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Guntars Pupelis: 'Today’s formula of successful wealth management'

 

On Wednesday, June 8th, EXANTE Head of Sales, Guntars Pupelis participated in the WealthPro Latvia 2016 with a topical speech on the wealth management. This B2B event brought together over 150 professionals from 20 countries of the world, making it one of the largest events for the business community of Riga. It was held for practitioners in spheres of corporate finance, estate planning and international tax structuring. 

‘How to fail and win in wealth management’ – that was the topic delivered by EXANTE representative, Guntars Pupelis during his speech on the second day of the conference. He shared with the guests the key tips for making a right decision, while choosing what to invest in and how to invest. The presentation gave coverage to the risks that various types of investment opportunities can carry. Besides, the guests had an opportunity to learn about some inevident peculiarities of brokers that are frequently omitted by most of the clients. 

The unique two-day format allowed participants to combine comfortably the conference and an exhibition. The guests had a chance to learn about investing in business in East Europe, specific features of taxation and jurisdiction in different countries, current trends of offshore operations, and a lot more.

'Today most novice investors belittle the chosen strategy. Service provider reliability, personal psychological stability, right strategy and timing — these are the most important components of success for an investor nowadays', notes Guntars in his speech. 

For your convenience, we have uploaded the full presentation to Slideshare.

EXANTE is thankful to the host of WealthPro Latvia 2016 for an opportunity to participate in the unique business-event and share knowledge with other professionals in financial management. Don't miss other Events with our participation, hope to see you there soon!

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