15:00 – 15:30 Networking
15:30 – 15:35 Welcome & Introduction
15:35 – 15:50 Clive Burstow, Barings
15:50 – 16:05 Objectway
16:05 – 16:20 Crealogix
16:20 – 16:35 TBC
16:35 – 16:55 James Brown, Compeer – “Latest trends in wealth management”
16:55 – 17:25 Wealth Management Panel Discussion
(Andy Steel – James Hambro, Nick Tucker – Waverton)
17:25 – 17:30 Conclusion
17:30 – 18:30 Networking
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Clive Burstow – Head of Global Resources, Barings
Clive Burstow is an Investment Manager, Head of Barings Global Resources Team and is co-manager on the Barings’ Global Resources, Barings’ Global Agriculture and Barings’ Australia Funds. Clive specializes in the analysis and investment management of materials companies. Clive has worked in the industry since 2004. Prior to re-joining the firm in 2011, he worked for BlackRock and AllianceBerstein, where he was responsible for mining stock analysis. Clive initially joined Barings in 2004 as an Investment Analyst in the Global Resources team. Before that, he worked for six years as a Senior Metals Analyst at Metal Bulletin Research (MBR) and three years as a Senior Database Analyst for Mining Journal Ltd. Clive holds a B.Eng. (Hons.) in Mineral Surveying and Resource Management from the Camborne School of Mines in Cornwall.
James Brown – Head of Client Services, Compeer
James joined Compeer in October 2006 as an analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics. Today he manages Compeer’s team of analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards, and is actively involved in bespoke research projects.
Nick Tucker – CEO, Waverton Investment Management
Nick joined Waverton in February 2020 as Chief Executive (SMF1) having spent nearly 30 years building wealth management businesses in the UK and overseas. Prior to Waverton, Nick was Managing Director and Head of UBS Domestic Wealth Management business in the UK. For the first 20 years of his career, he was with Merrill Lynch, latterly as Head of Private Clients UK and Ireland. Nick graduated from Exeter University with a degree in Political Studies.
Andy Steel – CEO, James Hambro & Partners
As a founding member of the team, Andy was instrumental in establishing James Hambro & Partners in 2009. He previously held various roles at J O Hambro Investment Management, including Finance Director and Chief Operating Officer, and before that worked at Sun Life and the original J O Hambro Group.
He is a Fellow of the Chartered Association of Certified Accountants.
In 2018, Andy was named one of the PAM 50 Most Influential – the definitive list of those at the forefront of shaping private client work in the UK and Crown Dependencies.