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ALM & Asset Management - September 07, 2010

Exclusive presentation of the results of the EDHEC-Risk Survey of European Private Wealth Management Practices 2010 taking place in London, Zurich and Luxembourg in September

In order to determine how investment strategies in private wealth management are designed, how client objectives are taken into account and what role the various financial tools play in the investment process, EDHEC-Risk Institute has conducted a comprehensive survey of the practices of European private wealth managers.

As part of the Ortec Finance "Private Asset-Liability Management" research chair, a series of early evening seminars featuring the results of the survey, entitled "The Evolution of Value-Added in Private Wealth Management and the Asset-Liability Management Approach", are being held on the following dates in three European locations:

• 28 September, 2010 — The Savoy, Strand Hotel, London
• 29 September, 2010 — Baur au Lac Hotel, Zurich
• 30 September, 2010 — Hotel Le Royal, Luxembourg

As well as presenting the results of the EDHEC-Risk Survey of European Private Wealth Management Practices launched in May 2010, the seminars will also focus on understanding the application of the Asset-Liability Management (ALM) methodology in Private Wealth Management (PWM). In addition, representatives from Ortec Finance will present Ortec Finance solutions developed for Private ALM for different client segments ranging from retail to private banks.

Conducted by Noël Amenc, Director, EDHEC-Risk Institute, and David Schroeder, Research Associate, the seminars provide a unique opportunity to discuss the challenges in private wealth management and take a detailed look at the landscape of Private Wealth Management in Europe.

Among the questions that will be addressed are:

  • Does current practice provide truly customised investment advice?
  • How are investors' investment horizons taken into account?
  • How can client-specific spending objectives be integrated?
  • Do private wealth managers have the right tools to adopt an asset-liability management approach?