Breakfast Briefings

Upcoming Breakfast Briefings

Peace of mind for equity investors: How can investors find solid returns when stock markets are vulnerable to directionless volatility?

Date: Tuesday 3rd October • 2017
Time: 7:40 am – 10:30 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

After more than nine years of rising equities since 2008 it is easy to understand why wealth managers are becoming anxious about how to protect client assets if stock markets become choppy. Where’s the equivalent of an investment umbrella if the rain falls? One approach may be to focus on generating income from stocks in […]

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The attack on privacy and controlling information for UHNW families investing and holding wealth

Date: Thursday 19th October • 2017
Time: 7:40 am – 10:30 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

How to get the balance right between protecting financial privacy and ensuring illicit money isn’t able to hide from legitimate law enforcement remains one of the thorniest topics for wealth managers and policymakers. This briefing draws together experts from a number of fields to explore the latest developments in areas such as disclosure and reporting on beneficial ownership; […]

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Past Breakfast Briefings