Weston Hill Global Private Wealth – London

The Weston Hill Global Private Wealth series, after successful iterations in markets like New York and Miami,
is crossing the pond to bring together UHNWI and family offices in the financial capital of the world: London.

Weston Hill Global Private Wealth - London 2018 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.
 

March 8, 2018 @ St. Ermin's Hotel, Westminster, London SW1H 0QW

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

150+

EXECUTIVES

60%

UK based

30%

EU based

10%

others

55%

Private Wealth Managers

35%

Funds Managers

10%

Service Providers

FEATURED SPEAKERS

Simon Foster

Simon Foster
CEO
TY Danjuma Family Office

Simon Foster joined the TY Danjuma Family Office as CFO in 2011. Simon qualified as an accountant with Ernst & Young and has 19 years of post-qualification experience in international investment environments.

Simon is an experienced Family Office CFO and has in excess of 16 years’ experience acting in Director, Company Secretary and CFO capacities for diverse international family offices, investment vehicles and their portfolio companies from bases in the UK and Bermuda. He has twice been the architect for the initial creation of family office / private investment structures. Most recently he acted as interim Group Finance Director for Technis International PLC, a quoted technology and intellectual property consolidator. He has extensive knowledge of budgeting, strategic planning and performance reporting including GAAP & Regulatory. Recent reporting experience includes public markets, FSA, BMA, US GAAP, UK GAAP and IFRS.

Richard Nunneley

Richard Nunneley
Vice-Chairman
Floreat Wealth Management

Richard has extensive emerging markets experience and nearly 30 years of discretionary portfolio management experience. A member of the London Stock Exchange from 1972, Richard is the Vice Chairman for Floreat Wealth Management. Prior to his current position, he was the Head of Philanthropy at Dalton Strategic Partnership, a $2.0 billion independent investment management firm. Richard has also been a Director at Mercury Asset Management, subsequently Merrill Lynch Investment Managers, and a Director at Cazenove Capital Management.

For the past 22 years Richard's focus has been managing assets for UHNWs and Charities. He has also managed “Smaller” Pension Funds, normally for family or similar organizations. Between 2001 and 2009 he was De Facto Managing Director of the Armed Forces Common Investment Fund, which was at the time an earth-breaking concept. Currently he is a Trustee for, or Independent Advisor to, four Charities and Family offices, including a single family office worth some $ billions. Richard has also been heavily involved in the management and investment restructuring of a wide spectrum of Not For Profit Organizations. He is a member of the Charities Investment Group and Charity Finance Directors’ Group, and has been involved in a number of private investment exits via his role as Head of Marketing for Braveheart Ventures.

Dominik von Eynern

Dominik von Eynern
Partner
Blu Family Office

Mr. von Eynern has more than 15 years of investment experience in financial derivatives and business development. He comes from a business family now in the 5th generation and is an experienced principal investor. He began his career on the sell side as a structured derivatives marketer for Merrill Lynch and Nomura. He later moved to the buy side and held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Mr. von Eynern is fluent in German, holds a BA in economics from the University of Augsburg (1997) and a Masters in financial engineering from the Goethe University in Frankfurt (2000)

Sebastien Villevet

Sebastien Villevet
Head of European Investments
House of Hiranandani

Shuo Zhao

Shuo Zhao
Managing Director
Fushi Family Office

Cara Williams

Cara Williams
Global Head of Wealth Manager Solutions
Mercer

Ms. Williams has been the Global Head of Wealth Management at Mercer since July 2011 and serves as its Global

Head of Technology Solutions. She joined Mercer Investment Consulting as Global Chief Operating Officer in 2005.

Ms. Williams has more than 18 years of experience in the pensions and investment industry. Prior to

Mercer, she worked at a number of institutional asset management firms. Ms Williams began her career in finance

as a financial advisor in New York with Merrill Lynch. Ms. Williams graduated from the University of Michigan, Ann Arbor,

with a BA degree, and from the University of Hartford, CT, with an MBA in Finance.

Kamil Homsi

Kamil Homsi
Founder & CEO
GRC Investment Group

Kamil Homsi is the CEO of GRC Investment Group, a Dubai family office focusing on alternative investments, Equity/Debt. Its current portfolio includes investments in Asia, Africa, Australia, Europe, and the Americas. He is responsible for identifying investment opportunities and qualifying potential partners to ensure the growth and preservation of the portfolio through domestic and international acquisitions and co-investments with reputable operating partners that share the same aligned interests and common goals. Global Realty Capital LLC is the global investment arm, located in New York City and responsible for reviewing the investment offerings, negotiating contracts, and building the due diligence team.

Patrick Leoni Sceti

Patrick Leoni Sceti
Founder & CEO
LSG Holdings

Patrick Leoni Sceti is the Founder and CEO of LSG. Having founded the single family office in 2009, he has a strong corporate

finance background. His past experience includes positions at investment bank Morgan Stanley and private equity fund

Hillview Group. Patrick’s core focus is on private equity and real estate investments in the UK and internationally.

