The premier investment forum where top wealth minds debate, discover and connect.
Taking place on Thursday the 4th of June at the Radisson Blu Waterfront Hotel, the Wealth Forum Channel Islands will bring together investment experts from 6 top asset managers with fund selectors, wealth managers and researchers for a morning of presentations exploring market environments and fund specifics.
The event will also include a networking breakfast and lunch and qualify for structured CPD.
Agenda
4th June 2026
8:30-8:55
Arrival and breakfast
8:55-9:00
Welcome and Introduction
9:10-12:45
Presentations
12:45
Lunch and Departure
Content & Speakers
Guests will hear from 6 top fund manager speakers from a range of leading asset managers. All are experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.
Vanguard Global Strategic Bond fund: opportunities in 2026
The Vanguard Global Strategic Bond Fund is an actively managed global fixed income strategy aiming to deliver a higher total return than the Bloomberg Multiverse Index, combining income and capital growth. The portfolio spans global government, corporate, securitised, and emerging market bonds, with the flexibility to allocate up to 25% to high yield and significant EM exposure. The fund adheres to a disciplined, risk-controlled philosophy, maintaining duration within +/ 1.25 years of benchmark and applying structure to manage sector deviation and volatility. Designed as a core global bond allocation, it offers broad diversification, robust risk management, attractive pricing (OCF 0.40%), and access to the depth and expertise of the Vanguard Fixed Income Group.
Head of Fixed Income Product Specialism
Kelly Gemmell
Vanguard Asset Management
Liquid Alternatives
Inflation, stagflation, fiscal sustainability crises, fiscal, monetary or governance regime changes - these are all environments where traditional diversification might fail Man Group specialises in liquid alternatives which have the potential to provide some portfolio ballast in such circumstances
Portfolio Manager, Solutions, Man Group
Henry Neville, CFA
Man Group
Henry Neville is a multi-asset portfolio manager, Solutions at Man Group. Prior to joining Man Group in 2016, Henry completed the graduate program at Hoares Bank. Henry writes The Road Ahead, a regular series of macroeconomic commentary, published on Man Institute. He is also the co-author of The Best Strategies for Inflationary Times, winner of the prestigious 2022 Bernstein Fabozzi/Jacobs Levy Best Article Award. Henry studied History and Economics at St. Andrew’s University. He is a CFA charterholder.
Guinness Global Real Assets Fund
Real assets: a critical foundation for portfolios
The Guinness Global Real Assets strategy seeks capital growth and income by investing in listed infrastructure and real estate companies worldwide.
Portfolio Manager
Mark Brennan
Guinness Global Investors
Mark was manager of the FP Foresight UK Infrastructure Income Fund, the FP Foresight Global Real Infrastructure Fund, and the FP Foresight Sustainable Real Estate Securities Fund. Previously, he worked at Standard Life Investments as an investment analyst and at the UK Green Investment Bank.
Wellington Absolute Return Global Equity Fund
Head of Solutions Production
Luke Stellini
Wellington Management
Luke is Head of Solutions Production Management, a Global Team spread across the Americas, EMEA and APAC who engage with clients, prospects, and consultants to discuss investment approaches, develops new products, analyzes portfolios to ensure investment integrity, and manages business issues on behalf of portfolio teams. The IPFS team work with clients, prospects and consultants to discuss investment approaches, develop new products, and analyze portfolios to ensure investment integrity, as well as to communicate our investment philosophy, strategy, positioning and performance. In addition, the team oversees all aspects of funds, including fund governance, product development, risk management, marketing, operations and servicing of fund investors. Luke is a member of the Wellington Management International Ltd (WMIL) board of directors, EMEA Management Committee, and WMIL Compensation Committee.
Asia ex-Japan Equity
Head of Asia ex-Japan Equities and fund manager
Lisa Lim
Rathbones
Lisa is the Head of Asia ex-Japan Equities and fund manager. Lisa joined from Prusik Investment Management where she was a Partner and Portfolio Manager and was instrumental in setting up and leading its sustainable investing capabilities. Prior to this she was a fund manager at Columbia Threadneedle for over a decade and led several Asia equities institutional portfolios. Lisa started her career in academic research and was a tenure track Assistant Professor in Engineering at the National University of Singapore. Lisa serves as a Board Trustee and on the Investment Committee of Foundation Scotland and is an INED of Sime Darby Properties.
Global Credit
CFA, Managing Director and Portfolio Manager, Oaktree
Madelaine Jones
Brookfield Asset Management
Ms. Jones joined Oaktree’s London office in 2003 and serves as portfolio manager for the European High Yield Bond and European Senior Loan strategies, and co-portfolio manager for the Global High Yield Bond strategy. She is also a member of the firm’s EMEA Diversity & Inclusion Committee. Before joining Oaktree, Ms. Jones spent more than three years at Deutsche Bank AG in London as a senior associate in the Leveraged Debt Origination Group specializing in loan, mezzanine and high yield bond financings to support European leveraged buyouts. Prior thereto, she spent two years in the Acquisition Finance Group at Natwest Group plc. Ms. Jones received a B.A. degree in economics from the University of Durham, England. She is a CFA charterholder.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
Radisson Blu Waterfront Hotel, JE2 3WF
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Frequently asked questions
We’ve addressed some frequently asked questions below to help clarify any details you may need. If you have any additional inquiries or require further assistance, please don’t hesitate to reach out to Sam, who will be more than happy to assist you with any specific concerns or queries.
Is there a cost to attend the event?
There is no cost for delegate attendees.
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
