Wealth Management – Succession and Future Outlook

This event co-hosted with Syracuse Partners will aim to cover the very relevant topics of how wealth is managed across multiple generations of families with a talk by James Wilcox, Partner at Floreat, a privately-held investment group that serves institutions and a select number of clients, and Alan Higgins, Chief Investment Officer of Coutts & Co.

The session will be moderated by Rosalyn Breedy, Partner at Wedlake Bell.

Who should attend this seminar?

This seminar will be of interest to C-suite wealth management and private client asset management professionals, together with relationship management sales professionals and other members of the investment community (CIOs, multi and single asset fund managers).

Event Details

Date: Tuesday 11 June 2019