Private Investor Middle East

Inaugural international conference

4 - 5 September 2017

The Montcalm London Marble Arch

Key speakers in 2017

Romanna Bint-Abubaker, Founder and Chief Executive Officer, Haute Elan
Romanna Bint-Abubaker

Founder and Chief Executive Officer

Haute Elan

Mohammad Al Duaij, CEO, Alea Global Group (Single Family Office, Kuwait)
Mohammad Al Duaij

CEO

Alea Global Group (Single Family Office, Kuwait)

Jeffrey Sacks, Capital Markets Strategist - Europe, Middle East and Africa, Citi Private Bank
Jeffrey Sacks

Capital Markets Strategist - Europe, Middle East and Africa

Citi Private Bank

Mohammed Helal, Director – Group Investment Head, Al Othaim Holding Company (Saudi Arabia)
Mohammed Helal

Director – Group Investment Head

Al Othaim Holding Company (Saudi Arabia)

Michael Addison, Executive Director, UHNW / GFO Wealth Planning , UBS, Switzerland
Michael Addison

Executive Director, UHNW / GFO Wealth Planning

UBS, Switzerland

Chris Payne, Managing Director, UK, GWM Investment Management (Guardian Wealth Management Group)
Chris Payne

Managing Director, UK

GWM Investment Management (Guardian Wealth Management Group)

Jan van Bueren, Co-Founder & Managing Director, FOSS Family Office Services Switzerland (Part of UBP, SA), Zurich
Jan van Bueren

Co-Founder & Managing Director

FOSS Family Office Services Switzerland (Part of UBP, SA), Zurich

Lesley Hodgson, Regional Head, Global Family & Private Investment Offices, EMEA, Northern Trust
Lesley Hodgson

Regional Head, Global Family & Private Investment Offices, EMEA

Northern Trust

Paul Stibbard, Executive Vice Chairman, Rothschild Trust
Paul Stibbard

Executive Vice Chairman

Rothschild Trust

Sheikh Bilal Khan, Founding Partner & Co-Chairman, Dome Advisory
Sheikh Bilal Khan

Founding Partner & Co-Chairman

Dome Advisory

Philip Munro, Partner, Wealth Planning & Tax, Withers
Philip Munro

Partner, Wealth Planning & Tax

Withers

Ian Barnard, Founding Partner, Capital Generation Partners
Ian Barnard

Founding Partner

Capital Generation Partners

Liam Bailey, Global Head of Research, Knight Frank
Liam Bailey

Global Head of Research

Knight Frank

Matthew Norman, Chief Investment Officer, Kenjiro Private Office
Matthew Norman

Chief Investment Officer

Kenjiro Private Office

Mark Estcourt, Founder & CEO, Cavendish Family Office
Mark Estcourt

Founder & CEO

Cavendish Family Office

Nainish Bapna, Chief Investment Officer, Single Family Office
Nainish Bapna

Chief Investment Officer

Single Family Office

Charles Gothard, Partner, Macfarlanes
Charles Gothard

Partner

Macfarlanes

Jeremy Franks, CEO Private Clients , Knox Family Office
Jeremy Franks

CEO Private Clients

Knox Family Office

Jean-Philippe Chetcuti, Managing Partner, Chetcuti Cauchi Advocates Legal | Tax | Corporate
Jean-Philippe Chetcuti

Managing Partner

Chetcuti Cauchi Advocates Legal | Tax | Corporate

Qunmber Ehsan, Founder & Legal Counsel, Cavendish Family Office
Qunmber Ehsan

Founder & Legal Counsel

Cavendish Family Office

Tom Hall, Head of Philanthropy Services UK, UBS (UK)
Tom Hall

Head of Philanthropy Services UK

UBS (UK)

Rachel Harrington, Director, Wealth & Investment Management, Coutts Institute
Rachel Harrington

Director, Wealth & Investment Management

Coutts Institute

Stella Kammitsi, Partner, Chryssafinis & Polyvious, Nicosia, Cyprus
Stella Kammitsi

Partner

Chryssafinis & Polyvious, Nicosia, Cyprus

Jesdev Saggar, Head of UK, Sidra Capital
Jesdev Saggar

Head of UK

Sidra Capital

Muna Wehbe, Chief Executive, Stars Foundation
Muna Wehbe

Chief Executive

Stars Foundation

Highlights at "Private Investor: Middle East" forum 2017

 

Estate planning tips and traps for wealthy people from the Middle East

Charles Gothard who is a partner in the private client practice and co-head of family office group at Macfarlanes will deliver a presentation on the topic “An independent perspective: a London lawyer’s practical estate planning tips and traps for GCC families”. Charles has been working with clients from the Middle East for many years and his work often relates to estate planning, structures, philanthropy and personal affairs for international families, entrepreneurs and family offices.

