Global Private Wealth – London

The 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.

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
(United Kingdom)

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
(United Kingdom)

Dominik von Eynern is a Partner at Blu Family Office. He has more than 20 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. Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss-based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages family advisory. He holds a BA in economics from the University of Augsburg (1997) and a master's in financial engineering from the Goethe University in Frankfurt (2000).

Don Smith

Don Smith
CIO
Brown Shipley
(United Kingdom)

Don Smith became CIO at Brown Shipley in 2016, having joined the business as Deputy CIO in 2015. Prior to Brown Shipley, Don served as Chief Economist at ICAP, where he spent 14 years.

Previously, he was also a Senior Economist and Market Analyst at HSBC.

Mohammad Kamal Syed

Mohammad Kamal Syed
Head of Global Markets and Investment Product & Platform
Coutts
(United Kingdom)

Mohammad Kamal Syed oversees all investment management activities including investments into direct private equity and real estate. He has a breadth of international experience spanning Investment Banking and the Fund Management industry. Prior to Coutts, he was CEO and founder of hedge fund group Axiom, and CEO of a leading multi-family office, MaxCap Partners. Before setting up his own business, Mohammad spent nearly two decades working in Investment Banking in a number of senior roles including Managing Director and Regional Head of Derivatives and Capital Markets at Barclays Capital. He was also Deputy Head of Global Derivatives and a member of the Management and Operations Committees of Barclays Capital. Subsequently, he ran Bank of Tokyo-Mitsubishi UFJ's investment bank and was Chairman of the Executive Committee and member of the Executive Board.

Sebastien Villevet

Sebastien Villevet
Head of European Investments
House of Hiranandani
(United Kingdom)

Shuo Zhao

Shuo Zhao
Managing Director
Fushi Family Office
(United Kingdom)

Shuo Zhao is the founder of the first Chinese family office in the UK and has been involved in property investment since 2011. She recently founded a property development equity finance platform which connects property developers with investors. As a qualified accountant, Shuo was previously involved as Group CFO when a Singaporean company went public on the AIM market. She received a Bachelor’s degree in Investments Analysis from the University of Central South China and graduated from the London College of Accountancy.

Cara Williams

Cara Williams
Global Wealth Leader, Multinational Client Group
Mercer
(United Kingdom )

Cara Williams is a Senior Partner and Global Wealth Leader, Multinational Client Group (MCG). Located in London, Cara works with Mercers multinational clients to deliver them with the best of Mercers Wealth solutions and thinking to assure positive financial outcomes for the firms and their employees. Cara presents regularly on global investment trends in wealth management as well as on Mercers When Women Thrive platform for Financial Services. Cara has over 20 years of experience in the pensions and investment industry, and began at Mercers investment consulting business as Global COO in April 2005. Before joining Mercer in the UK, Cara worked in New York with Merrill Lynch Investment Management, and also for the French bank, CDC, in its Investment Management group where she was responsible for European sales. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers.

Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.

Kamil Homsi

Kamil Homsi
Founder & CEO
GRC Investment Group
(United States)

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 through 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
(United Kingdom)

Pau Morilla-Giner joined London & Capital in 2008 and has since become the youngest Partner and CIO in the firm’s history. He replaced Ashok Shah as CIO in June 2012 and now oversees several billion dollars of invested assets across Fixed Income, Hedge Funds, Equities and Commodities. He has helped successfully navigate the Company through one of the most difficult periods in economic history. His strong track record and in-depth knowledge of the macro-economy has also led to him becoming a key spokesperson for the company, with regular appearances on Bloomberg, CNBC, Sky News and Reuters.

Pau started his career at JP Morgan Asset Management in Madrid and New York. In 2001 he joined Omega Capital, a multi-billion dollar investment company, where he became Head of Traditional Investments and Senior Hedge Fund Analyst. From 2005 he was Investment Manager & Head of Research at Pragma Wealth Management, a London-based Alternative Investment Company.

