Indonesian Wealth Management Forum 2013, Jakarta

On October 24, 2013 has organized the event “Indonesian Wealth Management Forum 2013 in Jakarta, Indonesia, around 250 key people attended — including senior management, product gatekeepers, senior relationship managers and investment advisers, heads of operations and compliance practitioners, and other key personnel within the leading consumer banks, IFAs, insurance…

Continue reading

Betapa Pentingnya Peranan Wealth Manager di Indonesia

Menurut rumusan Certified Wealth Managers’ Association (CWMA), seorang Wealth Manager merupakan penasihat keuangan spesialis, yang membantu para mass affluent, high networth individual (HNWI), dan pemilik bisnis kecil menengah, atau pun juga keluarga, dalam mengelola keuangan, mulai dari memproteksi sampai mendistribusi semua kekayaan mereka. Para Wealth Manager biasanya memiliki kualifikasi dan…

Continue reading

Islamic PEF, Instrumen Wealth Management

Dewasa ini, permintaan akan produk Islamic Wealth Management meningkat pesat. Hal ini terbukti dari semakin bertumbuhnya Islamic Private Equity Fund(PEF) di dunia. Menurut John A Sandwick, pakar Islamic Wealth Manajement dari Amerika Serikat, sekarang ini terdapat 850 Islamic funds di dunia. Di dalam negeri sendiri, pasar modal berbasis syariah juga terus berkembang.…

Continue reading

Malaysia Wealth Management Forum 2013, Kuala Lumpur

Build a future-proof wealth management offering What are the processes, systems and technology involved in creating leading offerings in Malaysia? What will be the challenges in implementing them? How can the basic infrastructure be industrialised to enable firms to focus on the value-add? What other aspects of the platform can…

Continue reading