Briefings

Breakfast Briefing: How Investing In The Lloyd’s Insurance Market Adds To The Wealth Management Menu

Thursday - 28th April 2016

Old Library, Lloyd’s of London
Old Library, Lloyd's of London, 1 Lime Street, London EC3M 7HA

About Speakers & Sponsors Register

Overview

One of the oldest financial markets in the developed world, the Lloyd’s of London insurance market is one of the least understood by the wider investor public. Providing the capital to support the business of underwriting insurance risks can, with appropriate guidance and control, add significantly to returns over the medium term. The market has been extensively modernised and recently has enjoyed a strong track record of performance.
WealthBriefing is joining forces with the Association of Lloyd’s Members, an organisation representing private investors in the market, to outline the opportunities and challenges of Lloyd’s, and to explain the relevance of the sector to wealth managers.

Topics to be discussed include:

  • An outline of how the market works and an explanation of the role of private investors, known as “Names”. Who are these people?
  • Breaking down some of the jargon by explaining terms.
  • The state of the Lloyd’s market and the investment returns. How does Lloyd’s compare against private equity or listed securities, for example?
  • Is this more than just a niche market and what sort of private investors should consider Lloyd’s? What part should the market play in a person’s portfolio?
  • What sort of diversification and correlation benefits can Lloyd’s investments offer?
  • Why should a high net worth individual consider becoming a Name?
  • Where in the world are the most significant investments coming from?
  • What sort of investment time horizons apply to being a Lloyd’s name?
  • Tax advantages go with being a Lloyd’s Name – what are they?
  • What sort of minimum investment thresholds apply to the market?

Logistics

Date and Time

Date: Thursday 28th April - 2016
Time: 8:15 am – 11:00 am

Venue

Old Library, Lloyd’s of London

Address: Old Library, Lloyd's of London, 1 Lime Street, London EC3M 7HA

Agenda

08:30 - 09:00  Registration and Breakfast 09:00 – 09:15  ALM Presentation - ‘An Overview of Lloyd’s for the Private Investor’ 09:15 – 09:30  ALM Presentation - ‘Why I am a Member of  Lloyd’s’ 09:30 - 10:30 How Investing In The Lloyd’s Insurance Market Adds To The Wealth Management Menu, Q&A 10:30 - 11:30  Coffee and Networking    

About our Sponsors

Sponsors


Speakers

Chandon Bleackley

Publications Editor and CEO designate

Association of Lloyd’s Members

Tom Bolt

Director, Performance Management

Lloyd’s of London

Alan Lovell

Lloyd’s Council Member 2006 – 2016 and Chairman, Association of Lloyd’s Members, 2012 – date

Association of Lloyd’s Members

Robert Saunders

Chartered Financial Planner

Argentis Financial Management

Bruce Weatherill

Chairman

ClearView Financial Media

Peter Wilson

Executive Director

Coutts


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