The VIP Forum hosted the heads of wealth management of several private banks from across Europe in its second gathering of the Wealth Management Executive Circle on November 30 – December 1^st in Paris.  Heads of wealth management convened to discuss strategies for managing wealth in an environment of low or close to no returns.  Executives shared challenges and best practices for embedding goal-based planning into advisory conversations, up-skilling advisors’ emotional intelligence, building a consistent client experience, and instilling expense control into the strategic decision-making process. Read More »

The VIP Forum held its annual executive meeting in Europe, where senior wealth management executives from across Great Britain, France, and Germany discussed challenges and solutions to boosting sales effectiveness.  In fact, wealth managers worldwide have aggressive goals.  A recent VIP Forum survey shows that most firms are expecting nearly 15% year-over-year revenue growth in 2010 – higher growth than during the 2007 peak.  The question on everyone’s mind continues to be how to grow the business in a volatile environment with tepid prospects for organic growth. 

The VIP Forum’s Executive Advisor, Robert Reed, led the meeting by discussing key characteristics of the post-crisis client in Europe.  Members shared stories describing how clients remain distrustful of financial institutions and want more guidance to achieve their financial goals.  Read More »

The VIP Forum hosted heads of wealth management from 25 leading financial services organizations across North America in its third gathering of The VIP Executive Circle on October 5-6 in New York.   Heads of wealth management convened to discuss upcoming challenges to revenue growth in 2011, solutions to tackle common strategic priorities, and most importantly, the industry’s opportunity to redefine the wealth management proposition for high-net-worth clients. 

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The VIP Forum hosted a senior executive meeting comprising Heads of Wealth Management from firms across Europe earlier this year.  Market leaders from the United Kingdom, France, Italy, and Spain gathered to discuss how they can steer their organizations through the most difficult of times, rebuilding not only client trust in their organizations but also revenue on their books of business.  The one-day working session yielded powerful lessons into what wealth management firms must do emerge victorious in the post-crisis. 

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