The 5th 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.
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
William Hobbs Chief Investment Officer Barclays
Mouhammed Choukeir Chief Investment Officer Kleinwort Hambros
Per Wimmer Chief Executive Officer Wimmer Family Office
Manish Singh Chief Investment Officer Crossbridge Capital
Paula Steele Director John Lamb
Heath Davies Co-Managing Partner & Chief Investment Officer Islandbridge Capital
Jenny Tozer Partner Vestra Wealth
David Stubbs Executive Director, Head of Investment Strategy J.P. Morgan Private Bank
Simon Foster Chief Executive Officer TY Danjuma Family Office
Alan Higgins Chief Investment Officer, UK Coutts
Geoffrey Yu Head of UK Investment Office UBS Wealth Management
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Jeffrey Sacks Head - EMEA Investment Strategy Citi Private Bank
Robert Sears Partner, CIO Capital Generation Partners
Richard Stone President Stone Family Office
Bryn Jones Head of Fixed Income Rathbone Brothers
Ernst Knacke Fund Research Analyst Quilter Cheviot
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?
ALLOCATORS: Complimentary Registration for all qualified allocators. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|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.|