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.
KEYNOTE SPEAKERS
|
Christian Angermayer, Founder , Apeiron Investment Group Christian Angermayer is a serial entrepreneur
and investor who builds and invests in companies that are shaping the Next
Human Agenda: a future in which technology empowers people to live longer,
healthier, and happier lives. Christian’s family office and private investment
firm, Apeiron Investment Group, has more than USD 3 billion under management
and 50 people across five international locations. Apeiron focuses on Life
Sciences, FinTech & Crypto, Future Tech and Experiences, Hospitality &
Happiness. Over the past 20 years, Christian has founded three unicorns himself
and has been the lead investor in four unicorns and two decacorns. |
SPEAKERS
Raphael Drescher Group Head Alternatives Quintet Bank
Jan-Marc Fergg Global Head of ESG HSBC Global Private Banking
Charlotte Thorne Founding Partner Capital Generation Partners (UK)
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Christopher Rossbach Co-Founder, Managing Partner & Chief Investment Officer J. Stern & Co.
Leslie Gent Managing Director Coutts & Co
Chris Brown Partner, Chief Investment Officer IPS Capital
Antonio Curia Executive Director Wimmer Family Office
Manish Singh Chief Investment Officer Crossbridge Capital
Kevin Lyne-Smith Global Head of Equities HSBC Private Bank
Julian Wheeler Partner Shard Capital
Mary Haly, Director Director, Portfolio Manager Waverton Investment Management
Doris Sommavilla Director Stonehage Fleming
Robert Sears Partner, Chief Investment Officer CapGen
Sam Turner Head of Responsible Investing St. James’s Place Wealth Management
Oliver Prodhan Deputy Chief Investment Officer Misland Capital
Dean Turner Chief Eurozone and UK Economist UBS GWM Chief Investment Office
Alessandro Zoino Portfolio manager Deutsche Bank
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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.
REGISTRATION
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.
PRICING
| Early Bird I | 1,500 USD | 01/06/23 |
| Early Bird II | 1,900 USD | 02/17/23 |
| Pre-Event Registration I | 2,200 USD | 03/17/23 |
| Pre-Event Registration II | 2,600 USD | 04/21/23 |
| Event Registration | 3,000 USD | 05/10/23 |
