The 4th Annual Private Wealth UK Forum brings together 75+ allocators of high-net-worth capital from the UK, including leading private banks, wealth managers and family offices. The event is a one-day networking and peer education platform. The meeting's program covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.
Alan Higgins Chief Investment Officer, UK Coutts
Mouhammed Choukeir Chief Investment Officer Kleinwort Hambros
William Hobbs Chief Investment Officer Barclays
David Stubbs Executive Director, Head of Investment Strategy J.P. Morgan Private Bank
Jenny Tozer Partner Vestra Wealth
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Sebastien Berthon International Head of Manager Selection J.P. Morgan Private Bank
Paula Steele Director John Lamb
Richard Stone President Stone Family Office
Manish Singh Chief Investment Officer Crossbridge Capital
Jeffrey Sacks Head - EMEA Investment Strategy Citi Private Bank
Rebecca Bettany Senior Director JTC Private Office
Per Wimmer Chief Executive Officer Wimmer Family Office
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Robert Sears Partner, CIO Capital Generation Partners
Ammalan Annalingam Co-Head of Multi-Asset Investments Signia Wealth
Ernst Knacke Fund Research Analyst Quilter Cheviot
Josh Matthews Managing Partner and Co-Founder MASECO Private Wealth
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: For registration rates, please contact Sales@marketsgroup.org for more information on obtaining a ticket to the event.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|