 

What investment strategies are best in the current political & economic situation?

How is Middle Eastern investors’ approach changing because of political and economic trends in the region and globally? Will the UK and the US remain attractive investment centres for wealthy people from the Middle East? What are the most promising geographical markets for investing? Hear insights from Jeffrey Sacks, Capital Markets Strategies – Europe, Middle East and Africa, Citi Private Bank.

 

Investments in financial & tangible assets

Hear from recognised investment experts about Middle Eastern wealthy individuals’ approach to investments, strategies for structuring acquisition of certain assets, portfolio diversification and protection against inflation, Islamic finance, investments in art, luxury goods, yachts and other tangible assets.

Speakers:

  • Ian Barnard, Founding Partner, Capital Generation Partners
  • Chris Payne, Managing Director, UK, GWM Investment Management (Guardian Wealth Management Group)
  • Michael Strachan, Managing Director, IAM Advisory
  • Sheikh Bilal Khan, Founding Partner & Co-Chairman, Dome Advisory
  • Salma Shaheem, Head of Middle Eastern Markets, The Fine Art Group


Investments in real estate

Wealthy people from Middle East continue investing heavily in real estate. What types of properties are they buying? What is the outlook for the property market in 2017 and 2018? These questions will be discussed by Liam Bailey, Global Head of Research, Knight Frank.

 

Live on-stage interviews with successful Arab entrepreneurs

Romanna Bint-Abubaker, Founder & CEO, Haute Elan, Founder, London Modest Fashion Week, Investment Partner, Qatar Venture Capital will talk about how she created her successful e-commerce business, priorities for the nearest future, difference in business approach in Arab countries and in Europe, challenges for Arab women in business, etc.

 

Master-class on succession planning for Middle Eastern clients

Securing and transferring wealth to the next generation is an area of concern for high net worth individuals from the Middle East. Succession planning strategies help mitigate risks. Representatives of family businesses, private bankers and top lawyers will discuss approach towards transfer of assets in the Middle East and succession strategies for good and bad times.

  • Mohammed Helal, Director – Group Investment Head, Al Othaim Holding Company (Saudi Arabia)
  • Michael Addison, Executive Director, UHNW /GFO Wealth Planning, UBS (Switzerland)
  • Paul Stibbard, Executive Vice Chairman, Rothschild Trust (Switzerland)
  • Philip Munro, Partner, Wealth Planning & Tax, Withers (London)
  • Naomi Rive, Group Director & Head of Family Office, Highvern (Jersey)

 

Family office for a Middle Eastern client

What are the trends in developments of family offices working with wealthy individuals from the Middle East? How Middle Eastern private clients’ approach is changing and how to win their trust? How to set up and structure a family office for an international family from the Middle East? These questions will be discussed by Heads & Chiefs of investment offices from single & multi-family offices from the Middle East, UK & Switzerland.

Speakers:

  • Jan van Bueren, Co-Founder & Managing Director, FOSS Family Office Services Switzerland (Part of UBP, SA), Zurich
  • Jeremy Franks, CEO Private Clients, Knox Family Office
  • Matthew Norman, Chief Investment Officer, Kenjiro Private Office
  • Nainish Bapna, Chief Investment Officer, Single Family Office

 

One-to-one meetings with private bankers & family offices

Don’t miss a chance to attend one-to-one meetings with private bankers and family offices! These prescheduled, private & time effective, 10minute face-to-face meetings will provide a great opportunity to establish new business contacts and talk about potential collaboration!

What do professionals say about Adam Smith Conferences' forums on wealth management?

Amazingly interesting topics watching current issues. Well-presented and insightful.

Marco Zeloni,

Managing Director, Barclays Bank

Hot topics and insider views on different issues being being of interest for most clients and their advisers.

Agne Papirtyte,

 Valartis Bank Liechtenstein AG Europe

A highly professional event, well organised, high calibre of attendees, good variety of talks, excellent venue and entertainment.

Simon Bruce,

 Partner, Farrer & Co LLP

Analytical articles

World Ultra Wealth Report 2017 by Wealth-X

For reading cklick here >>

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