Pau Morilla-Giner

Pau Morilla-Giner
Partner & CIO
London & Capital

Vincent Knowles

Vincent Knowles
Investments & Strategy Manager
Ceniarth

Per Wimmer

Per Wimmer
CEO
Wimmer Family Office
(UK)

Per Wimmer founded Wimmer Family Office, based in London, in 2011. He is expected to be the first private Dane

in space, with three trips scheduled to space on three different rockets. Mr. Wimmer conducts charity activity within

Wimmer Space, which works with charitable organizations to inspire children to live their dreams. In 2008, he successfully

completed the world’s first tandem sky dive over Mount Everest. His adventure traveling has taken him to 70

countries and he has authored three books, including Wall Street and The Green Bubble. In 2007, he founded Wimmer

Financial, a merchant bank/corporate advisory firm specializing in natural resources, real estate, infrastructure, aviation,

shipping, and project debt financing. Mr. Wimmer earned: a Master of Public Administration and the Don K. Price

Award from Harvard University with concentrations in business, finance and international relations; a Master of Law

from University of London; and B.A./M.A. degrees in law from University of Copenhagen.

Philip Dragoumis

Philip Dragoumis
Associate Partner
St. Jame's Place Wealth Management

Julio César Lage

Julio César Lage
CEO
Belvedere Wealth Management
(Brazil)

Júlio César F. Lage, CEO and Founding Partner, has over 20 years of experience in wealth management, corporate finance and investment banking, as Director of Morgan Stanley in Miami, First Vice President of Merrill Lynch in New York, and Director of Bank of Boston in Brazil. Education: MBA from New York University and a BA in Economics from the Catholic University of Minas Gerais (PUC-MG) in Brazil. Fluent in English and Portuguese.

Edward Goodchild

Edward Goodchild
Founder & Director
Chawker & Co

Fabio Scacciavillani

Fabio Scacciavillani
Chief Economist
Oman Investment Fund

Dr. Fabio Scacciavillani serves as the Chief Economist at Oman Investment Fund. In this role, he develops forecasts, conducts analyses of global economic trends, and evaluates returns on asset classes. Previously, he served as Director of Macroeconomics and Statistics at the Dubai International Financial Centre from February 2008 till 2011. Dr. Scacciavillani served as the Head of Economic Research at Gulf Organization for Industrial Consulting from June 2006 till January 2008, where he devised policies to foster the diversification of GCC economies. He received a Ph.D. in Economics from the University of Chicago in 1992 and Laurea in Economics from LUISS Guido Carli University in 1984.

Luis Sans

Luis Sans
Co-Founder & Partner
Weston Hill Capital
(Spain)

Luis Sans is the Managing Director and Founder of Weston Hill Asset Management, a venture whose activity in the financial sector positively influences the Spanish business community through active participation in different financing and investment projects. He has spent his career as a creator, director, and manager of companies in varying fields and sectors. Prior leadership positions include: CEO at Instituto Odontológicos, CEO at Clínicas Vitaldent Senior Advisor Mapfre, CEO at Iame Capital Risk, CEO at Group Fabric Decoration, CEO at Grupo Cencia, and President at both VíaPostal and Corporación Industrial Española. He has a University degree in Mathematics and his Executive MBA from ESADE.

Juan Garrido

Juan Garrido
CEO
Weston Hill Capital
(Spain)

Juan Garrido is the Managing Partner and CEO at Weston Hill, a company focused in wealth and asset management in Spain and LatAm. Previously, he was the Global Head of Investment Solutions at BBVA Private Bank based in New York. BBVA has extensive private banking businesses around the world including, Spain, Mexico, US, Switzerland, Turkey, China, and South America.

Before assuming his current responsibilities, he was Head of Investment Solutions for the Spanish Private Banking Division, defining the specific value proposal for Spanish HNWIs customer base.

Previously, in the late nineties, Mr. Garrido founded SciEcon, a quantitative investment company. After years working for the most important Banks, Asset Managers and Insurances companies in Spain and Portugal, finally SciEcon sold its to BBVA.

Mr. Garrido has a Bachelor’s degree in Physics and a Ph.D in Finance, both from Complutense University and has algorithms registrations in fields like portfolio selection, optimal asset allocation, statistical arbitrage and bonds arbitrage

Adi Divgi

Adi Divgi
President and CIO
EA Global
(US)

Adi Divgi has been President and Chief Investment Officer of EA Global, his single family office, since its 2005 inception. He is also Head of Alternative Investments at Catalina, a $3bn AUM reinsurer. Prior to his current institutional investor role, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management from March 2011 to April 2014. With approval from the 4 participating NYC Retirement Systems’ Boards of Trustees, Mr. Divgi executed over $3.5 billion in capital commitments in Opportunistic Fixed Income. He also oversaw the initial development of the manager search process for the approximate $1.5 billion allocation to Emerging Market Debt for the Teachers’ Retirement System. Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pennsylvania and a BS in Economics and MBA in Finance from Wharton.

