Citizenship by Investment – Recent Changes
Now What? Fate and Fortune in the Internet Age
Health is Wealth
Holding on to Wealth
Privacy and Internet Security
Crime Trends relevant to UHNW clients
… Among other topics of particular interest to professionals serving the HNW and UHNW sectors.
08:15 – 09:00 Registration, Morrison Room of the Caledonian Club, 9 Halkin Street, London
09:00 Johnnie Walker Room, Opening remarks and presentation of sponsors and speakers, Ian Brodie, Chairman, The Wealth Forums.
09:15 Citizenship by Investment, Recent Changes. Main speaker, Hakan Cortelek of Henley & Partners, followed by a panel discussion and questions. Chair, Richard Moir, CEO of The Wealth Forums
10:30 Coffee break, Morrison Room
11:00 Patrick Jephson, Now what? Fate and Fortune in the Internet Age – Managing profile, preserving privacy and promoting a good name. In a wide-ranging and entertaining discussion, Patrick Jephson draws on twenty-five years’ experience with UHNW clients – from royalty to billionaires – all over the world. Followed by questions and open forum, Chair, Richard Moir.
12:00 Health is Wealth, with Kate Percival of Grace Belgravia. Chair, Martina Brodie
13:00 Buffet Lunch, Morrison Room
14:00 Philanthropy Demystified A panel discussion to be lead by Siri Trang Khalsa with industry experts including Frances Prenn and Paul Arengo-Jones, followed by an open forum
15:00 Holding on to Wealth How to minimise tax through insurance and assurance structures. Main speaker, to be announced.
16:00 Tea and biscuits
16:15 Privacy and Internet Security, with William J Massey and Craig Boddington, top industry experts to be followed by open forum.
17:30 Kate Johnston of CrimeStoppers will talk about crime trends, with real examples relevant to UNHW clients.
18:00 Cocktails, Morrison Room