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Wealth Management and Private Banking

17 November 2016

A Meeting of Minds Wealth Management and Private Banking - November 2016

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A Meeting of Minds Wealth Management and Private Banking - November 2016

  • 17 Nov 2016

    The Berkeley Hotel, 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.

CLICK HERE TO DOWNLOAD SEBASTIAN DOVEY & CATH TILLOTSON'S PRESENTATION - THE TRENDS IN GLOBAL WEALTH AND WEALTH MANAGEMENT>>

GO TO OUR SCENE-SETTER RESEARCH PAGE - CLICK ON A MEETING OF MINDS WEALTH MANAGEMENT AND PRIVATE BANKING, JUNE 2016 

 

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Participant list

SCENE-SETTER RESEARCH FINDINGS

Findings

Schedule of the Day

  • 08:15

    Breakfast - The Belgravia

    Informal networking over breakfast

  • 09:00

    It’s all out war – How BREXIT sank Britain’s political class

    Tim Shipman, Political Editor, The Sunday Times

  • 10:00

    Working Sessions 1 - Syndicate Rooms

    • Session 1
    • Session 2
    • Session 3
    • Session 4
    • Session 5
    • Session 6

  • 11:10

    The Gallery

    Coffee - Networking & Blackberry time

  • 11:25

    Networking - The Ballroom

    Mini meetings - an opportunity to exchange business cards

  • 12:10

    Working Sessions 2 - Syndicate Rooms

    • Session 1
    • Session 2
    • Session 3
    • Session 4
    • Session 5
    • Session 6

  • 13:20

    Lunch - The Ballroom

    A seated formal lunch

  • 14:10

    The Trends In Global Wealth And Wealth Management

    Sebastian Dovey & Cath Tillotson, Managing Partners, Scorpio Partnership

  • 14:55

    Working Sessions 3 - Syndicate Rooms

    • Session 1
    • Session 2
    • Session 3
    • Session 4
    • Session 5
    • Session 6

  • 16:10

    Afternoon Tea - The Ballroom

    Networking & Blackberry time

  • 16:30

    Blackbox thinking, the surprising truth about success and high performance

    Drawing on a dizzying array of case studies and real-world examples, together with cutting-edge research on marginal gains, creativity and grit. Matthew Syed tells the inside story of how success really happens - and how we cannot grow unless we are prepared to learn from our mistakes. Matthew Syed, author, journalist and sportmans

  • 17:10

    Fizz Flows - The Belgravia

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye

Sponsors & partners

Prudential01

Lombard Odier

Multrees

Lazard Asset Management

Farrer & Co

BlackRock

Vanguard

EY

Pimco

Architas

WEALINS S.A.

Invesco

Find out More

Speakers

  • Matthew Syed

    Matthew Syed

    Author, columnist & sportsman

    After an extremely successful sporting career in table tennis, Matthew is now a columnist and feature writer for The Times. He writes regularly on football and other sports, as well as on culture, media and politics. He has won numerous awards for his writing including Sports Journalist of the Year at The British Press Awards on 2 occasions, as well as Sports Feature Writer and Sports Columnist of the Year at the Sports Journalist Association Awards 6 times. He also won Sports Commentator of the Year at the Editorial Intelligence Comment Awards and Best New Writer for his book, Bounce, at the British Sports Book Awards. A regular contributor to radio and television, Matthew provides analysis for Sky News, Newsnight and CNN. His film for the BBC, China and Table Tennis, won the bronze medal at the Olympic Golden Rings ceremony in Lausanne. He is currently working on a three part series on Black Box Thinking for BBC Radio 4 to be broadcast in January 2017.

  • Tim Shipman

    Tim Shipman

    Chief Political Commentator and former Political Editor of the Sunday Times

    Before covering Westminster for the Sunday Times Tim also reported from Washington. He delivers insight from a career covering elections, scandals and plots and looks at the likely big stories on the horizon. As author of All Out War: The Full Story of How Brexit Sank Britain's Political Class he enjoyed unique access to some of the key players in the EU referendum and provides a look behind the scenes as well as an analysis of the effects of the vote, the lessons to learn, and the possible outcomes.

  • Sebastian Dovey

    Sebastian Dovey

    Managing Partner, Scorpio Partnership

    Sebastian co-founded Scorpio Partnership in his mid-twenties to advise companies on how to delight the world’s wealthy during their client journey. The firm has studied the financial habits of the rich globally since 1998 and given their views a voice. Sebastian undertook a Bachelor’s degree in Modern History at University College London and a Master’s degree in International History at the London School of Economics with a focus on American foreign policy in Asia during the Cold War.

Location

The Berkeley Hotel, London


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