Event registration

Date: 16th September 2026

Location: The Balmoral

Event

The Wealth Forum Scotland

Date: 16th September 2026

Location: The Balmoral

Connecting senior fund selectors for dynamic investment insights, expert speakers and lively debate.

Taking place on Wednesday at 16th September The Balmoral in Edinburgh, the Wealth Forum Scotland will bring together investment experts from 6 leading asset managers with fund selectors and buyers from across Scotland. Each fund manager will speak on a different sector, giving attendees a well-rounded insight into a wide range of market sectors.

The event will also include a networking lunch allowing for plenty of discussion outside of formal proceedings.

Agend

16th September

8:30- 9:00

Arrival and breakfast

9:00-12:30

Presentations

12:30- 13:30

Lunch and departure

Content & Speakers

Speakers and topics will be announced soon.

UBAM – Strategic Income

Multi-sector income fund

Thibault Colle

Head of Corporate Debt

Thibault Colle

UBP

Redwheel Global Equity Income Strategy

Is the market simply Teflon or complacent? How to position for a return to normalised volatility.

Equity markets are seemingly impervious to any shocks. Are companies simply unaffected or is the market being too complacent. The risk this builds points to a return to a more normal environment of volatility. What does this mean for how investors should position themselves within their equity portfolios.

Nick Clay

Portfolio Manager

Nick Clay

Redwheel

PGIM Multi-Sector Credit Fund

Gabriel Doz

Portfolio Strategist

Gabriel Doz

PGIM

Host

Chairman Marr

Editorial Director

Wealthwise

Location

The Balmoral, 1 Princes St, Edinburgh, EH2 2EQ

For Sat Navs use:

1 Princes St, Edinburgh, EH2 2EQ

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 Phil or Sam, who will be more than happy to assist you with any specific concerns or queries.

Is there a cost for attending 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


Phillippa Coats

Phillippa Coats

Audience Director

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