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Wednesday 14 September
Start | Finish | Session |
---|---|---|
11:45 | 12:45 | Registration, lunch and networking Venue: The David Lloyd George Room, The Law Society |
12:50 | 13:00 |
Co-Chairs Welcome Andrew Penney, Head of Wealth Planning, Sequent, UKMichael Fischer, Partner, Fischer Ramp Buchmann, Switzerland Venue: The Bayes Reading Room, The Law Society |
13:00 | 13:40 |
The state of the world: are we optimists or pessimists? • A personal view of geopolitical and macroeconomic developments in the last couple of years. • Positive trends for the private wealth industry that will increase client wealth, and make both clients and wealth more mobile. • Worrying trends that may make clients poorer and suppress business opportunities with cross-border families and capital flows. Moderator |
13:40 | 14:30 |
UBO registers and asset ownership transparency • Each EU country collects different & inconsistently targeted information about settlors, beneficiaries, protectors, owners of trust service providers. |
14:30 | 14:45 | Networking break in The Bayes Reading Room |
14:45 | 15:35 |
New assets: crypto and NFTs • Uses of blockchain by wealthy/mobile super rich at a time of great geopolitical uncertainty. |
15:35 | 15:50 | Networking break in the same room (Bayes Reading room) |
15:50 | 16:40 |
What do we want from a modern trust (or foundation) jurisdiction? Increasingly, jurisdictions incorporate structures into to their domestic law that would previously have been thought alien. The Channel Islands and Dubai promote foundations and Switzerland proposes to introduce a new trust law. Variety is the spice of life, or so they say. But what are we really looking for when selecting the right place to organise a structure? |
16:40 | 17:10 | Networking break in the David Lloyd George Room |
17:10 | 18:00 |
1st Roundtable Session Art as an asset class • How can an investor (who may or may not also be a very well informed collector) invest in art? - Direct investments/private managed accounts • Is art failing under many “investment grade” criteria?! (e.g. High cost of: acquisition, up-keep, • How do export restrictions, such as those in Spain and Italy, impact the value of art and the Co-Moderators
Co-Moderators
Co-Moderators
Co-Moderators |
18:00 | 18:05 | Short break in the same room to change tables |
18:05 | 18:55 | 2nd Roundtable Session |
18:55 | 19:40 | Drinks Reception in the David Lloyd George Room |
19:40 | 22:00 |
Closing Dinner in The Bayes Reading Room |
2022-2023