Spear's 500 Live

  • The Carlton Tower Jumeirah
  • Ticketed

Presented by:

Why Attend?

Spear’s 500 Live is the in-person, one-day event that brings the world of Spear’s to life that will take place on Tuesday 21st June at The Carlton Tower Jumeirah.

No other media brand covers the world of wealth and (U)HNWs like Spear’s, spanning wealth management & investing, philanthropy, property, reputation, family law, tax, and luxury lifestyle – only ever covering the very best in the field and those who work with HNWs.

This enables Spear’s to create a genuinely unique environment for high-net-worth individuals and the people who advise them.

Key topics:
The Global Economy in 2022 and beyond
Sector specific panel discussions:
- Wealth Management
- Super-prime property
- Succession planning
- Philanthropy
- Luxury Assets
Debate: Examinations: good or bad?

Who attends?
Leading advisers to (U)HNWs who are ranked as a Top Ten (or Topflight) adviser in the latest edition of the Spears 500.

Spear’s 500 Live helps wealth managers, lawyers and other private client professionals to navigate the world of their high-net-worth clients. Covering the broad expanse of HNW issues – from wealth to reputation management, super-prime property, family law and luxury assets, the event is also attended by members of the elusive (U)HNW community at the core of Spear’s readership.

For any sponsorship enquiries, please contact Shady Elkholy: Shady.Elkholy@spearswms.com

This is a CPD certified event, allowing you to earn CPD points if you attend. CPD is the holistic commitment of professionals towards enhancement of personal skills and proficiency throughout their careers.

Agenda

All event times are in your local timezone

  • Tue Jun 21st

Speakers

Select a speaker to learn more

Robert Amsterdam
Lawyer, Amsterdam & Partners LLP

Robert Amsterdam is an international lawyer with more than 40 years of experience working on high-profile disputes in emerging markets. His law firm Amsterdam & Partners LLP, with offices in London and Washington DC, focuses on innovative approaches to complex litigation, arbitration, and
white collar defence in matters featuring political and policy dimensions.
Amsterdam has represented numerous high net worth individuals and family businesses to navigate disputes, address sanctions and compliance issues, and enter new markets and opportunities. In his corporate practise, he has been engaged by a number of multinational energy and mining corporations to advise on disputes with government, while also representing sovereigns
in litigation with foreign investors.
His political advocacy practice has led to his retention by several world leaders, such as the Government of the Republic of Turkey, the former Prime Minister of Thailand Thaksin Shinawatra, former President of Zambia Rupiah Banda, Ugandan MP Robert Kyagulanyi (Bobi Wine), former Governor Godswill Akpabio of Akwa Ibom State in Nigeria, among other high profile
figures.
With significant experience on the ground in emerging economies across Africa, Asia, Eurasia, and Latin America, Amsterdam specialises in "bet the company" cases. He has achieved major arbitration awards for major corporations such as PricewaterhouseCoopers and the Four Seasons Hotel &
Resorts Group, while also advising companies on opening new markets and managing political risk.
Amsterdam has also represented high-profile political prisoners, such as the former head of the Yukos oil company in Russia, Mikhail Khodorkovsky, and the Venezuelan businessman Eligio Cedeño, both of whom were successfully released. He is the recipient of the Global Pro Bono Dispute Award from The
American Lawyer.
As a prolific columnist and blogger, Amsterdam’s writings have been published in the New York Times, the Financial Times, the Wall Street Journal, the Washington Post, and Forbes, among other publications.
Amsterdam has made several television appearances on networks such as CNN, CNBC, Bloomberg, BBC, and Fox News.
Amsterdam is a member of the Canadian and International Bar Associations, and is qualified as a solicitor in the United Kingdom. He earned his BA from Carleton University in Ottawa, and studied law at Queen’s University in Ontario (LLB).

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Rupert Phelps
Family office expert

Rupert Phelps is a dedicated advisor to business-owning families and single family offices on stewardship, strategic governance, family dynamics, succession planning, philanthropy and next generation preparation. Extensive network of relevant intermediaries for families with substantial private capital.

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Richard Rogerson
CEO, RFR Property

Richard is the CEO of RFR, a leading, independent advisory firm specialising in prime and super prime property in London. As head of the firm’s advisory practice, Richard has discreetly advised on some of the most high profile, high value and highly sensitive transactions in London.

Prior to founding RFR, Richard was a lawyer and partner at Allen & Overy and Macfarlanes (in both London and Singapore) where he specialised in private equity and finance.

A respected commentator on the London market in both the written and broadcast media, Richard is consistently rated in the top tiers of the most highly recommended property advisors in London by the leading directories and was named ‘Property Adviser of the Year’ by Spear’s in 2019.

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Bernhard Gademann
President, Institut auf dem Rosenberg

Bernhard Gademann has taken education to the next level together with his team of revolutionary educators - the Artisans of Education® at Institut auf dem Rosenberg.

Despite his family’s long-standing tradition, representing the fourth consecutive generation to manage this unique school in Switzerland, Mr Gademann and his Artisans never cease to innovate and challenge the status quo in schooling, providing true and holistic 21st century education for responsible future leaders.

After graduating from the school as a student himself, Mr Gademann excelled in senior roles in the financial service industry in London and New York, focusing on cutting edge technology, developing global partnerships at the dawn of algorithmic trading and mobile market data. The skills he learned during this time influenced the rest of his working life, from understanding the power of building strategic partnerships in order to leverage expert knowledge, through to embracing and harnessing the powers of new technology quickly.

Since returning to Switzerland to take the reigns of his family’s business in the 2010s, Mr Gademann and his wife Anita Gademann have made leaps in innovation, having successfully established their own Rosenberg International Curriculum - RIC® as well as the IDP® Ed-Tech platform and have recently launched HumaniX®; the world’s first qualification preparing students for successful coexistence and leadership in an age of intelligent machines. Their ultimately individual and holistic approach to education is enhanced through Rosenberg’s unique Talent & Enrichment programme, delivered in collaboration with leading universities such as ETH Zurich and high-tech industry partners such as Boston Dynamics.

A family man and a father of two, he has a strong interest in history, financial markets, classic cars and yachting. Mr Gademann holds an MA in Entrepreneurial Management and a BA (Hons) in International Business from the European Business School (EBSL) in London. He is also a Board Member of Swiss Learning and a member of the prestigious Yacht Club de Monaco.

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Michael Doerr
CEO, Oeno Group

Michael Doerr, Oeno Group’s CEO, has been a passionate wine collector and investor before he decided to take his position within Oeno. His forward-thinking strategy has proved pivotal in establishing Oeno as an innovative and contemporary fine wine merchant. An avid afficionado of vintage Champagne and well-structured reds from mainly Bordeaux, Tuscany and the New World.

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Camilla Dell
Managing Partner, Black Brick Property Solutions LLP

Camilla Dell is Managing Partner and founder of Black Brick Property Solutions LLP and has worked in the London property market since 2002. She is highly experienced in meeting the needs of demanding domestic and international property buyers.

During her career to date, Camilla worked for two of London’s largest and most successful estate agencies, Foxtons and Knight Frank, before setting up Black Brick in January 2007. Since then, Camilla has grown the firm from a two-person start-up to London’s largest independent buying consultancy. The Black Brick team collectively boasts over 100 years’ experience in the London property market and has successfully sourced and acquired in excess of £1 billion of residential property for private clients.

Camilla’s professional, energetic and tenacious approach to property finding, her total dedication to her clients’ needs and her expert negotiation skills have won her huge loyalty and trust amongst her clients who include some of the world’s most successful businessmen and entrepreneurs.

Black Brick has a high profile in the residential property sector and Camilla is frequently asked to comment in the press and speak at large international events about the London and UK property market including the Bloomberg Markets Most Influential Summit 2015 and the FT Weekend Festival 2021. Camilla was voted in the Telegraph’s Property Power List as one of the top 25 most influential people in British property, won Spear’s 2013 Property Adviser of the Year award and was voted as one of London’s top 10 buying agents in Spears 500 2022 Property Advisor Index. The firm is regularly included in the Spears 500, an essential guide for high net worth clients, has consistently ranked in the top 5 most influential, successful & connected prime residential property acquisition specialists in Britain by PrimeResi and is regularly ranked in Chambers High Net Worth Guide.

Camilla lives in North West London with her husband and two daughters. In her spare time Camilla sits on the committee for Norwood, a leading charity supporting vulnerable children, families and people with learning disabilities. She also enjoys high adrenaline sports and is a PADI (Professional Association of Diving Instructors) Staff Instructor.

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Toby Osborne
Head of Wealth Management, The Royal Mint

The Royal Mint’s Head of Wealth Management, Toby Osborne manages a team of best-in-class customer account managers who offer a bespoke, one-to-one service for clients wishing to invest in gold, silver or platinum with The Royal Mint. He also heads up The Royal Mint’s VIP membership club- Mint Marque Invest- which offers a range of benefits for top tier clients, including favourable pricing and early access to new product releases.

Trusted by thousands of investors all over the world, The Royal Mint offers gold, silver and platinum bullion coins and bars approved by Her Majesty, The Queen. Established over 1,100 years ago The Royal Mint is the UK’s oldest organisation and is known as the UK’s Trusted Home of Precious Metals. Their range of bullion coins include the iconic Britannia- which was recently redesigned to incorporate four state-of-the-art security features, making it the most secure bullion coin in the world, and the renowned Sovereign, known as 'the chief coin of the world' due to its longstanding history and international prevalence. Their bullion coins are exempt of capital gains tax (CGT) for UK residents and gold coins are VAT-free. Their investment-grade bars come in a variety of sizes, ranging from 1g to 400oz. The Royal Mint also offers a range of responsibly-sourced and physically-backed digital precious metals saving and trading programmes suited for all of life's chapters; from growing a golden nest egg for a child via Little Treasures, to preparing for a golden retirement via Gold for Pensions as well as a physical gold ETF.

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Catherine Grum
Head of Family Office Services, BDO

Catherine is head of Family Office Services at BDO. She advises families and family offices around family office establishment, strategy, family governance and succession. She believes that when families understand their values and the purpose of their wealth, they can build on much stronger foundations and, by aligning their structures and activities with this, create sustainable long-term solutions.
She has worked with family offices for nearly 20 years, gaining a unique perspective from the combination of roles she has held. This has included heading a private office and sitting on the board of three international trust companies (Salamanca Group) and coordinating wealth structuring with investment management (Barclays Wealth). This all built on her training as a private client lawyer at Allen & Overy.
Recognized as a thought-leader in the family office industry, Catherine has previously been named as one of EPrivate Client’s 50 Most Influential, one of Family Capital’s Top 100 Family Influencers and in the Private Client Global Elite. She has written, spoken and been interviewed on topics ranging from next generation planning to impact and sustainable investing.
Catherine has an MA in Jurisprudence from Oxford University, is a Trust & Estates Practitioner (STEP) and Certificated Family Business Adviser

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Dr Linda Yueh
Fellow in Economics, St Edmund Hall, Oxford University

Dr Linda Yueh is Fellow in Economics at St Edmund Hall, Oxford University, Adjunct Professor of Economics at London Business School, and Visiting Professor at the London School of Economics and Political Science.

She is Chair of Baillie Gifford's The Schiehallion Fund Ltd and Non-Executive Director of Rentokil Initial plc, SEGRO plc and Fidelity China Special Situations plc. She is an Adviser to the UK Board of Trade and was a Member of the Independent Review Panel on Ring-fencing and Proprietary Trading.

She has written/edited 10 books. Her latest book is The Great Economists: How Their Ideas Can Help Us Today, which was The Times’s Best Business Books of the Year, and Newsweek magazine’s Best Books of the Year.

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Emily Carver
Head of Media, The Institute of Economic Affairs

Emily Carver is head of media at the Institute of Economic Affairs. She is a columnist at Conservative Home and a regulator contributor across the national media.

Prior to joining the IEA in November 2019, Emily worked as Policy Adviser to a Conservative MP. She has a degree in French and German from the University of Bristol and an MSc in European Politics from the London School of Economics.

Follow Emily on Twitter @CarverEmily

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Fiona McKenzie
Head, Carfax Education UAE

Fiona's comprehensive understanding of the education sector has been built up over 30 years of working in schools and education consultancy, in locations as varied as South Africa, Australia, the U.K., and the U.A.E. Fiona has worked with hundreds of families guiding them to make the best educational choices for their children whether at school or university level. As Head of Global Consultancy at Carfax Education, Fiona’s team advise families from across the globe, including the Middle East, Russia and China. They offer bespoke solutions for each family’s education needs with schools guidance, private tutoring, residential placements, homeschooling, university preparation and career mentoring. Fiona regularly contributes to education journals, radio shows and panel discussions in the UK, and the UAE.

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Rashmi Madan
Senior Managing Director, Head of EMEA Private Wealth Solutions Group, Blackstone

Rashmi Madan is a Senior Managing Director and Head of EMEA in Blackstone’s Private Wealth Solutions Group. Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to individual investors and their advisors.

Ms. Madan joined Blackstone in 2011. Prior to her current role she was Chief Operating Officer of Institutional Client Solutions (ICS) in Europe, as well as Head of ICS Europe for Blackstone Credit.

Before joining Blackstone, Ms. Madan worked for eight years in Credit Sales and Structured Credit at JPMorgan where she focused primarily on raising capital for CLO managers, hedge funds and private credit funds from European institutional investors. Prior to that, Ms. Madan spent five years at Morgan Stanley working in Leveraged Finance and Debt Capital Markets in London and New York, respectively.

Ms. Madan received a Bachelor of Science Degree from Cornell University where she majored in Industrial and Labor Relations.

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Przemyslaw Koger
Director & Head of Relationship Management Malta, Alter Domus

Przemyslaw joined Alter Domus in November 2013 after a solid career at PwC London. He has over 15 years of experience in financial services and sits on board of Alter Domus regulated entities both in Malta and Luxembourg. He is an approved person by the Malta Financial Services Authority and the Commission de Surveillance du Secteur Financier (CSSF). Furthermore he sits on the boards of asset holding and other companies for a range of Private Equity and Real Estate clients.

Prior to joining Alter Domus, Przemyslaw was part of the asset management assurance practice of PwC where he managed audits of an extensive portfolio of private equity and real estate clients as well as traditional asset managers. He has significant and diverse experience in the financial services sector and during his career was involved in controls assurance work, new fund launches, valuations of unlisted investments and review of incentive schemes. Przemyslaw also has strong technical knowledge of IFRS, UK GAAP, GAPSME and regulatory framework in Malta, Luxembourg and the UK.

Przemyslaw qualified as a chartered accountant with PwC and has a Master’s Degree from the London School of Economics. His also a member of the Institute of Directors in the UK and hold a STEP (Society of Trust and Estate Practitioners) diploma.

 Przemyslaw speaks English and Polish  

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David Gwyther
Business Development Director, Butterfield Mortgages

David joined Butterfield’s UK mortgage team in 2018. He was previously Head of Credit at EFG Private Bank. David has 40 years of experience in the financial services sector having started his career at Barclay’s Bank in 1982. David first joined EFG Private Bank in 2001 as part of the Credit Team where he spent five successful years before he was appointed Head of Credit in 2006 at Butterfield Private Bank - a position he held for over 10 years.
In his current role, David is focused on the UK residential mortgages market and meeting the needs of prospective and existing high-net-worth clients and intermediaries.
Tel: + (441) 203 871 6943 l Email: david.gwyther@butterfieldgroup.com

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Nicola Brentnall
CEO, Ajaz.org

Nicola has spent her career in the UK voluntary sector, sitting on all sides of the table - as funder, co-founder, trustee, consultant, Company Secretary and CEO. In philanthropy, Nicola led the spend out of The Queen's Trust and established a new, international grant-making operation, The Queen's Commonwealth Trust, in 2016. Nicola now leads Ajaz.org, a grant-making fellowship that primarily funds organisations that help children and families facing difficult days.

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Mark Greer
Managing Director, Philanthropy Services, Charities Aid Foundation

Mark Greer is managing director of philanthropy services at the Charities Aid Foundation, where he works with wealth managers, family offices and professional advisors to provide world class philanthropy services for clients and their families. He oversees CAF's philanthropy services including donor advised funds for private clients, corporate giving services, grant making services and our social investment arm CAF Venturesome.

Mark joined CAF in 2016 to lead the CAF American Donor Fund team, working with private clients and their families to help achieve their philanthropic goals around the world.

Mark has spent much of his professional life working with people to help them realise their philanthropic ambitions. Mark’s knowledge includes philanthropy and philanthropy advice, social investment, fundraising, major donors, cross border giving, donor advised funds and other charitable giving vehicles.

Prior to joining CAF, Mark worked as Philanthropy Director at UK Community Foundations and the CEO of the Beacon Awards for Philanthropy. Earlier in his career, Mark led programmes engaged in intercultural work and community development as well as working for a British MP and an ultra high net worth family in Miami, Florida.

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Edwin Smith
Editor, Spear’s

Edwin Smith is the Editor of Spear's Magazine. His writing has been published in newspapers such as the Telegraph, Guardian, Daily Mail and Evening Standard, as well as magazines including WIRED, Esquire, the Spectator and Private Eye. He has also carried out consultancy projects, working with UBS, Google, KPMG and other multinationals.

