Private Client Exchange UK Agenda
Explore a meticulously curated agenda at the Private Client Exchange UK 2024, designed to tackle the most critical issues in the private client sector. Over two days, immerse yourself in intimate discussions led by world-renowned advisers, engage in thought-provoking debates, and take advantage of ample networking opportunities. Our agenda is crafted to deliver valuable insights and foster meaningful connections to heighten your practice and enhance your professional network. Don’t miss these exclusive sessions that will shape the future of private wealth management.
Thursday, November 28, 2024 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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12:00 PM - 1:30 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:30 PM - 1:40 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:40 PM - 2:40 PM | In October we will see the new Labour budget in the UK, and in November the United States will have a new president. Those are only two of the many enormous changes occurring this year, but what does it mean for taxation of the wealthy? In this session we will examine how different jurisdictions are handling societal and political pressure and how they are (or why they are not) enacting change. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:40 PM - 3:40 PM | Mandy Saligari is a therapist, author, and co-founder of Charter Harley Street, the first outpatient clinic solely specialising in private addiction treatment. Mandy is a regular contributor to press and television. Her book Proactive Parenting, released in 2019 by Orion Spring, was a number one bestseller in its field. She has filmed a number of TV series for Channel 5; In Therapy, Celebrities in Therapy, Violent Child, Desperate Parents and Addicted to Food: Breaking the Cycle alongside regular appearances on This Morning, Jeremy Vine, LBC. Mandy is passionate about dispelling the myths surrounding addiction and mental health and is a compelling public speaker. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:40 PM - 4:10 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:10 PM - 5:10 PM | This session will examine how we can bring claims against PTCs (Private Trust Companies) which are having a surge in popularity. We will examine unfair prejudice, and alternative remedies. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:10 PM - 7:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:00 PM - 8:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:00 PM - 10:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Friday, November 29, 2024 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:50 AM - 10:00 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:00 AM - 11:00 AM | This session will touch on talent management, ensuring representation, how we make money, what the culture of a firm means, differences between international and domestic firms, big firms vs. boutique firms. How do we view our businesses, and do we view them as businesses at all?
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11:00 AM - 12:00 PM | In this session we will look at Cliveden's history, how it was financed, and the subsequent morality of holding on to artefacts from other countries. This will be our jumping off point to examine recent AML changes in the art world which makes moving art and repatriation more complicated. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:00 PM - 1:30 PM |
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