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Concurrent Sessions III: A New Approach to Portfolio Management - How Unified Managed Accounts Are Changing the Face of Bank Wealth Management Today
Program Code:
51
Date:
Thursday, March 12, 2009
Time:
4:15 PM to 5:30 PM
EST
SPEAKER
(S):
Gavin Spitzner, Senior Vice President, Business Development Prudential Wealth Management Solutions
Michael Radder
Description
Banks have struggled over the past two decades to evolve their investment management businesses and practices to take advantage of the potential of operating a wealth management division within what should be the fertile soil of a bank environment. Now new technology and investment management solutions have combined to offer banks a way to compete more effectively and operate more efficiently. Hear from bank investment executives and industry experts on how firms are leveraging Unified Managed Accounts and overlay portfolio management to deliver on this promise and create important organizational efficiencies and client benefits.
No items are available for this session.