A premium investment summit where you stay well-connected and leave wealth-directed.
Taking place on Thursday the 25th and Friday the 26th of June at the beautiful Coworth Park, situated between Ascot and Virginia Water, the Forum brought together investment experts from 10 top asset managers.
Each Fund Manager spoke on a different sector, giving attendees a well-rounded insight into the market as a whole. The event featured keynotes from top economists and an after dinner speaker.
Wealth Forum Agenda
Day 1 - Thursday 25th June
7:45 - 10:00
Arrival and registration
10:00 - 11:00
Welcome and Keynote
11:00- 11:30
Coffee and refreshment break
11:30- 12:40
Fund manager workshops
12:40- 14:00
Lunch
14:00-15:45
Fund manager workshops
15:45-16:35
Coffee and refreshment break
16:35-17:45
Fund manager workshops
17:45-19:00
Check-in and free time
19:00 - 21:00
Dinner and keynote
Day 2 - Friday 26th June
7:45 - 10:00
Breakfast
10:00-11:55
Fund manager workshops
12:00 - 1:00
Lunch and departure
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.
Opening Keynote
The Great Global Restructuring
What’s driving investment markets as global dynamics shift? There is little doubt we are seeing seismic changes to the existing world order. Geopolitical realignments, evolving trade and monetary systems and transformative technologies such as AI are reshaping economies and industries. These shifts are redefining how we work, invest and create value. At Capital Group, we refer to this dynamic as the Great Global Restructuring. Join Alvaro Peró Gala, Investment Director at Capital Group, as he explores the implications for markets, the challenges and opportunities ahead, and how investors can position for what’s next.
Investment Director
Alvaro Peró Gala
Capital Group
Alvaro Peró Gala is an investment director at Capital Group. He has seven years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Alvaro worked as a vice president at PIMCO. Before that, he was a management consultant at Minsait and an IT consultant at GFT Technologies. He holds an MBA from INSEAD, France, and holds both a master`s and bachelor's degree in industrial engineering from the Universidad Politécnica de Cataluña. He also holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst℠ designations. Alvaro is based in London.
Oaktree Global Credit
With markets volatile, interest‑rate uncertainty, and risks uneven across credit markets, the focus remains on generating income, limiting interest‑rate risk, avoiding weaker credits, and maintaining flexibility. That’s why diversified short duration, higher yield credit stands out today, providing steady income with less exposure to risks in the current environment. We believe it’s a good time to be patient, earn the strong income in high yield bonds and senior loans, what we think of as the Core asset classes of our Global Credit strategy.
Managing Director and Co-Portfolio Manager, Oaktree
Danielle Poli, CAIA
Brookfield
Emerging markets at an inflection point: Capturing mispriced growth and sustainable alpha
After more than a decade of underperformance, Emerging Markets are re-entering the spotlight. Beneath recent volatility and geopolitical tensions, structural forces are reshaping the asset class: innovation in Asia, commodity tailwinds in Latin America, improving fundamentals, resilient earnings growth, and meaningful valuation discounts versus developed markets. But how sustainable is this recovery and how should investors navigate through the geopolitical uncertainty? Naomi Waistell, Fund Manager of FP Carmignac Emerging Markets, will share her latest insights on EM and where the most compelling opportunities lie. She will explain why a sustainable, quality portfolio — anchored in strong balance sheets, earnings visibility, and valuation discipline — is essential to navigating volatility and capturing opportunities.
Fund Manager
Naomi Waistell
Carmignac
Naomi joined Carmignac in 2025 as a Fund Manager in the Emerging Equities team. She began her career in asset management in 2007 in London. In 2010, she joined Newton Investment Management in London where she held the position of Fund Manager for a decade. Prior to joining Carmignac, Naomi was a Senior Fund Manager at Polar Capital specialising in Global Emerging Markets. Naomi is a CFA Charterholder and holds an MBA from the University of Cambridge.
AI and Robotics
Thematic Equities
Head of Thematic Equities Managing Director
Angus Muirhead
UBS
Angus is Head of Thematic Equities at UBS Asset Management and Lead Portfolio Manager of the Robotics Equity strategy. Angus joined CSAM in 2016 where he played a key role in the development and growth of the Thematic equity business, launching a family of successful strategies and establishing the “pure-play” concept and deep-dive fundamental research-based approach as the crux of the team’s investment philosophy.
Beyond Boundaries: The Power of Unconstrained Bond Strategies
This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more. More opportunistic. More diversified. More consistent. This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles. We'll also show why it’s the ideal time to revisit flexible fixed income strategies. Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago. We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.
