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Events
The Wealth Forum Spring
19th - 20th March 2026 | Coworth Park, Ascot
The flagship forum for senior fund selectors who look beyond the ordinary.
Bristol Working Lunch
24th March 2026 | Hotel du Vin, Bristol
Discuss issues relevant to you in this exclusive gathering of wealth management experts.
MPS Elite Forum
16th April 2026 | Sea Containers Hotel, London
In collaboration with the Defaqto MPS Comparator Awards, this forum explores challenges specific to MPS providers.
Fixed Income Working Lunch
21st April 2026 | Pan Pacific Hotel, London
A roundtable for fund selectors and asset managers to examine the issues affecting the fixed income market.
Edinburgh Working Lunch
23rd April 2026 | Gleneagles Townhouse, Edinburgh
Join us to discuss how to navigate today's investment challenges across a range of sectors.
The Wealth Forum North
14th - 15th May 2026 | The Grand Hotel, York
Be part of the debate at York's leading investment conference for senior fund selectors.
The Wealth Forum Channel Islands
4th June 2026 | Radisson Blu Waterfront Hotel, Jersey
The premier investment forum where top wealth minds debate, discover and connect.
The Wealth Forum Summer
25th - 26th June 2026 | Coworth Park, Ascot
A premium investment summit where you stay well-connected and leave wealth-directed.
Sustainable Funds Working Lunch
9th September 2026 | Pan Pacific Hotel, London
A specialist event uniting sustainable investing experts to debate the future of this exciting sector.
The Wealth Forum Scotland
16th September 2026 | The Balmoral, Edinburgh
Connecting senior fund selectors for dynamic investment insights, expert speakers and lively debate.
The Wealth Forum Dublin
17th September 2026 | The Merrion Hotel, Dublin
In-depth investment intelligence, standout speakers, and high‑level networking - the wealth event you need to attend.
Boutiques Briefing
22nd September 2026 | The Eight Club, London
Unlock the power of targeted investing with a range of leading specialist boutiques.
1st October 2026 | Radisson Blu Waterfront Hotel, Jersey
The premier investment forum on Jersey where top wealth minds debate, discover and connect.
The Wealth Forum Southwest
15th - 16th October 2026 | The Royal Crescent Hotel, Bath
Debate. Insights. Networking — join us and our leading asset manager partners in the Southwest.
20th October 2026 | Pan Pacific Hotel, London
An exclusive fixed‑income roundtable exploring the challenges facing this crucial sector.
The Wealth Forum Autumn
12th - 13th November 2026 | Coworth Park, Ascot
Where senior fund selectors and leading asset managers connect, debate and explore pertinent investment insights.
Guernsey Working Lunch
17th November 2026 | Guernsey
Join a group of leading asset managers for a roundtable discussion, investment insight and networking on Guernsey.
Real Assets Briefing
24th November 2026 | Eight Club, London
Fund selectors and fund providers take a deep dive together into the intricacies of the real assets sector.
Dublin Working Lunch
10th March 2026 | The Merrion Hotel, Dublin
Drive the debate and explore industry insights and fund specifics in an exclusive roundtable setting.
24th February 2026 | The Eight Club, London
Come and discover elite ideas from some of the industry’s most specialised minds.
Property Funds Working Lunch
25th November 2025 | London
Modern Property funds. Revolution not Evolution
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
The Wealth Forum South West: The Royal Crescent, Bath
16th - 17th October 2025 | Bath
The South West Wealth Forum, The Royal Crescent, Bath: A premium event for the UK’s top fund selectors in the...
The Wealth Forum Channel Islands: Jersey
14th October 2025 | Jersey
The Wealth Forum Channel Islands, Radisson Blu Waterfront Hotel: A premium event for top fund selectors from both Jersey and...
The Wealth Forum Dublin: The Merrion Hotel
18th September 2025 | Dublin
The Wealth Forum Dublin: a premium event for top fund selectors from Ireland.
The Wealth Forum, Scotland: Edinburgh
9th September 2025 | Edinburgh
The Wealth Forum, Scotland, Edinburgh: A premium event for top fund selectors in Scotland
The Wealth Forum June: Coworth Park, Ascot
26th - 27th June 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
5th June 2025 | Jersey
The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
The Wealth Forum, Coworth Park
5th - 7th March 2025 | Berkshire
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Structured Credit Then and Now: What Investors Want to Know
BROOKFIELD
Middle East Conflict Clouds the Economic Outlook
PIMCO
Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025
GIB ASSET MANAGEMENT
ROBECO
Emerging markets’ strength comes from within
The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth...
FEDERATED HERMES
China: The year of the fire horse
Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead
ALGEBRIS INVESTMENTS
War in the Middle East: The market enters a new phase of volatility
Key market variable: duration of a US-Israel-Iran conflict. A short clash may mean brief oil volatility and a quick market...
VANGUARD
Understanding and meeting clients’ needs
You need to offer a personal and flexible approach to ensure that every client is given the service they are...
Analysis
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet