The 5th Annual Private Wealth UK Autumn Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content is developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the UK.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Willem Sels, Global Chief Investment Officer, Private Banking and Wealth Management, HSBC
Willem Sels is the Global Chief Investment Officer, Private Banking and Wealth Management at HSBC. He is the Chairman of the Global Investment Committee and is responsible for developing the house view, asset allocation, thematic ideas and thought leadership pieces. He has 23 years of experience in the financial industry and is a familiar face in the media, including Bloomberg, CNBC, Yahoo Finance, Dow Jones and many newspapers around the world. Willem joined HSBC Private Banking as Fixed Income Strategist in 2009, and later expanded his role to cover investment strategy across all asset classes. During 2013, he was Interim Head of the UK Investment Group, and he also headed the Global Fixed Income brokerage business for two years. He was appointed Global Chief Market Strategist for HSBC Private Banking in 2015, and following the combination with the Wealth business in 2020, he took on this additional responsibility. Before joining HSBC, Willem was Head of Credit Strategy at Dresdner Kleinwort, where he was a member of the bank's Investment Committee and worked with institutional clients to guide them through the credit crisis. Prior to that, he spent seven years at Goldman Sachs in fixed income, economics and commodities research roles. Willem holds an MBA from the University of Chicago and an MSc from the University of Louvain (Belgium).
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Michel Vernier Head of Fixed Income Strategy Barclays Private Bank
Anthony Corbett Co-Founder Lucrum Wealth Partners
Fahad Kamal Chief Investment Officer Kleinwort Hambros
Ladi Runsewe Founder & Chief Executive Officer UR Family Office (UFO)
Amit Popat Partner & International Business Leader, Wealth Management & E&F Mercer
Ajay Hoxha Managing Director Hoxha Investments
Jonathan Monk Portfolio Manager TY Danjuma Family Office
Julian Wheeler Partner Shard Capital
Michael Howell Chief Executive Officer CrossBorder Capital
Antonio Curia Executive Director Wimmer Family Office
Rupert Thompson Chief Investment Officer Kingswood Group
Please note only corporate email addresses will be accepted only.
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Opening Bell - Asset Allocation and Macro-Economic Outlook for the Next 12 Months
How can private clients and wealthy families navigate the markets post Covid-19?
Fixed Income Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. This coupled with a slow-but-positive growth in the Europe in comparison to other regions where risk is more prominent.
Global and Local Equities and Their Impact on Portfolios
The stock market has risen despite COVID-19 but it continues to fluctuate due to the outbreak . However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.
Practical Steps Towards ESG, SRI, and Impact Investing Integration
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process.
Asset Allocation: Family Offices Views
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.