Spear’s is delighted to announce the date and location of the 2020 Spear’s Wealth Insight Forum (#SWIF2020), which is due to take place on 23 June at The Waldorf Hotel in central London.

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, Frank Hirth and Butterfield Mortgages.

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.

Once again we’ll turn our attention to the London and UK property markets, with a panel of the best and brightest experts in association with Butterfield Mortgages. Is 2020 the year that the capital’s property market bounces back?

This year we will also be focusing on the power of private education, in association with the prestigious Institut auf dem Rosenberg in Switzerland.

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.

83 Speakers
0 Tickets

Sponsors

Institut auf dem Rosenberg

Institut auf dem Rosenberg, the artisan of education, is a private, international boarding school located in St. Gallen, Switzerland pioneering a ‘Talent & Enrichment Programme’ to give students an insight into the rapidly evolving and digital 21st Century work place, so that they learn skills beyond the classroom to prepare them for the outside world.

For over 130 years and over four generations of the Gademann family, this boutique artisanal establishment has offered an unmatched learning environment promoting individuality and fostering natural curiosity, whilst enabling excellent academic achievements. With a unique holistic, creative and entrepreneurial approach to education, Institut auf dem Rosenberg is among the best international boarding schools worldwide and offers over 40 courses outside of the core academic curriculum.

Also unique to Rosenberg is the Individual Development Plan – IDP® Department, which ensures that pupils of all ages receive personal guidance to carefully plan and support their individual development by identifying and nurturing their talents.

The school caters for 6 – 19-year olds and offers a truly international, multilingual environment, where 230 pupils of 47 nationalities communicate in several languages. The staff to student ratio is 3:1 with an average class size of eight students to ensure everyone receives individual attention and enables the delivery of excellent academic results.

 

Butterfield
Butterfield Mortgages Limited is a prime property mortgage provider, uniquely placed in the market to service the needs of local and international HNW/UHNW clients. We deliver bespoke mortgages for clients looking to purchase residential property in prime London and the South of England.
Our highly experienced relationship managers have extensive knowledge of complex financial profiles and specialise in working exclusively with HNW/UHNW clients and their brokers to deliver mortgage solutions, tailored to suit each individual’s need
Unlike many of our competitors, we are a standalone provider with no requirement for assets under management or ancillary business, keeping our focus solely on mortgages.
We also benefit from being part of the Butterfield Group–a 160 year old full-service bank and wealth manager headquartered in Bermuda and listed on the New York Stock Exchange. The Group provides services to clients in Bermuda, the Cayman Islands, Guernsey and Jersey where it has principal banking operations. Specialised financial services are offered in the Bahamas, Switzerland, Singapore and the UK.
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.

2019 Programme

Photos From 2019 Wealth Insight Forum

83 Speakers
0 Tickets

Event venue

The Waldorf Astoria, London

    Event Information:

    Jiggs Patel, Group Sales Director Spear's
    UK – Russia - Asia
    +44 (0)203 0962289
    jiggs.patel@spearswms.com