Private Wealth Management Forum
“Yields have disappeared from the world” – this could be the concise summary of the recent period. In an era like this it is a very big challenge for the financial sector and for the advisors being in direct touch with the clients to offer investment opportunities with high yield potentials. This unique event launched by Portfolio and organized for bank, insurance and other investment services providers is aimed to offer help in this, but those who are simply interested may also avail themselves of the opportunity and pick from the good investment stories. On the half-day event ending in a reception prominent Hungarian and foreign experts of private wealth management shall expound their views on the market trends and processes and share with us what is worth to invest in in 2015.
On the Hungarian savings market the withdrawal of funds from bank deposits, the beneficiaries of which beyond doubt were the investment funds and government securities, kept continuing. This fact also proves that in the current yield desert those making savings seek for investment opportunities that offer them better yields than the interest they may get for their bank deposits. In a situation like this, premium and private bank advisers have to face an all greater demand for tailor-made advice and private wealth management.
Most of the share markets are at their historical peaks, while the yields of the bond markets of the world are unprecedentedly low. Although in Europe and Japan the banks of issue have just launched their quantitative easing programs, the rise of yields can soon start overseas. An environment like this also means that great attention should be paid to the details in making investment decisions: one cannot rely solely on historical yield data, therefore, the importance of tailor-made services and advisers being familiar with the market trends increases.
The Portfolio conferences are highly renowned for their great opportunities of networking and building business relationships, merely not just giving new professional knowledge. Our aim is not to have a one time occasion event, but creating a yearly international interactive forum about the changes of the market.
SPEAKERS WILL INCLUDE:
PARTICIPANTS OF THE INVESTMENT 2015 CONFERENCE:
Aberdeen Asset Management, Aegon Alapkezelő Zrt., AEGON CEE B.V. Magyarországi Fióktelep, Aegon Prémium Üzletág, Allianz Alapkezelő Zrt., Allianz Global Investors, BÁV Zrt., BNP Paribas Investment Partners, Budacash, Budapest Alapkezelő Zrt., Budapest Bank, Budapest Bank Prémium, CIB Bank Zrt., Citibank, Citibank Europe Plc, Consequit Zrt., Csengery-Immo Kft., Dél-Szeg Kft., Diófa Alapkezelő Zrt., Dorsum Zrt., Erste Alapkezelő, Erste Bank, Erste Private Banking, ERSTE Vienna Insurance Group Biztosító Zrt., ExportHungary Kft., FHB Jelzálogbank, Fidelity Worldwide Investment, Ganzeg Gép-és Acélszerkezetgyártó Kft., Generali Alapkezelő, GrECo JLT Hungary Biztosítási Alkusz Kft., Gutmann Magyarország Zrt., Hungária Értékpapír Zrt., ING Bank N.V., ING Biztosító Zrt., JET-SOL Kft., JP Morgan Asset Management, KPMG Tanácsadó Kft., Magyar Posta Befektetési Zrt., MetLife Biztosító, MKB - Private Banking, MKB Bank, OTP Alapkezelő, OTP Bank Private Banking, OTP Ingatlan Befektetési Zrt., OTP Privátbank, Pannónia CIG Alapkezelő, Panorama, Quaestor Értékpapír Zrt., Raiffeisen Bank Zrt., Sberbank, SPB Befektetési Zrt., Trenico Consulting Zrt., Unicredit Bank, UniCredit Private Banking, XTB Magyarország
DATE: 3 February 2015
LOCATION: SOFITEL Budapest Chain Bridge Hotel, Budapest, Hungary
Hotel Information, Map & Location
Parking: individually paid
PARKING AREAS CLOSE TO SOFITEL HOTEL:
Aranykéz Parking Garage
1052 Budapest, Fifth District, Aranykéz utca (street) 4-6.
The garage has five levels with 497 parking spots and is open 24 hours a day.
1051 Budapest, Fifth District, Sas utca (street) (Szt. István tér)
Number of participants: 100-150
Language: Hungarian, English (simultaneous translation)
COST: HUF 39.900 +VAT / person or EUR 129 +VAT / person
- 10% discount is available for 2 registrations,
- 20% on 3 or more
Portfolio Conferences are organized by NET Media Inc, member of Central European Media and Publishing Group. Portfolio Conferences cover 7 different industries and attract more than 8000 participants annually. Portfolio Conferences a leading event hub of the CEE real estate industry as well. We organize real estate focused conferences, business breakfasts and workshops in Belgrade, Budapest and Vienna, which are characterised by high-level networking opportunity and unique professional content.