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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:
Nick Holland Partner BIRCHAM DYSON BELL
Florian Leonhard Managing Director Florian Leonhard Fine Violins
Valerie Brecher Joint Senior Partner Brecher Solicitors
Sara Maccallum Partner, Head of Private Client Boodles Hatfield
Benefit from the insights of:
Peter Burgess Partner BURGESS MEE
Inno van den Berg CIO VICTORIA PRIVATE INVESTMENT OFFICE
Simon Mabey Partner Smith & Williamson
Miles Davis Partner Wine Asset Managers
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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:

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

LinkedIN

 

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Reviews from IBC's Private Client Series

"An excellent day with topical practical examples given by leading professionals"
Aquarius Tax

Download Latest Information Now

(updated 20 April 2014)

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