Pau obtained his BA Summa Cum Laude in Economics from Universitat Pompeu Fabra (UPF) in 1999, followed by a master's degree in Finance from CEMFI (Bank of Spain) in 2001. He has been a visiting professor of Finance at the RiskLab School of the Spanish Financial Futures Market (MEFF).

Vince Knowles

Vince Knowles
Investments & Strategy Manager
Ceniarth
(United Kingdom)

Vince is the Investments and Strategy Manager at Ceniarth, a single-family investment office and foundation. Ceniarth deploys a mix of investment and philanthropic capital to support entrepreneurs and organizations tackling problems that directly impact the lives of people in underserved communities, across energy access, agriculture, healthcare and urban development.

Previously Vince advised global energy corporations on sustainable technology innovation as a manager in the consulting practice of the Cleantech Group, taught secondary school science and apprenticed on organic farms.

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. James’s Place Wealth Management
(United Kingdom)

Philip Dragoumis is an Associate Partner at St. James's Place Wealth Management. He has had over 20 years of experience working in financial services with major global and regional banks in London and Athens, as well as smaller boutique investment houses. As an institutional equities salesman, he has closely covered many of the largest fund managers in the world. As an analyst and fund manager, he has been actively involved across the spectrum of financial markets and asset classes, from equities, fixed income, and derivatives, to private equity and real estate. Philip holds an MA from Oxford University, and a Master of Finance from London Business School.

Júlio César Lage

Júlio César Lage
Founding Partner & 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.
(United Kingdom)

Edward Goodchild founded Chawker in March 2011 to advise individuals, families, and trustees on investment matters and to deliver wider family office services as required. He is an experienced adviser with over 20 years of client-facing investment experience gained as a rated institutional equity portfolio manager and analyst, as a private client adviser, and as an investment consultant to significant capital. His experience is invaluable to clients as they benefit from his perspective, knowledge, and understanding. From inception, Chawker has been built to fulfill Ed’s vision that wealthy families should demand and receive more from the wealth management industry colossus than they currently do. Ed was recognized as a Top Consultant in 2015, 2016, and 2017 by WealthNet and was short-listed both for the 2016 Wealth Briefing European Awards as a leading individual (adviser) and for the 2017 Spears WM Trusted Adviser of the Year. He is Chartered FCSI and a Chartered Wealth Manager.

Juan Garrido

Juan Garrido
Co-Founder and Partner
Almira Capital
(Spain)

Juan Garrido is Co-Founder and Partner at Almira Capital, a company focused on 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
Partner
Almira Capital
(US)

Juan Arce is a Partner at Almira Capital. Previously, he served as Managing Partner at Aquasphere Management and as Senior Director at VectorGlobal Wealth Management Group. He also served as the Head of Madrid and the Balearic Islands for Banco Madrid, where he was a member of the Board of Directors, as well. Before joining Banco Madrid, he was Managing Director of Sales and Private Banking at Banco Finantia, where he handled business and relationship development for high net worth wealth management, and also served on the Board of Directors. Juan earned a master's degree in business administration from Universidad CEU San Pablo in Madrid.

Cayetano Martínez de Irujo

Cayetano Martínez de Irujo
Duke of Arjona & CEO
House of Alba
(Spain)

Cayetano Martínez de Irujo is the Duke of Arjona, and an extensively decorated professional equestrian, having won many honors and prizes in the sport within Spain and beyond. His elite riding accomplishments include representing Spain at the Olympic Games in 1992. Cayetano has served as the President of the International Jumping Riders Club, President of the United Equestrian Athletes Association, and President of the Sports Association. He was also the Athletic Technical Director of the Global Champions Tour. Cayetano runs a company in the agricultural sector and is involved in several charitable causes. He is a Patron of the Casa de Alba Foundation.

