https://www.taxtmi.com/news?id=54304 The conference emphasized a structural industry shift toward advice-led, fee-based, digital-first wealth management models, urging deep changes to shift clients from saving to investing. Sessions addressed portfolio construction and risk management for high-net-worth clients, strategic use of alternative assets, investment policy formulation, and family office governance for multi-generational wealth preservation. Private banking panels examined strategies to deliver personalized, compliant client experiences amid talent, technology, and regulatory challenges. Workshops covered manager selection, risk profiling and suitability, impact investing design, and wealth architecture. en-us Tue, 02 Sep 2025 11:31:04 +0530 Tue, 02 Sep 2025 11:31:04 +0530 TaxTMI RSS Generator https://www.taxtmi.com/news?id=54304 The conference emphasized a structural industry shift toward advice-led, fee-based, digital-first wealth management models, urging deep changes to shift clients from saving to investing. Sessions addressed portfolio construction and risk management for high-net-worth clients, strategic use of alternative assets, investment policy formulation, and family office governance for multi-generational wealth preservation. Private banking panels examined strategies to deliver personalized, compliant client experiences amid talent, technology, and regulatory challenges. Workshops covered manager selection, risk profiling and suitability, impact investing design, and wealth architecture. News - Tue, 02 Sep 2025 11:31:04 +0530 https://www.taxtmi.com/news?id=54304