Event registration

Date: 5th June 2025

Location: The Royal Yacht

Royal Yacht Hotel - A Wealthwise - Wealth Forum event.

Event

The Wealth Forum Channel Islands: Jersey

Date: 5th June 2025

Location: The Royal Yacht

Royal Yacht Hotel - A Wealthwise - Wealth Forum event.

The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from both Jersey and Guernsey.

Taking place on Thursday the 5th of June at the Royal Yacht hotel in Jersey, the Forum will brought together investment experts from 5 top asset managers including Premier, Natixis and Man Group.

Each Fund Manager will spoke on a different sector, giving attendees a well-rounded insight into the market as a whole.

The event also included a networking breakfast and lunch.

 

See the event in action:

Agenda

5th June 2025

8:00-9:00

Arrival and breakfast

9:00-9:10

Welcome and Introduction

9:10-9:45

Man Group

9:50-10:25

Natixis

10:30-11:05

Columbia Threadneedle

11:05-11:20

Coffee Break

11:20-11:55

Principal

12:00-12:35

Premier

12:35- 13:30

Networking lunch

Content & Speakers

The complete list of speakers, along with their detailed profiles and presentation topics, will be revealed in the upcoming days. Stay tuned for an exciting lineup of experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.

Fixed Income

Lloyd Harris

Head Of Fixed Income

Lloyd Harris

Premier Miton Investors

Joined Premier Miton in August 2020. Previously at Merian Global Investors (2012-2020), where I was manager of the Merian Corporate Bond Fund and co-manager of the Merian Financials Contingent Capital Fund. Also worked at Cutwater Asset Management (2007-2011), initially as an asset-backed CP/MTN trader, then as a European financials credit analyst, and before this, worked in Structured Capital Markets at Deutsche Bank (2002-2007).

Exploring Opportunities along the AI Value Chain

Natixis and Thematics AM

Sam Richmond-Brown

Head of Business Development Services

Sam Richmond-Brown

Natixis and Thematics AM

Sam Richmond-Brown is currently Head of Business Development Services and joined Thematics Asset Management in March 2020 as Client Portfolio Manager with primary responsibilities as acting as a conduit between sales teams, clients and investment teams. Sam joined Natixis in 2006 and has held a variety of product development and product management roles based in London, Paris and Boston. In 2011, Sam joined the group’s quantitative investment division as an investment specialist servicing the needs of a broad client base across the globe. Sam then relocated to Boston in 2014 with primary responsibility for designing, promoting and distributing Natixis AM’s investment capabilities in the US market. Sam relocated back to Paris in 2017 and most recently oversaw business development at the group’s outsourced trading desk. He holds a BA in modern languages and international business and an MA in finance and fiscal law from ESA Lille, France

Global Focus fund

Columbia Threadneedle

Andrew Harvie

Senior Client Portfolio Manager, Global Equities

Andrew Harvie

Columbia Threadneedle

Andrew Harvie is a senior client portfolio manager in the Global Equities team and heads the EMEA equity client portfolio management group.

Emerging Market Debt Total Return

Principal

Damien Buchet

Chief Investment Officer

Damien Buchet

Principal Asset Management

Our strategy seeks to capture 90% or more of the market upside with 50% of market volatility and less than 50% of downside participation.

Man Group

Jon Lahraoui

Director – Credit

Jon Lahraoui

Man Group

Jon Lahraoui joined Man Group in December 2023 as a Director in the Credit Team. His role is to develop Man Group’s Credit Platform globally and act as a client-facing spokesperson for the investment team. Prior to joining Man Group, Jon held a similar role at M&G Investments for 9 years where he focused on public credit markets and structured credit. Before this, Jon was a market risk analyst at M&G for 4 years. Jon studied Mathematics with Financial Mathematics at the University of Manchester. He is also a CFA charterholder and has completed the CFA Certificate in ESG investing as well as the Professional Risk Manager Designation (PRM).

Chairman

Julian Marr

Editorial director

Julian Marr

Wealthwise

Location

The Royal Yacht, JE2 3NF

For Sat Navs use: JE2 3NF

JE2 3NF

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 future sponsorship, please contact:

Samantha Harris

Samantha Harris

Chief Commercial Officer

+44 07788 435684