WEALTH MANAGEMENT UDVALG

Wealth Management udvalget vil medvirke til at skabe et fagligt professionelt miljø omkring asset allocation, kapitalforvaltning og formuepleje for institutionelle investorer og private banking segmentet.  Med fokus på uddannelse og kompetenceudvikling, erfaringsudveksling og netværking vil udvalget udvikle, planlægge og tilrettelægge arrangementer om disse emner for medlemmer af Finansforeningen og CFA Society Denmark.

Hvis du ønsker at kontakte wealth management udvalget, bedes du henvende dig til mail@finansforeningen.dk

Kim Dalsgaard

Jyske Bank Private Banking

John Poulsen

Danske Bank

Mads Jensen

Jentzen & Partners

Nikolaj Holdt Mikkelsen

Morningstar Danmark

David Moalem

Bech-Bruun

Christian Olsen

Nordea Private Banking

Henrik Wyrwik

UBS Wealth Management

Wealth Management Committee

Purpose

The Wealth Management Committee will contribute to creating a professional environment around asset management by primarily developing, planning and organising private banking-related meetings for members of the Society and potential new members with the main focus on education and competence development in relation to asset management as well as exchange of experience and networking.
The target group is professional investment advisors within asset management.

Kim Dalsgaard

Jyske Bank Private Banking