The Private Wealth UK Spring Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector 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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Fahad Kamal Chief Investment Officer Kleinwort Hambros
Sebastien Berthon International Head of Manager Selection J.P. Morgan Private Bank
Andrew Summers Head of Collectives Investec Wealth & Investment Limited
Michel Vernier Head of Fixed Income Strategy Barclays Private Bank
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Bill Dinning Head of Investment Strategy Waverton Investment Management Limited
Amit Popat Partner & International Business Leader, Wealth Management & E&F Mercer
Jonathan Monk Portfolio Manager TY Danjuma Family Office
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Antonio Curia Executive Director Wimmer Family Office
Saftar Sarwar Managing Director & Chief Investment Officer Binary Capital Investment
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.
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 2022 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 accommodating 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 2022. 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 2022 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.
INVESTORS: Complimentary Registration for all qualified investors. 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 II||1,300||01/08/22|
|Pre-Event Registration I||1,600||02/05/22|
|Pre-Event Registration II||1,900||03/12/22|
|Early Bird I||1,000||12/17/22|