Senior Portfolio Manager, Global Fixed Income
Sarah Harrison
Allspring Global Investments
Sarah Harrison is a senior portfolio manager specializing in European high yield for the Global Fixed Income team at Allspring Global Investments. In this capacity, she has oversight and portfolio management responsibilities for separate accounts and commingled vehicles across a range of strategies. She joined Allspring from Morgan Stanley, where she most recently was a credit portfolio manager serving as the lead on the European high yield strategies and as a co-portfolio manager on the global high yield strategies. Before that, Sarah served as a credit analyst for the firm. She began her investment industry career in 2009. Sarah earned a bachelor’s degree in business administration from the Schulich School of Business.
Guinness Sustainable Energy Fund
The WS Guinness Sustainable Energy strategy is managed for capital growth and invests in companies involved in the generation, storage, efficiency and consumption of sustainable energy sources (such as solar, wind, hydro, geothermal, biofuels and biomass).
Portfolio Manager, Specialist Team
Jonathan Waghorn
Guinness Global Investors
Jonathan is portfolio manager on the Guinness Global Energy strategy and the Guinness Sustainable Energy strategy. Prior to joining Guinness in 2013, he was a Shell drilling engineer in the Dutch North Sea and worked as an energy consultant with Wood Mackenzie before becoming co-head of Goldman Sachs energy equity research in 2000. He joined Investec as co-manager on the Investec Global Energy Fund in 2008 where he helped grow the energy franchise at Investec to a peak of nearly $3.5bn in 2011 before moving to Mercuria.
The art of using marginal gains to drive alpha generation in credit markets
Credit
Lloyd will discuss how having a genuinely dynamic and active strategy in credit markets can drive consistent outperformance by booking lots of small amounts of profit. The philosophy of the funds is to use credit markets to go through a process of daily optimisation, the by-product of which is alpha generation from mispriced opportunities. A focus on high quality, liquid bonds where the focus is to be able to book profits from the re-pricing of bonds rather than construct a buy-and-hold portfolio. A run down of the cohesive and experienced team, philosophy and track record.
Head of Fixed Income
Lloyd Harris
Premier Miton
Lloyd Harris is Head of Fixed Income at Premier Miton Investors, joining in August 2020 to manage global fixed-income strategies. He focuses on investment-grade issuers, financials, and high-yield credit, having previously worked at Merian Global Investors and Cutwater Asset Management
Emerging Markets
Investment Specialist Director
Ben Buckler
Baillie Gifford
Ben is an investment specialist within the Emerging Markets Client Team. He joined Baillie Gifford in 2001 on the investment management graduate scheme and was an investment manager in our Emerging Markets Equity Team until 2008, before he relocated to China. He worked in Hong Kong for six years as an executive director in the Asian Equities business at UBS, before re-joining Baillie Gifford in 2018. Ben graduated MA in Geography from Mansfield College, Oxford in 2001, holds an MBA from the University of Oxford and is a CFA Charterholder.
SMDAM Japan Equity High Conviction Fund
Investment 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.
WCM Global Growth Equity
Managing Director
Charlotte Sargent
WCM Investment Management
Infrastructure Fundamentals: Building the Foundation of Modern Technology
In a market shaped by AI enthusiasm, higher rates and rising concentration risk, this session explores why investors may benefit from re-anchoring to fundamentals. Jon Bell of BNY Investments Newton will examine the structural shifts reshaping markets — from deglobalisation and inflation to the end of the “free money” era — and explain why dividend compounding, valuation discipline and infrastructure equity can play an increasingly important role in portfolio resilience. The session will also highlight how a broader, differentiated approach to global infrastructure income can help uncover durable income opportunities beyond traditional sectors.
Portfolio Manager, BNY Investments Newton
Jon Bell
BNY Investments Newton
Jon Bell manages the Newton Global Equity Income strategy with Robert Hay and is the lead portfolio manager on the BNY Mellon Global Equity Income Fund (Responsible). Through his tenure at Newton, Jon has led both the global equity and multi-asset strategies and been responsible for a number of multi-asset and global equity portfolios. As well as his extensive investment roles at the firm, he has also spent time as a member of the commercial team involved in discussing client portfolios and tailoring strategies to meet client requirements. Jon joined the Newton equity income strategy in March 2020. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University.
Chairman
Location
Coworth Park, Blacknest Road, Ascot, SL5 7SE
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 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:
