Wealth Management & Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

14 June 2018

A Meeting of Minds Wealth Management & Private Banking - June 2018

A Meeting of Minds Wealth Management & Private Banking - June 2018

  • 14 Jun 2018

    The Berkeley Hotel, Wilton Place, Knightsbridge, 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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Sponsors & partners

Factset

Hermes Fund Managers Limited

SEI Wealth Platform

AutoRek

Iress

UBS

SS&C Advent

Liontrust

BlackRock

Multrees

Lazard Asset Management

Farrer & Co

Vanguard

EY

SPONSOR THE WEALTH MANAGEMENT AND PRIVATE BANKING EVENT

Find out more about becoming a Strategic Partner or Sponsor on this event

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Speakers

  • Kate Ancketill

    Kate Ancketill

    CEO, GDR Creative Intelligence

  • David Goodhart

    David Goodhart

    Author, David Goodhart

  • Caroline Burkart

    Caroline Burkart

    Executive Director, Scorpio

  • Annie Catchpole

    Annie Catchpole

    Director, Scorpio

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London


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