The 7th 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.
Fahad Kamal Chief Investment Officer Kleinwort Hambros
Bill Dinning Chief Investment Officer Waverton Investment Management Limited
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Saftar Sarwar Managing Director & Chief Investment Officer Binary Capital Investment
Antonio Curia Executive Director Wimmer Family Office
Matthew Hunt Principal Prospect
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Stephen Isaacs Chairman of the Investment Committee Alvine Capital
Alan Higgins Chief Investment Officer, UK Coutts
Stephen Metcalf Head of Sustainable Investing RBC Wealth Management
Manish Singh Chief Investment Officer Crossbridge Capital
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.
KEY DISCUSSION TOPICS
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.
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.
|Early Bird I||1,500 USD||03/09/23|
|Early Bird II||1,900 USD||05/11/23|
|Pre-Event Registration I||2,200 USD||07/26/23|
|Pre-Event Registration II||2,600 USD||09/23/23|
|Event Registration||3,000 USD||11/16/23|