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Annamaria Koerling
Managing Partner, Delfin Private Office

Annamaria Koerling is managing partner of Delfin Private Office, a strategic wealth advisory business monitoring and advising in excess of USD 8bn of client assets. She has 30 years’ experience in financial services, where she has specialised in advising international families on their wealth arrangements and structures (Schroders, Cazenove, Merrill Lynch, C Hoare & Co.) working cross-border. While Head of Wealth Management for C Hoare & Co, she oversaw the rebuild of the wealth management business and transitioned it to a successful, top quartile open-architecture manager of managers, recognised for its regulatory best practice. She has served as a member of the Investment Committee of Queens’ Cambridge for 7 years, where the Committee determines the asset allocations and selects investment managers and direct investments.

For the last 5 years she has advised clients as an independent consultant. Annamaria and her colleagues at Delfin pride themselves on giving their international clients independent perspectives and insights gained from Delfin’s due diligence and database of discretionary managers, funds, custody platforms and technology solutions (in Europe, the US and Asia). She is also a Commissioner of the Jersey Financial Services Regulator which gives her insight into international regulatory requirements and expectations of best practice and Chair of Praesidium, a Luxembourg MFO specialising in private equity for European families.

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Sponsors

Butterfield is a leading, independent offshore bank and trust company headquartered in Hamilton, Bermuda, for more than 160 years. We provide financial services with a personal touch, we focus on results and we value relationships.

Our experienced team in the UK provides local and international high-net-worth clients with specialised mortgage solutions in the UK. Whether you are seeking a primary residence, pied-a-terre or investment property in London or the South of England, consider us for your financing needs.

If you wish to find out more about Butterfield’s products and services in the UK, please contact us at ukmortgages@butterfieldgroup.com.

Butterfield Mortgages Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number: 119274). Registered office: Sun Court, 66-67 Cornhill, London EC3V 3NB. Registered in England No. 338594

Charities Aid Foundation (CAF) exists to accelerate progress in society towards a fair and sustainable future for all.

We do this in three ways. We partner with individual and business donors to realise greater impact through their giving. We enable charities to do more life-changing work with lasting benefits for all, and we collaborate across sectors and borders to inspire innovation so civil society may thrive.

The organisation has an extraordinary history and impressive reach built on trusted relationships with its donor and charity partners and the skilful commitment of its 500 talented staff in the UK and North America.

For our high net worth and ultra-high net worth clients, our services and advice puts their philanthropic goals to work. We also work alongside financial advisers and investment managers to provide philanthropy solutions for their clients.

We manage over £1.3bn of charitable assets on behalf of our private philanthropy clients and we are the UK’s leading donor advised fund.

We are uniquely placed, with established relationships with tens of thousands of charities to whom we distributed £958 million globally in 2020/21, to help donors maximise their impact.

IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of client needs. With over 4,000 people across 24 jurisdictions, we have the know-how and the ‘know you’ to provide a comprehensive range of administration, compliance, asset and advisory services to private clients, family offices, fund managers and multinational companies operating worldwide.

We act as a trusted partner to our clients, helping them to invest and preserve their capital in a sustainable and compliant manner. As our name suggests, we strongly believe that valuing both IQ and EQ is essential for our people, our clients and our business.

Within our Private Wealth and Family Office segment, our talented and highly qualified professionals have extensive experience of working with multi-generational families, their family offices and advisers to provide trust and fiduciary services to suit every stage of the family’s wealth planning and management strategy.

Our teams are director-led, dedicated and multi-skilled and each senior team member has a minimum of 20 years’ experience. The services and specialisms we provide are all underpinned by a robust global platform, including a number of proprietary technology tools supported by in-house technical and technological experts.

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Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more.

Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Alfred the Great founded the Royal Mint over 1,100 years ago and we have been crafting coins for over a millennium. For over 500 years we made circulation coins on ‘Mint Street’ in the Tower of London before moving to Wales 50 years ago as The Royal Mint planned to expand its production facility in preparation for decimalisation.

Sir Isaac Newton was a former Master of the Mint and he spent most of his tenure focussing on quality and precision of coinage to prevent counterfeiting. Thanks to his vision, we remain unrivalled in our accuracy today and our coins are still subject to the ancient Trial of The Pyx – a judicial procedure that sees our coins approved by the official assay master to the Queen.

Today, The Royal Mint is the world’s leading export mint, but we are also so much more. We are the home of precious metals in the UK and the primary producer of beautifully made gold, silver and platinum bullion coins and bars, trusted by thousands of investors all over the world. We have a hugely popular visitor centre and just recently, we starting working on a plant where we will start extracting and recycling precious metals from electronic goods such as laptops and mobile phones.

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