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.


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.

JP Dallmann
Board Member, Fast Forward 2030

JP Dallmann is passionate about leadership with purpose and impact. He believes that impact investing and the performance of companies, their leaders and people play a key role in helping solve some of the world’s biggest challenges. Dallmann is an investor and co-founder of Realchangers, where they are redefining the future of work with a platform matching mission-driven talent to impact-driven companies to enable them to deliver on their visions more effectively. In 2017, he launched Impact Founders, a community of entrepreneurs using profit for purpose and tech as a force for good. The organisation has now joined forces with Fast Forward 2030, where Dallmann has become a board member. He draws on his experience in Investment Banking and entrepreneurship to develop and share global best practices. Dallmann does this as an author, speaker, lecturer and through the companies and organisations he runs, advises, consults and supports. Most recently, he launched the podcast “Impact Leaders” with the goal of raising further awareness about impact investing and sharing the stories, messages and advice of those leading the way.

Vaughan Lindsay
Chair of the Fund Management Investment Advisory Committee, The Big Issue Invest

Vaughan Lindsay is the chair of the Fund Management Investment Advisory Committee from The Big Isue Invest. Prior to joining Big Issue Invest, Lindsay was the executive director of Leapfrog, an international development fund manager specialising in access to financial services in the developing world. He is familiar with the UK social enterprise space serving ten years as CEO of the Dartington Hall Trust, a pioneering charity based on a 1,200 acre estate in the heart of rural Devon, and as a former trustee of the School for Social Entrepreneurs. Previously, he was covering consumer goods and retail across multiple markets at McKinsey & Co. Lindsay has a wealth of experience working across various emerging markets, and brings with him valuable social investment insight and experience.

Mr. Urs Bolt
Founder, bolt.now

Urs Bolt hast over 30 years experience in the financial services industry, mainly in wealth management, investment banking and banking technology business. Urs Bolt's core expertise is to develop and roll out new digital business platforms. Successful projects include a B2B social business platform for financial intermediaries, establishing prime services for ultra-wealthy clients, and post-trade services for FX and OTC products.Urs Bolt's current focus is to help FinTech &RegTech companies and financial service providers to review/refocus business strategies, develop products and markets, execute sales, scout for FinTech solutions, build business partnerships, and manage projects.Constantly ranked as top FinTech influencer in Switzerland and globally in RegTech.Urs is a speaker, panelist, moderator, interviewee, microblogger and author.

Ms. April J. Rudin
Founder and President, The Rudin Group

April Rudin is an acclaimed financial services and wealth management marketing strategist. A digital and traditional media expert, April is distinguished by her ability to forecast, analyze and illuminate critical trends in the industry and create campaigns for enhancing brand and professional visibility for people. The Rudin Group, founded in 2008, designs bespoke marketing campaigns for some of world’s most important wealth management/family office firms. Firm’s strengths include: digital strategy, high net worth and multi-generational marketing.April is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. She is recognized by IBM as an “Influencer” in both wealth management and fintech.

Mark Walker
Head of International Relations, The Fintech Power 50

Mark Walker is a former senior adviser at UK trade & investment, where he used his time to build contacts in technology, IoT and Smartcities sectors, as well as the investment and accelerator environment. Managing a team of seven, his role facilitated a good understanding of the London technology environment. Walker continued his passion for supporting start-up and scale up organisations by joining London & Partners as the tech & urban specialist on the Mayor’s international business programme Helping London companies internationalise. Most recently he has started several new projects; the first Element’s is looking to bring technology, liquidity and transparency to the climate change investment sector. The second is an annual guide and accelerator programme to showcase the most influential, innovative companies, and visionary personalities shaping the Fintech industry.


Registration and networking
Welcome and briefing
ShareAction- Movement for responsible investment
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
The Big Issue Invest – Empowering sustainable business solutions to deliver real social change
Discover innovations in genetic data with GlaxoSmithKline, British drugmaker and a leading pharmaceutical company
Networking lunch
Visit to Oxford –Home to one of the leading universities in the world
Let’s talk evidence-based and impact investing – In conversation with Yariv Haim, Founder and CEO at Sparrows Capital
Dinner at The Plough at Cadsden, where former PM David Cameron shared a pint with China’s leader Xi Jinping
Element Exchange– Connecting finance with climate change by blockchain investments
Coffee Break with light refreshments
Ideas surrounding the future of art investing – The Fine Art Group
Exo Investing – Wealthtech start-up backed by Rothschild
Closing Summary
Afternoon tea at The Courthouse Hotel
End of tour
Registration and networking
Welcome & opening remarks
Networking break
The rise of women and millennials as leaders and investors
Investing in causes we care about
Global outlook on philanthropy – Regional perspectives on how high net-worth individuals give back to society
Technology for good – Achieving sustainability goals through innovation
Tea break
Workshop – Building an impact investing portfolio
Closing keynote
Close of conference


Full Rate


  • 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)

Register for the Future Wealth UK Study Tour 2018 now >