Webinar: A New Approach to Balancing Wealth Preservation and Lifestyle

Webinar: A New Approach to Balancing Wealth Preservation and Lifestyle

The range of services offered in private banking and wealth management can be daunting. Rather than making life easier for clients, this complexity can in fact be a source of additional pressure. It’s increasingly widely acknowledged that, to preserve wealth in balance with quality and comfort of lifestyle, service providers need to consider a new approach.

Adopting such a new approach is at the heart of Oracle Capital Group’s philosophy. In addition to this, the company is always seeking new and innovative ways to help both our clients, and the wider network of those in the Family Office community.

To that end, Oracle Capital Group is proud to announce its first ‘webinar’ – an expert seminar streamed online and available to all. It will take place on 17 July and will be conducted by Martin Graham, Chairman at Oracle Capital Group and former Director of Markets and Chairman of AIM at the London Stock Exchange.

Webinars are an increasingly popular way to engage with a wide and geographically diverse audience. All that is required for a participant is a computer and an internet browser.

The inaugural Oracle Capital Group webinar will cover the changing landscape of the wealth management market, what HNW and UNHW individuals need beyond asset management, the growth and protection of wealth and the future of services for HNW and UHNW individuals.

Mr Graham encouraged all interested parties to take part, saying, “If you have never participated in a webinar before, be assured that it is very easy indeed – and I am confident our inaugural session will be both interesting and useful”.

More information, and details on how to register, can be found here.

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