PRIVATE WEALTH MANAGEMENT

Transcription

1 - WHEATBAKER IKOYI L A G O S, N I G E R I A TIME: 10AM-530PM Hotel Venue Powered by BLACKPACE/ Geneva, Switzerland: [email protected] African Wealth Report is a presentation of AMET Netherlands B.V. The logo of AWR and AMET are registered trademarks of AMET Netherlands B.V. For further

2 N e w s African Wealth Report is proud to announce Private Wealth Management in Africa Forum. Wealth management is evolving rapidly in Africa. Maximising profitability and growth is the clear goal of institutions tasked with managing this wealth. Africa is producing more wealthy individuals and families in recent times as a result of economic boom seen recently in oil and gas sector as well as other non oil sectors. The need for strategic wealth preservation and management is therefore expedient due to the complexities associated with managing such wealth in a conventional structure. Family wealth would require expert services to manage vital aspects of the wealth through family office setup, creating proper tax regimes as well as estate planning. Geneva, Switzerland: [email protected] Lagos, Nigeria: [email protected] Johannesburg, South Africa: [email protected]

3 Partner Hotel Watch Partner Theme: Banking Africa s Wealthy and Family Offices Wealth management in Africa is evolving and shaping the frontier s economic sphere. Maximising profitability and growth is the clear goal of institutions tasked with managing this wealth. Africa is producing more wealthy individuals and families in recent times as a result of economic boom seen recently in oil and gas sector as well as other non oil sectors. The need for strategic wealth preservation and management is therefore expedient due to the complexities associated with managing such wealth in a conventional structure. Family wealth would require expert services to manage vital aspects of the wealth through family office setup, creating proper tax regimes as well as estate planning. PWMA is a one day forum exclusively designed to inform of the growing demographics in wealth accumulation, conservation and growth. It is also a forum for wealth managers and family offices to understand the new strategies in market landscape trends, client trends, and business economics trends. The forum is tailored to the needs of portfolio/asset managers, wealth managers, investment advisors, private bankers and financial consultants, and provides an exposition of leading-edge strategies, best practice, tools and techniques for wealth management. The key challenges confronting portfolio managers and financial advisors are reviewed under the guidance of a faculty made up of academics and practitioners from leading Swiss banks and academic institutions. WHO SHOULD ATTEND? Executives of Wealth and Asset Management firms, Private Banks CEOs, CIOs, Family Offices, Family Business Owners and Advisers Luxury Executives, CEOs, CIOs, COOs and Creative Directors of Luxury Firms. RESTRICTIVE INVITATION Objectives: To update participants about the latest trends and dynamics in private wealth management and the private banking industry through interaction with wealth management experts from Geneva, Switzerland, the world centre for private banking excellence. Participants will acquire value-adding expertise and a practical framework of understanding. The seminar will enable them to achieve optimal operational performance and to take responsibility for managing their future professional development.

4 F PRIVATE WEALTH MANAGEMENT Partner Hotel Watch Partner N e w s 09:30-10:00. Registration & Welcome: 10:00-12:00. Wealth Management in Africa : MODERATO- Fiona SANDERSON - LECTURE by: Prof. John HEPTONSTALL,, DBA Harvard, AWR Advisory Board - Brian MENELL, Chairman, Sallfort Private Bank, Zurich - Rotimi OYEKANMI, Chairperson, Rendeavour - Oliver WILLIAMS, Co-Founder, WealthInsight RESTRICTIVE INVITATION LUNCH: 12:00-14:00 14:00-16: 00. Family Office in Africa Panelists : MODERATOR- Ndidi NJOKU - Bernadine OKEKE, Fmr. EVP, First Bank Private - O. Paul ANDREW, Chair AWR, Family Office Advisor - Dapo OKUBADEJO, Parnter & Head Africa, Private Equity, KPMG 16:30-17:00. NETWORKING AND CLOSING **We are updating the speakers list. For Participation please contact: CAROL MARTINS [email protected]

