The 6th Annual Private Wealth UK Autumn Forum is the region's leading conference for family offices, high net worth wealth managers, and private banks based 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.
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Advisory Board
Henrietta Gourlay, Investment Manager, Financial Investments Portfolio, Grosvenor
Cara Williams, Senior Partner, Global ESG Strategy Lead, Wealth Management and Multinational Client Lead for Wealth, Mercer
Antonio Curia, Executive Director, Wimmer Financial
Saftar Sarwar, Chief Investment Officer & Managing Director, Binary Capital Investment Management
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
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Key Discussion Topics
Opening Bell - Asset Allocation and Macro-Economic Outlook for the Next 12 Months
How can private clients and wealthy families navagite 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.
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REGISTRATION
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.
PRICING
| Early Bird I | 1,000 | 03/12/22 |
| Early Bird II | 1,300 | 05/28/22 |
| Pre-Event Registration I | 1,600 | 08/06/22 |
| Pre-Event Registration II | 1,900 | 09/25/22 |
| Event Registration | 2,200 | 11/17/22 |
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