Accredited SAQ CWMA recertification training amounting to 1 hour of study.
Topic: Wealth Management Advisory
Overview
Philip Marcovici delivers practical and useful insights on global regulatory trends in tax transparency and compliance and the potential impact on the future of private wealth management. Marcovici also discusses the evolving needs of today’s international wealth owners, the changing role of advisers in the decade ahead, and the best strategies for building a successful 21st-century private wealth practice.
Learning Outcomes
- Global regulatory trends in tax transparency and compliance and the massive impact on private wealth management
- The evolving needs of today’s international wealth owners and the changing role of advisers in the decade ahead
- How advisers can best use trusts, insurance, and other tools of wealth management in meeting client goals
- Family retreats, family and family business governance, and best practices for today’s business and wealth owners
- How tax systems have to and will change and reflections on political challenges, including Brexit
Format
This online video can be accessed at any time, up to the calendar year end if purchased in the first half of the year; or up the subsequent calendar year end if purchased in the second half of the year.
In order to purchase this course CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#.
Price
CHF 100 for non-members.
CHF 60 for members of CFA Society Switzerland.
Language
English
Speaker
Philip Marcovici
Philip Marcovici serves as a consultant for governments, financial institutions, and global families in relation to tax, wealth management, and other matters. He is also an adjunct lecturer at the Singapore Management University, where he lectures on taxation, wealth management, and family governance. Previously, Mr. Marcovici founded and served as CEO of LawInContext, the interactive knowledge venture of the global law firm Baker & McKenzie. He also served as a partner at Baker & McKenzie. Mr. Marcovici is on the boards of several entities within the wealth management industry as well as the boards of entities within family succession and philanthropic structures. He received law degrees from Harvard Law School and the University of Ottawa.