The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
Taking place on Thursday the 8th and Friday the 9th of May at the beautiful Rudding Park, Harrogate. The Forum will bring together investment experts from 10 top asset managers, including Wellington, Redwheel, Carmignac, Candriam, Rathbones, Premier Miton, CCLA, IMGP, Baillie Gifford & AXA.
Each Fund Manager will speak on a different sector, giving attendees a well-rounded insight into the market as a whole.
Agenda- Full agenda coming soon
Day 1: Thursday 8th May
11:30-12:00
Arrival & registration
12:00-13:00
Lunch followed & welcome
13:05-15:00
Breakout sessions
15:00-15:30
Networking & coffee break
15:25- 17:20
Breakout sessions
19:00
Dinner & Cricket Legend, David Gower
Day 2: Friday 9th May
9:00-10:15
Breakout sessions
10:15-10:30
Networking & coffee break
10:40-11:55
Breakout sessions
12:00-13:00
Lunch and departure
Content & Speakers
The complete list of speakers, along with their profiles and presentation topics are listed below. Stay tuned for an exciting lineup of experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.
Value & Income Strategy
Portfolio Manager
Ian Lance
Redwheel
Ian joined Redwheel in August 2010 to build the Redwheel Value and Income Team together with Nick Purves. He started working with Nick at Schroders in 2007 before joining Redwheel in August 2010. Whilst at Schroders he was a senior portfolio manager managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick. Ian started his career in 1988 and held various roles in asset management including as Head of European Equities and Director of Research at Citigroup.
Triumph and Disaster: Growth investing in a year of extremes
Global Equities
Lead Manager
James Thomson
Rathbones Asset Management
James has been the lead manager of the Rathbone Global Opportunities Fund since 2003; he was assistant manager of the fund at its inception in 2001. It is one of the top performing funds in the IA Global sector over that period. James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York.
China
China Growth Trust
Investment Specialist Director
Ben Buckler
Baillie Gifford
Ben is an investment specialist within the Emerging Markets Client Team. He joined Baillie Gifford in 2001 on the investment management graduate scheme and was an investment manager in our Emerging Markets Equity Team until 2008, before he relocated to China. He worked in Hong Kong for six years as an executive director in the Asian Equities business at UBS, before re-joining Baillie Gifford in 2018. Ben graduated MA in Geography from Mansfield College, Oxford in 2001, holds an MBA from the University of Oxford and is a CFA Charterholder.
Biotechnology - The Drugs Do Work
Candriam Equities L Biotechnology
Senior Fund Manager, Healthcare
Linden Thomson
Candriam
Investing in innovation to improve health. Biotech delivers increasingly sophisticated solutions to treat and cure disease and thereby good investment opportunities.
Beyond the Hype: Finding the Winners in Technology
AXA Framlington Global Technology Fund
Co-Manager AXA Framlington Global Technology Fund
James Dowey
AXA
Positioned for long-term success: Re-examining the case for European Quality leaders
FP Carmignac European Leaders
Head of Equities, Portfolio Manager,
Mark Denham
Carmignac
Wellington Credit Total Return: Differentiated, dynamic, and distinctly simple
Investment Director
Paul Skinner
Wellington Management
Wellington Credit Total Return: Differentiated, dynamic, and distinctly simple
Chairman
Editorial director
Julian Marr
Wealthwise
Location
Rudding Park Hotel, HG3 1JH
For Sat Navs use: HG3 1JH
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
Is accommodation included?
Accommodation for delegates is provided for the night of Thursday, ensuring a comfortable stay during the event.
Is there any transport to the event included?
The venue is easily accessible from Harrogate station, with convenient shuttle services available for delegates. To ensure smooth transportation, please inform Sam of your expected arrival time, and she will be happy to assist in coordinating your shuttle or provide any additional support you may need.
Contact us
To register as a delegate or information on future sponsorship, please contact:
