … Read more

The Finance Lounge passes 100,000 memebrship mark

The Finance Lounge, the premiere business network platform for the wealth industry has surpassed 100,000 members. We encourage anyone interested to broaden his/her network to join and start developing relationships with like-minded professionals. Basic membership is complimentary. We look forward to seeing you join. The Privatebanking.com Team www.privatebanking.com

New York Private Equity Forum, 18 November 2010

Our forums are exclusive invitation-only events designed to assemble a select group of business visionaries, entrepreneurs, angel investors, venture capitalists, investment professionals, and money managers. These prestigious events are designed to be an ideal setting for new business development, exchange of ideas, creation of deal flow, location of capital sources and ultra high-end networking. Guests … Read more

Tax Planning for Non-Domiciles Conference 23 November 2010, Marriott Marble Arch Hotel

Tax Planning for Non-Domiciles Conference Gain Practical Guidance on the Opportunities for Tax Efficient Planning for Non-UK Domiciles The 3 Key Reasons to Attend the 10th Annual Tax Planning for Non-Domiciles conference: Longest running conference in the UK on Non-Domicile Taxation Only conference to have 3 top barristers and authors in the Non-Domicile sector including: James Kessler QC, Stephen Brandon … Read more

China Wealth Management and Private Banking Forum 2010 – Shanghai 22nd October 2010

Dear Sir/Madam, You are cordially involved to join the China Wealth Management and Private Banking Forum 2010. Attend to gain more insight into what your Asian clients expect of their private bankers and wealth advisors. Why Attend? Largest gathering of senior Chinese wealth management professionals ever held – over 150 senior decision makers from 38 Chinese … Read more

Euromoney Private Banking Survey 2011

Euromoney magazine is conducting its eighth annual Private Banking and Wealth Management Survey. Please click on the link http://www.euromoney.com/PBWM2011 to complete the online questionnaire. The deadline is Friday, October 22nd 2010. Participation is free and will increase your firm’s score. On submitting your vote you will also receive free access to www.euromoney.com until February 25th, … Read more

Real Asset Investing Forum

Conference Details: The Real Asset Investing Forum will provide education and information on real estate and real assets to key decision makers and other representatives of the nation’s largest pension, endowment and foundation funds. Discussions will focus on reproducible assets such as farmland, buildings or machinery, and irreproducible assets such as land, mines, or work … Read more

Private Equity Summit for Institutional Investors

Conference Details: The Private Equity Summit For Institutional Investors is designed for institutional investors to address current trends in Private Equity, Venture Capital and Leveraged Buyouts. Set to take place in September 2010, this private equity conference will investigate a variety of investment avenues and the most effective strategies for investing in each. We will discuss such … Read more

31st International SFOA “Bürgenstock”, September 8-11, 2010

Dear Members and Friends, dear Investment Professionals, The 30th anniversary conference in Interlaken was very successful and showed that despite the difficult market situation it is important to meet, discuss and exchange views and ideas and also to network. The more things get automated the more important it is to meet personally! The 2010 conference … Read more