Previous events

Launched three years ago, ClearView Financial Media’s Breakfast Briefing events have built up sustained momentum around the globe, attracting the most senior wealth management professionals from leading institutions. Centres such as London, Zurich, Geneva, Amsterdam, Singapore, Hong Kong and Dubai have all played host to these briefings, and their popularity is self-evident, with up to 100 senior wealth managers attending each single subject panel debate.

Our inaugural Wealth Matters event will build on this success by offering two thought-leadership sessions back-to-back, as well as invitation-only breakout sessions with sponsors.

UNITED KINGDOM

LONDON - 9 JUNE 2012

SUBJECT:

Transparency and Pricing in Financial Services

SPEAKERS:

  • David Norman aka Dan - CEO, TCF Investment
  • Martin Engdal - Director of Product Marketing, Advent
  • David Scott- Managing Partner, Vestra Wealth
  • David Bower - Managing Director, iShares
  • Ed Moisson - Head of UK Research, Lipper

Click here for the News Report

LONDON - 12 MAY 2012

SUBJECT:

Commodities and Gold: Optimal Diversification or Unrewarded Risk?

SPEAKERS:

  • Michael O’Sullivan - Head of UK Research, Credit Suisse
  • Henry Lancaster - Senior Investment Analyst, Coutts & Co
  • James Follows - Senior Investment Strategist, Vestra Wealth
  • Oliver Gregson - Head of Investment Advisory, Barclays Wealth
  • Marcus Grubb - Managing Director, World Gold Council

Click here for the News Report

LONDON - 5 APRIL 2012

SUBJECT:

Optimising the Wealth Management Operating Model

SPEAKERS:

  • Cath Tillotson - Managing Partner, Scorpio Partnership
  • Ian Woodhouse - Director, PwC
  • Jean-Pierre Flais - Deputy CEO, SGPB Hambros
  • Ryan Hicke - Managing Director, SEI Global Wealth Services UK

Click here for the News Report

LONDON - 23 FEBRUARY 2012

SUBJECT:

Active versus Passive Investment Management

SPEAKERS:

  • John Lowry - Chairman, ML Capital
  • David Bower - Managing Director, iShares
  • Crispin Lace - Senior Consultant, Mercer
  • Peter Robertson - Head of Retail, Vanguard
  • Guy Monson - Managing Partner & CIO, Sarasin & Partners

Click here for the News Report

SWITZERLAND

ZURICH - 31 MARCH 2012

SUBJECT:

Swiss Wealth Management Models Post-Secrecy

SPEAKERS:

  • Bruce Weatherill - Independent Wealth Consultant
  • Ray Soudah - Founder, Millenium Consultants
  • Ger Van Nijkerken - Director of Sales, Advent Software
  • Ian Woodhouse - Director, PwC

GENEVA - 25 MARCH 2010

SUBJECT:

EAMs or Private Banks?

SPEAKERS:

  • Jamie Apold - Deputy Head of Private Banking and Head of Wealth Planning Switzerland, RBS Coutts
  • Sebastian Dovey - Managing Partner, Scorpio Partnership
  • Ian Woodhouse – Director, PwC
  • Ger Van Nijkerken - Director of Sales, Advent Software
  • Milan Morjaria - Founder, MSM Investment Advisors SA

REST OF WORLD

DUBAI - 23 MARCH 2012

SUBJECT:

Improving Client Services in a Cost Conscious Industry

SPEAKERS:

  • Khurram Jafree - Director of Investment Advisory Group, Barclays Wealth
  • Bruce Weatherill - Independent Wealth Consultant
  • John Wright - Managing Director, Credit Suisse
  • Iravani Mohammad - Head of Investments, Emirates NBD
  • Stephen Richard Evans - Head of the West Region, Standard Chartered Private Bank
  • Martin Engdal - Director of Product Marketing, Advent Software

Click here for the News Report

AMSTERDAM - 9 SEPTEMBER 2010

SUBJECT:

Retaining and regaining the trust and confidence of high net worth clients

SPEAKERS:

  • Ian Woodhouse - Director, PwC
  • Phil McIllwraith - Director, SG Hambros
  • Ger Van Nijkerken - Director of Sales, Advent Software
  • Peter Verbaas - Managing Director International Private Banking, Van Lanschot Bankiers