Spear’s is delighted to announce the 2020 virtual edition of the Spear’s Wealth Insight Forum (#SWIF2020), which is due to take place in September.

We are also pleased to unveil the first of our valued content and commercial partners for the day – whose number once again includes Henley & Partners, BVI Finance and Frank Hirth.

As before the annual Spear’s ‘billion-pound meeting of minds’ will focus on the needs and interests of HNWs, with a line-up of speakers and panels touching on important aspects of the lives of the HNW Spear’s readership – from wealth management, to citizenship and residency, property, tax and trusts, luxury and more.

The day-long programme will include geopolitical insight from Spear’s columnist and international lawyer Robert Amsterdam, a forum – and firm – favourite, who will return to talk coronavirus, Trump, China and more.

Other confirmed highlights include a panel on global citizenship, partnered by Henley & Partners. This will look at the impact that Britain’s departure from the EU is having on the power of the UK passport, as well as the new ‘golden’ visa arrangements elsewhere. What are the other international trends in HNW migration? The offshore landscape will be further explored with BVI Finance, which last year helped us take a look into the minds of the globally wealthy.

The tax landscape will also fall under the spotlight. Tax advisor Frank Hirth is the proud partner of our tax and trusts panel and will take us on a journey into the tax looking at 2020 and beyond.

With talks and panels focused on wealth and wealth management the day will also include insight from green investment pioneer Mark Campanale, the man who founded Carbon Tracker, on the future of the green economy.

As ever the 2020 Spear’s Wealth Insight Forum will seek out answers to the questions that matter for HNWs today, and offer ample opportunities for networking. As more details and partners emerge we’ll bring you further details.

 

89 Speakers
0 Tickets

Sponsors

The London General Practice

The London General Practice is a highly respected and established medical practice founded by Dr Paul Ettlinger and based on Harley Street, London.

The Practice provides a wide range of private healthcare services to UK and international patients and has links to an excellent range of diagnostic and analytical facilities.  In addition to comprehensive primary care services, the Practice offers preventative health screening as a well as a 24/7 Doctor visiting service to homes and 5 star hotels.

IQ-EQ

IQ-EQ bring together that rare combination of technical expertise and a deep understanding of the needs of our clients. Our know how and know you allows us to provide a comprehensive range of compliance, administration, asset and advisory services to investment funds, global companies, family offices and private clients operating worldwide.

CIP St Lucia

The Saint Lucia Citizenship by Investment Program will celebrate its 5th year in December 2020, which will mark 5 years of sustained but responsible growth.

The Program creates sovereign and societal value by acting as a liquidity attraction platform for reputable global citizens, whilst maintaining the highest level of diplomatic engagement, sovereign & corporate governance.

Investments can be made through the following channels:

1. Government Bond- non-interest bearing sovereign securities;

2. Contribution to the National Economic Fund

3. Investment in approved real estate

4. Investment in an approved enterprise project.

The CIP is committed to the very highest standards of governance across all levels; from the submission of the applications to the multi level due diligence investigation which leads to the final investment decision.

St. Lucia CIP “youth”allows it to have learned lessons from its older peers, optimizing the combination of strict governance with efficient processing time and competitive pricing options to create a unique ROI for both investors and for St. Lucia.

Frank Hirth
Frank Hirth Private Clients is the largest tax practice in the UK to specialise in both US and UK tax. Our offering makes us unique in the industry, and our truly bespoke tax advisory sets us apart from our competitors. The firm was established in 1975 to support US and UK businesses expanding overseas, as well as expatriates and non-residents of both countries, to understand and comply with their dual tax obligations while minimising taxes. We have flourished over the past 40 years, guided by our passion for building lasting relationships with our clients based on trust, understanding and technical excellence. We are currently listed as the 31st largest accountancy firm in the UK with offices in London, New York and Wellington (New Zealand).
BVI Finance
BVI Finance is the ‘voice’ of the British Virgin Islands’ financial services industry; marketing and promoting its products and services, as well as managing its excellent reputation as a premier international business and finance centre.
 BVI Finance was incorporated as a company limited by Guarantee in December 2016 and has operated as a public-private partnership since then. BVI Finance maintains a strong relationship with key stakeholders including Government and its many partners locally and internationally, media outlets and investors in emerging and traditional markets.
Henley & Partners
Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. The firm’s highly qualified professionals work together as one team in over 30 offices worldwide. The firm also runs a leading government advisory practice that has raised more than USD 8 billion in foreign direct investment. Trusted by governments, the firm has been involved in strategic consulting and in the design, set-up, and operation of the world’s most successful residence and citizenship programs.

Speakers

Ceris Gardner

Partner, Maurice Turnor Gardner LLP

Dr. Christian Kaelin

Chairman, Henley & Partners

Greg Boyd

Partner, Harneys

Iain Younger

Director, Frank Hirth

James Quarmby

Partner, Stephenson Harwood LLP

Jeffrey Kirk

Office Managing Partner, Appleby British Virgin Islands

Nestor Alfred

CEO, St. Lucia Citizenship-by-Investment Unit

Phanos Theophanous

Managing Director & Co-Head Strategic Clients & Family Offices, Global Growth Markets, Private Banking, Barclays

Robert Amsterdam

Partner, Amsterdam & Partners LLP

Sally Sfeir-Tait

CEO, RegulAItion & Honorary Research Professor – UCL, Financial Computing and Analytics

Simon Gray

Head of Business Development and Marketing, BVI Finance Limited

2020 Programme

Photos From 2019 Wealth Insight Forum

89 Speakers
0 Tickets