After its very successful debut in 2011, Spear’s Wealth Insight Forum returns to tackle key questions wealth managers, lawyers and other private client professionals have about their clients. Spear’s is perfectly placed to explain the HNW mindset and lifestyle with characteristic insight, analysis and wit

After its very successful debut in 2011, Spear’s Wealth Insight Forum returns to tackle key questions wealth managers, lawyers and other private client professionals have about their clients. Spear’s is perfectly placed to explain the HNW mindset and lifestyle with characteristic insight, analysis and wit

Date: 19 September 2012
Venue: Clothworkers’ Hall

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.

Speakers last year included Sandra Davis, Mishcon de Reya; Robert Tomei, Advance Capital; Richard Ross, Rosetrees Foundation; John Kelly, Schillings; John Christensen, Tax Justice Network; Julie Meyer, Ariadne Capital; William Cash, Spear’s; Martin Vander Weyer, Spectator Business.

PANEL: Social Investment (9.45-10.30)
The Double Bottom Line: What is social investing, and how can HNWs get involved in it?
Confirmed speakers: Francesca Boldrini, Bill and Melinda Gates Foundation; James Perry, Panahpur; Faisel Rahman, Fair Finance; Lenka Setkova, Coutts.

TALKS: Art (10.30-11.15)
Art for Smart’s Sake: How can an adviser talk to their client about art?
Confirmed speakers: Constanze Kubern, Constanze Kubern Art Advisory; Philip Mould, Philip Mould & Company; Randall Willette, Fine Art Wealth Management; Jonathan Binstock, Citi Private Bank.

TALKS: London (11.30-12.15)
Capital City: How can London maintain its prime position for the super-wealthy in the 21st century?
Confirmed speakers: David Scott, Vestra Wealth; Ian Ritchie, City of London Festival; William Cash, Spear’s.

PANEL: Death/Succession/Inheritance (12.15-1)
Death, No Taxes: How can an HNW prevent their fortune and their family falling apart after their death?
Confirmed speakers: Hayden Bailey, Boodle Hatfield; Martyn Gowar, McDermott Will & Emery; Nicola Roberts, Deloitte; Ariel Sergio Goekman, Kaiser Partner.

DEBATE: Inequality (2.15-3)
The 99 Per Cent: Can we blame the 1 per cent for the fate of the rest?
Confirmed speakers (for): the Reverend Giles Fraser; George Eaton, New Statesman.
Confirmed speakers (against): Mark Littlewood, Institute for Economic Affairs; Jamie Whyte.

PANEL: Women (3-3.45)
(Un)fairer Sex: Is it as easy for a woman to become an entrepreneur as a man?
Confirmed speakers: Julie Meyer, Ariadne Capital; Britt Lintner, Man Group; Richard Hargreaves.

PANEL: Next Gen (4-5)
Generation Game: What can professional advisers do for the next generation?
Confirmed speakers: Jez Cartwright; Marcus Grubb, World Gold Council; Fiona Graham, Boodle Hatfield.

Tickets, which include breakfast, lunch and an evening networking reception, will be available from later this year.

Spear’s is the multi-award-winning wealth management and luxury lifestyle media brand whose flagship magazine has become a must-read for the ultra-high-net-worth (UHNW) community. It is also required reading for the affluent financial services community, which includes top bankers, lawyers and family offices who advise the wealthy today.

Contact publisher Wendy Coumantaros at wendy@spearswms.com for information on sponsorship and tickets.

Contact editor Josh Spero at josh.spero@spearswms.com for information on the panels and speakers.