The 4th Annual Private Wealth UK Forum brings together 150+ allocators of high-net-worth capital from the UK, including leading private banks, wealth managers and familyoffices. The event is a one-day networking and peer education platform. Themeeting's program covers asset allocation, trust and estate planning, familygovernance, risk management and alternative asset classes.
James Fleming, Chief Executive Officer, Sandaire
James brings with him over 30 years of private banking experience. He joins Sandaire from Arbuthnot Latham where he more recently held the position of Vice Chairman having previously been Chief Executive from 2012 to 2016 during which time he led the business through a sustained period of growth. James started his career at Hambros Bank and moved from the role of Managing Director of SG Hambros (UK) in 2002 to the private bank, Coutts & Co where he headed the International Division.
Martin Gilbert, Chairman, Aberdeen Standard Investments
Martin Gilbert is Chairman of Aberdeen Standard Investments, a leading global asset manager. Martin was previously the Chief Executive of Aberdeen Asset Management, which he co-founded in 1983. Under his leadership, Aberdeen became one of the world’s leading independent asset managers through a combination of organic growth and strategic acquisitions. Martin was named Personality of the Year at the City AM Awards in 2017 and Asset Management CEO of the Year at the Global Investor Awards the following year. Martin, who was born in Malaysia, earned an MA in accountancy and a law degree from the University of Aberdeen.
Geoffrey Yu Head of UK Investment Office UBS Wealth Management
William Hobbs Chief Investment Officer Barclays
Jonathan Bell Chief Investment Officer Stanhope Capital
Nick Rees Partner BLU Family Office
Heath Davies Managing Partner & Chief Investment Officer Islandbridge Capital
Heather Maizels Non Executive Director Victoria Private Investment Office
Josh Matthews Managing Partner and Co-Founder MASECO Private Wealth
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Jeffrey Sacks Capital Markets Strategist Citi Private Bank
Leslie Gent Managing Director Coutts & Co
Manish Singh Chief Investment Officer Crossbridge Capital
Zeynep Ozturk Head of Fixed Income – Europe, Middle East and Africa CITI Private Bank
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
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 2019 and beyond?
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 accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 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.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|Early Bird II||$1,250||01/31/19|
|Pre-Event Registration I||$1,400||02/28/19|
|Pre-Event Registration II||$1,600||03/29/19|
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