The Wealth Forum Scotland

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.

Infrastructure

CEO

Phil Kent

Gravis

Phil joined Gravis in 2015 and serves as the CEO. Phil is actively involved in the management of Gravis' direct infrastructure and real asset investments, and has led investments across a range of energy, renewable and social infrastructure asset classes. He is a lead manager to the GCP Infrastructure Investments and GCP Asset Backed Income funds. Phil also leads the delivery of Gravis' strategic objectives, working closely alongside Gravis' shareholders and other stakeholders. He has 20-years of experience in the energy and environmental sectors having joined Gravis from Foresight Group. Prior to Foresight, Phil has experience across a number of energy and commodity sectors. Phil graduated with a degree in Geography from Oxford University.

5Perspectives US Small Growth Fund

Head of Team, Portfolio Manager & Analyst

Drew Cupps

Polen Capital

Drew is Head of Team and Portfolio Manager on Polen Capital’s 5Perspectives Growth Team. He leads portfolio management and investment analysis for the 5Perspectives strategies, which are centered on his proprietary investment framework developed over decades of experience. The team’s name, “5Perspectives,” reflects Drew’s core belief in the importance of diverse perspectives to generate better investment outcomes - a foundational tenet of his approach. Prior to joining Polen Capital in 2025, Drew was a Portfolio Manager at Bosun Asset Management and, before that, at Advisory Research Investment Management. He also founded and managed Cupps Capital Management, and oversaw hedge fund and mutual fund assets at Strong Capital Management. Drew began his career at Driehaus Capital Management in 1992.

UBAM – Strategic Income

Multi-sector income fund

Head of Corporate Debt

Thibault Colle

UBP Asset Management

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.

Portfolio Manager

Nick Clay

Redwheel

PGIM Multi-Sector Credit Fund

Portfolio Strategist

Gabriel Doz

PGIM

Host

Chairman Marr

Editorial Director

Wealthwise

Location

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

For Sat Navs use:

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.