WM C&A 2023 - Harding Loevner

By the end of the three keynote sessions and workshops over a day and a half, you should: • • •

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Citywire Wealth Manager Conference & Awards 2023

We look forward to celebrating the wealth management industry once again, bringing together the best and the brightest from across the UK and Channel Islands. We will also hear from carefully selected keynote speakers to address some of the most pressing issues, in what are challenging economic and societal conditions. Opening the event will be the Rt Hon Baroness Morgan of Cotes, Nicky Morgan. Morgan served as Secretary of State for Digital, Sports, Media and Culture until 2020, a role in which she oversaw the regulation of social media platforms, and the rollout of faster broadband and 5G across the United Kingdom. Previously she had served as a senior cabinet minister under David Cameron, where she was responsible for education, women and equalities. After lunch we will hear from Colin MacLachlan, star of Channel Four's captivating reality TV drama SAS: Who Dares Wins and Channel 5’s Secrets of the SAS. An operator with over 25 years of security and risk-related experience, MacLachlan has had both an exciting and varied career. He will speak on a wide variety of topics including resilience, teamwork, leadership, risk, motivation, conflict resolution, change management, negotiation and performance. Friday morning will get underway with paralympian Martine Wright MBE. Wright lost both legs in the 7/7 London bombings, and now has 40 caps for Great Britain in sitting volleyball. She was honoured with the BBC Helen Rollason Award at the Sports Personality of the Year awards in 2012. Her remarkable story is one of suffering and recovery, determination and self-belief. As ever, there will be an opportunity to engage with influential fund managers, providing insight into their strategies for navigating the present, and identifying opportunities as we consider what comes next. There is much to consider, from the geopolitical shockwaves emanating from the conflict in Ukraine, to the political turmoil and cost-of-living crisis closer to home.

Engage with market-leading investment strategies to discuss how they’re navigating the current investment landscape. Gain insights into a broad range of skills which are critical in a professional context, including conflict resolution and resilience Explore the changing landscape in media and politics, and its influence on our economic environment.

learning objectives

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CONFERENCE AWARDS

2 - 3 March, Park Plaza Westminster

Head of UK Audience Development

Ian Horne

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Head of Audience Development, UK

Katie Gilfillan

As with all our residential retreats, there is no charge for attending (which is strictly by invitation only) and you will earn up to 8 hours of structured CPD.

This year’s Conference will also see us present the Citywire Adviser Choice Awards during our black tie gala dinner. These awards recognise the most trusted discretionary fund managers across the country, as voted for by advisers. Alongside our regional winners, wealth managers will also be recognised across several other categories, from best reporting to best value for money. We anticipate another lively and meaningful Wealth Manager Conference and Awards, and look forward to bringing the wealth management community together once again. There is plenty to discuss! With best wishes,

Engage with market-leading investment strategies to discuss how they’re navigating the current investment landscape. Gain insights into interpersonal skills which are critical in a professional context. Explore the changing landscape in media and politics, and its influence on our economic environment.

Audience Development Manager

Ross Miller

Over the course of the event, you will:

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Martine Wright

Colin MacLachlan

Nicky Morgan

Colin McCachlan

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Methodology

The WM Adviser Choice Awards aim to highlight DFMs that have provided good client experience and value for money.

&

CONFERENCE AWARDS

2 - 3 March, Park Plaza Westminster

Head of UK Audience Development

Ian Horne

click!

Engage with market-leading investment strategies to discuss how they’re navigating the current investment landscape. Gain insights into interpersonal skills which are critical in a professional context. Explore the changing landscape in media and politics, and its influence on our economic environment.

Over the course of the event, you will:

· Value for Money · Satisfaction with Investment Outcome · Quality of Reporting · Crisis Communication · Usefulness of Digital Interface · Availability of Sustainable Investment Strategies · London · SW & Wales · SE & East · Midlands · North · Scotland & NI

Categories

The entry process

· An individual cannot score a DFM they are affiliated with · Individuals have the choice to nominate up to 5 DFMs that they work with and score them against a range of factors (1 = very poor and 5 = excellent)

· Once data is collected, clean for any disqualifications. · Send to data team who uploads and crunch into the system. · Firms need a min. of 10 responses to be eligible for an individual factor and min. of 5 respondents for a firm to be eligible in a region. · In instances where a smaller group that is part of a wider group does not meet the inclusion threshold, their votes will count for the wider group. If the smaller group has enough votes to meet the threshold, then they are judged independently.

The judging process

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Citywire Wealth ManagerConference & Awards 2-3 March 2023Park Plaza Westminster Bridge, London

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Join us at

Citywire Wealth ManagerConference & Awards 2-3 March 2023Park Plaza Westminster Bridge, London

Have a question? We're happy to help.

I n s t a g r a mT w i t t e rA b o u t u s#citywire

Contact us