2017-03-21T00:00:00-0400

2017-03-21T00:00:00-0400

Private Wealth UK Forum London, England | March 21, 2017 Request Agenda


The Private Wealth UK Forum is our flagship private wealth forum in the UK. The meeting brings together more than 100 allocator of high-net-worth capital from the UK, including leading private banks, wealth managers and family offices. The focus of the event is to have a one-day networking and peer education platform. The meeting's program covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.


EDUCATIONAL PARTNERS


REQUEST AGENDA

Key Discussion Topics

  • The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
  • Structuring, Tax, Trust and Estate Planning – Learn about the latest regulations.
  • Alternative Investments – Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
  • Fixed Income - Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
  • Asset Allocation: Family Offices Views - How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.

PRICING

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


Grand Connaught Rooms
61-65 Great Queen St.
London
United Kingdom WC2B 5DA
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager/ Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Maria Tatis

Program Manager / Investor Relations

+1 646-202-9436

Maria.Tatis@marketsgroup.org

SPONSORSHIP

Brett Friedberg

Head of EMEA Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

SPONSORSHIP

Max Tattersall

Relationship Manager

+44 20 8068 2659

Max.Tattersall@marketsgroup.org