Wealth Management Opportunities Unbound
27th April 2015
India Inc.’s second annual Global Wealth Management Conclave will be held against the backdrop of a sea-change in the Indian economy. With the Global Indian at the heart of the Narendra Modi led government’s reforms agenda, the exclusive conclave provides the perfect platform to sift through the jargon and what some of the regulatory reforms would mean global wealth management.
As in the past, the event will bring together the very best financial advisers, wealth managers, private bankers, and private client-focussed professionals seeking opportunities to work with and provide services to high net-worth Indians globally.
This exclusive Conclave is organised specially for delegates to network, share ideas, present opportunities, emerging trends and insights. So whether you are currently advising Indian clients or seek opportunities to offer your services and products, the India Inc Global Wealth Management Conclave should not be missed.
In their words: India Inc.’s Manoj Ladwa and BDO’s Kim Hayward zero in on the nitty-gritties of wealth management.
VIDEO
Agenda
27 April
Power Breakfast for (by Invitation Only)
08:30 am
*Sponsored by Punjab National Bank
Chair:
Manoj Ladwa, Founder & CEO, India Inc.
Registration for Delegates
Welcome & Introduction
09:30 am
Manoj Ladwa, chief executive, India Inc.
Kim Hayward International Liaison Partner, BDO
Are the UK elections important for the Indian Investor?
09:45 am
Will it remain investor friendly?
Will UK remain a part of the EU? What are the implications?
How could situations evolve under different potential governments?
Have we reached the end of the road for Non – Doms?
10:45 am
How should planning strategies be explored and developed in the current regulatory
and political context?
What are the potential implications for holding different kinds of assets?
How to address issues such as inheritance in wealth planning?
What role could off-shore hubs play for the global Indian investor?
11:50 am
What do these hubs offer to the NRI and other HNWI community?
What are some of the options – Singapore, Jersey, Dubai, UK among others.
Evaluating the options around factors that are important to the global Indian.
'What I expect (and really think) of lawyers, accountants and wealth managers'
12:45 pm
In Conversation With Lord Karan Billimoria
Focussed Sessions:
BDO Tiffin Newsletter Interactive Demo
Family Wealth: Change of Circumstances & risk mitigation
02:25 pm
How do they fit in the contemporary environment?
How does family and business globalisation impact upon asset protection?
How to secure a smooth succession in family business?
Luxury Assets: Financing & Taxation options
03:00 pm
The role of luxury assets in wealth management
What are some of the financing options available to acquire luxury assets?
What are the taxation implications for holding luxury assets?
Property & Wealth Management
04:00 pm
What role can properties play in managing wealth?
Exploring financing options
How to deal with capital gains & other taxation?
Do Indians Really “Worship” Wealth? – Personal Reflections
05:00 pm
In conversation with Baroness Sandy Verma
Guest:
Baroness Sandy Verma
Parliamentary Under-Secretary of State, UK Department of Energy and Climate Change (DECC)
Moderator:
Aditi Khanna
Editor, India Inc. and President Indian Journalist Association
Networking Drinks – Launch of IIJ
*This is a draft agenda and subject to change
Speakers
Who will be speaking?
Chief Executive, MLS Chase Group
Founder, India Inc.
Parliamentary Under-Secretary of State
UK Department of Energy and Climate Change (DECC)
Chief Executive, MLS Chase Group
Founder, India Inc.
Parliamentary Under-Secretary of State
UK Department of Energy and Climate Change (DECC)
Lord Tim Clement Jones CBE
London Managing Partner
DLA Piper UK LLP
Lord Tim Clement Jones CBE
London Managing Partner
DLA Piper UK LLP
Author of ‘The Modi Effect’
Head of South Asian Desk
Knight Frank
Author of ‘The Modi Effect’
Head of South Asian Desk
Knight Frank
Head of Global Operations
Sun Mark
Chief Executive Officer
TheCityUK
Head of Global Operations
Sun Mark
Chief Executive Officer
TheCityUK
Partner, Commercial Dispute Resolution
Penningtons Manches
Head of Professional Services
BDO
Partner, Commercial Dispute Resolution
Penningtons Manches
Head of Professional Services
BDO
Solicitor
Swinnerton Moore LLP
International Liaison Partner
BDO LLP
Solicitor
Swinnerton Moore LLP
International Liaison Partner
BDO LLP
Private Client Services
BDO
Editor and Content Director
India Inc.
Private Client Services
BDO
Editor and Content Director
India Inc.
Managing Partner
BDO India
Senior Counsel, Private Client & Tax
Penningtons Manches
Managing Partner
BDO India
Senior Counsel, Private Client & Tax
Penningtons Manches
Partner
Hassans International Law Firm
Business Development Director – UK
Jersey Finance
Partner
Hassans International Law Firm
Business Development Director – UK
Jersey Finance
Partner
Maurice Turnor Gardner LLP
Partner
Maurice Turnor Gardner LLP
Director
Minerva Trust & Corporate Services Limited
Founder and Chairman
Fedelta
Director
Minerva Trust & Corporate Services Limited
Founder and Chairman
Fedelta
Director International Private Wealth
BDO LLP
Director International Private Wealth
BDO LLP
Founder, Director & CEO
Moonbeam Advisory
National Head of Private Clients
BDO LLP
Founder, Director & CEO
Moonbeam Advisory
National Head of Private Clients
BDO LLP
Sponsors
Platinum Breakfast Sponsor
Punjab National Bank
Supporting Partner
Jersey Finance
Platinum Breakfast Sponsor
Punjab National Bank
Supporting Partner
Jersey Finance
Supporting Partner
Penningtons Manches
Supporting Partner
Penningtons Manches
Industry Partner
Association of International Wealth Management of India
Strategic Partner
Institute of Directors
Industry Partner
Association of International Wealth Management of India
Strategic Partner
Institute of Directors
Online Media Partner
The Wealth net
Charity Partner
British Asian Trust
Online Media Partner
The Wealth net
Charity Partner
British Asian Trust
Get In Touch
Event & Guest Relations Manager
Editorial & Content Enquiries