Future Wealth Study Tour 2018

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Interact with individuals and institutions that are changing the way wealth is being created and impacting our shared society and take part in site visits in the world’s capital of the super-rich.

Why Should You Attend?

Meet real people who are giving back to society by deploying their wealth into responsible investments

Enlighten yourself on the various innovations happening in the wealth management industry

Take charge of your own decisions in building your portfolio

Network with peers who share the same vision in transforming society

By participating in the tour, participants also get instant VIP access to our inaugural Future Wealth 2018, a high-level gathering of ultra-high-net worth individuals, influential investors, private bankers, asset managers, philanthropists and academic professors from over 50 countries. Delegate seats are limited to 30 participants to guarantee interactive format.

EVENT DETAILS

A fresh new experience of London and the future of wealth!

Around the world opportunities in wealth are being created in different ways, driven by new innovations, and the growth of wealth in different societies can be a force for good. Individuals who have successfully build their businesses or managed inherited assets have an important role in building sustainable societies.

London, the world’s capital of the super-rich and with the highest number of billionaires, also boasts of the highest number of philanthropic activities carried out by the wealthy. From the likes of Roman Abramovich, the Weston family, and Sir Michael Hintze, many of them have invested in good causes that undeniably have a positive impact on the sustainability of society.

Wealth & Society is organizing a 4-day programme in London on 5-8 November 2018, for ultra-high-net-worth individuals who would like to be updated on the latest ideas about innovation in wealth management and responsible investing, as well as meet like-minded peers from all over the world.

Senior and chief executives from financial institutions will also find this programme useful. The tour includes site visits to leading companies in wealth and asset management, boutique family owned banks, successful businesses with unique, cutting-edge business models and promising startups.

  • Individuals who are serious in the deployments of wealth into impact investing
  • Wealthy
  • Private banking & family offices
  • CEOs and Directors of private banks and family offices
Graham Rowan
Chairman, Elite Investor Club

Graham Rowan is a man on a mission. His goal is to help savvy investors and business owners achieve real financial independence by simplifying the process of wealth creation and wealth protection. In recent years his mission has seen him speak at the United Nations in New York, Harvard Business School in Boston and both houses of Parliament in the UK. Graham Rowan chairs the Elite Investor Club, a global network of 1,300 sophisticated and high net worth investors in 10 countries. He searches for extraordinary investments that combine above market returns with strong asset-backed security. Elite Investor Club has been selected to appear in the 2019 Parliamentary Review in recognition of its leadership in the investment field. Graham has published 2 books on investment and has fronted two series on Sky TV, Make Your Money Work and Finding Financial Freedom as well as documentaries on China’s Belt and Road policy.

Ruth Knowles
Senior Director, Investor Relations and Marketing, The Fine Art Group

Ruth Knowles has been director of marketing and investor relations since the Group’s inception, and is also company secretary for parts of The Fine Art Group. She has been with the Group since its inception and has had experience of all areas of the business, with a particular focus on structuring projects and raising capital. She is now responsible for investor relations, marketing and business development. Prior to The Fine Art Group, she worked as senior researcher at Penna, a people management business with track record of working in partnership with the public and private sector, part of the Adecco Group UK and Ireland. Knowles frequently speaks at global conferences, is a regular guest lecturer at the Sotheby’s Institute of Art, and has also appeared on CNBC and the BBC.

Yariv Haim
Founder and CEO, Sparrows Capital

Yariv Haim is founder and CEO of Sparrows Capital. He has worked with the Eliashar family for more than 20 years, and has over ten years of experience in Evidence Based Investing, strategic investments, risk management and asset allocation. He is the key executive and investment manager at Sparrows Capital. Haim is a sought-after lecturer in wealth management and efficient investment strategies, and is a trustee of the Wiener Library in London.

Nikolai Hack
COO, Exo Investing

Prior to joining Exo Investing as one of the founding team, Nikolai Hack spent a number of years as a management and political consultant, gaining extensive experience across European bluechip clients and international organisations. He has spent the majority of his career focusing on operational excellence and process optimisation projects. His consulting roles in business and policy span a variety of sectors including stints in the automobile, consumer goods as well as transportation sector but also within institutions of the European Union and multilateral trade bodies. At Exo, he focuses on the operational aspects of the business which include Customer Support and Excellence, Operations and Integrations, Compliance, Finance and Legal.

Catherine Howarth
CEO, ShareAction

Catherine Howarth has been chief executive of ShareAction since 2008. ShareAction is a civil society organisation working globally to promote the highest standards of responsible investment in the interests of sustainable development and a swift and stable low carbon transition. Catherine is a board member of the Scott Trust, owner of the Guardian Media Group, serving on the Trust’s investment committee. She also serves on HM Treasury’s Asset Management Taskforce. She was a Member Nominated Trustee of The Pensions Trust for five years until Spring 2013. In June 2011, Catherine was named a ‘Rising Star of Corporate Governance’ by Yale University’s Millstein Center. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014.

AGENDA

Registration and networking
Welcome and briefing
Stonehage Fleming – Pioneers of the International Family Office
Luncheon at Eltham Lodge, home to Royal Blackheath golf club, one of the oldest golf clubs in the world.
Spencer House – Family wealth and succession planning
Welcome dinner & cocktails at The Shard
Discover innovations in genetic data with GlaxoSmithKline, British drugmaker and a leading pharmaceutical company
Exo Investing – Wealthtech start-up backed by Rothschild
Networking lunch
Visit to The Philanthropy Workshop in Somerset House
Let’s talk evidence-based and impact investing – In conversation with Yariv Haim, Founder and CEO at Sparrows Capital
Visit to the Royal Opera House and Dinner Programme
ShareAction- Movement for responsible investment
Come and invest in London – Visit to the mayor’s promotional agency, London and Partners
Networking lunch
Visit to the Saatchi Gallery – Ideas surrounding the future of art investing
Afternoon tea at Fortnum & Mason
Registration and networking
Welcome & opening remarks
Networking break
The rise of women as family leaders and investors
Using philanthropic capital for impactful start-ups
Millennials and wealth - Are they whimsical or purposeful?
Luncheon Programmes - “Wealth Technology and Innovation” Showcase and Competition
Workshop – Successful family transitions and succession planning
Workshop – Building your impact investment portfolio
Networking break
Closing keynote
Close of conference
Registration and networking
Welcome & opening remarks
Networking break
Artificial intelligence reshaping the wealth management industry
Life Sciences: Breakthrough technologies and innovations
The Power of the crowd - Sharing wealth in a digital age
Luncheon Programmes - “Wealth Technology and Innovation” Showcase and Competition
Workshop - Crypto-Philanthropy: How Cryptocurrency and Blockchain are Disrupting Giving
Workshop - Overcoming the everyday data clutter and thriving in a fast-changing world
Networking break
Closing keynote
Close of conference
Registration and networking
Welcome & opening remarks
Networking break
Luncheon Programmes - “Wealth Technology and Innovation” Showcase and Competition
Investing in UK - Policies & Opportunities (Closed-door roundtable)
Networking break
Closing keynote
Close of conference

TICKETS

Full Rate

$15,000

  • Includes all site visits, meeting and activities
  • Includes 4-nights accommodation at The Courthouse Hotel, Shoreditch
  • Includes breakfast, lunch and dinners
  • Excludes airfare to and from London
  • Exclude visa fees (letter of participation will be provided)
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Register for the Future Wealth & Society Tour now >