Despite the already massive changes of the 21st century — from the rise of a new class of the super-rich to the destruction of established investment practices — many wealth managers are stuck with an old paradigm. Spear’s is perfectly placed to explain the new HNW mindset and lifestyle with characteristic insight, analysis and wit.
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
Spear’s and the headline sponsor welcome attendees to the event with some opening remarks, during a preliminary 30-minute networking session. The environment will feature branding for the headline sponsor, as well as important positioning within the Wealth Insight Forum event guide, as well as the hosting of the Wealth Insight Forum dinner.
Leading lawyer and Spear’s contributor Robert Amsterdam, founding partner of international law firm Amsterdam and Partners LLP, discusses the geopolitical situation facing HNWs in 2017 and 2018. This will be followed by questions.
With initial comments from the panel sponsor, three high profile figures from the London/UK property scene, will discuss trends they’re seeing in discussion with a Spear’s facilitator. The discussion will last 30 minutes, followed by a 15 minutes question-and-answer session. Topics for discussion will include impact of Brexit over short/longer term values and market trends; the continuing impact of tax/stamp duty agenda on UK prime property and broader topics such as the role London property plays in attracting global wealth creators to the UK. Finally it will address the key trends that HNWs and their intermediaries must be aware of looking towards 2018/19.
London is rightly described as the Silicon Valley of fintech: here a panel of fintech specialist discuss ways that firms like theirs are transforming the industry in the age of Brexit. Following some initial comments from the panel sponsor, big-hitters from the field of Fintech, chaired by a Spear’s journalist, will discuss how Fintech is transforming London’s position as a financial and wealth management centre and the important opportunities that it provides wealth managers of all stripes. We’ll also ask whether all wealth management companies are going to be tech companies and review the sustainability of investment in Fintech: is the market going to get some big winners and losers?
Attendees will have time to network and discuss themes raised above.
What is the impact of Common Reporting Standard/ Global Tax Sharing Agreements on wealth management in the UK and Offshore? Is it a game-changer for these jurisdictions? What is the impact of Brexit on the tax and trust environment in the UK and Offshore? How can HNWs best navigate the global tax landscape? Commencing with a brief sponsor address from BVI Finance, these are among the important topics that our panel of heavy hitters from the field of tax and trusts in the UK and Offshore will consider in this panel, as well as considering other trends they’re seeing in the area. There should be much to talk about following the general election in the UK. The 30 minute discussion will be followed by 15-minute Q&A.
How is ‘bespoke’ is changing the luxury sector – and what can professionals across the wealth management industry learn from it and other trends in luxury? With a panel from luxury brands, retailers and concierge services, the Wealth Insight Forum looks at where HNW luxury customers are coming from in the changing world and how luxury providers are keeping ahead of the crowd.
In a world of increasing political uncertainty – from Trump to Brexit, North Korea and beyond – this panel looks at the surging market in Citizenship by Investment Schemes, and how HNWs can make the most of their options by increasing their options in terms of residency and citizenship. With opening remarks from the panel sponsor Arton Capital, experts in the field consider the benefits for HNWs.
‘WILL BREXIT TARNISH LONDON’S WEALTH MANAGEMENT CROWN?’ With an opportunity for the debate sponsor to introduce or chair the debate, we will invite big hitters –Brexit ‘hawks’ such as Jacob Rees-Mogg and ‘doves’ such as financier Gina Miller – to put the case for the City’s future after Brexit. The debate will be followed by networking session over drinks and closing remarks from the headline sponsor ahead