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 was 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.
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.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.|