Barron’s Advisor is once again partnering with the Chartered Institute for Securities & Investment (CISI) to bring top ranked wealth management professionals from around the world for a unique invitation-only event in London on 16 October 2019. Please join us to hear the most experienced professionals sharing how they are delivering deeper value for their clients, driving momentum in their business, and taking a look at trends affecting wealth management worldwide.

Space is limited and will be allocated on a first come first served basis. 

REGISTER

​DOWNLOAD PDF

---

12:00 pm – 1:00 pm

Registration and Lunch

---

1:00 pm – 2:00 pm

Strategic Vision: Insights from Top U.S. and Australia Advisers
Patti Brennan, Key Financial, Inc.
Scott Carmichael, Escala Partners
Moderator: Sterling Shea, Global Head, Wealth & Asset Management, Barron's Group

---

2:00 pm – 2:50 pm

Macro Risks and Opportunities in Today's Market
Martyn Hole, Equity Investment Director, Capital Group
Karen Ward, Chief Market Strategist EMEA, J.P. Morgan Asset Management
​Moderator: Beverly Goodman, Editorial Director, Investing & Asset Management, Barron’s

---

2:50 pm – 3:10 pm

Refreshment Break

---

3:10 pm – 4:00 pm

Critical Themes to Consider for the UK Advisor of the Future 
Carolyn Gowen, Bloomsbury Wealth
David Hearne, Satis Wealth Management
Moderator: Helen Anderson, Head of Marketing and Communications, Chartered Institute for Securities & Investment

---

4:00 pm – 4:30 pm

Time Mastery for Leaders
Carmel Moore​, Director, One Moment Company

---

4:30 pm – 6:00 pm

Cocktail Reception

---

Established in 1931 and headquartered in Los Angeles, California, Capital Group is a privately owned company and a top 10 global asset manager with more than US$1.9 trillion in assets under management, more than 60 million shareholder accounts and 170,000 distributors and 29 offices around the world. As one of the largest long-term active managers in the world, its clients include large asset managers and corporations, sovereign wealth funds, other funds, high-net-worth individuals, and private individuals. Capital employs more than 7,200 staff around the world, including more than 400 investment professionals: 105 portfolio managers; 209 analysts; 12 economists and macroeconomic professionals; 69 traders. Data as at 31 March 2019.

---

At J.P. Morgan Asset Management, collaborating with our clients in an effort to build stronger portfolios drives everything we do. For over 150 years we have been helping to solve the needs of institutions, intermediaries, and individuals. We have expertise across every key asset class and investment market so we can offer the widest range of investment solutions. Whatever your investment objective, our focus is to help you achieve it.

Space is limited. Register today.

Registration is being managed by our partner for the event—CISI. If you are already a member with CISI, please register using the member registration button below. All other registration inquiries can go through the "general invite request" button.

CISI MEMBER REGISTRATION

General invite REQUEST