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Who attends?
The Spear’s Wealth Insight Forum (SWIF) helps wealth managers, lawyers and other private client professionals to navigate the world of their high-net-worth clients. Covering the broad expanse of HNW issues – from investing to succession, property, health and much else besides, the event is also attended by members of the elusive (U)HNW community at the core of Spear's readership.
Our Sponsors
We are proud to be supported by great companies. If you would like to sponsor this event please get in touch with jiggs.patel@spearswms.com
Spear's Wealth Insight Forum
The Spear's Wealth Insight Forum is a meeting of minds bringing together a network of experts and professionals to share insights and explore the world of wealth in depth.
Key topics
- What wealth means in 2021 and beyond
- Citizens of nowhere, and everywhere
- Prime property, post pandemic
- How to give
- Great expectations: how to find the right school for your child – and get them in
- Modern families – and the future of HNW divorce
- HNW Health
- Understanding the UHNW consumer
Overview
This year, Spear’s is producing a series of special live Wealth Insight Forum online events. Interviews and panel discussions on the most important issues in the world of wealth will be broadcast to live audiences.
Speakers Include
These events are free to attend
Agenda
27 September 2021
2:00pm - 3:00pm (UK Time)
What wealth means in 2021 and beyond
There are more billionaires in the UK and the rest of the world than ever before. But, in 2021 and beyond, what are the implications of being among the world’s wealthiest people, as societies grapple with inequality, tax policy and low economic growth? Leading experts consider this fundamental question – and what it means for investing, succession planning, tax and structuring, philanthropy and reputation.
Edwin Smith, Editor, Spear’s (Moderator)
April J. Rudin, Founder and President, The Rudin Group
Chuck Collins, Philanthropist, Patriotic Millionaires and author of The Wealth Hoarders
27 September 2021
3:00pm - 4:00pm (UK Time)
Citizens of nowhere, and everywhere
For UHNWs, the concept of national identity is becoming more fluid; the consequences of
citizenship more important. An industry has sprung up in response to the demand for global mobility, which has only been heightened by the pandemic. But recent developments in Cyprus and Malta, and the complicated interplay between the European Union and its member states, mean that the space is set to evolve significantly. What does that mean for international HNWs whose interests and heritage often span the globe?
Alec Marsh, Editor-at-Large, Spear’s
Eric G. Major, Chief Executive Officer, Latitude
Tina Fordham, Partner & Head of Global Political Strategy, Avonhurst
Julia Onslow-Cole, Partner, Global Government Strategies and Compliance, Fragomen
James Quarmby, Partner – Head of Private Wealth & Tax, Stephenson Harwood LLP
28 September 2021
2:00pm - 3:00pm (UK Time)
Prime property, post pandemic
The pandemic has had – and continues to have – a profound impact on the market for prime property, as UHNWs reconsider their priorities and the way they want to live. What does this mean for the market? And what things should the savvy prime property investor consider before and after they buy?
Edwin Smith, Editor, Spear’s (Moderator)
Daniel Daggers, Founder, Daniel Daggers Real Estate
28 September 2021
3:00pm - 4:00pm (UK Time)
How to give
The world’s wealthiest people are giving more than ever before, according to a recent report from UBS. But are they also giving intelligently? And is ‘giving’ – and the model of philanthropic foundations that we associate with it – really the best approach? Experts from the worlds of philanthropy, impact investing and academia discuss the best ways for UHNWs to drive change.
Alec Marsh, Editor-at-Large, Spear’s (Moderator)
Rennie Hoare, Partner & Head of Philanthropy, C. Hoare & Co
28 September 2021
4:00pm - 5:00pm (UK Time)
Data, human connection and the future of wealth management
What role should data play in the wealth advisory experience? How can wealth management firms forge a sense of connection with their clients? And if American wealth management businesses have stolen a march on some of their European counterparts, how can the gap be closed?
Edwin Smith, Editor, Spear’s (Moderator)
Christopher Sparke, Global Head of Wealth Management Digital Solutions, Refinitiv
In association with
September 2021
Why attend?
