The 4th Annual Private Wealth UK Forum brings together 75+ allocators of high-net-worth capital from the UK, including leading private banks, wealth managers and family offices. The event is a one-day networking and peer education platform. The meeting’s program covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.
Rebecca will be speaking in the Panel Discussion for Asset Allocation: Family Office Views. During this panel, the participants will discuss the different paths family offices are taking to achieve their return targets while at the same time accounting for all the uncertainty in the political and financial spheres. Competing strategies will be compared, such as whether to modify asset allocations or attempt to improve returns by lowering costs. The panel will further discuss how they approach asset allocation generally and the asset classes they are using to achieve sufficient portfolio returns and asset stability.
To find out more about the event, click here.
If you are also attending this event or would simply like to arrange a meeting with Rebecca to discuss JTC Private Office, please contact her directly.