Sponsored By:
Sponsored By:
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.
For more information please visit
http://www.spearswms.com/report-spears-wealth-insight-forum-2017/
Stephanie Flanders, Senior Executive Editor for Economics, Bloomberg News; Head of Bloomberg Economics
Chaired by Alec Marsh, Editor, Spear's
Irina Curbelo, Director, Henley & Partners UKKathryn Bradbury, Partner, Payne Hicks Beach
Philip Barth, Special Counsel, Immigration, Withers LLP
James Quarmby, Partner, Stephenson Harwood LLP
Przemyslaw Koger, Director & Head of Relationship Management Malta, Alter Domus
Robert Amsterdam, Partner, Amsterdam & Partners LLP
Led by Chris Jackson, Head of Research Unit and Deputy Editor, Spear’s
Chair: William Cash, Founder and Editor-at-large, Spear’s
Jonathan Edgeley, Relationship Director, Addcounsel
Dr Richard Sherry, Founder and Clinical Director; Psychological Systems Ltd; Consultant Chartered Clinical Psychologist (HCPC reg. and BPS CPsychol); Psychoanalytic Psychotherapist (BPC reg.)
Sandy Loder, Chief Executive, AH Loder Advisers
Rachel Kelly, Writer, Public Speaker, Mental Health Charity Ambassador and Bestselling Author of Black Rainbow and Walking on Sunshine: 52 Small Steps to Happiness
Chair: Chris Jackson, Head of Research Unit; Deputy Editor, Spear's
Georgios Ercan, Head of Sales, Dolfin
Iqbal Gandham, Managing Director - Business (UK), eToro
Giles Keating, Managing Director, Werthstein
Cordelia Bowdery, Investment Manager, Veritas Investment Management
Chair: Chris Jackson, Head of Research Unit; Deputy Editor, Spear’s
James Quarmby, Partner, Stephenson Harwood LLP
Robert Brodrick, Partner, Payne Hicks Beach
Clare Maurice, Senior Partner, Maurice Turnor Gardner LLP
Professor Ronen Palan, Professor of International Politics, City University of London
Chair: William Cash, Founder and Editor-at-large, Spear’s
Trevor Abrahmsohn, Founder and Managing Director, Glentree International
Richard Rogerson, CEO, RFR Property
Louise Hewlett, CEO, Louise Hewlett Properties
Caroline Takla, Founder & Managing Partner, The Collection LLP
Chair: Alec Marsh, Editor, Spear’s
Lord O’Neill of Gatley, Vice Chairman, the Northern Powerhouse Partnership; former Commercial Secretary to the Treasury
Denis Nagy, CEO, Dolfin
Ian Barnard, Founding Partner, Capital Generation Partners
Victoria Leggett, European Equity Fund Manager and Head of Responsible Investment, UBP
Event Manager:
Event Manager: