Spear’s is proud to announce the date for the 2018 Wealth Insight Forum – our ‘billion pound meeting of the minds’.
The all-day event, taking place on 27 September at One Great George Street, will see Spear’s doing what it does best — helping wealth managers, lawyers and other private client professionals together with HNWs to better understand the world of their high-net-worth clients.

Despite the seismic changes of the 21st century so far — from the rise of a new class of the super-rich and the long shadow of the financial crisis — many wealth managers and other private client advisers are stuck with an old paradigm. But the world is changing fast and Spear’s is perfectly placed to explain the new HNW lifestyle and outlook with characteristic wit, insight and style.

Now spanning an entire day, our expert panels and speakers will discuss the key topics affecting HNWs – from the future of wealth, to the emerging mind-set of the millennial millionaire and the rise of impact investment and more. We will also be exploring the most interesting and important issues in investment, insurance, family business and tax.

Panels include HNW health — which is being held in association with Mayfair-based Addcounsel — and will look into the latest trends in wellbeing for the 1 per cent. We will also have a discussion on citizenship and residency, sponsored by Henley & Partners and Finance Malta, which will offer insight into the changing migratory landscape of HNWs — as well as the public good, that citizenship-by-investment schemes can bring. The conversation continues over lunch and evening drinks and canapes, with ample networking time during, before and after.

As ever, the event offers more than just great networking between wealth managers and private client advisers. Many of the guests are HNWs and UHNWs in their own right, who come for wise advice that would otherwise cost them £800 an hour (or more). This is just one reason that the Spear’s Wealth Insight Forum remains a unique opportunity for London’s wealthy – and those who work with them – every year.


Report: Spear’s Wealth Insight Forum 2017

Spear’s 2017 Wealth Insight Forum, the £1 billion meeting of minds, started with Trump and ended with a toast to London’s secure future as holder of the world’s financial crown post-Brexit.

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51 Speakers
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Alec Marsh

Editor, Spear's

Caroline Takla

Founder & Managing Partner, The Collection LLP

Christopher Jackson

Head of Research Unit and Deputy Editor, Spear's

Clare Maurice

Senior Partner, Maurice Turnor Gardner LLP.

Cordelia Bowdery

Investment Manager, Veritas Investment Management

David Dawkins

Senior Researcher, Spear's

Denis Nagy

CEO, Dolfin

Dr Richard Sherry

Founder and Clinical Director; Psychological Systems Ltd

Georgios Ercan

Head of Sales, Dolfin

Giles Keating

Managing Director, Werthstein

Ian Barnard

Founding Partner, Capital Generation Partners

Iqbal Gandham

Managing Director - Business (UK), eToro

Irina Curbelo

Director, Henley & Partners UK

James Daunt

Managing Director, Waterstones; Founder, Daunt Books

James Quarmby

Partner, Stephenson Harwood LLP

Jonathan Edgeley

Relationship Director, Addcounsel

Kathryn Bradbury

Partner, Payne Hicks Beach

Lord O’Neill of Gatley

Vice Chairman, the Northern Powerhouse Partnership

Louise Hewlett

CEO, Louise Hewlett Properties

Michael Neff

Executive Vice President and Head of Wealth Management, Butterfield

Philip Barth

Special Counsel, Immigration, Withers LLP

Prof. Ronen Palan

Professor of International Politics, City University of London

Przemyslaw Koger

Director & Head of Relationship Management Malta, Alter Domus

Rachel Kelly

Bestselling Writer, Public Speaker and Mental Health Ambassador

Richard Rogerson

CEO, RFR Property


Photos From 2017 Wealth Insight Forum

51 Speakers
0 Tickets

Event venue

  • One Great George Street

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