The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
Taking place on Thursday the 13th and Friday the 14th of November at the beautiful Coworth Park, situated between Ascot and Virginia Water, the Wealth Forum Autumn will bring together investment experts from 10 leading asset managers. Each fund manager will speak on a different sector, giving attendees a well-rounded insight into the market as a whole. The event also features a geopolitical keynote and an after dinner speaker.
Wealth Forum Agenda
Day 1 - Thursday 13th November
7:45 - 10:00
Arrival and registration
10:00 - 10:50
Welcome and Keynote by Hugh Gimber, Global Market Strategist, JPMorgan
10:50 - 11:00
Coffee and refreshment break
11:00 - 13:00
Fund manager workshops
13:00 - 14:00
Lunch
14:00 - 15:20
Fund manager workshops
15:20 - 15:35
Coffee and refreshment break
15:35 - 16:50
Fund manager workshops
16:50 - 19:00
Check-in and free time
19:00 - 21:00
Dinner and Fire side chat with Brian Blessed
Day 2 - Friday 14th November
7:45 - 10:00
Breakfast
10:00 - 12:00
Fund manager workshops
12:00 - 1:00
Lunch and departure
Content & Speakers
Even more speakers, along with their detailed profiles and presentation topics, will be revealed in the upcoming days. Stay tuned for an exciting line-up of experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.
High Yield
Emphasizing active security selection across the high yield investment universe to identify and extract value from market inefficiencies, while limiting downside risk.
Senior High Yield Analyst & Trader
Anthony Brinkman
Principal Asset Management
Monks Investment Trust
Director
Jon Henry
Baillie Gifford
UBS AM UK Equity Income Fund
Portfolio Manager
Jessica Kaur
UBS
Jessica Kaur is a Portfolio Manager in the Global Equity team. Working alongside Steve Magill and Phil Haigh, Jessica is responsible for the Global, Europe and UK Value strategies. Prior to joining UBS-AM, Jessica worked as a partner and research analyst of a UK listed investment trust where she was responsible for investing in energy efficiency. Jessica started her career working as a research analyst at Goldman Sachs and then at UBS, specializing in UK and European small and mid cap stocks. In this role, she built experience across a wide range of industries and sectors. Jessica is member of the CFA Institute.
SMDAM Japan Equity High Conviction Fund
Aims to provide stable excess returns by investing in stocks that will achieve better earnings than market expectation and as a result consistently investing in the appropriate stocks for the market environment in a timely manner, ahead of the economic cycle.
Product Specialist
Alex Hart
Sumitomo Mitsui DS Asset Management
Alex Hart is a Product Specialist for the SMDAM Japanese equity business and has been in the industry for a decade. Prior to joining SMDAM, Alex worked as a product specialist for Asset Management One and Sompo Asset Management, both roles were Tokyo based. Alex holds a BA from the School of Oriental and African Studies (SOAS), University of London. A lover of all things Japanese he is based in Tokyo and is fluent in Japanese.
JPM Global Equity Income
JPM Global Equity Income invests in our highest conviction income-generating ideas, driven by the research of 80+ experienced analysts worldwide and underpinned by an investment discipline that has generated significant risk-adjusted alpha over three decades.
Vice president
Michael Rossi
J.P. Morgan Asset Management
Michael Rossi, vice president, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2019, Michael was previously with HSBC Global Asset Management. He holds a Masters in Finance from the London School of Economics and Political Science, and a first-class Bachelor's degree in Economics and Finance from the University of Exeter and is a CFA charterholder.
European Equity
The Fund was launched in 1999 and has been managed by Chris Hiorns since 2007. It holds approximately 40-60 stocks across three broad themes: income accumulators, contrarian plays and hidden value.
Head of Multi-Asset Strategies & European Equities
Chris Hiorns
EdenTree
Chris Hiorns joined EdenTree in 1996 and has been running responsible and sustainable money since 2008. Chris is EdenTree’s Head of Multi-Asset and European Equities. Chris holds an MSc in Economics from University College London and is a CFA Charterholder.
Global Equity
Amundi Global Equity Strategy seeks strong risk-adjusted returns, as the Strategy invests in companies globally where we believe the upside potential is significantly greater than the downside risk.
Managing Director Director of Global Equities, US Portfolio Manager
John Peckham
Amundi Investment Solutions
John Peckham is a Managing Director, Director of Global Equities, and Portfolio Manager at Pioneer Investments, which was formerly known as Amundi US, and was acquired by Victory Capital in 2025. John leads the Global Equity and US Multi-Asset Solutions team. He joined the Global Equity team in 2017 and became a Portfolio Manager on global equity strategies in 2019. He formerly was the Head of Global Fundamental Research, Head of US Equity Research, an Equity Analyst, and has been a member of the US Equity staff since 2002.
VT Downing Small & Mid-Cap Income
Fund manager
Josh McCathie
Downing
Josh McCathie serves as the Lead Manager for both the VT Downing Unique Opportunities Fund and the VT Downing Small & Mid-Cap Income Fund. He employs a quality value investment approach, aiming to identify UK companies with overlooked quality business models or those underappreciated for their potential to compound earnings growth and dividend distributions over the medium to long term. Josh joined Downing in 2018 and brings over 10 years’ investment management experience. His expertise has been shaped by a strong analytical discipline and a pragmatic investment approach across UK equities, having previously worked at BRI Wealth Management, focusing on research and constructing portfolios for high-net-worth individuals.
Opening Keynote
Global Market Strategist
Executive Director
Hugh Gimber
J.P. Morgan Asset Management
Chairman
Editor
Julian Marr
Wealthwise
After Dinner Speaker
Brian Blessed OBE
With a career spanning 6 decades Brian is a national treasure and personal hero. With more acting credits to list did you know he's also a fully trained Cosmonaut?
Location
Coworth Park, Blacknest Road, Ascot, SL5 7SE
For Sat Navs use: SL5 7SE
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. For those traveling from farther distances, we are also offering the option to stay on Wednesday night to allow for a more relaxed arrival. Please let us know if you would like to take advantage of this additional night’s stay, and we will be happy to arrange it for you.
Is there any transport to the event included?
The venue is easily accessible from both Virginia Water and Ascot railway stations, 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 attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
