Discover the program

Thursday, November 12

09:30 AM - 10:10 AM   

Registration

Registration

10:15 AM - 10:30 AM   

Keynote: The changing HNW journey: Technology, risk and the new private client

Session

Matthew Perkin

10:30 AM - 11:15 AM   

A Market in Motion: What Does Specialist HNW Look Like Today?

Session

Kate Wallace Zoe Watkins Liz Allen Matthew Hartigan Joyce Booth Matthew Ashton

11:15 AM - 11:30 AM   

Networking Break

Networking

11:30 AM - 12:15 PM   

When Wealth Becomes a Target: Rethinking HNW Risk

Session

Jon Bethell Arthur Vickers Steve Smith Ollie Easthope Rachel Doerr Andrew Cheney

12:15 PM - 01:00 PM   

Lunch

Break

01:00 PM - 01:40 PM   

1A: From digital insight to better HNW advice

Roundtable

Matthew Perkin Jason Brown

01:00 PM - 01:40 PM   

2A: When the home changes: the broker’s role in a major renovation

Roundtable

Barry Taylor

01:00 PM - 01:40 PM   

3A: TBC

Roundtable

01:45 PM - 02:25 PM   

1B: From digital insight to better HNW advice

Roundtable

Matthew Perkin Jason Brown

01:45 PM - 02:25 PM   

2B: When the home changes: the broker’s role in a major renovation

Roundtable

Barry Taylor

01:45 PM - 02:25 PM   

3B: TBC

Roundtable

02:30 PM - 03:10 PM   

1C: From digital insight to better HNW advice

Roundtable

Matthew Perkin Jason Brown

02:30 PM - 03:10 PM   

2C: When the home changes: the broker’s role in a major renovation

Roundtable

Barry Taylor

02:30 PM - 03:10 PM   

3C: TBC

Roundtable

03:15 PM - 04:15 PM   

Closing Notes & end of Forum

Other