Latin Markets Launches Latin American Private Wealth Management Meeting in Miami

Apr 08, 2013, 08:00 ET from Latin Markets

MIAMI, April 8, 2013 /PRNewswire/ -- On October 24th and 25th Latin Markets will gather more than 400 private bankers and family offices from around the region at the JW Marriott Hotel in Miami to showcase the growth of the Latin American and Caribbean Private Wealth Community.

During these two days, the first annual Private Wealth Latin America & The Caribbean Forum will feature discussions of wealth management, asset allocation, best practices in platform selection and technology, wealth protection strategies through estate planning, tax and trusts.  Forum attendees will be able to uncover difficult to reach family offices and understand where industry growth is taking place during 10 hours of valuable networking opportunities with delegates from the United States, Central America, the Caribbean, the Andean region, Brazil and the Southern Cone.  Over eighty speakers from the region's largest wealth managers, private banks, family offices, HNWIs, the asset management, technology and law communities will be in attendance.

Participants include:

Christina Baltz, Head of Wealth Planning Americas, UBS Wealth Management
Cesar Pachon, Founding Partner, WE Family Offices LLC
Phil Guarco, Chief Investment Strategist, J.P. Morgan Latin America Private Bank
Antonio Casal, Managing Director, The Presidio Group
Ernesto de la Fe, Head of Latin America, Morgan Stanley Private Wealth Management
Jorge Kalledey, Head of Latin America , Lloyds Private Bank
Christopher Harvey, Chief Executive Officer, J.P. Morgan Latin America Private Bank

Latin Markets will continue to cover key issues in this specialized market as part of the Private Wealth series including The Private Wealth Brazil Forum on June 11, 2013 at the Tivoli Hotel in Sao Paulo, Brazil.

Currently, registration is open at a discounted rate.  To register visit

To request more information, contact:

Charles Fathers

About Latin Markets:

Latin Markets is the world's leading provider of Latin America focused investment forums, regional summits and streamlined market intelligence.  Latin Markets platform provides a comprehensive perspective of the opportunities in a diverse and emerging region by producing high quality buy side events.  The firm's research focuses on maintaining the largest investor network in Latin America, with more than 5,000 institutional investors, fund managers, advisors, and industry thought leaders who join us for discussions on asset allocation, regulatory change and investment strategy in pension funds, foundations, endowments, sovereign wealth funds and family offices.

SOURCE Latin Markets