Sergio Álvarez-Teleña

Sergio Álvarez-Teleña
Chairman & CIO
SciTheWorld
(Spain)

Sergio Álvarez-Teleña is a widely recognized intra and entrepreneur in finance. He is the Chairman and CIO at SciTheWorld, which he cofounded in 2015 to innovate finance and cybersecurity. Sergio is an Honorary Research Associate in A.I. at University College London's, where he is also a Thesis Supervisor. Previously, Sergio served as the Global Head of Data Science at BBVA. He has received several industry and academic recognitions, ranging from Financial Computing (“Best Trading Platform” at Banking Technology Awards, 2016) to Transformation (“Impact on the Digital Economy” from UK’s EPSRC for his 2,000+ times downloaded Thesis). Sergio has earned a Master of Science in Economics and Finance from CEMFI, Bank of Spain; a Master of Research in Financial Computing from the UK Centre for Financial Computing; and a PhD in Computer Science from University College London.

Juan Jesús Gómez Cubillo

Juan Jesús Gómez Cubillo
Founding Partner
Consilio Family Office
(Spain)

Juan Jesús Gómez Cubillo is a graduate of Economics and Business Studies from the Universidad de Navarra, and is certified as a European Financial Advisor (EFA). He holds a Diploma in Financial Markets and Wealth Management from Georgetown University. Juan Jesús 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.

Javier Lluch

Javier Lluch
Managing Partner
Element Development
(United States)

Mr. Javier Lluch has successfully developed and managed real estate projects, properties and investment funds from Florida to Illinois for almost two decades, including partnerships with some of the largest U.S. real estate firms, articulating real estate investment transactions close to a billion dollars.

While working for Citigroup and Morgan Stanley, Mr. Lluch negotiated and established important institutional relationships in the U.S. and Latin America, managing relationships worth upwards of a billion dollars of investment funds.

Mr. Lluch graduated in Economics from the University of Western Ontario in Canada, and attended the Master’s program for Civil Engineering in Construction Management at Florida International University. He also has several real estate certificates of specialty studies from accredited U.S. institutions such as CCIM, and LEEDS.

Javier Ortiz de Artiñano

Javier Ortiz de Artiñano
Chairman
Insula Hal
(Estonia)

Javier Ortiz de Artiñano is the Chairman of Insula Hal, a datacenter based in Estonia that services clients worldwide. Also currently serving as the Honorary Consul of Mexico in Estonia, he is an international trade expert and lawyer. He was previously the Delegate for the Baltic Area for Mercados Exteriores Consulting & Events. Javier is also Managing Director of FTr Consultants, which handles real estate investment in Estonia. His experience has involved strategic consulting, including business plan and international strategy development, as well as advising new businesses on formation and business structures in new countries, penetrating markets in Asia, the EU, and Eastern Europe. Javier received a Master of Law from Universidad Autónoma de Madrid.

Mohammad Al Duaij

Mohammad Al Duaij
CEO
Alea Global Group
(Kuwait)

Mohammad Al Duaij graduated from Leeds University Business School in 2002 with an honours degree in accounting and finance. He began his career at Kuwait Fund for Arab Economic Development as part of the Asian project's funding team. He then served at Global Investment House as investment manager, forming and managing real estate funds globally. Since 2008, he has been the managing director of a single family office, where his responsibilities include investment in real estate and private equity, investment advisory, commodities trading, and the retail business. Mr. Al Duaij’s experience comes from transacting with diversified projects and dealing with distinguished parties globally. He follows the family’s philosophy: create the opportunity instead of waiting for it.

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SPONSORS


Institutional and Media Partners

Launched by financial professionals in 2001, Eurekahedge’s proven track record spans over a decade - setting us apart as the world’s largest independent data provider and alternative research firm specialising in hedge fund databases covering North America, Europe, Asia and Latin America. Headquartered in Singapore with offices in New York and Cebu, the global expertise of our research team constantly adapts to industry changes and needs, allowing Eurekahedge to develop and offer a wide array of products and services coveted by accredited investor groups, financial institutions and media sources. In addition to market-leading hedge fund databases and analysis, Eurekahedge’s other business functions include hedge fund publications, due diligence services, investor services, and an analytical platform service.

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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!