Spear's Wealth Management Survey

Spear's Wealth Insight Forum 2012

After its very successful debut in 2011, Spear’s Wealth Insight Forum returns to 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: 19 September 2012
Venue: Central London

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.

Speakers last year included Sandra Davis, Mishcon de Reya; Robert Tomei, Advance Capital; Richard Ross, Rosetrees Foundation; John Kelly, Schillings; John Christensen, Tax Justice Network; Julie Meyer, Ariadne Capital; William Cash, Spear's; Martin Vander Weyer, Spectator Business.

Topics for the talks, panels and debates may include:

The Double Bottom Line: What is social investing, and how can HNWs get involved in it?
Art for Smart's Sake: How can an adviser talk to their client about art?
Capital City: How can London maintain its prime position for the super-wealthy in the 21st century?
Death, No Taxes: How can an HNW prevent their fortune and their family falling apart after their death?
The 99 Per Cent: Can we blame the 1 Per Cent for the fate of the rest?
(Un)fairer Sex: Is it as easy for a woman to become an entrepreneur as a man?
Generation Game: What can wealth managers do for the next generation?

Tickets, which include breakfast, lunch and an evening networking reception, will be available from later this year.

Spear’s is the multi-award-winning wealth management and luxury lifestyle media brand whose flagship magazine has become a must-read for the ultra-high-net-worth (UHNW) community. It is also required reading for the affluent financial services community, which includes top bankers, lawyers and family offices who advise the wealthy today.

Contact publisher Wendy Coumantaros at wendy@spearswms.com for information on sponsorship and tickets.

Contact editor Josh Spero at josh.spero@spearswms.com for information on the panels and speakers.