The 5th Annual Private Wealth UK 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.
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KEYNOTE SPEAKERS
 | Alexander S. Hoare, Managing Partner & Member of the Board, C. Hoare & Co. Mr. Hoare graduated from the University of Edinburgh with a B.Comm with honours in marketing and is the first of the eleventh generation of C. Hoare & Co. Partners. Prior to joining the bank he worked as a Marketing Consultant for PA Consulting Group until joining the bank in 1987. He was Chief Executive of the bank from 2001 until 2009. He is a Patron of Royal Trinity Hospice, and is President of the Groupement Européen de Banques. He now serves as a founder partner in Project Snowball LLP in the field of social and impact investing. |
 | Rick Lacaille, Global Chief Investment Officer, State Street Global Advisors In his role as Chief Investment Officer Mr. Lacaille has responsibility for all investment management activity at State Street Global Advisors, including research and trading. Prior to his current role, Rick was Head of Global Active Equities, and previously European CIO. Rick has a BSc (Hons) in Operational Research from Lancaster University and MSc in Econometrics from London Guildhall University. Rick is a member of the FTSE Russell Policy Advisory Board, the MSCI Editorial Advisory Board and the Asset Management Committee of the Investment Association. He is a regular writer and broadcaster on investment issues and speaks frequently at industry conferences. |
 | Martin Gilbert, Chairman, Aberdeen Standard Investments Mr. Gilbert 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. |
SPEAKERS
William Hobbs Chief Investment Officer Barclays
Caspar Rock Chief Investment Officer Cazenove Capital
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Jeffrey Sacks Head - EMEA Investment Strategy Citi Private Bank
Rebecca Bettany Senior Director JTC Private Office
Michaël Régy Head of Third Party Funds of Funds Research Bank of America Merrill Lynch
Nick Rees Partner BLU Family Office
Chris Varco Managing Director Cambridge Associates
Vinod Nehra Head of Systematic Investments, Asset Allocation Coutts
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Simon Foster Chief Executive Officer TY Danjuma Family Office
Emilie Shaw Sustainable Investment Specialist Cazenove Charities
Simon Black Chief Investment Officer & Head of Investment Management Dolfin
Duncan Scorey Director of Private Capital and Fixed Income Capital Generation Partners
Bill Dinning Head of Investment Strategy Waverton Investment Management Limited
Fabio Cecutto Head of Global Equity Manager Research Willis Towers Watson
Ernst Knacke Fund Research Analyst Quilter Cheviot
Neil Beaton Partner, Chief Investment Officer LJ Partnership
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Key Discussion Topics
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 2020 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 2020. 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 2020 in public markets, investors with an 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.
ASSET ALLOCATION
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.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. 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.
PRICING
| Early Bird | 800 | 11/29/19 |
| Level 1 | 1,100 | 01/24/20 |
| Level 2 | 1,400 | 02/21/20 |
| Level 3 | 1,700 | 03/27/20 |
| Level 4 | 2,000 | 04/29/20 |
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