The Spear's Wealth Insight Forum is a meeting of minds worth in excess of £1 billion, based on Spear’s estimates of HNW wealth and the value of mandates held by attendees at previous events
Online Conferences
Places will be allocated on a first-come, first-served basis, register today to secure your place.
29 September 2021
2:00pm - 3:00pm (UK Time)
Great expectations: how to find the right school for your child – and get them in
The competition for places at the world’s top schools is fiercer than ever. Schools have a duty to ensure the students they admit can keep pace with lessons. Parents understand the value that a top-class education provides. Children are increasingly under pressure to make the grade. Is the current system fit for purpose? And while it’s still the only one there is, how can parents navigate it?
Alec Marsh, Editor-at-Large, Spear’s (Moderator)
Fiona McKenzie, Head of Education (Private Clients), Carfax Education
29 September 2021
3:00pm - 4:00pm (UK Time)
Modern families – and the future of HNW divorce
London is the international capital of divorce and family law. But what does the future hold for the way wealthy couples part? There has been a shift in recent years toward what Gwyneth Paltrow once famously referred to as ‘conscious de-coupling’. Accordingly, top law firms and barristers have developed their offerings to help couples go in that direction if they so choose. But divorcing couples cannot always ‘play nice’. And recent developments in divorce (including the rise of litigation funding, the battle for jurisdiction and the evolution of the (social) media that dictates how splits are perceived) have opened up new fronts on which to fight.
Edwin Smith, Editor, Spear’s (Moderator)
30 September 2021
2:00pm - 3:00pm (UK Time)
HNW Health
The pandemic put our health in the spotlight. What habits and technologies are health-conscious HNWs apt to adopt? Experts on medical technology, human performance and bionics come together to sketch out the future of healthcare and wellbeing.
30 September 2021
3:00pm - 4:00pm (UK Time)
Understanding the UHNW consumer
Whether shopping for advice, professional services, art, clothes or cars, the HNW consumer has a unique set of expectations when it comes to the way they interact with brands, the service they receive and the quality and exclusivity of the products they buy. Experts from the worlds of luxury watches, gunmaking, wealth management and the automotive world consider what this means for the businesses that cater to this unique client base.
Nick Foulkes, Contributor to Spear’s, the FT, GQ and others
“Simply put, our focus is wealth – how entrepreneurs create it, the forces that threaten it, how professionals manage it, and how people deploy it”
Spear’s Editor, Edwin Smith
Speakers Include
Chuck Collins
Philanthropist, Patriotic Millionaires
and author of The Wealth Hoarders
Daniel Daggers
Founder
Daniel Daggers Real Estate
Rennie Hoare
Partner & Head of Philanthropy
C. Hoare & Co
Fiona McKenzie
Head of Education (Private Clients)
Carfax Education
April J. Rudin
Founder and President
The Rudin Group
We are proud to be supported by great companies. If you would like to sponsor this event please get in touch with jiggs.patel@spearswms.com
Our Sponsors
Agenda
27 September 2021
2:00pm - 3:00pm (UK Time)
What wealth means in 2021 and beyond
There are more billionaires in the UK and the rest of the world than ever before. But, in 2021 and beyond, what are the implications of being among the world’s wealthiest people, as societies grapple with inequality, tax policy and low economic growth? Leading experts consider this fundamental question – and what it means for investing, succession planning, tax and structuring, philanthropy and reputation.
Edwin Smith, Editor, Spear’s (Moderator)
April J. Rudin, Founder and President, The Rudin Group
Chuck Collins, Philanthropist, Patriotic Millionaires and author of The Wealth Hoarders
27 September 2021
3:00pm - 4:00pm (UK Time)
Citizens of nowhere, and everywhere
For UHNWs, the concept of national identity is becoming more fluid; the consequences of
citizenship more important. An industry has sprung up in response to the demand for global mobility, which has only been heightened by the pandemic. But recent developments in Cyprus and Malta, and the complicated interplay between the European Union and its member states, mean that the space is set to evolve significantly. What does that mean for international HNWs whose interests and heritage often span the globe?
Alec Marsh; Editor-at-Large, Spear’s
28 September 2021
2:00pm - 3:00pm (UK Time)
Prime property, post pandemic
The pandemic has had – and continues to have – a profound impact on the market for prime property, as UHNWs reconsider their priorities and the way they want to live. What does this mean for the market? And what things should the savvy prime property investor consider before and after they buy?
