A Meeting of Minds Wealth Management and Private Banking

16 November 2017

A Meeting of Minds Wealth Management and Private Banking - November 2017

A Meeting of Minds Wealth Management and Private Banking - November 2017

  • 16 Nov 2017

    Lanesborough Hotel, Hyde Park Corner, London

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Focusing on those firms who look after the financial affairs of the private client.

This Meeting brings together the CEOs and the CIOs from global private banks, MFOs and Wealth Managers whose particular focus is UK. The CEO stream will focus on issues around business strategy; the CIO stream will focus on their investment strategies.

Each participant's common denominator is a focus on the financial needs of high net worth clients. There is a global feel to the conversation as their clients tend to be international and therefore subject to cross border regulation and tax regimes.

The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses.

For more information about attending this event do call Simon Black at Owen James on 01483 862697 - or email simonblack@owenjamesgroup.com.

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Schedule of the Day

  • 08:15

    Informal networking over breakfast

  • 09:55

    Roundtable sessions

  • 11:05

    Morning coffee

  • 11:20

    Roundtable sessions

  • 12:30

    Networking - mini meetings - an opportunity to exchange business cards

  • 13:15

    A formal seated luncheon

  • 15:15

    Roundtables

  • 16:25

    Afternoon tea

  • 17:15

    Fizz flows

Sponsors & partners

Architas

Utmost Wealth Solutions

Avaloq

Backbase

Lazard Asset Management

Vanguard

Schroders

Liontrust

Pimco

Ishares

Farrer & Co

Multrees

Mirae Assest Global Investments (UK)

EY

WEALINS S.A.

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Speakers

  • Peter Conradi

    Peter Conradi

    Author of "Who Lost Russia?", Peter J. Conradi

    Peter Conradi is probably best-known for his authorised biography of Dame Iris Murdoch (Iris Murdoch : A Life), for collecting and editing her essays (Existentialists and Mystics), war-time letters and a journal (A Writer at War) and for his study of her novels (The Saint and the Artist) which has gone into three editions. But his interests are much wider and he has also written studies of the Welsh March (At the Bright Hem of God), of becoming a Buddhist (Going Buddhist) and a life of the soldier-poet Frank Thompson (A Very English Hero) who was murdered in Bulgaria in 1944. Peter spent 1963-4 as a Middlesex Hospital medical student and another year (1967-8) on a Kibbutz. He also read English literature at UEA, Sussex, then UCL and taught at South Bank Polytechnic, the University of Colorado at Boulder, UEA, Kingston University where he was head of department, and the Jagiellonian University in Krakow, Poland, during two turbulent years after the Berlin wall fell. In 1997 he left Kingston University, where he is now Emeritus Professor, to write freelance; and in 2010 was elected a Fellow of the Royal Society of Literature. With his civil partner of some 38 years, Jim O’Neill, he lives both in London and in Radnorshire, where he loves to garden and hill-walk. He has co-edited since 2007 the Transactions of the Radnorshire Society and is a Trustee of the Bleddfa Centre for the Creative Spirit. Peter J Conradi has written or reviewed for the TLS, New Statesman, FT, Spectator, Independent and Guardian. His BBC appearances have included Radio 3 Nightwaves, Radio 4 Front Row, Something Understood and The Today Programme, and a special edition of BBC TV’s Omnibus.

  • Jon Rigby

    Jon Rigby

    Cyber Director, Alix Partners

    Jon's clients benefit from his expertise in the area of cybersecurity. He has a proven ability to architect and deliver complex change programs of national and international significance. He is an experienced manager of large operating budgets, delivering challenging outputs under continuous financial pressure and in complex circumstances. As a key figure within Allied and UK intelligence's cyber and IT communities, Jon recognizes companies' necessity to protect themselves from cyberthreats, and the task is becoming harder in a world transformed by data and technology. Jon focuses on supporting clients to improve their cybersecurity maturity through targeted program design and delivery. He served for 30 years in the Royal Air Force, reaching the rank of air vice marshal.

Location

Lanesborough Hotel, Hyde Park Corner, London


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