Shaping
the Future
of Wealth Advisory
The landscape of high-net-worth advisory is changing fast. From tax reform to global mobility, advisors today face a growing demand for sharper insight, broader perspective, and practical solutions.
The HNW Advisor London Conference brings together leading voices in the field to address the most pressing challenges and emerging opportunities facing international advisors. This is where experience meets strategy, and where complex issues are broken down into actionable guidance.
Led by conference chairman Ken Chapman, this is a focused, expert-driven program designed to help you stay ahead in a world where wealth is more mobile and complex than ever.
Join us and equip yourself with the insight needed to serve your clients in a fast-changing world.
Tickets
PCD members receive 25% discount on ticket prices - please enter your discount code when prompted.
Please email us at events@hnwadvisor.com if you would prefer to pay via invoice.
Event Agenda
The day begins with our sponsor's welcome address from Kenneth Camilleri, CEO of Vertex Alliance, who will highlight key features of Malta, followed by an essential keynote address from John Barnett, Tax Partner at Burges Salmon, who will demystify the UK's RND reforms and their implications for advisors.
Before lunch, our experts will examine key considerations for clients contemplating residency changes, with special focus on the Guernsey option—a timely discussion as geographic flexibility becomes increasingly important for wealth preservation. This will be complemented by our specialized session on American clients relocating to the UK, addressing the unique cross-border challenges they face.
The afternoon features our highly anticipated UAE Panel, exploring the latest trends in this dynamic region that continues to attract global wealth, followed by an authoritative update on private wealth developments in Saudi Arabia—a market experiencing unprecedented transformation.
Morning Session
Arrival, Registration & Networking Breakfast
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Collect your conference materials
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Enjoy refreshments and networking opportunities
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One Moorgate Place, Main Reception
08:15
Welcome Address from Kenneth Camilleri, Vertex Alliance
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Introduction to the day's programme
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Update on latest from Malta
09:00
Keynote Address: UK RND Reforms - Essential Knowledge for Advisors
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Presented by: John Barnett, Tax Partner, Burges Salmon
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Comprehensive overview of recent reforms
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Q&A session
09:30
Changing Residency: Strategic Considerations for Relocation
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The Guernsey Option: Benefits and pathways
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UK tax implications of becoming and maintaining non-UK residence
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Overview of the Guernsey tax regime & lifestyle
Speakers
Mark Savage - Tax Director, BDO
10:30
Changing Residency: What Clients Really Need to Know About Relocating to Monaco
Key considerations for clients seeking to move to Monaco with Andrew Faulkes
11:15
Morning Coffee Break
Morning Coffee Break
11:30
The Trump Factor - Are Americans moving to the UK?
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Latest trends in mobility for US persons coming to the UK
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Pre-arrival planning
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Investment structure optimization
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Estate planning considerations
Speakers
Camilla Dell - Managing Partner and Founder, Black Brick Property Solutions
Alicia Castellanos - CEO & Founder, Global Taxes
Jonathan Garbutt - Barrister & Solicitor, Dominion Tax Law
Parisa Karaahmet - Partner, Fragomen
Louise Adams - Partner, Acorn Capital Advisers
12:00
Afternoon Session
Networking Lunch
Networking Lunch
13:00
Sponsor Welcome for Middle East Sessions
14:00
Panel Discussion: Latest Trends from the UAE
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Regulatory developments in the UAE financial centers
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Investment opportunities in the region
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Family Office migration trends
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Wealth structuring options
Speakers
Chris Mourant - Associate Director, Fairway Group
Hannah Wailoo - Partner, Withersworldwide
14:15
Afternoon Refreshment Break
Refreshment Break
15:15
Spotlight Session: Private Wealth in the Kingdom of Saudi Arabia
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Vision 2030 and wealth creation
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Emerging opportunities for international advisors
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Regulatory framework and developments
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Family Office & wealth structuring trends
Speakers
Hassan Zawawi - Partner, Alzawawi Law Firm
Pete Unwin - Head of Private Wealth & Family Office, Middle East, IQ-EQ
Ben Lister - Partner, Taylor Wessing
Ben Lloyd - Partner, 1818 Venture Capital
Michael Kallabat - Managing Director, Head of Practise, Ankura
15:45
Closing Remarks
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Summary of key takeaways
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Main Conference Hall
17:00