The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
Taking place on Thursday the 6th and Friday the 7th of March at the beautiful Coworth Park, situated between Ascot and Virginia Water, the Forum will bring together investment experts from 10 top asset managers, including ABRDN, Aviva, Baillie Gifford, CCLA, Comgest, M&G, Seilern, Sumitomo Mitsui, UBS and Wellington.
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 keynotes from top economists and an after dinner speech from rugby legend Ugo Monye.
Wealth Forum Agenda
Day 1 - Thursday 6th March
7:45 - 9:00
Arrival and registration
9:00 - 9:10
Welcome
9:10-10:10
Top Trumps? Our panel of US specialists discuss the implications of Donald Trump's second spell in the White House and its potential impacts on markets
10:10 - 10:25
Coffee and refreshment break
10:25 - 12:20
Fund manager workshops
12:20 - 13:40
Lunch
13:40 - 14:55
Fund manager workshops
14:55 - 15:15
Coffee and refreshment break
15:15 - 16:25
Fund manager workshops
16:25 - 19:00
Check-in and free time
19:00 - 21:00
Dinner and keynote from Ugo Monye
Day 2 - Friday 7th March
7:45 - 9:00
Breakfast
9:00 - 9:45
Welcome and Panel
10:00 - 12:00
Fund manager workshops
12:00 - 1:00
Lunch and departure
Content & Speakers
The complete list of speakers, along with their profiles and presentation topics are listed below.
On Thursday morning, Julian Marr will chair a session with leading US specialists, including Tyndall Investment Management’s Felix Wintle. The panel will examine the recent inauguration of Donald Trump and its potential impact on global markets.
On Friday Morning, Defaqto will host a session on ‘The Future of MPS’. Andy Parsons and Paul Tinkler are two leading experts on MPS from the number one data provider in this space, Defaqto. They will be sharing their insights and leading an interactive session.
Scottish Mortgage trust
Investment Specialist Director
Claire Shaw
Baillie Gifford
Claire joined Baillie Gifford in 2019 as an investment specialist for the Scottish Mortgage Investment Trust. Prior to this since 2014, she was a Portfolio Manager of European Small and Mid Caps at SYZ Asset Management and previously spent six years at Franklin Templeton on the European Equities Team. Claire holds a First Class MA (Honours) degree in Geography from the University of Aberdeen and a Masters (MSc) in Research from the University of Edinburgh.
Comgest Growth Japan
Portfolio Manager
Richard Kaye
Comgest
Richard Kaye joined Comgest in 2009 and is an Analyst and Portfolio Manager specialising in Japanese equities. He is also a member of the Comgest Group's Investment Committee. With a wealth of experience in Japanese equities, Richard became co-lead of Comgest’s Japan equity strategy upon joining the Group. He started his career in 1994 as an Analyst with the Industrial Bank of Japan and then joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a Portfolio Manager of Japanese TMT stocks. Richard graduated from Oxford University (UK) where he majored in Oriental Studies.
SMDAM Japanese equity
Product Specialist
Alex Hart
Sumitomo Mitui 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.
Seilern World Growth
Research Analyst & Portfolio Manager
Michael Faherty, CFA
Seilern Funds
Michael is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM in 2016. Prior to that, he worked in the US Equity team at J.P. Morgan Asset Management and at J.P. Morgan Chase as a graduate analyst. Michael holds a Law degree from University College Cork and a Masters degree in Finance from Trinity College Dublin. He is a CFA charterholder.
Enhanced Index Strategies
Investment Director
Ross Olusanya
ABRDN
An enhanced index strategy blends the benefits of active and passive equity investing. Ross Olusanya is an Investment Director within the Quantitative Index Solutions team at abrdn.
Aviva Investors Multi-Strategy (AIMS) Target Return Fund
Aviva Investors
Emerging Markets Bond Fund
Fund Manager
Charles de Quinsonas
M&G
Emerging Markets Bond Fund
Financials Strategist
Nick Smallwood
M&G
Fixed Income
Head of Fixed Income Portfolio Management, Asia Managing Director
Raymond Gui
UBS
Raymond Gui is a senior portfolio manager with the Asia fixed income team and he has overall responsibility for Asia Pacific fixed income portfolio management activities. Prior to joining UBS Asset Management, Raymond was co-CIO and senior portfolio manager at Income Partners Asset Management covering Asian USD credit and RMB fixed income strategies. His mandate included launching, managing and growing the firm’s fixed income business and strategy range. Raymond previously worked at China Construction Bank, Bank of China International as well as China’s State Administration of Foreign Exchange (SAFE). He has won various awards including the “Outstanding Achiever” Benchmark Fund of the Year awards.
Topic coming soon
CCLA
We have a power problem - a critical juncture for infrastructure
Investment Director
Joy Perry
Wellington Management
Ugo Monye
After Dinner Speaker
Former England, British and Irish Lions & Harlequins
After and exhilarating rugby career with England, the British & Irish Lions and Harlequins, Ugo Monye has made a name for himself as a charismatic sports broadcaster and champion for diversity and inclusion in sport and beyond. Known for his wit, charm and powerful insights, Ugo bring a refreshing, humorous and thought-provoking perspective on life, both on and off the rugby pitch. In his entertaining after-dinner speech Ugo will share memorable stories from on and off the pitch, giving the audience a glimpse into the real world of the England dressing room, life on tour with the British & Irish Lions and even from his stint on the hit BBC show Strictly Come Dancing.
Panel Chairman
Editor
Julian Marr
Wealthwise
US Panel Guest
Felix Wintle
Fund Manager
VT Tyndall North American Fund
Tyndall Investment Management
Felix is the manager of the VT Tyndall North American Fund, since July 2017 when he joined Tyndall Investment Management. He began his career in September 1999 at City Financial Asset Management, becoming manager of the CF Biotech Fund in 2003. In 2004, the firm was acquired by Neptune Investment Management and he took over management of the Neptune US Opportunities Fund in August 2005, which he ran until May 2016.
US Panel Guest
Rose Vangerven
CEO-designate
American Fund
Findlay Park
Rose Vangerven will become CEO of Findlay Park in April 2025, subject to regulatory approval. As a member of the investment team, Rose provides leadership and perspective on responsible investment and sustainability topics for the American Fund. Prior to joining Findlay Park in 2019, Rose worked in the Responsible Investment team at Columbia Threadneedle, having begun her career at Blackrock.
MPS Panel Guest
Andy Parsons
Insight Manager (Funds & DFM)
Defaqto
MPS Panel Guest
Paul Winkler
Insight & Consulting Director
Defaqto
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 future sponsorship, please contact:
