Newsletter 4 - April 2024
Welcome to the April newsletter where we highlight our Thought Leader program, recap our latest posts and share some exciting news from PWFO!
INTRODUCING PWFO'S NEW VICE-PRESIDENT
We are thrilled to announce that Mr. Dan Dobry has joined our esteemed team at Private Wealth & Family Office - Swiss Certified as Vice-President. With a distinguished career spanning over four decades, Dan brings unparalleled expertise in cross-border financial planning and international wealth management for affluent individuals.
Welcome Aboard, Dan! Please join us in extending a warm welcome to Dan Dobry. His insights, leadership, and unwavering commitment to excellence will undoubtedly drive us toward new heights. We look forward to a successful journey together.
INNOVATION IN WEALTH MANAGEMENT SUMMIT
Augmented intelligence for client-centric services
2 May 2024 | Glaziers Hall | London
The Innovation in Wealth Management Summit brings together wealth managers, private bank executives, family office representatives and technology executives to discuss shifting business models and cutting-edge product offerings for a digitally-savvy client base.
Key discussion points include: Digital investment priorities, client lifecycle management, tokenisation, structural shifts, cybersecurity and more.
Register now using the code PWFO30 to get a 30% discount.
Book here: https://shorturl.at/ademD
PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.
Find out more about the PWFO Thought Leader Program
In case you missed our March posts, here's a recap:
Are you finding it challenging to connect with High Net Worth Individuals and Family Offices? You are not the only one...
In an era where data breaches are not just threats but realities, understanding and implementing robust data protection measures is not optional—it's essential...
