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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Black Swans turn Grey: How Finance Structures Can Help Businesses Triumph During Troubled Times

Date: Tuesday 31st October • 2017
Time: 8:15 am – 11:30 am
Venue: TBC - London, London City Point 1, Ropemaker St, London EC2Y 9HT

Professional and private client investors face a bewildering array of structures in which to hold assets and they vary in terms of flexibility, tax efficiency and ease of access. In uncertain times such as these, jurisdictions are understandably keen to promote structures that are fit for purpose for a range of investors and which are […]

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Wealth Management Structures – PTC’s & SPV’s, Strategies for Risk Management

Date: Wednesday 8th November • 2017
Time: 9:00 am – 12:00 pm
Venue: Taj Dubai, Burj Khalifa Street, Business Bay, Dubai, United Arab Emirates

Assessing the true prospects, practicalities and risks when setting up onshore and offshore Private Trust Structures and Special Purpose Vehicles for protecting and preserving family wealth. How they can be built into wider investment portfolio and leveraged to meet company / client objectives. Specifically looking at; Evolving political tax and legal landscape impacting GCC families and […]

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Efficiencies, Innovation and Regulation: Getting the Balance Right, Whatever Your Business Model

Date: Thursday 23rd November • 2017
Time: 8:00 am – 11:00 am
Venue: Equinox, Swissôtel The Stamford, 2 Stamford Rd, Singapore 178882

Singapore is a highly-competitive and rapidly-evolving market, with regulatory changes and new entrants making the imperative “to do more with less” increasingly urgent. Systems upgrades are a top priority for most firms. Yet with a third finding over half their technology budget is eaten up by compliance, maximising the impact from investments is vital. WealthBriefing research […]

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Past Breakfast Briefings