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Events
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.
Alternatives Working Lunch
15th September 2026 | Pan Pacific Hotel, London
A specialist event bringing together investment 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.
Fixed Income Working Lunch
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.
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.
21st April 2026 | Pan Pacific Hotel, London
A roundtable for fund selectors and asset managers to examine the issues affecting the fixed income market.
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.
Bristol Working Lunch
24th March 2026 | Hotel du Vin, Bristol
Discuss issues relevant to you in this exclusive gathering of wealth management experts.
The Wealth Forum Spring
19th - 20th March 2026 | Coworth Park, Ascot
The flagship forum for senior fund selectors who look beyond the ordinary.
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
The Credit Market Lens: A market split, but for how long?
PIMCO
Unlocking green, social and sustainability bonds’ full potential
BNP PARIBAS ASSET MANAGEMENT
UK care homes: From defensive to strategic assets
TIME INVESTMENTS
Healthcare: Led by science, driven by returns
POLAR CAPITAL
REDWHEEL
Beyond ‘Quality at any price’
As 2025 ended, Quality stocks were in the grip of their worst period of relative underperformance in 20 years.
ROBECO
The curious case of Fama-French: where does alpha come from?
In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...
Natixis Investment Managers
Echoes: Durable growth still exists for the patient and diligent
With a career in equities investing that extends beyond three decades, Loomis Sayles’ Aziz Hamzaogullari knows more than most about...
FIRST EAGLE INVESTMENTS
Riding the Small Cap Earnings Rebound
Head of the Small Cap team and Portfolio Manager Bill Hench explains how earnings growth momentum has fueled small cap...
Analysis
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Opinion
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit