A golden opportunity to get ahead of the game in serving the needs of the very wealthy and the ideal networking event for global HNW professionals….
The Wealth Forums is a series of worldwide conferences addressing the needs of professionals serving the needs of high net worth and ultra high net worth individuals. The events are organised by Ian and Martina Brodie and Richard Moir (CEO) and are based in major cities around the world including London, Monaco and Lugano.
The events address a range of essential topics for the serious HNW professional, with notable speakers and round-tables on subjects including, banking privacy, personal and on-line security, the ever-changing landscape of fiscal challenges, addressing the needs of the newly wealthy, changing patterns of HNW big-ticket expenditure, including real estate, yachts, cars, art and jewelry, with a focus on luxury travel and services and professional wealth services and family offices.
Please check our Conference tab to see upcoming conferences or browse past conferences.
The Wealth Forums series is organised and operated by The Wealth Forums Limited, registered in England and Wales number 10520951, registered office: Second Floor, 77 Kingsway, London WC2B 6SR.
Richard Moir, CEO – International business development and market access specialist. A recognised authority on international private banking, tax planning and corporate services with a dedicated academic interest in security, transnational crime, tax havens and the future of international financial centres.
“Les pardis fiscaux” both on and offshore play an integral role in our mutual economic development as does an equitable international disclosure and taxation system.
Born in Bermuda. Family now reside in The Bahamas. Richard was educated in Edinburgh, Merchiston, Toronto, York University, London School of Economics, Paris, Sorbonne and Sciences Po. College of Insurance and Lloyds’ of London. Currently conducting research via the Institute of Criminal Justice at the University of Portsmouth.
Richard’s career has included senior positions in Private Banking, insurance broking, Family offices,corporate services and consulting in many jurisdictions and sectors.
Ian Brodie, Chairman – A graduate in sociology, economics and politics, has worked extensively as an international journalist in the US and Europe, founder of the British Weekly in Los Angeles, founder of Central European Business Weekly, former editor at The Riviera Times, founder and current editor-in-chief of monacolife.net and Monaco Today, Chairman of The Wealth Forums.
Martina Brodie, Organiser – Experienced TV and radio journalist, European events coordinator for the international non-profit Up With People based in USA, entrepreneur with her own hospitality business in UK, publisher and event organiser atMonaco Life, event organiser at The Wealth Forums. Mother of two boys, Martina is an avid reader and communicator.
Lacey Lee Tu, Executive Assistant – Executive assistant to the team. Lacey is based in the Principality of Monaco and owns a boutique PA business, Girl Friday. Working for various high net worth individuals, Lacey came on board to assist in the organisation of the events and marketing strategy.
Born in Texas, Lacey has a varied background beginning with a Bachelor’s degree in Nursing from Texas Christian University and recently completed her Master’s degree from the International University of Monaco in International Sports Business and Management.