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We are delighted to announce that Barron’s Adviser, supported by the Chartered Institute for Securities & Investment, CISI, will bring its Wealth Management Ranking to the UK later this year. The ranking will be conducted with the highest possible levels of journalistic process and integrity, consistent with the editorial history of Dow Jones and The Times, where the results will be published.
Our intent is to shine a positive spotlight on some of the very best practitioners within the UK market and to provide investors with a sense of the level of quality advice that is available. As a means of introducing the Top Wealth Manager ranking, Barron’s Adviser is hosting a unique event for the top tier of UK wealth managers in October. This is a terrific opportunity for you to hear from the top ranked wealth managers from the US and beyond. |
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12:00 pm – 1:00 pm
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R E G I S T R A T I O N A N D L U N C H
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1:00 pm – 2:00 pm
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Strategic Vision: Insights from Top US Advisers
Two top ranked United States advisers will share insights on how they are evolving and adapting their approaches to create better client outcomes and sustained growth in their business. Conversation topics will include how to strategize your business plan, team structure, client service, and investments in an unpredictable market. Deborah Montaperto, Morgan Stanley Private Wealth Management Spuds Powell, Kayne Anderson Rudnick Moderator: Sterling Shea, Global Head of Dow Jones Wealth & Asset Management |
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2:10 pm – 2:40 pm
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Empirically Analysing Your Practice—The Barron's Methodology
Pursuant to Barron’s Advisor embarking on a project to rank the top wealth managers in the UK market—which will publish as a special report in The Times of London in 2019—Matt will explain our approach and philosophy for empirically analysing adviser’s businesses to create our rankings. He will share his process of examining assets, revenue, and quality of practice metrics to ascertain the long-term success and scale of a given advisery business. Matt Barthel, Executive Editor, Dow Jones Wealth & Asset Management |
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2:40 pm – 3:10 pm
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Networking Break
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3:10pm – 4:00 pm
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Globilisation—Where Are We Now?
Globalisation is entering a new chapter. Changing patterns of global trade, innovation and digital disruption are opening up new opportunities for global investors. Are investors ready for this new era of globalisation? How can they capture big trends and future proof their portfolios? Martyn Hole, Equity Investment Director, Capital Group |
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4:10 pm – 5:00 pm
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Trends in the US Wealth Management Marketplace
Sterling examines the critical trends influencing the development of the wealth management industry. The presentation will focus on the adjustments and strategic shifts successful US advisers are making in order to bolster momentum and deliver better and more viable outcomes. Sterling Shea, Global Head, Dow Jones Wealth & Asset Management |
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5:00 pm – 6:00 pm
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Cocktails and an opportunity to meet members of Barron's management and network with top tier wealth managers in the UK.
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Attendees can apply for 3 CE hours toward CIMA®/CIMC®/CPWA® designations. See registration desk for details.
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Founded in the US in 1931, Capital Group is one of the world’s largest independent investment managers, with more than $1.5 trillion* of assets under management. Throughout our history, of more than 80 years, our aim has always been to deliver superior, consistent results for long-term investors. We build our investment strategies
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with durability in mind, backed by our experience in varying market conditions. To this end, we believe that our strategies are well suited to deal with today’s challenges of looking for sources of income in a lower-yielding environment and accessing growth with a less volatile profile of returns.
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