Wma journal march 2014 annualconference large

WMA JOURNAL Working for the Investment Community & their Clients

SLUG

Annual Conference 2013

This year we chose to hold our first annual conference under the banner of the Wealth Management Association in the Dorchester Hotel in London.

Continuing on the success generated in the last two years we are pleased to say that over 330 people registered for the event this year. As has been the case over the last few years, with this event we try to cover a diverse range of topics which in any given year might include a selection from politics, regulation, investment, operations etc. However, with this year being the inaugural WMA conference and itself taking place on the official date of rebranding, we felt there was a need to look more closely at our own community.

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ANNUAL CONFERENCE 2013

Agenda 9.00 – 9.10

Welcome

14.25 – 14.50

The Scrutiny Role of UK Parliament

Tim Ingram, Chairman, WMA

in EU Economic and Financial Affairs

9.10 – 9.40

The Challenge of Conduct Regulation

Lord Harrison

John Griffith-Jones, Chairman, FCA

14.50 – 15.30

Living the Dream

Liz Jackson MBE, entrepreneur

and businesswoman

9.40 – 10.10

Underwriting at Lloyds

Neil Smith, CEO, Hampden ..........

H

ighlights of the morning session included a presentation by FCA chairman John Griffith-Jones and a Wealth Management panel that included four CEOs from within our membership who were probed by WMA chairman Tim Ingram on the issues that were currently concerning them. In this session delegates were able to get a glimpse from these firms of just four of the varied business models that make up our trade association’s membership. Completing the morning session were presentations by Neil Smith of Hampden Capital and Verena Ross of ESMA. Our afternoon speakers proved just as interesting and entertaining as those who preceded them. Dr Frederick Mulder spoke about his life and his passion for both art and philanthropy. Lord Harrison informed delegates of the scrutiny role of the UK parliament in EU economic and financial affairs. He was in turn followed by Liz Jackson, a successful entrepreneur and business woman who enthralled and inspired those present with her achievement and her “can do” attitude – achievements made all the more remarkable given she is blind.

The final session of the conference was dedicated to economics and the markets. Three economists delivered excellent presentations beginning with Kevin Gardiner of Barclays who provided a very positive picture of the UK and the world in a presentation entitled ‘Life after Debt’. He was followed by Katie Koch of Goldman Sachs who focussed on emerging markets, making a very good case for investing in them. Finally Dr Gerard Lyons (Economic Advisor to the Mayor of London) put the microscope on the UK in the context of the global economy.

After the formal part of the conference was over, a drinks reception was held with our special guest speaker Rory Bremner who entertained those remaining with jokes and impressions of politicians and other public figures. This light-hearted end to the day ensured everyone left with a smile on their face.

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Agencies Limited

15.30 – 16.00

Afternoon break

10.10 – 10.40

Morning break

16.00 – 16.40

Life after Debt

10.40 – 11.40

Wealth Management Panel chaired by

Kevin Gardiner, Chief Investment Officer

Tim Ingram

Europe, Barclays

Richard Charnock, Chief Executive Officer,

16.40 – 17.20

Emerging Markets:

Standard Life Wealth

Underperforming, Unloved

Nick Hungerford, Chief Executive Officer

and Underappreciated

Nutmeg

Katie Koch, Managing Director,

Goldman Sachs

17.20 – 18.00

Positioning the UK in a Growing Global

Paul Killik, Senior Executive Officer,

Killik & Co

Simon Lough, Chief Executive, Heartwood

Economy

11.40 – 12.10

The EU Legislative and

Dr Gerard Lyons, Economic Adviser to the

Regulatory Agenda

Mayor of London

Verena Ross, Executive Director, ESMA

18.00 – 18.05

Closing remarks

12.10 – 12.20

A review of the morning

Dr Tim May, Chief Executive Officer, WMA

Dr Tim May, Chief Executive Officer, WMA

18.05 – 21.00

Drinks reception with special guest

12.20 – 14.00

Lunch

14.00 – 14.25

Picasso, Profits, and Philanthropy:

Another Kind of Business

Dr Frederick Mulder CBE, private art dealer

www.thewma.co.uk

speaker

Rory Bremner, impressionist, playwright

and comedian

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NEW LOGO TO COME

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