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).