Citywire Wealth Management Forum London 2025

We are pleased to invite you to this year’s Wealth Management Forum, taking place on 6 November 2025 at the Bulgari Hotel, Knightsbridge.

As markets continue to navigate the complex interplay of inflation, interest rates, and geopolitical risk, the investment landscape remains as dynamic as ever. This year’s forum arrives at a pivotal moment, offering timely insights from leading fund managers as they share their strategies for navigating a shifting macroeconomic environment and identifying opportunities across asset classes.

We are also delighted to announce our keynote speaker, Anna Leach, Chief Economist at the Institute of Directors. Appointed to the role in June 2024, Anna brings deep expertise from across the private and public sectors, having previously served as Deputy Chief Economist at the CBI and held senior positions within the Government Economic Service, including HM Treasury and the Department for Work and Pensions. She also sits on the steering committee of the Royal Economic Society’s Women in Economics Network, where she leads on partnerships to support women in the profession. Her insights into business sentiment, economic forecasting, and policy direction will provide valuable context for investors facing a year of economic uncertainty and structural change.

As with all of our forums, attendance is strictly by invitation only and delegates participating in the accredited Wealth Management Forum can claim up to 3.5 CPD hours towards the CII / Personal Finance Society member / CISI CPD schemes.

Learning Objectives:

By the end of the event, attendees will be able to:

  • Assess portfolio positioning in light of current economic and market conditions
  • Discuss emerging macroeconomic trends and their implications for wealth management and client outcomes
  • Evaluate the potential impact of structural and cyclical economic changes on investment strategies

We look forward to welcoming London’s wealth management community for what promises to be a compelling and thought-provoking half-day.

Kind regards,

 

KATIE GILFILLAN - APRIL 2022-240pix
Katie Gilfillan
Head of Audience Development - UK

Register

6
November

08:30 - 09:20

Arrival and Registration

09:20 - 09:30

Welcome with Katie Gilfillan

09:30 - 10:00

Guest Speaker - Anna Leach

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

Buffet Lunch

Sponsors

Keynote Speaker

Anna Leach

Chief Economist at the Institute of Directors

Anna is Chief Economist at the Institute of Directors and has held this role since June 2024. She also sits on the steering committee for the Royal Economic Society Women in Economics Network, which seeks to support the career development of women in economics, where she’s responsible for partnerships. Before joining the IoD, Anna was Deputy Chief Economist at the CBI, leading workstreams across macroeconomics, surveys and consulting and she has also worked in the Government Economic Service, in HM Treasury and DWP.

Workshops