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August 6, 2015updated 02 Feb 2016 1:09pm

Spear’s Wealth Insight Forum 2015

By Spear's

Spear’s will be doing what we do best — helping wealth managers, lawyers and other private client professionals to understand the world of their high-net-worth clients — with the Spear’s Wealth Insight Forum.
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.
Contact tiffany.levy@spearswms.com to enquire about attendance.
Details
Date: Wednesday, 7 October 2015
Venue: One Great George Street, Westminster
Panels
9.30-10.15: On Track or Off the Rails? How to make sure the next generation isn’t heading for a crash
Sponsored by Kaiser Partner
Confirmed speakers:
Charlotte Harris, Kingsley Napley
Dr Elmar Wiederin, Kaiser Partner
10.15-11: Flight of the Non-Doms: Now George Osborne has turned non-doms into undesirables, where can they go?
Sponsored by FinanceMalta
Confirmed speakers:
Hakan Cortelek, Henley & Partners
Mark Lindley, Boodle Hatfield
Dr Annalise Micallef, governor, FinanceMalta
11.30-12.15: Magic Numbers: What – and, more importantly, who – do you need to know after you’ve cashed out?
Sponsored by Maitland
Confirmed speakers:
Greg Harris, Maitland
Anthony Markham, Maitland
David Prince, Schillings
12.15-12.35: Best of British: An interview with Kate Shand
Josh Spero will be interviewing Kate Shand, one of Britain’s rising stars of enterprise, having founded tutoring and schools consultancy Enjoy Education in 2006 and accompanied David Cameron on his trade trip to China. Garlanded with awards, Kate is perfectly placed to talk about being an entrepreneur today, why Britain’s education sector is one of its best exports and how your child can stand the best chance of getting into top schools and universities.
12.35-1.20: Figure It Out: Why your wealth manager’s performance numbers aren’t always what they seem
Confirmed speakers:
Sophie Dwortezsky, Withers
Graham Harrison ARC
Cath Tillotson, Scorpio Partnership
Format
8.30-9.30: Breakfast
9.30-10.15: First panel
10.15-11: Second panel
11-11.30: Coffee
11.30-12.15: Third panel
12.15-12.35: Fourth panel
1-2.30: Lunch and networking
Previous speakers
Ben Goldsmith, WHEB Ventures
Entrepreneur Julie Meyer
Art dealer and TV presenter Philip Mould
Sandra Davis, Mishcon de Reya
Art collector Kenny Schachter
Helena Morrissey, CEO of Newton
Social entrepreneur Faisel Rahman
Wine consultant Ella Lister
Jeremy Goring, CEO of The Goring hotel
Khaled Said, Capital Generation Partners
Michael Green, co-author of Philanthrocapitalism
Philanthropists Dame Stephanie Shirley and Richard Ross
International lawyer Robert Amsterdam
Michael Wainwright, MD, Boodles
Deborah Bangay QC
Tech entrepreneur David Murray-Hundley
Cleric and commentator the Reverend Dr Giles Fraser
Angel investor Richard Hargreaves
Entrepreneur Britt Lintner
Plum Lomax, NPC
For delegate passes, please purchase your ticket here

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