Citywire Wealth Management Forum Edinburgh 2025

Join us at Citywire’s Wealth Management Forum Edinburgh, taking place at The George on Tuesday 25 November. 

 

This half-day event serves as an opportunity for Scotland’s fund buying and investment management communities to connect, share ideas, and hear from a selection of leading fund managers, who will share their strategies for navigating an ever-changing economic landscape, and reflect on potential opportunities for investors in the coming years. 

 

We are also delighted to confirm that this year’s keynote speaker will be Alexandra Renison, an ex-civil servant in Government and former policy adviser to the Secretary of State for Business and Trade. Prior to this, Renison headed up trade and business policy at the Institute of Directors. She has a passion for all things policy, including trade, industrial development, sustainability, digital inclusion and agriculture. 

 

As with all our Forums, there is no charge for attending, which is strictly by invitation only. Delegates participating in the accredited Wealth Management Forum can claim up to 3 CPD hours towards the CII / Personal Finance Society member / CISI CPD schemes. 

 

Following the Forum, attendees will be able to; 

 

  • Reassess the suitability of client portfolios in relation to recent economic developments.
  • Describe the benefits and challenges of a variety of investment strategies from fund managers across multiple asset classes and themes. 
  • Apply knowledge of the effects of trade and industrial policy to their domestic investment outlook.

 

We are very much looking forward to bringing Scotland’s wealth management community together at a time as fascinating as it is important, and we would be delighted to have you with us for this half-day forum. 

With best wishes,

Ross Miller
Ross Miller
Senior Audience Development Manager, Citywire Wealth Manager
Register
25
November

08:30 - 09:20

Arrival & Registration

09:20 - 09:30

Welcome

09:30-10:00

Guest Speaker - Alexandra Renison

10:00 - 10:30

Session 1

10:30 - 11:00

Session 2

11:00-11:15

Refreshment break

11:15 - 11:45

Session 3

11:45 - 12:15

Session 4

12:15 - 12:45

Session 5

12:45 - 13:15

Session 6

13:15

Lunch

Keynote Speaker

Alexandra Renison

Director, Lead on Trade and Regulation, SEC Newgate

Alexandra Renison is a seasoned trade and business expert with deep links into politics as well as regulatory policy on both sides of the Channel and the Atlantic.

A Washington D.C. native who studied in Canada, she worked in the UK Parliament for a number of years before moving to head up trade and EU policy at the Institute of Directors, Britain’s oldest business organisation. At the IoD, she served on a number of expert bodies including the European Economic and Social Committee in Brussels and the UK Government’s Brexit Business taskforce and Northern Ireland Technical Advisory Group on the border.

She was then appointed by the Department for International Trade’s Permanent Secretary to a senior role in government, before subsequently being named as a policy adviser to the Secretary of State for Business and Trade.

Since leaving government, Allie has taken up a position as Director at global communications and public affairs consultancy SEC Newgate, where she leads on trade and regulation for a wide range of clients from trade and infrastructure to financial services and energy policy. She splits her time between Scotland and London.

Allie has appeared extensively on media platforms across a diverse expanse of policy areas, and has 15 years of experience of working with stakeholders across Westminster and Whitehall, from the media and parliamentarians to officials and think tank leaders.

Workshop hosts

Workshops