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

Session Sponsors

Headline Sponsor

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.

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
Fella Khelifi-Arnulphy, Head of UK Advisory Solutions, EFG Private Bank

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

Sponsored by

Sponsored by

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)
Anna Josse, CEO, Prism, the Gift Fund
Victoria Papworth, Director, Coutts Institute

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 Advisory Solutions, Refinitiv
Charles Hoffman, Managing Director, HSBC Private Bank
Charlotte Ransom, CEO, Netwealth Solutions

In association with

Sponsored by

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
Kate Shand, Founder and CEO, Enjoy 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)
Alex Carruthers, Partner, Hughes Fowler Carruthers

Sponsored by

Sponsored by

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.

Alec Marsh, Editor-at-Large, Spear’s (Moderator)
Dr. Amarjit Raindi, Concierge Doctor & Founder, The Concierge Clinic
Natalia A. Ramsden, Founder and Director, SOFOS Associates

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.

Thea Halstead, Director of Lifestyle, Elite Traveller (Moderator)
Nick Foulkes, Contributor to Spear's, the FT, GQ and others
Patrizia Arienti, EMEA Fashion & Luxury Leader, Deloitte

Sponsored by

Tracy 

Founder & Executive Chairman

Carbon Tracker

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

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

Chuck Collins

Philanthropist, Patriotic Millionaires and author of The Wealth Hoarders

Alex Carruthers

Partner

Hughes Fowler Carruthers

Nick Foulkes

Contributor

Spear's, The FT, GQ and others

Daniel Daggers

Founder 

Daniel Daggers Real Estate

Edwin Smith

Editor

Spear’s

Alec Marsh

Editor-at-Large

Spear’s

Christopher Sparke

Global Head of Advisory 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

Charles Hoffman

Managing Director

 HSBC Private Bank

Natalia A. Ramsden

Founder and Director

SOFOS Associates

Victoria Papworth

Director

Coutts Institute

Charlotte Ransom

CEO

Netwealth Private Bank

Fiona McKenzie

Head of Education (Private Clients)

Carfax Education

Anna Josse

CEO

Prism, the Gift Fund

Fella Khelifi-Arnulphy

Head of Advisory Solutions

EFG Private Bank

Dr. Amarjit Raindi

Concierge Doctor & Founder

The Concierge Clinic

Kate Shand

Founder & CEO

Enjoy Education