Wealth Advisor Best Practice Roundtable - Sydney

Overview

Monday, Feb 24, 2014 - 07:00pm AEDT

Family Office Exchange is drawing together a group of leading wealth advisors from across the Asia Pacific region, to discuss industry trends and common challenges such as the development and enhancement of service delivery, profitability, and differentiating your offering from your competitors.

Alongside best practice frameworks for Wealth Advisors, established from over 25 years advising the Family Wealth market, FOX will also be presenting highlights of the FOX Wealth Advisor Benchmarking, which provides keen insights into standards of service delivery, staffing, pricing, and profitability.

Note: Register online or email Alexander Hayward.

Recommended for:

Wealth Advisors

Location

HLB Mann Judd

Level 19, 207 Kent Street

Sydney NSW 2000

Australia

Registration

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Agenda
Speakers

01:00pm : Arrival and Coffee

01:15pm : Presentation: FOX Wealth Advisor Best Practices & Benchmarking.
02:30pm : Supporting Industry Leaders - Needs & Goals for 2014
03:00pm : Further Discussion
03:30pm : Networking Coffee

04:00pm : Meeting Adjourns

Speaker: Alexandre Monnier, President, Family Office Exchange

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally.

He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business. Previously he spent 10 years as a management consultant serving firms internationally. He started his career in finance with Societe Generale.

Alexandre is a graduate of ESCP Europe, one of Europe’s leading business schools. He has been a member of Young Presidents’ Organization since 2005.