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OUR EVENTS

WMA Annual Summit

Thursday 12th November '15

Date: Thursday, 12th November

Venue: Hilton Tower Bridge Hilton Tower Bridge 5 More London Place, Tooley Street, London SE1 2BY

Agenda: 

09:00 Registration & Networking Breakfast 

09:50 Welcome - Liz Field, Chief Executive, Wealth Management Association (WMA)

09:55 Introduction - Anthony Hilton, Financial Editor and Chief Economic Commentator, the Evening Standard and the Independent

10:00 2015 & Beyond - Andrew Tarver, Founder, BOLDROCKET

10:20 UK Regulatory Developments in a Changing Retail Financial Market Environment - John Griffith-Jones, Chairman, Financial Conduct Authority

10:40 The Changing Face of Europe - Sharon Bowles, Baroness Bowles of Berkhamsted, Non-Executive Director, London Stock Exchange & Former MEP, Interviewed by Anthony Hilton

11:00 The Moral DNA of Wealth Creating Cultures - Professor Roger Steare, Cass Business School and Strategic Advisor to EY

11.25 Networking Break

11.50 On the Frontline: The changing nature of wealth management

Panel Discussion

Nick Hungerford, Co-Founder & Chief Executive, Nutmeg Stephen Ford, Head of Investment Management, Brewin Dolphin Tracey Reddings, Managing Director, J.P. Morgan Private Bank Adam Seale, Chief Executive Officer, Interactive Investor Jonathan Wragg, Chief Executive, Investec Wealth & Investment Moderated by: Anthony Hilton

12:25 The Last 25 Years: Lessons learned

Panel Discussion

Paul Killik, Senior Partner, Killik & Co.

Angela Knight, Senior Independent Director, Brewin Dolphin plc & Tullett Prebon

Dr. Iain Saville D.Phil ((Oxon), CBE

Marcus Stuttard, Head of AIM, London Stock Exchange

12:55 WMA announcement. New development - Liz Field

13:00 Networking Lunch

14:15 Breakout Streams

Stream 1: Macro themes: How to manage equity income & currency hedged investment trends using ETFs

Moderated by Nizam Hamid, Head of Sales, WisdomTree Europe

Stream 2: The Future Obstacles and Environment of Operations and Technology in Financial Services

15:00 Breakout Streams Repeated

15:45 Networking Break

16:10 From Frog to Princess? A new life for the Eurozone periphery - Luca Mezzomo, Head of Macroeconomic & Fixed Income Research, Intesa Sanpaolo

16:35 The Winning Mindset for Business - Jeremy Snape, Former International Cricketer, Founder, Sporting Edge

17:05 Do We Put Britain First? - Jon Moynihan, Board Member, Business for Britain & Former Executive Chairman, PA Consulting Group

17:25 Main Keynote Speaker - Michael Portillo, British journalist, broadcaster & Former Member of Parliament, Deputy Conservative Party leader and Cabinet Minister

17:55 Closing Remarks - Tim Ingram, Chairman, Wealth Management Association

17:45 Networking Drinks Reception

 

RSVP: Please register your interest by emailing [email protected] or click here.

However, please be aware that places are limited and therefore attendance will be confirmed on an individual case basis.

Kind regards,

WisdomTree Europe