Citywire Private Office Retreat 2025

It is my privilege to personally invite you to the eighth edition of the Citywire Private Office Retreat - set to be our most timely and impactful yet.

Join us on the 25th-26th September at Pennyhill Park, Surrey, for a dynamic day and a half programme designed to equip you with critical insights and progressive investment strategies for the year ahead.

This exclusive retreat brings together leading voices from the private and family office community. The agenda features keynote talks, interactive sessions with leading fund managers, and valuable opportunities to connect with fellow decision makers.

In a world shaped by shifting economic dynamics, rising geopolitical tensions, renewed defence priorities, and the continued fallout from U.S. trade policy, we’ve assembled a pertinent speaker lineup to tackle these pressing issues and spark meaningful conversation.

You’ll also participate in 10 focused fund strategy sessions led by distinguished fund managers - full details to be shared closer to the event.

With demand expected to exceed capacity, we recommend registering early to guarantee your place.

There is no charge for attending (which is strictly by invitation only) and you will earn up to eight hours of structured CPD.

Our keynote speakers:

We begin Thursday morning with David Smith, Economics Editor of The Sunday Times. A widely respected and award-winning economics commentator, David is known for his early insights into economic trends. He’ll be giving us an up-to-the-minute analysis of the most pressing challenges facing both the UK and global economies. 

After lunch, I’ll be in conversation with The Rt Hon Penny Mordaunt, former Secretary of State for Defence and Minister for the Armed Forces. European nations are boosting defence expenditures amidst geopolitical uncertainties. A new era of military readiness and strategic autonomy is taking shape, with both political and economic implications. This will be an open, curated discussion so you will have the opportunity to put your questions to Penny too.

On Friday morning, Conrad Humphreys will share his inspiring story of determination, leadership, and triumph. In 2005, Conrad became only the fifth British sailor to complete the Vendée Globe - widely considered the toughest endurance race in sport - after making one of the most remarkable comebacks in its history.

On behalf of the entire Citywire team, I sincerely hope you’ll join us for this year’s gathering. See you in September.

Learning Objectives:

  1. Explore a variety of investment strategies from fund managers across multiple asset classes 

  2. Identify the most pressing challenges faced by UK and global economies

  3. Describe the political and economic implications of increased defence spending
STEVE CHATTERTON - NOV 2013-1
Steven Chatterton
Head of Relationships, Citywire Wealth Manager and Private Office

Register
25
September

08:20 - 09:20

Registration

09:20 - 09:30

Welcome with Steven Chatterton

09:30 - 10:30

Conference Session 1 - David Smith

10:30 - 11:00

Fund Group Workshop 1

11:10 - 11:40

Fund Group Workshop 2

11:50 - 12:20

Fund Group Workshop 3

12:20 - 13:40

Table Planned Lunch

13:40 - 14:40

Conference Session 2 - Fireside chat with Penny Mordaunt

14:40 - 15:10

Fund Group Workshop 4

15:20 - 15:50

Fund Group Workshop 5

16:00 - 16:30

Fund Group Workshop 6

16:40 - 17:10

Fund Group Workshop 7

19:30 - 20:00

Drink Reception

20:00 - 23:00

Table Planned Dinner

26
September

08:00 - 09:15

Breakfast at Leisure

09:15 - 10:15

Conference Session 3 - Conrad Humphreys

10:15 - 10:45

Fund Group Workshop 8

10:55 - 11:25

Fund Group Workshop 9

11:35 - 12:05

Fund Group Workshop 10

12:05 - 13:30

Buffet Lunch

Keynote Speakers

Speakers

Workshops