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.
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.
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.
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 fallen significantly and continues fluctuation due to the outbreak of COVID-19. 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.