5 Partner Hotel Watch Partner N e w s RESTRICTIVE INVITATION O. Paul ANDREW Founder, African Wealth Report Paul is an investment/wealth adviser As a wealth adviser to a multi-family office in Africa, he has corporate relationships and business contacts with some of the leading Asset and Wealth Management firms in Geneva and Zurich, Switzerland. He resides in Geneva where he coordinates all the activities of AWR Paul De SOUSA Director and Global Head of Private Equity Finance, covering Central and Eastern Europe, Middle East & Africa for Ultra High Networth Individual and for the Family Office Group Wealth Management, CITI Private Bank, Geneva, Switzerland Ndidi NJOKU Ndidi Njoku, is a Global Head at a multinational banking and financial services firm headquartered in London, England where she specialises in financial services regulation. Ndidi has an extensive experience in the field of regulation, which has seen her work for the UK s Office of Gas and Electricity Markets, the Financial Conduct Authority and HM Treasury. Adviser, African Wealth Report, John is an Harvard trained financial and leadership management expert. He has consulted and trained world class institutions in finance related and wealth management subjects including UBS, Bank of Montreal, ANZ Bank, Commonwealth Bank of Australia. A former professor at IMD Lausanne, John was also a visiting professor at Ashridge UK Oliver WILLIAMS John HEPTONSTALL Senior Analyst and Co-Founder of the global firm, Wealth Insight UK. Oliver is a seasoned wealth analyst and contributes to leading newspapers, magazines and journals on Wealth Management. Albert MOMDJIAN Founder & CEO of SOKOTRA Capital Ltd., Albert was Managing Director at UBS and headed the Ultra High Net Worth and Corporate Advisory Group businesses for the Middle East and Africa region at UBS. He is member of the World Economic Forum. Niran ADEROGBA Founder of CLG Securities Ltd, Niran is an investment banker with over 25 years of industry experience. A technocrat and Fellow of The Institute of Chartered Accountants, Nigeria, Niran was Executive Director at FINBANK (Now FCMB) Fiona SANDERSON Ikoyi on the 30Th of March 2016 Fiona is Founder and Managing Director of The Luxury Channel which has established an enviable and deserved reputation as one of the key platforms for news and information on luxury, working with most of the leading luxury brands. Fiona has been responsible for the development and production of over 100 hours of lifestyle programming. working with broadcasters CNBC Europe & Asia, BBC Worldwide and Bloomberg amongst others.

6 A W R 2015 CONTENT BLOG N e w s RESTRICTIVE INVITATION WEALTH SURVEY AWR Wealth Survey offers a holisitc perspective on wealth accumulation, consumption and preservation of UHNWIs in the continet. Its in-depth analysis on trends, patterns and economic sectors prompting such wealth is clinical. AFRICAN CITIES AWR insightful viewpoint on African cities prompts its specific view-point on prime property locations, commercial property, real estate investments and infrastructure developments in each City of the continent. «Africa is reshaping the face of welath creation and conservation. The story should be Reported accurately and fairly! AWR is reporting the dynamics of African Wealth made and distributed in Africa» O. Paul Andrew, Chief Responsibility Officer, AWR- AMET LUXURY INVESTMENTS WEALTH DISTRIBUTION AWR looks at various luxury investments as well as its demand and supply trend within Africa s economic empowerment scope. Africa has become the new bride and a new destination for ultraluxury goods with increasing appetite for luxe statement AWR provides up-to-date intelligence on wealth distribution and accumulation pattern of key economic drivers and sectors. African Wealth is mostly driven by young and skillful entrepreneurs who are changing Africa s economic landscape

7 2016 AFRICA N WEALTH & LUXURY R E P O R T a AWR Publication Luxury Partners BLACKPACE/ Just all about African Wealth African Wealth & Luxury Report 2015 is a publication of KPMG and AWR/AMET Netherlands B.V. The logos of KPMG, AWR and AMET are registered trademarks of the entities represented. For further enquiries on the African Wealth Report please [email protected] or [email protected]. All rights reserved.