Private Wealth UK Spring Retreat
Request an Agenda
Welcome to the inaugural Private Wealth UK Spring Retreat, our flagship event for the wealth management industry in the UK.
This event delivers to both sides of the industry - wealth, and asset manager, and our carefully curated agenda is designed to provide you with the latest trends, challenges, and best practices influencing the global wealth landscape.
Taking place on the evening of Wednesday 21 to Friday 23 May 2025, this summit includes panels, fireside chats, round table discussions, and asset allocation briefings. With accommodation included for our attendees and over fifteen sponsoring asset managers, this event will allow for a deep dive into the investment universe and will cover a variety of topics and sectors.
With this event we decided to avoid the back-to-back boardroom spiel and instead give the audience the chance to choose who they would like to see. With fourteen managers to select from, the idea is to encourage them to see both products already on their radar and perhaps see some who maybe should be. Combine these roundtables with a content-led program; this event has taken on feedback and encourages contribution instead of just listening!
Fairmont Windsor Park
Bishopsgate Rd, Englefield Green
Windsor, TW20 0YL, United Kingdom
+44 1784 535555
Client Testimonials
Our clients love us, here are a few of their quotes.
Key Discussion Topics
Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook
The financial landscapes continue to evolve in an era marked by unprecedented global events and investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility. The panel will shed light on the current macroeconomic landscape, providing insights into global economic trends and their potential impact on various asset classes. From equities and fixed income to alternative investments, our experts will share their perspectives on where opportunities lie and the potential pitfalls to avoid in the pursuit of optimal asset allocation.
Effectively Investing in Fixed Income
A panel of experts debates the outlook for fixed income markets, discussing the impact of rising interest rates, inflation and economic uncertainty on bond yields and investment strategies.
State of the Industry: Sustainability in Today’s World
In this panel discussion, both fund selectors and fund managers will share their perspectives on the sustainable investing market and forecasts for the years ahead.
Decision-Making in Disruptive Times In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading fund selectors shed light on the most pressing investment and management issues facing their organisations.
Chief Investment Officer Panel Discussion: Creating the Optimal Multi-Asset Portfolio
Join our distinguished Chief Investment Officers in a panel discussion on portfolio construction and uncovering the best investment opportunities in 2025 and beyond. Key discussions include how investors are approaching portfolio construction and allocation decisions in the current landscape, and where they see opportunities across asset classes and sectors, impacting their decision-making with new and existing managers.
Mastering Alternative Investment Portfolio Construction
As traditional portfolio models encounter new challenges, investors are moving away from the conventional 60/40 model in favor of strategies that enhance diversification, manage risk, and uncover new growth opportunities. When selecting alternative investments, it is important to consider strategies that aim to achieve differentiated portfolio outcomes, such as boosting returns or diversifying risk exposures.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.Registration
Media Partnerships
+1 212-600-8631
John.Zajas@marketsgroup.org
Allocator Attendance
+1 347-778-2568
IR@marketsgroup.org
Sponsorship Opportunities
+1 212-804-6220
Sales@marketsgroup.org
Behind the Event
The numbers that highlight Market Group's journey, our impact, and our commitment to exceptional events.
