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Jersey | 04. 12. 2018

3rd Annual Investment & Private Wealth Management Conference

The definitive Investment and Private Wealth Management event of the year

The Investment & Private Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
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Overview

The Investment & Private Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Designed in collaboration with industry and experts from the CI, UK and Europe, this event is essential for those wanting to keep up to date with key developments in investment and wealth management.

Speakers will present for around 20 minutes, after which there will be an interview with the conference chairman who will also encourage questions from the audience. This conference will also feature panel discussions with a selection of speakers.

Pricing & discounts

Price: £395

We offer the following discounts for this event:

  • 20% for CISI members
  • 10% for JADO, JBA, IoD and STEP members
2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
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Event Speakers

Ed Smith 400 X 400

Edward Smith

Head of Asset Allocation Research at Rathbones

Edward supports Rathbones’ investment process with proprietary macro-based, multi-asset research and is a member of the strategic asset allocation committee.

Starting his career at BlackRock, working with liability-driven investment solutions for institutions, Edward joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was the Global Strategist and Co-Lead Manager of their Risk Enhanced Multi-Asset Portfolio service.

He is a CFA charterholder and a member of the Continuing Education committee for CFA UK, helping to set the educational agenda for the investment analyst profession and ensuring it keeps abreast of the very latest ideas. Edward has completed a course in Quantitative Economic Methods at Birkbeck, University of London, and received an MA from the University of Oxford. He is a member of the Society of Business Economists.

Edward is a published expert on risk management for multi-asset portfolios, recently appearing in Quantitative Approaches to High Net Worth Investment, edited by Andrew Rudd and Professor Stephen Satchell.

Chris Usher 400 X 400

Chris Usher (Chairman)

Chief Executive Officer of JIBS Events

Chris has over 20 years’ experience in international financial services, working both in the UK and offshore, for major financial institutions such as Barclays Wealth and Santander.

Formerly an International Investment Manager he advised both individuals and corporate entities on complex investment scenarios. He now specialises in delivering training in investment management, taxation and regulatory matters in international finance centres around the world.

Chris is a specialist chairman of a number of high-profile events, including conferences such as the Annual Compliance & Economic Crime Symposium and the International Taxation Conference. As an expert in the financial crime risks posed to international offshore financial centres, Chris was invited to speak at the Association of Certified Anti-Money Laundering Specialists (ACAMS) conference on the topic of ‘Understanding the Criminal Vulnerabilities of Offshore Products and Services’.

400 X 400 Male Silhouette

Nick Bartlett

Director of Education at CFA Society of the UK

Nick heads the development, delivery and awarding of qualifications and continuing professional development at CFA UK. He manages CFA UK’s response to regulatory change, leads CFA UK engagement with the FCA on appropriate qualifications/CPD, and oversees outreach engagement with firms and universities. During 2018 he is leading the development of a career competency framework defining the skills and knowledge needed to be successful in the profession. He has previously worked at Schroders, Aviva Investors and BPP. He is a CFA Charterholder and has an MSc in Psychology of Education.

2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com

The Royal Yacht

Weighbridge, St Helier JE2 3NF

2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com

If you require accommodation to attend this event, you will be entitled to the below preferential delegate rates:

  • Silver double room – £112.00
  • Gold double / twin room – £155.00
  • Gold deluxe double room – £169.00
  • Platinum double room – £193.00

Please contact the hotel reservations team direct at reception@theroyalyacht.com to obtain these discounted prices.

The Royal Yacht Jersey