Private Wealth Management Conference
Successful Strategies for Growth

In association with

In the current economic climate, private clients are demanding more from wealth management professionals. Do you have the most up to date insight to deliver maximum value to your clients?

Presented by the Jersey International Business School, in association with Rathbones, the conference brings together industry experts to review best practices, examine critical issues, and discuss how wealth managers can continue to understand and meet the complex needs of their global clients.

Photos from the conference

Press release

Industry Experts Review Best Practices & Examine Critical Issues at Jersey’s Inaugural Private Wealth Management Conference >

Participants will explore:

• The latest wealth management industry trends with industry leaders and experts
• The future of trusts
• Portfolio management techniques and asset-liability management
• Family governance, succession planning, and family business issues
• Methods for managing concentrated wealth
• Opportunities and threats from emerging economies
• Globalisation of risk
• The economic, capital markets, and geopolitical outlook

Download

Download the brochure and registration form here

Format

Highly innovative. All speeches will be followed by an on-stage interview with the conference Chairman. Questions will also be taken from participants.

Price: £345 (inc. GST) to include lunch, refreshments and conference pack.
Date: Tuesday 28 June 2011
Venue: The Royal Yacht Hotel

Target audience

• Trust and company professionals
• Investment management professionals
• Private bankers
• Funds professionals

Programme

08.30 Registration

09.00 Hans Baerlocher (Chairman) – Former Managing Director UBS, Channel Islands
Introduction

Tax
09.15 Caroline Garnham – Lawrence Graham
The structures needed to stop family conflict damaging family wealth

Structuring
09.45 Nils Johnson – Spence Johnson
The future of trusts
10.15 Richard Hay – Stikeman Elliott
What wealth planning opportunities remain?

10.45 Break

Asset Management
11.00 Ed Protheroe – Portfolio analyst, M&G Investments
The UK Residential and Commercial Property Markets
11.30 Lionel Anthony – Former Chairman British Venture Capital Association
Private equity update
12.00 David Coombs – Rathbones
Equity and fixed income and market update

12.30 Lunch

13.30 Stephen Hedgecock – Altis Partners
Hedge Funds – an essential tool for portfolio management
14.00 Martin Bralsford – Stanley Gibbons
Non traditional asset classes
14.30 Julian Anthony – OWC Wine
The rise and rise of Investment Grade Wines

General
14.45 Julian Chillingworth – Rathbones
The global economic outlook

15.15 Break

Risk Management
15.30 Stephen Platt – Jersey International Business School
How and why the risk of PWM has ‘gone global’
16.00 Heather Bestwick – Jersey Finance
Threats and opportunities from emerging economies
16.30 Colin Powell CBE – Chief Minister’s Dept
Developments in Jersey’s international relations affecting the PWM industry

Exclusive Wine Tasting
Investment Grade Wines from the Left Bank

An opportunity to taste and discuss these famous wines with Julian Anthony, Director of OWC Wine.

• Forts de Latour
• Pichon Longueville Baron
• Léoville Barton
• Ducru-Beaucaillou
• Rauzan-Ségla

Price: £40 per person (plus GST). Strictly limited numbers.
Date: Tuesday 28th June, 17.15–18.30
Venue: Jersey International Business School

To book

To book a place for the conference and the wine tasting please complete and return the registration form by fax on 816334 or post to the address below.

Jersey International Business School, 12/13 Caledonia Place, The Weighbridge, St. Helier, Jersey, Channel Islands JE2 3NG