A forward-looking discussion on how technology, changing client expectations, and evolving investment products are reshaping advice practices, with guidance on how firms can prepare for what's next. Speakers: Glenn Poynton (Independent Consultant) and Simon Jeffery-Bilich (Count), moderated by Toby Potter (IMAP).
Learn how a leading advice practice built its client base from 300 to 1,000 families. This session offers practical insights into scaling a HNW-focused advice business while maintaining quality service and client relationships. Speakers: Rebecca Jacques (Mercer) and Michael Bova (Family Wealth Advisory), moderated by Emily Barlow (Evidentia Group).
Peter Brannighan and Martin Morris (Centric).
A firsthand look at what it takes to chair a wealthy family's Family Office. This session covers investment oversight alongside the broader governance, succession, and multi-generational challenges unique to Family Office structures.
A firsthand look at what it takes to chair a wealthy family's Family Office. This session covers investment oversight alongside the broader governance, succession, and multi-generational challenges unique to Family Office structures.