Tuesday, 6 May at 4.30pm we invite you to an afternoon of Wealth Management” for leading decision makers in the financial industry.

The event is titled “Wealth Management with overview” and will be held in the banquet hall at the National Museum, Ny Vestergade 10, 1220 Copenhagen K.

In short, the afternoon is about: Improved overview – from business to advisory services and client reporting. You get an excellent networking opportunity – combined with professional presentations.

Sign up for the event (e-mail to Vice President, Sales, Henrik Ahlm)

WEALTH MANAGEMENT WITH OVERVIEW 

The afternoon event is for leading decision makers of the financial industry.

When and where: 6 May at 4.30pm. The banquet hall at the National Museum,
Ny Vestergade 10, 1220 Copenhagen K.

 In short, the afternoon is about: Improved overview – from business to advisory services and client reporting.

You get an excellent networking opportunity – combined with professional presentations. Presentations centred around “overview”. One of our guest speakers is Ramiro Penaherrera who has been part of the development of Merrill Lynch in Europe over the last 38 years. Ramiro, a highly competent professional, will provide us with an insight into the development of the financial markets in Europe over a lifetime.

We will also be demonstrating out web application, COCKPIT. Wealth Management requires great overview of the business, your clients and financial positions – an overview which must be constantly up-to-date and where the details are only a “click” away. The solution is called COCKPIT.

We are thrilled to add BlackRock to our program, and therefore an addition to the program. From 7.10pm to 7.40pm, BlackRock Investment Management will make a resentation titled: How can private equity be part of private wealth portfolio strategy?. The presentation will be made by Roger Pett, Head of investor relations for BlackRock's Private Equity Partners and Peter Beske Nielsen.
For more information, about BlackRock, please see their website, www.blackrock.com.


We are pleased to offer you refreshments; when you register and in connection with the networking break.

Registration is from 4.30pm to 5pm. The event ends at 7.40pm.

Sign up for the event (e-mail to Vice President, Sales, Henrik Ahlm)

Wednesday, 7 May at 8.15am we invite you to "a morning of Wealth Management” for leading decision makers in the financial industry.

The event is titled “Wealth Management with overview” and will be held at Hotel Continental, Stortingsgaten 24/26, Oslo.

In short, the subject is: Improved overview – from business to advisory services and client reporting. You get an excellent networking opportunity – combined with professional presentations.

Download invitation as PDF

Sign up for the event (e-mail to Key Account Manager, Terje Fladebye)


Presentations centred around “overview”. Our guest speakers are
BlackRock Investment Management.


BlackRock Investment Management will make a resentation titled: How can private equity be part of private wealth portfolio strategy?. The presentation will be made by Roger Pett, Head of investor relations for BlackRock's Private Equity Partners and Peter Beske Nielsen. For more information, about BlackRock, please see their website, www.blackrock.com.


We will also be demonstrating out web application, COCKPIT. Wealth Management requires great overview of the business, your clients and financial positions – an overview which must be constantly up-to-date and where the details are only a “click” away. The solution is called COCKPIT.

Once again, ALOC is represented at Denmark’s largest Private Banking and Wealth Management conference to be held 26 and 27 February 2008 at the Radisson SAS Scandinavia hotel in Copenhagen.

The main subject of the conference is the development and new trends within the areas of Private Banking and Wealth Management.

Presentations will include the following subjects:
The advisor’s work
Investment psychology
Asset Allocation
Product trends

This year, ALOC plays a significant role at the conference as sponsor, contributor and host of the official dinner.

We hope to see you at the conference.

For further information, please contact Senior Vice President, Thomas Hald. E-mail: thomash@aloc.dk, tel.: +45 6313 6163.

References

We are proud that IBC Euroforum has chosen to also invite three guest speakers from our reference list.

Roskilde Bank
Director, Private Banking, Kaare Breinholt of Roskilde Bank A/S opens the conference with his presentation, “The development in the Danish Private Banking market”.

• Definition of Private Banking
• What development has taken place in the Danish Private Banking market? Where are we in the market cycle?
• Who are the new players on the Private Banking market? Are we seeing niche players? Have foreign players entered the Danish market? What are the tendencies in the breakdown of the players on the market?
• What is the development in the client mass /number of affluent clients?
• What is the development in the fortunes of the wealthy clients?
• How have the segmentation limits moved? What do we expect of this area in the future?
• What are the tendencies and what can we expect of the market in the future?
• Future challenges and opportunities in the Private Banking market in Denmark.

Nordea
Director, Private Banking, Hans Henrik Klestrup, Nordea Bank Danmark A/S contributes with the presentation, “Investment psychology and segmentation of clients”.

• What types/profiles can private investors be classified as, psychologically and financially?
• What characterizes the various types with regards to willingness to take risks, information level, need for advisory services etc.?
• What investment strategies, product palette and advice match each type?
• Where is the most added value for the various client types? How much does the cultural legacy influence the client’s risk profile, investment behaviour and expectations to the advisor in general?
• How do financial crises influence client behaviour and demand for investment products?
• How to tackle financial crises in the client relationship. What does a good advisor vs. a bad advisor do in a financial crisis with regards to risk management and asset classes? 

Danske Bank
Departmental director, Anne Buchard, Group Wealth Management, Danske Bank A/S contributes with a presentation on:

• How to handle giving advice on all the following subjects; investment, real-estate, move to and from Denmark, pension, taxation, generational succession, securing one’s family etc.
• How to combine the best advisory team.
• Practical experience with implementation and handling the MiFID directive.

Peter has previously been part of ALOC’s management for a period of 6 years and will now be joining us as Senior VP of sales. Peter will be responsible for the sales department with a view to strengthening ALOC’s client and market relations.

Peter holds a masters degree in finance and accounting plus a diploma in strategy and management. Peter has for a number of years worked in the financial sector (SparNord, Jyske Bank and Grundfos Finance) where he has worked with risk management, portfolio management and financial instruments.