Connect - Agenda

8:45AM - 9:10AM  

9:10AM - 9:15AM

9:15AM - 9:35AM What are the key tools needed for a 21st Century International Adviser and what connections are essential for success? This panel discussion will looking into how connections to tax lawyers, accountants, DFMs, platforms, life companies and key service providers can transform your business.

9:35AM - 9:55AM In this session the CEO of our lead jurisdictional sponsor Finance Isle of Man, Michael Crowe, will address the delegates with an update from The Isle of Man. Michael joined the Department after working in the Accountancy profession for 27 years. He was a Director at Grant Thornton Limited, and prior to […]

9:55AM - 10:15AM This session will provide an update and overview of the most significant developments in the International Pension market. How is the UAP Group ahead of the curve in being prepared for and being able to support advisory firms to capitalise on these developments?

10:15AM - 10:35AM In this session we take a look at the key investment themes of 2024 with a head to head debate  with Justin Oliver,Chief Investment Officer, Canaccord Genuity Wealth Management and Nathan Sweeney, Chief Investment Officer of Multi-Asset at Marlborough, moderated by II Publisher Gary Robinson.

10:35AM - 10:55AM

10:55AM - 11:20AM Richard Burden, Head of International Sales, Canaccord Genuity Wealth Management outlines the company's plans for 2024 and beyond. Justin Oliver, Chief Investment Officer, Canaccord Genuity Wealth Management speaks on the state of the markets and reveals some insights into how the company intends to make the most of the opportunities across the […]

11:20AM - 11:40AM Nathan Sweeney, Marlborough’s CIO of Multi-Asset, and Danny Knight, Commercial Director of the Marlborough Group, will take part in the main session hosted by Marlborough. They’ll cover group, capability and positioning. Nathan and Danny will summarise the Marlborough multi-asset team’s view on the investment outlook and explain where they are identifying the […]

11:40AM - 12:15PM II Connect favourite John Chew, Technical Specialist: Pension, Tax, Trust and Estate Planning, Canada Life outlines the latest developments across the UK and international cross- border trust and estate world.

12:15PM - 1:15PM

1:15PM - 2:20PM This session will feature an exciting on-stage case study, with actors playing clients and advisers!

2:20PM - 2:40PM How important a role can fintech play in international financial services and how has lockdown changed advice and how we all do business? What role does Blockchain and Cryptocurrency have in savings and investments?

2:45PM - 3:00PM Afternoon Networking Coffee Break

3:00PM - 3:45PM A lively panel debate on the long term future of products and investments, international cross border advice world amid regulatory change, consolidation and an uncertain geo-political backdrop. Do you agree or disagree with the statement? Will our speakers change your mind?

3:45PM - 4:15PM Keynote Speaker: Baron Hutton of Furness - former Labour frontbencher in both the Blair and Brown administrations. A member of the Labour Party, John Hutton MP, no Baron Hutton of Furness and member of the House of Lords served as Member of Parliament (MP) for Barrow and Furness from 1992 to 2010. A […]

4:15PM - 5:45PM