Dorsum_at_portfolio_iws conference

The programme of the Portfolio Investment, Wealth and Savings (IWS) 2019 trade conference will attempt to outline a framework of the investment, wealth management and savings markets in 2019 for investment professionals, private banking consultants and salespeople with the help of renowned domestic and foreign asset managers and market experts. In the afternoon section of the event, we will seek to answer what future sales trends will be; how customer satisfaction can be increased; what new products can help increase the profit margins of fund managers, private banks and other players in the investment and savings market; and also what investments can offer viable alternatives to retail government securities, with a special focus on alternative investments.

Bálint Fischer, Dorsum’s Head of Innovation will hold a presentation about our view of the ways how private banks can adapt to the generational changes.

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Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)