Private Wealth UK Forum 2018 | Markets Group | 20 February 2018 | Grand Connaught Rooms, 61-65 Great Queen St. London UK WC2B 5DA, UK

The Private Wealth UK Forum is our flagship private wealth forum in the UK. The meeting brings together more than 100 allocator of high-net-worth capital from the UK, including leading private banks, wealth managers and family offices. The focus of the event is to have a one-day networking and peer education platform. The meeting's program covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.

Key Discussion Topics:
• Updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
• Structuring, Tax, Trust and Estate Planning – Learn about the latest regulations.
• Alternative Investments – Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
• Fixed Income - Fixed income managers from across the country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
• Asset Allocation: Family Offices Views - How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.

2018 Speakers

Mark Florman
Principal, The Florman Family Trust

Geoffrey Yu
Head of UK Investment Office, UBS Wealth Management

Jonathan Bell
Chief Investment Officer, Stanhope Capital

Kevin Corrigan
Chief Investment Officer, Sandaire Investment Office

Rory Mcpherson
Head of Investment Strategy, Psigma Investment Management

Jeffrey Sacks
Capital Markets Strategist, Citi Private Bank

Jon Cunliffe
Chief Investment Officer, Charles Stanley

Josh Matthews
Managing Partner and Co-Founder, MASECO Private Wealth

Dania Daoud
Vice President, Credit Suisse Private Bank

Nainish Bapna
Investment & Portfolio Management, Veddis

Charlotte Thorne
Founding Partner, Capital Generation Partners

Chris Brown
Partner, Chief Investment Officer, IPS Capital

Inno van den Berg
Chief Investment Officer, Victoria Private Investment Office

Neil Beaton
Partner, Chief Investment Officer, LJ Partnership

Arnaud Gandon
Chief Investment Officer, Heptagon Capital

Deon Gouws
‎Chief Investment Officer, Credo Wealth

Matthew Hunt
Principal, Prospect

Nick Rees
Partner, BLU Family Office

2018 Sponsors

LEAD:
• Shearman & Sterling

PLATINUM:
• Deutsche Asset managment
• alterDomus
• Citi
• Artemis
• Citco
• Colony Northstar
• J.P. Morgan Asset Management
• Muzinih & Co.
• new capital
• Nordea Asset management
• State Street Global Advisers
• Touax
• UBS
• Union Bancaire Privee
• Unigestion