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, 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.
- Asset splits
- Monitoring portfolios
- Asset choices
- Residence & citizenship
- Horse racing
- Passion / hobby investments
Violins - Florian Leonhard
Wines - Wine Asset Managers
Art - Sanne Grundberg
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.
"An excellent day with topical practical examples given by leading professionals"