Returning for its third year, Spear’s Wealth Insight Forum will tackle key questions wealth managers, lawyers and other private client professionals have about their clients
Returning for its third year, Spear’s Wealth Insight Forum will tackle key questions wealth managers, lawyers and other private client professionals have about their clients. Spear’s is perfectly placed to explain the HNW mindset and lifestyle with characteristic insight, analysis and wit
Date: 26 September 2013
Venue: Clothworkers’ Hall
Despite the already massive changes of the 21st century — from the rise of a new class of the super-rich to the destruction of established investment practices — many wealth managers are stuck with an old paradigm. Spear’s is perfectly placed to explain the new HNW mindset and lifestyle with characteristic insight, analysis and wit.
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Speakers have included family lawyer Sandra Davis, Mishcon de Reya; entrepreneur Julie Meyer, Ariadne Capital; art dealer Philip Mould; philanthropist Richard Ross, Rosetrees Foundation; the Reverend Dr Giles Fraser, priest and presenter of Thought for the Day; John Kelly, Schillings; John Christensen, Tax Justice Network; William Cash, Spear’s; Britt Lintner, designer and entrepreneur; Martin Vander Weyer, Spectator Business.
This year’s speakers will be announced soon.
8.30-9.30 Breakfast
9.30-10.15 Future Fortunes: Speakers on radical twenty-first century investing opportunities (panel)
Content from our partners
10.15-11 My Journey: A philanthropist on how they learnt to love giving and what they discovered along the way (talk)
11-11.30 Morning coffee
11.30-12.15 Bytes and Billions: How can wealth managers meet and support the new generation of tech entrepreneurs? (panel)
12.15-1 Read All About It: How much privacy do HNWs need? (debate)
1-2 Lunch
2-2.45 Shut Up!: Reputation managers talk us through clips from disastrous interviews and how to avoid making the same mistakes (panel)
2.45-3.30 Sin City vs City of God: Does the City do more harm than good? (debate)
3.30-4 Afternoon coffee
4-5 Civil Rights: What does family law mean for gay families? (panel)
5-7 Evening cocktail reception
Tickets, which include breakfast, lunch and the evening networking reception, are available from jiggs.patel@spearswms.com. They are £350 + VAT before 19 July 2013 and £495 + VAT afterwards.
Contact Jiggs Patel at jiggs.patel@spearswms.com for information on sponsorship and tickets.
Contact editor Josh Spero at josh.spero@spearswms.com for information on the panels and speakers.
