The 5th Annual Private Wealth UK Forum is the one of the two flagship meetings for our private wealth series in the UK and the leading wealth management, wealth planning and international investment management meeting for private banks, HNWIs, wealth managers and family offices.
The investor focused meeting brings together 250 industry leaders from the private wealth management field for a one-day conference discussing strategies to protect, preserve and grow wealth. Panel sessions will provide attendees with updated peer education on asset allocation, wealth management, asset protection, succession planning, private client management, offshore structuring, tax, trust and estate planning.
The program is structured around high level content with more than ten hours of targeted networking sessions, making this forum an excellent occasion to exchange some ideas about the latest trends with prominent leaders from the private wealth management world.
PAST KEYNOTE SPEAKERS
 | 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. |
PAST SPEAKERS
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
Heather Maizels Non Executive Director Victoria Private Investment Office
Nancy Curtin Chief Investment Officer Close Brothers Asset Management
Alan Higgins Chief Investment Officer, UK Coutts
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Jeffrey Sacks Head - EMEA Investment Strategy 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
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Jenny Tozer Partner Vestra Wealth
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Mouhammed Choukeir Chief Investment Officer Kleinwort Hambros
David Stubbs Executive Director, Head of Investment Strategy J.P. Morgan Private Bank
Robert Sears Partner, CIO Capital Generation Partners
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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 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.
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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