Upcoming Events
Private Wealth Management 2008
November 27, 2008 - November 27, 2008
Location
London
Venue
Haberdashers Hall
Country
United Kingdom
Time
09:00 -17:30
Contact
Fran Murrells
Tel
+44 (0)20 7645 0725
Description
09.30 CHAIRMAN’S OPENING REMARKS
Nigel Wilson, Chairman, NIGEL WILSON CONSULTING
09.40 KEYNOTE SPEECH: WHAT ARE THE CHALLENGES FOR THE PRIVATE BANKING INDUSTRY IN AN ECONOMIC DOWNTURN?
Declan Sheehan, UK Chief Executive, HSBC PRIVATE BANK
10.10 REMUNERATING THE WEALTH MANAGEMENT INDUSTRY
- The role of equity participation
- The design of bonus schemes
- Bonuses as miscreants
Jon Moulton, Founder and Managing Partner, ALCHEMY PARTNERS
10.40 MORNING BREAK
11.00 PANEL SESSION: THE RE-EMERGENCE OF INFLATION: IS THIS THE ENEMY OF WEALTH?
Speakers from the day
11.40 ABSOLUTE VS. RELATIVE: HAVE THE HNW SWITCHED THEIR MODELS?
- How to preserve clients’ wealth during periods of high volatility
- Will absolute returns accelerate if the current period of uncertainty continues?
- Who does this approach suit?
- How can portfolios achieve these goals?
- Strategies for achieving absolute returns
- Creating the optimum level of diversification
Guy Hurley, Managing Director, MERRILL LYNCH
12.10 IS MULTI-MANAGER THE WAY FORWARD?
Chris Hills, Chief Investment Officer, RENSBURG SHEPPARDS
12.40 LUNCH BREAK
13.40 DEBATE: DOES A WEALTH MANAGEMENT BUSINESS NEED A BANKING LICENCE POST CREDIT CRUNCH?
Warwick Newbury, Chairman, SG HAMBROS BANK LIMITED
Andrew Fisher, Chief Executive, TOWRY LAW
14.10 ADVISING ON RETIREMENT FUNDING: WEALTH MANAGEMENT’S NEW CHALLENGE
- Longevity and pension privatisation’s impact
- Sizing, structuring and investing retirement reserves during a career
- Tax-effective drawdown in semi- and full- retirement
- Combining investment, tax and pension skills in the wealth manager
David Lough FSI, Chief Executive Officer, HEARTWOOD WEALTH MANAGEMENT
14.40 ESTATE PLANNING: HOW HAS IT CHANGED?
- What sort of estate planning should wealth managers be advising to do?
- New Labour trust and tax rules:
Tim Thornton-Jones, Partner, Tax & Private Capital, LAWRENCE GRAHAM
15.10 AFTERNOON BREAK
15.30 WHAT CAN WE LEARN FROM THE SWISS PRIVATE BANKING MODEL?
Ray Soudah, Founder and Senior Partner, MILLENIUM ASSOCIATES
- After surviving hundreds of years will it continue?
- Why do so many wealth managers want a Swiss presence?
- What are the winning ingredients for a successful Swiss model?
- Can the Swiss model work in the UK?
16.00 CASE STUDY: HOW TO BUILD A WEALTH MANAGEMENT BRAND
- How to restore client confidence
- How wealth managers are deriving real value from their brands
- Best practice in brand building
Jeremy Marshall, Chief Executive Officer, Private Banking, CREDIT SUISSE
16.30 WEALTH MANAGEMENT; THE CHALLENGES AND PRIORITIES FOR 2009
Mark Kibblewhite, Managing Director, Head of Private Banking, UK and Ireland, BARCLAYS WEALTH
17.00 CHAIRMAN’S CLOSING REMARKS
17.10 DRINKS RECEPTION
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