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Wealth Management and Private Banking

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A Meeting of Minds Getting to know your peers

Focus on those firms who look after the financial affairs of the private client. At the core of this community sits A Meeting of Minds Wealth Management and Private Banking which brings together the CEOs and CIOs of the private banks and wealth managers.

Their common denominator is the 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.

If you would like to get involved please do call Mark Davison on 01483 861334 or email markdavison@owenjamesgroup.com.

Or request an invitation here Event Invitation Request (owenjamesevents.com)

Events

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Any serious thinker at any meaningful firm in this market should be at these industry gatherings!

RBC Wealth Management

Advisory Board

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    Robert Hughes-Penney

    Investment Director, Rathbones

    Robert Hughes-Penney

    Investment Director, Rathbones

    Robert is an Investment Director and he has over 25 years’ experience managing risk-adjusted multi-asset portfolios for wealthy private clients, trusts, pensions and charities. After graduating from University and RMA Sandhurst Robert served as an Army Officer for four years before joining the City stockbrokers Laurence Keen that was acquired by Rathbones in 1995. He is qualified as a Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Robert has had a number of senior leadership roles within the business and spent 12 years on the Executive and Management Committees.

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    Nick Tucker

    Chief Executive Officer, Waverton Investment Management

    Nick Tucker

    Chief Executive Officer, Waverton Investment Management

    Nick joined Waverton in February 2020 as chief executive (SMF1) having spent nearly 30 years building wealth management businesses in the UK and overseas. Prior to Waverton, Nick was Managing Director and Head of UBS Domestic Wealth Management business in the UK. For the first 20 years of his career, he was with Merrill Lynch, latterly as Head of Private Clients UK and Ireland. Nick graduated from Exeter University with a degree in Political Studies.

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    James Von Simson

    Partner & Investment Director, Evelyn Partners

    James Von Simson

    Partner & Investment Director, Evelyn Partners

    James is a Partner & Investment Director at Evelyn Partners, where he advises multi-generational and multi-jurisdictional families on their investment, business and philanthropic strategies. He is regularly listed in PAM 40 under 40, Citywealth Leaders List, Private Client Global Elite and Spear’s 500 lists of leading private wealth advisers. He sits on the Worldwide Council of STEP and the International Committee of the CISI. He is also an Ambassador for the Diversity Project.

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    Jonathan Polin

    Group Chief Executive Officer, atomos wealth

    Jonathan Polin

    Group Chief Executive Officer, atomos wealth

    Jonathan became CEO of the Sanlam UK Group in January 2016, which has recently rebranded to atomos wealth earlier this year, with a clear brief to create a business that is recognised for the quality of its advice, asset and discretionary fund management services. He believes passionately in the value of both financial planning and wealth management, and his goal is for Sanlam to become a UK market leader. Previously, Jonathan served in the army, followed by 26 years working with Prudential, Aberdeen Asset Management, Britannic and, most recently, Ashcourt Rowan where he oversaw its rejuvenation and sale in 2015.

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    Hadley Simons

    Chief Operating Officer – Client Affairs, Sarasin & Partners LLP

    Hadley Simons

    Chief Operating Officer – Client Affairs, Sarasin & Partners LLP

    Hadley is the COO for Client Affairs and is responsible for general management and overseeing the sales and distribution platform across the private clients, charities, retail and institutional teams. Prior to joining Sarasin & Partners, Hadley was the Division COO for Wealth Management at C Hoare & Co. In 2017, he executed the sale of the division to Cazenove Capital. Before this, he worked at Barclays from 2009, where he was the Head of Change for the UK Private Bank, and led a number of transformative programmes. He has also worked at UBS where, amongst other roles, he ran their European securities financing operation. Hadley graduated with a BA Econ (Hons) from the University of Reading, and is an Associate of the Chartered Institute for Securities & Investment (CISI). He currently sits on the Investment Association’s DFM, Private Client and Wealth Management Committee.


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