Welcome. If you're a registered user, please log-in. If not, please sign-up.
FREE attendance for
Family Offices!
Click here to apply
..
Heather Maizels - Chairman
Heather

Heather Maizels is widely credited with defining the private banking model, having built the private banking business at Barclays from scratch. From the Advisory Board of Barclays Wealth she also championed family philanthropy; the wider investment needs of women; and Art as an asset class.

Sir Roger Gifford - Keynote
Roger

Sir Roger Gifford, the immediate past Lord Mayor of London, has spent over 30 years working at SEB, one of Sweden’s largest banks. In that time, he has seen the bank through the financial crisis and helped aid the bank’s recovery programme. 

Hear from experts including:
Valerie Brecher Joint Senior Partner Brecher Solicitors
Nick Holland Partner BIRCHAM DYSON BELL
Florian Leonhard Managing Director Florian Leonhard Fine Violins
Sara Maccallum Partner, Head of Private Client Boodles Hatfield
Benefit from the insights of:
Inno van den Berg CIO VICTORIA PRIVATE INVESTMENT OFFICE
Peter Burgess Partner BURGESS MEE
Simon Mabey Partner Smith & Williamson
William Tyzack Barrister Queen Elizabeth Buildings
..
Analysis of key family issues

- Asset splits
- Monitoring portfolios
- Asset choices
- Residence & citizenship

Asset investment opportunities

- Property
- Horse racing
- Passion / hobby investments

Passion investments

Violins - Florian Leonhard
Wines - Wine Asset Managers
Art - Sanne Grundberg

Free places for Family Offices and Investors

IBC's Asset Allocation for Wealthy Individuals & Families conference

Providing a Practical guidance on Asset Allocation for wealthy individuals and families

The investment model for families and private client is changing.

Firstly, there is a move towards small owner-managed companies who look after their client’s money. There is also a growing demand for the provision of independent, conflict-free advice, from people who do not have their own products to sell and don’t use relationship managers.

Secondly, the range of services offered is moving beyond pure wealth management.

As such, IBC’s Asset Allocation for Wealthy Individuals & Families seeks to provide guidance on:

• Family issues such as:
asset splits as a result of matrimonial disputes & civil proceedings
- monitoring and assessing family portfolios
asset choices for families
- assessing residence and citizenship as a family asset

• Re-evaluating asset investment opportunities such as:
─ Property – commercial – residential – rural
─ Horse Racing
─ Passion/Hobby Investments – art – violins – wine

• Philanthropy and the inter-generational passing of wealth

Learn more with the Asset Allocation for Wealthy Individuals and Families latest agenda now.

Companies speaking include:

  • FARRER & CO
  • BOODLES HATFIELD
  • BURGESS MEE
  • BRECHER SOLICITORS
  • WINE ASSET MANAGERS
  • SMITH & WILLIAMSON
  • VICTORIA PRIVATE INVESTMENT OFFICE
  • SEB
  • QUEEN ELIZABETH BUILDINGS
  • VICTORIA PRIVATE INVESTMENT OFFICE
  • BIRCHAM DYSON BELL
  • FLORIAN LEONHARD FINE VIOLINS

LinkedIN

 

LinkedIn Join our Private Client Tax LinkedIn group and network with your peers.

Reviews from IBC's Private Client Series

"Excellent speakers, practical advice, humour – what more can I say"
Burges Salmon

Download Latest Information Now

(updated 22 April 2014)

Other Events That Will Interest You

UK GAAR One Year On - Impact on Private Clients

29 Apr 2014 - 29 Apr 2014
The Bloomsbury Hotel, London


IBC Presents:

International Trusts and Private Client Forum Jersey 2014

01 May 2014 - 01 May 2014
L'Horizon Hotel & Spa, La Route de la Baie St. Brelade, Jersey


..

Sponsor

..
..
..
..

Media Partners

..
..
..