Spear’s will be doing what it does best — helping wealth managers, lawyers and other private client professionals to understand the world of their high-net-worth clients — with the Spear’s Wealth Insight Forum. Because of the success of previous Wealth Insight Forums, we will be holding two this year: mid-May and mid-November.
Despite the already massive changes of the 21st century — from the rise of a new class of the super-rich to the destruction of established investment practices — many wealth managers are stuck with an old paradigm. Spear’s is perfectly placed to explain the new HNW mindset and lifestyle with characteristic insight, analysis and wit.

Photos From Spear’s Wealth Insight Forum, October 2015

Spear's Wealth Insight Forum, October 2015

Panels for 7 October 2015
8.30am : Breakfast
9.30am : On Track or Off the Rails? How to make sure the next generation isn’t heading for a crash.

Sponsored by

Kaiser Partner

Charlotte Harris, Kingsley Napley
Sandy Loder, AH Loder Advisers
Dr Elmar Wiederin, Kaiser Partner

10.15am : Flight of the Non-Doms: Now George Osborne has turned non-doms into undesirables, where can they go?
Sponsored by


Hakan Cortelek, Henley & Partners
Mark Lindley, Boodle Hatfield
Dr Annalise Micallef, governor, FinanceMalta


11.00am : Coffee

11.30am Magic Numbers: What – and, more importantly, who – do you need to know after you’ve cashed out?
Sponsored by



Fiona Halton, Philanthropy in Action
Greg Harris, Maitland
Anthony Markham, Maitland
David Prince, Schillings

12.15pm : Best of British: An interview with Kate Shand

Josh Spero will be interviewing Kate Shand, one of Britain’s rising stars of enterprise, having founded tutoring and schools consultancy Enjoy Education in 2006 and accompanied David Cameron on his trade trip to China. Garlanded with awards, Kate is perfectly placed to talk about being an entrepreneur today, why Britain’s education sector is one of its best exports and how your child can stand the best chance of getting into top schools and universities.

12.35pm : Figure It Out: Why your wealth manager’s performance numbers aren’t always what they seem.
Sponsored by

Asset Risk Consultants

Sophie Dwortezsky, Withers
Graham Harrison, ARC
Cath Tillotson, Scorpio Partnership