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.
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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Continuing Professional Development (CPD) is the term used to describe the learning activities professionals engage in to develop and enhance their abilities. It enables learning to become conscious and proactive, rather than passive and reactive.
All guests will receive an official certificate, post event, to mark their attendance at a CPD certified forum.
For more information regarding CPD certification please visit
To be announced