Transcription

1 THE BREWERY, EC1Y 4SD 08:30-16:30 The UK is home to nearly 550,000 high net worth individuals a number that s only expected to grow as a new generation of tech-savvy HNWIs comes of age. And with an estimated 70-80% of all HNWIs underinsured, for those brokers who can seize the initiative identifying, attracting and delighting customers old and new the potential rewards are substantial.

2 Insurance Times High Net Worth Broking event delivers unique insights into the world of high value insurance, with strategic discussions, in-depth case studies and outside-in perspectives offering both tactical and practical takeaways for HNW brokers who truly want to live up to their discerning customers expectations. Our target broker audience includes Heads/Directors of: ABOUT High net worth Private clients Business development

3 PROGRAMME AT A GLANCE 08:30 Registration and refreshments 12:00 Advisory Session 09:00 09:05 09:30 Chairperson s opening remarks Martin Kornacki, Events Editor, Insurance Times Session 1 Insuring the affl uent in 2016 and beyond the outlook for HNW Expert View Global trends in wealth and luxury: the rise and rise of the UHNWI Liam Bailey, Global Head of Research, Knight Frank Keynote Address Private client insurance in review: threats, challenges and opportunities for brokers Charles Hamilton-Stubber, Chairman, Aon Private Clients 09:50 Advisory Session 10:10 Panel Discussion Delivering excellence in HNW insurance: strategies for success Charles Hamilton-Stubber, Chairman, Aon Private Clients Nick Brabham, Head of Private Insurance, Direct Line Group Richard Moxon, Senior Vice-President & Head of Private Clients, Marsh 12:20 13:00 Lunch Panel Response & Discussion Improving client risk management and developing innovative products Jenny Cooper, Director of Private Clients & Insurance Liaison, Insafe Tony Parker, Executive Director Private Clients, Jelf Insurance Brokers Further panellists to be confi rmed Session 3 Acquisition, engagement, retention delighting HNWIs old and new 14:00 14:40 Expert View Understanding the Futurewealthy: who are they and what do they want from you? Annie Catchpole, Senior Manager, Scorpio Partnership Case Study Motivating staff to build exceptional relationships and achieve business success David Foster, Director, Lark (Group) 15:00 Advisory Session 10:50 Refreshments Session 2 Immersing yourself in the world of the client trends in luxury ownership 11:20 11:40 Snapshot Update Luxury and heritage property Giles Hannah, Senior Vice President, Christie s International Real Estate Snapshot Update Fine art Paul Davidson, UK Board Director Art Collections, Estates & Valuations, Bonhams 15:20 15:50 16:20 Case Study Delivering a great client experience online and in person Katie Small, Board Director, RK Harrison Insurance Services Interview Identifying and attracting new HNW clients: lessons from private banking Andrew Wheeler, Head of Business Development, Kleinwort Benson Chairperson s closing remarks and end of conference Martin Kornacki, Events Editor, Insurance Times

4 SPEAKERS With a high calibre line-up featuring leading brokers plus experts in wealth management, private banking, luxury goods and more, it promises an unparalleled range of perspectives to help brokers understand the latest developments in the world of HNW and what it will take to succeed. Here are just a few of our speakers: Paul Davidson UK Board Director Art Collections, Estates & Valuations, Bonhams Liam Bailey Global Head of Research, Knight Frank Annie Catchpole Senior Manager, Scorpio Partnership Charles Hamilton-Stubber Chairman, Aon Private Clients Jenny Cooper Director of Private Clients & Insurance Liaison, Insafe Richard Moxon Senior Vice President & Head of Private Clients, Marsh Katie Small Board Director, RK Harrison Insurance Services David Foster Director, Lark (Group) Andrew Wheeler Head of Business Development, Kleinwort Benson Tony Parker Executive Director Private Clients, Jelf Insurance Brokers Nick Brabham Head of Private Insurance, Direct Line Group Giles Hannah Senior Vice President, Christie s International Real Estate

5 PRICES Ticket type Price exc VAT Valid until/expires Brokers Free - There are a limited number of these places available and they will be allocated on a fi rst-come-fi rst-served basis. Other Early-bird December 2015 Standard February 2015 EVENT MANAGEMENT Mandy O Connor Head of Event Operations [email protected] SPONSORSHIP James Woolf Head of Advertising and Sponsorship [email protected] Sophie Kane Senior Events Coordinator [email protected]