TBA, London

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Event Date Tue Nov 8 CET (in 4 months)
In your timezone (EDT): Tue Nov 8 11:00am - Tue Nov 8 11:00am
Location TBA
Region EMEA

The Annual Private Wealth UK Autum 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.


2021 Past Speakers

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

William Hobbs
Chief Investment Officer, Barclays

Mouhammed Choukeir
Chief Investment Officer, Kleinwort Hambros

Per Wimmer
Chief Executive Officer, Wimmer Family Office

Manish Singh
Chief Investment Officer, Crossbridge Capital

Paula Steele
Director, John Lamb

Heath Davies
Co-Managing Partner & Chief Investment Officer, Islandbridge Capital

Jenny Tozer
Partner, Vestra Wealth

David Stubbs
Executive Director, Head of Investment Strategy, J.P. Morgan Private Bank

Simon Foster
Chief Executive Officer, TY Danjuma Family Office

Alan Higgins
Chief Investment Officer, UK Coutts

Geoffrey Yu
Head of UK Investment Office, UBS Wealth Management

Cara Williams
Global Wealth Leader, Multinational Client Group, Mercer

Jeffrey Sacks
Head - EMEA Investment Strategy, Citi Private Bank

Robert Sears
Partner, CIO, Capital Generation Partners

Richard Stone
President, Stone Family Office

Bryn Jones
Head of Fixed Income, Rathbone Brothers

Ernst Knacke
Fund Research Analyst, Quilter Cheviot