II Connect 2024

Are you making the most of your professional connections to ensure that your expat clients are getting the best possible advice in a complex world?

Investment International’s flagship event for the international financial services industry, II Connect, is designed to enable you not only to expand your existing network of contacts, but also to build new knowledge and insights across the challenging cross-jurisdictional financial planning and wealth management space.

The Third Annual II Connect 2024 event will take place on Thursday May 23, 9am-4pm at the Hallam Conference Centre in London's Marylebone/West End.

This event’s innovative and highly participatory format will give golden opportunities to speak directly to the circle of connections that make the client advice experience complete, such as expert lawyers, accountants, specialist tax, trust and retirement advisers, as well as business model consultants including tech gurus.

Sponsor and speaker slots at this year's event include Canaccord Genuity Wealth ManagementCanada Life, Finance Isle of Man, Marlborough, QB Partners, UAP Group and Block Asset Management.


Why should you attend II Connect?

  • Debate a complex international client case study using the insights of some of the most experienced professional connections in the business
  • A holistic look at life change moments which require the most financial planning including retirement, divorce, inheritance and philanthropy
  • Structured networking breaks where delegates from different parts of the industry are together in small groups
  • Head-to-head main panel discussion between different parts of the industry
Register FOR EVENT

Connect - Sponsors

Lead Sponsors:

Canaccord Genuity Wealth Management
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UAP Group

UAP Group

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Canada Life

Canada Life Canada Life is a leading provider of international investment bonds, estate planning and protection solutions in the UK. Our international business is based in the tax efficient jurisdictions of the Isle of Man (Canada Life International) and Ireland (Canada Life International Assurance) - two of the world’s leading financial centres, which are renowned […]

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Finance Isle of Man

Finance Isle of Man International Centre of Excellence International advisors and investors can feel confident they are doing business in a forward-thinking and well-regulated international finance centre. Businesses locating to the Isle of Man will find a stable political system and strong economic development ethos, a skilled workforce, leading technological and physical infrastructure, and a […]

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Associate sponsors:

Block Asset Management
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ESL Tech

Founders note: I have been building teams and technology solutions for over 30 years. A number of our customers return decade after decade because of the relationships and trust we have built. We specialise in Salesforce Managed Services which means we get your existing Salesforce implementation working well for the business and modify it to […]

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QB Partners

QB Partners QB Partners  was founded in 2009 by Andrew Dobson and David White. We provide independent  technical support to professional advisers and product providers and our areas of expertise are in international pensions,such as QROPS and QNUPS, cross border trust and estate planning, through our Qualified Trust and Estate Planning Service and wealth insurance […]

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For sponsorship queries:
Gary Robinson
Publisher, Investment International 


For editorial queries:

Mark Battersby
Editor-in- Chief, Investment International 


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