Edwin Smith, Editor, Spear’s (Moderator)
Daniel Daggers, Founder, Daniel Daggers Real Estate
28 September 2021
3:00pm - 4:00pm (UK Time)
How to give
The world’s wealthiest people are giving more than ever before, according to a recent report from UBS. But are they also giving intelligently? And is ‘giving’ – and the model of philanthropic foundations that we associate with it – really the best approach? Experts from the worlds of philanthropy, impact investing and academia discuss the best ways for UHNWs to drive change.
Alec Marsh, Editor-at-Large, Spear’s (Moderator)
Rennie Hoare, Partner & Head of Philanthropy, C. Hoare & Co
30 September 2021
2:00pm - 3:00pm (UK Time)
HNW Health
The pandemic put our health in the spotlight. What habits and technologies are health-conscious HNWs apt to adopt? Experts on medical technology, human performance and bionics come together to sketch out the future of healthcare and wellbeing.
30 September 2021
3:00pm - 4:00pm (UK Time)
Understanding the UHNW consumer
Whether shopping for advice, professional services, art, clothes or cars, the HNW consumer has a unique set of expectations when it comes to the way they interact with brands, the service they receive and the quality and exclusivity of the products they buy. Experts from the worlds of luxury watches, gunmaking, wealth management and the automotive world consider what this means for the businesses that cater to this unique client base.
Nick Foulkes, Contributor to Spear’s, the FT, GQ and others
29 September 2021
2:00pm - 3:00pm (UK Time)
Great expectations: how to find the right school for your child – and get them in
The competition for places at the world’s top schools is fiercer than ever. Schools have a duty to ensure the students they admit can keep pace with lessons. Parents understand the value that a top-class education provides. Children are increasingly under pressure to make the grade. Is the current system fit for purpose? And while it’s still the only one there is, how can parents navigate it?
Alec Marsh, Editor-at-Large, Spear’s (Moderator)
Fiona McKenzie, Head of Education (Private Clients), Carfax Education
29 September 2021
3:00pm - 4:00pm (UK Time)
Modern families – and the future of HNW divorce
London is the international capital of divorce and family law. But what does the future hold for the way wealthy couples part? There has been a shift in recent years toward what Gwyneth Paltrow once famously referred to as ‘conscious de-coupling’. Accordingly, top law firms and barristers have developed their offerings to help couples go in that direction if they so choose. But divorcing couples cannot always ‘play nice’. And recent developments in divorce (including the rise of litigation funding, the battle for jurisdiction and the evolution of the (social) media that dictates how splits are perceived) have opened up new fronts on which to fight.
Edwin Smith, Editor, Spear’s (Moderator)
Edwin Smith
Editor
Spear’s
Alec Marsh
Editor-at-Large
Spear’s
Speakers Include
Chuck Collins
Philanthropist, Patriotic Millionaires and author of The Wealth Hoarders
Rennie Hoare
Partner & Head of Philanthropy
C. Hoare & Co.
Fiona McKenzie
Head of Education (Private Clients)
Carfax Education
Daniel Daggers
Founder
Daniel Daggers Real Estate
Edwin Smith
Editor
Spear’s
Alec Marsh
Editor-at-Large
Spear’s
Christopher Sparke
Global Head of Wealth Management Digital Solutions
Refinitiv
April J. Rudin
Founder and President
The Rudin Group
Eric G. Major
Chief Executive Officer
Latitude
Tina Fordham
Partner & Head of Global Political Strategy
Avonhurst
Julia Onslow-Cole
Partner, Global Government Strategies and Compliance
Fragomen
James Quarmby
Partner – Head of Private Wealth & Tax
Stephenson Harwood LLP
April J. Rudin
Founder and President
The Rudin Group
Eric G. Major
Chief Executive Officer
Latitude
Tina Fordham
Partner & Head of Global Political Strategy
Avonhurst
Julia Onslow-Cole
Partner, Global Government Strategies and Compliance
Fragomen
James Quarmby
Partner – Head of Private Wealth & Tax
Stephenson Harwood LLP