5th Annual Private Wealth Uk Spring Forum 2021 | Markets Group | 13 April 2021 | The Dorchester, 53 Park Ln, Mayfair, London W1K 1QA, UK

The 5th Annual Private Wealth UK Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the UK.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

Key Discussion Topics:

• Economic, Political & Global Markets Outlook
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2020 and beyond?

• Emerging And Opportunistic Alternative Investing
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

• Fixed Income Investments
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

• Equities And Their Impact On Portfolios
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2020. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?

• Real Asset And Real Estate Investment Strategies
With volatility expected to continue throughout 2020 in public markets, investors with an appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.

• Asset Allocation
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.

2021 Speakers

KEYNOTE SPEAKER:

Rick Lacaille
Global Chief Investment Officer, State Street Global Advisors

SPEAKERS:

Vinod Nehra
Head of Research, Coutts

Cara Williams
Global Wealth Leader, Multinational Client Group, Mercer

Simon Foster
Chief Executive Officer, TY Danjuma Family Office

Emilie Shaw
Sustainable Investment Specialist, Cazenove Charities

Simon Black
Chief Investment Officer & Head of Investment Management, Dolfin

Christopher Rossbach
Co-Founder, Managing Partner & Chief Investment Officer, J. Stern & Co.

Duncan Scorey
Director of Private Capital and Fixed Income, Capital Generation Partners

Bill Dinning
Head of Investment Strategy, Waverton Investment Management Limited

William Hobbs
Chief Investment Officer, Barclays

Jeffrey Sacks
Head - EMEA Investment Strategy, Citi Private Bank

Nick Rees
Partner, BLU Family Office

Fabio Cecutto
Head of Global Equity Manager Research, Willis Towers Watson

2021 Sponsors

GOLD SPONSORS:
• Asset Management One
• Global X
• FinanceMalta
• Prestige Funds