Juan Arce

Juan Arce
Chairman
Aquasphere Management
(US)

John Temerian

John Temerian
President
Curated
(US)

In 2010 Temerian Co-Founded Lou La Vie with entrepreneur Jan Oto. The Lou La Vie brand has serviced thousands of

high net worth clients and has been featured in hundreds of world wide media outlets including E!, Men’s Journal, MTV,

and TMZ. Temerian’s family has been in the exotc car business since 1958. Using this experience and his Rolodex, in 2005

Temerian produced Palm Beach Supercar Weekend, the world’s largest supercar show. He has since founded many other

major automobile events, including the Miami Beach Concours and the Bal Harbour Shops Collectors Weekend. Temerian

has partcipated in numerous automobile launches, including the Jaguar XF, Fisker Tramontana, and Spada Codatronca. In

2015, with businessmen Alan Lazowski and Jordi Ricart, he launched his latest endeavor: Curated

Sergio Alvarez-Teleña

Sergio Alvarez-Teleña
Sci The World
CEO
(Spain)

Sergio Álvarez-Teleña is a widely recognized intra and entrepreneur in fnance. He is an Honorary Research Associate

in A.I. at University College London; Global Head of Data Science at BBVA; CTO at SciTheWorld; and Board Advisor

at two more FinTechs. He has received several industry and academic recognitons ranging from Financial Computng

(“Best Trading Platorm” at Banking Technology Awards, 2016) to Transformaton (“Impact in the Digital Economy” by

UK’s EPSRC for his 2,000+ downloaded Thesis).

Juan Jesus Gomez

Juan Jesus Gomez
CEO
Consilio Family Office
(Spain)

Juan Jesús is a graduate in Economics and Business Studies of the Universidad de Navarra, and is certified as European Financial Advisor (EFA). He holds a Diploma in Financial Markets and Wealth Management from Georgetown University. He has 19 years of experience in the financial sector, specializing in the fields of wealth management and financial advisory. He was a director at Morgan Stanley and was the mandated manager of the Private Banking arm of Cajamar Savings Bank. In the “family office” field, he was the Managing Partner of Arcano’s Family Office Area and Director of Tressis UHNWI Group. Juan Jesús is a Founding Member and Partner of Consilio Asesores Patrimoniales Independientes EAFI, S.L. He is married and has four children.

Javier Lluch

Javier Lluch
Managing Partner
Element Developments

Javier Ortiz

Javier Ortiz
Chairman
Insula Haul

Alan Higgins

Alan Higgins
CIO
Coutts

AGENDA REQUESTREGISTER


SPONSORS


Institutional and Media Partners

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FINTRX Platform is a leading provider of family office data and intelligence to the alternative investment industry. FINTRX offers a cloud-based solution built to increase your capital raising efforts from single and multi family offices. FINTRX is asset raising, simplified.

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We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: http://www.privatebanking.com/

The Wealth Management Association (WMA) is the representative body for the investment community and their clients. WMA members reach 2.2 million investors and manage over £825 Billion of the UK’s wealth.

The WMA membership consists of two groups, full and associate members. Full members are FCA authorised wealth management firms who deal in stocks, shares and other financial instruments for individuals, trusts and charities through a range of services spanning execution only, advisory and discretionary fund management. WMA associate members provide professional services to the industry such as stock exchanges, lawyers etc.

The WMA exists to support its members and their clients through education and engagement, advocacy and influence, research and analysis and by playing an active role as a facilitator and thought leader.

WMA firms operate across more than 600 sites, employing over 27 000 staff. These firms also run over 5.5 million client portfolios and carry out over 20 million trades a year.


SOCIAL CORPORATE RESPONSIBILITY

New York Business Group LLC's employees and stakeholders understand that we are all responsible for contributing to the betterment of our world. After this event, our firm will make a donation to the following causes. Please do not hesitate to request details about this program and to learn how you can become involved.

A Stitch in Time was born in a delivery room. The women who brought the organization to life are gynecological health care professionals, three surgeons and a nurse-midwife, who met through work and affiliations with Mount Sinai Medical Center in New York. The work led to friendship, and the realization that they were all active international medical volunteers with a shared commitment to making gynecological health care universally available to women in need. That commitment led to the birth of this new NGO.

Our name, A Stitch in Time, suggests that timely repairs go a long way to preventing more serious damage, and we think the notion holds true for global health care for women. In addition to the work in Bangladesh, we have begun to develop a new relationship with a remote hospital in Guatemala and we need your support to help us move forward.

We commit our time, our skills and our own money to the cause, but we need help paying for transportation and supplies. Your contribution will go directly to support these missions and to changing women’s lives.

Make a donation today!