The agenda has been revealed for the third annual II Connect 2024 event, to be held in London on 23 May in London with the very future of the cross border advice industry at the forefront of the topics set to be discussed.

This free-to-attend must-see event for international advisers and wealth managers is open exclusively to the readers of II and our recently-acquired sister title International Adviser, with places on a strictly first come, first served basis being snapped up.

Among the highlights in the agenda below include sessions by Canada Life, Finance Isle of Man, Marlborough, QB Partners, UAP Group and Block Asset Management that full details of which we will be rolling out details of across the next weeks.

"We are delighted to have some incredibly informative sessions lined up with the type of variety to really whet the appetite ," II Publisher Gary Robinson, pictured left speaking at last year's II Connect event, said. "We have fantastic sessions from our sponsors which will be revealed in full one by one in the next week and we are delighted to have secured our keynote. We have to keep the name under wraps until Thursday but we can say that it is a prominent front bench political figure that was a cabinet minister a cross all the Blair and Brown years of power for the Labour Party.

"This is particularly poignant given the forthcoming general election and what to expect from a likely Labour government this time around and how it might impact our industry."

All speakers and panelists will be announced here this week and next on II and IA in a series of daily announcements from the event so watch this space for details.

To register your interest in attending this event, click here, or for further information please email  [email protected]

Click here to view a highlights reel from last year's event.

 

AGENDA

II Connect 2024  - Thursday 23 May, 2024, Hallam Conference Centre,

Cavendish Venues, 44 Hallam Street, London W1 W6JJ 

 

 

8:45 - 9:10am

Registration/Refreshments

  

9:10 - 9:15am

Introduction

Speaker

Gary Robinson

Publisher

Investment International

 

9:15 - 9:35am

Connecting in the UK and across continents

What are the key tools needed for a 21st Century International Adviser and what connections are essential for success?
Introduced by Investment International editor Mark Battersby.

Panel debate discussion on how connections to tax lawyers, accountants, DFMs, platforms, life companies and key service providers can transform your business.

Speakers

Mark Battersby

Editor

International Investment

Bob Pain

CEO

AILO

& MORE TBC

 

9:35am – 9.55am

Finance Isle of Man

Session details to be announced by our lead jurisdictional sponsor Finance Isle of Man

 

Speaker

Michael Crowe

CEO

Finance Isle of Man

 

9:55am – 10:15am

The UAP Group

Latest developments in International Pensions 

Update and overview of the most significant developments in the International Pension market. How the UAP Group is ahead of the curve in being prepared for and being able to support advisory firms to capitalise on these developments.

Speaker

Robert Shipman

Managing Director

The UAP Group

 

10:15 – 10:35am

Speaker/Sponsor Session

Session details to be announced.

 

10:35 – 10.55am

Networking Break

 

10:55 – 11:20am

Canaccord Genuity Wealth Management

Session details to be announced.

Speaker

Richard Burden

Head of International Sales

Canaccord Genuity Wealth Management

 

11:20 - 11:40am

Marlborough

Speaker & Session details to be announced.

 

11:40am – 12:15pm

Canada Life

Session details to be announced.

Speakers

John Chew

Technical specialist: Pension, Tax, Trust and Estate Planning

Canada Life

 

12:15 – 1.15pm

Networking lunch

Lunch and beverages provided in the gardens (weather permitting) and atrium of the venue

 

1.15pm – 2:20pm

Case Studies & Breakout Groups

On-stage case study with actors playing clients and advisers. Break out groups come up with ideas and solutions. Each table led by a sponsor/expert.

Introduced by II editor Mark Battersby and hosted by David White of QB Partners

Speaker

David White

Managing Director

QB Partners

 

2:20pm – 2:40pm

Fintech, Insurtech and Technology

How important a role can fintech play in international financial services and how has lockdown changed advice and how we all do business? And what role does Blockchain and Cryptocurrency have in savings and investments

We also discuss how Insurtech is driving serious change in products, advice and modern financial services.

Q&A segment with II publisher Gary Robinson and Simon Pickering of IOM Government and selected panelists TBC

 

Speaker

Simon Pickering

Head of Insurance and Pensions

Finance Isle of Man

Victor France

Managing Director

Abbey Wealth

& Speaker TBC from Block Asset Management

 

2:40pm – 3:00pm

Sponsor/Speaker session

Session details to be announced.

 

3:00pm – 3:45pm

Future of Cross-Border Advice DEBATE

Does cross-border advice have a future? A discussion on long term future of products and investments. international cross border advice world amid regulatory change, consolidation and an uncertain geo-political backdrop.

Sponsor Q&A and key panel debate chaired by II publisher Gary Robinson and selected advisory and wealth management company heads including

Speakers

Gavin Pluck

Group Managing Director

Blacktower Financial Management (International) Ltd.

Mark Clubb

Executive Chairman

TEAM plc

& More TBC

 

3:45pm – 4:15pm

Closing Keynote

Speaker

PROMINENT UK POLITICAL FIGURE - KEYNOTE TO BE ANNOUNCED VERY SOON

 

4:15pm - 17:45pm

Networking Drinks