-
Registration and Coffee
-
Introduction
-
Key Connections
What are the key tools needed for a 21st Century International Adviser and what connections are essential for success?
Introduced by International Investment editor Mark Battersby.
Presentations and panel debate discussion on how connections to tax lawyers, accountants, DFMs, platforms, life companies and key service providers can transform your business.
Speakers
-
Finance Isle of Man
What do different jurisdictions bring to the table?
In this session we look at the importance of basing your business in the right jurisdiction, or, in some cases, multiple jurisdictions.
-
Utmost Wealth Solutions
The importance of portability on wealth planning for internationally mobile clients
-
The UAP Group
Latest developments in International Pensions
Update and overview of the most significant developments in the International Pension market. How the UAP Group is ahead of the curve in being prepared for and being able to support advisory firms to capitalise on these developments. What jurisdictional challenges there are and what is making the most sense for the internationally mobile client and the international pension community as a whole.
-
Canada Life
Advice in a changing landscape
The financial landscape we work in is forever evolving and ensuring we keep up and comply with all the social and regulatory changes means you can add value to your clients and allowing them to achieve their financial objectives. However we know this is not easy, given all the competing priorities we have on a day to day basis. In our session, we will be taking a closer look at the changes affecting clients in 2023 and the impact these could have on a client’s holistic plan and how reframing your approach, could give the client not only what they want but also what they need. We will also be looking at why investment bonds are making a “come back” and how they can play a bigger part in a client's portfolio, especially when considering the implications of emigrating from the UK.
Speakers
-
Networking Break
-
Evelyn Partners
Cross-border distribution: challenges and opportunities
-
Canaccord Genuity Wealth Management
Evolution, Education and Engagement - Trends in the advice market
As a follow up from last year’s II Connect presentation about change within the industry, Richard will again look at the market and expand on the major trends that impact all of our businesses. This is against the backdrop of the market volatility carrying over from 2022 into 2023.
-
Investments & Fund Selection
What are the key investment themes of 2023 - Property, ESG, Multi-Asset, Crypto, Fixed Income?
Q&A with II publisher Gary Robinson, Justin Oliver and Austen Robilliard
Speakers
-
Networking lunch
-
Case Studies & Breakout Groups
On-stage case study with actors playing clients and advisers. Break out groups come up with ideas and solutions. Each table led by a sponsor/expert
Introduced by II editor Mark Battersby and hosted by David White of QB Partners
-
Fintech, Insurtech and Technology
How important a role can fintech play in international advice and a look at the rise of the blockchain.
We also discuss how Insurtech is driving serious change in products, advice and modern financial services.
Q&A segment with II publisher Gary Robinson and Simon Pickering of IOM Government
-
Networking Break
-
Future of Cross Border Advice and Products
Discussion on long term future of products and investments. What will future products look like? We also discuss international cross border advice world amid regulatory change, consolidation and an uncertain geo-political backdrop.
Sponsor Q&A and key panel debate chaired by II publisher Gary Robinson
Speakers
-
Closing Keynote
-
Networking Drinks