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,

Register
Agenda
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



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Keynote Speaker

Anna Leach
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.
Presentations
Workshops

Fund Group Workshop

Green Bonds: Powering the Future
As AI accelerates, the real bottleneck lies in power generation. Meeting future energy demands will require a shift toward renewables, which remain the most economical and scalable option. Green bonds are poised to play a pivotal role in financing this transition, enabling infrastructure that supports both AI growth and climate goals. Interestingly, the rise of anti-ESG sentiment has forced sustainability to evolve beyond virtue signalling, driving a more comprehensive market-based approach. Meanwhile, China’s record coal expansion underscores the urgency for global decarbonization. Green bonds offer a strategic counterbalance, channelling capital into clean energy projects that align with long-term economic and environmental resilience.
Workshop Objectives:
-Delegates will examine how Sustainable Fixed Income can contribute to meeting global energy demands.
-Delegates will explore key emerging trends likely to shape this sector in the near future.
Company Profile:
Headquartered in Japan with global presence, Amova Asset Management is a leading asset manager and progressive investment solutions provider, driven by the promise to help you progress towards your goals.
Our clients include institutional investors, intermediary, and individual investors. We provide tailored solutions that instil confidence and support your long-term goals in an evolving investment landscape.
We combine:
More than 65 years of commitment to performance excellence with USD260.3 billion* in assets under management
A global network of investment teams and partners—supported by over 200 investment professionals and an extensive network of distributors across 10 countries and regions (as of 1 July 2025)
High-conviction, active fund management across Equity, Fixed Income, Multi-Asset, and Alternative strategies
A diverse suite of passive strategies covering a wide range of indices and some of Asia’s leading exchange-traded funds (ETFs)
Investor focus and genuine partnership rooted in trust, transparency, and high standards of client care
We are committed to creating lasting value through responsible decisions that support our clients, partners, and broader community. This shared mission—shaping a brighter future together with our stakeholders—is at the heart of who we are.
Amova Asset Management, a proud member of Sumitomo Mitsui Trust Group.
* as of 30 June 2025
Speakers
Steve Williams
Head of Global Fixed Income
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Steve Williams is Head of Global Fixed Income at Amova Asset Management. Steve has managed Amova AM’s flagship Global Green Bond fund since 2015. Additionally, he serves as a generalist portfolio manager with oversight for Amova AM's investment grade, municipal, green bond, global mortgages and global bond business, as well as credit research.
With over 20 years industry experience, Steve has been with Amova AM since 2007. Prior to joining Amova AM, he served as a Credit Research Analyst with New York Life Investment Management, specialising in corporate bonds and structured finance.
Steve holds an MBA from Duke University's Fuqua School of Business, he received his undergraduate degree in Economics from the University of Michigan, and is also a certified FRM.
Representatives
Tim Lord
Business Development Director
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Tim joined Amova Asset Management in November 2015, in the position of Head of Client Services for the EMEA region, based in London. Tim was then appointed Business Development Director with responsibility for Sales and Marketing activities in the Middle East & Africa in 2017, operating out of the London office. Before Amova AM, Tim was Global Head of Relationship Development and Client Service at Baring Asset Management with a focus on institutional clients.
Jack Lecompte
EMEA Sales Support & Marketing
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Jack joined Amova Asset Management in October 2020 as a Marketing intern, based in London. Jack subsequently joined the EMEA Sales team in 2022 supporting the London-based Sales Directors covering the Middle East and the UK & Ireland. Jack holds a BSc in Economics from the University of Bristol and has achieved the IMC qualification from the CFA UK.

Reliable income from UK listed property: the opportunity available in next generation UK REITs
Matthew Norris will discuss the benefits of having exposure to a portfolio of best-in-class REITs which own modern real estate assets generating growing rents and reliable income benefiting from four structural mega trends: ageing population, generation rent, digitalisation and urbanisation. In what has been a noteworthy year for UK REITs, with a surge in M&A activity, Matthew will go back to basics, examining the catalysts for the increased activity and why the positivity around specialist UK REITs is here to stay.
Workshop Objective:
Delegates will examine the potential benefits of having exposure to REITs within a portfolio and analyse the current backdrop for, and anticipated outlook of the listed property sector.
Company Profile:
The Gravis approach to fund management is perfectly depicted by the company’s tortoise logo: slow, steady and consistent. We specialise in Funds that do something a little different, providing investors with exposure to the more stable and predictable side of many of today’s exciting themes. This results in steady growth and reliable, long-term income from sectors such as infrastructure, specialist real estate and clean energy.
Speakers
Matthew Norris
Fund Manager, Managing Director of Real Estate Securities
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Matthew is the lead manager to the VT Gravis UK Listed Property Fund and the VT Gravis Digital Infrastructure Income Fund. He has more than two decades investment management experience and has a specialist focus on real estate securities.
He served as an Executive Director of Grosvenor Europe where he was responsible for global real estate securities strategies.
Matthew holds a BA (Hons) degree in Economics & Politics from the University of York, the Investment Management Certificate and is a CFA charterholder.
He regularly participates in industry panel discussions on real estate trends and investment strategies.
Representatives
Cameron Gardner
Director, Head of Distribution
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Cameron is a Director at Gravis and is Head of Distribution. She is a member of the Responsible Investment Committee.
She joined Gravis in April 2019 from Neptune Investment Management, where she was responsible for covering the Southwest, Midlands and Wales. Prior to that Cameron worked at Ardevora Asset Management where she supported the Head of Institutional clients.
Cameron graduated with a degree in Geography from the University of Cambridge and holds the Investment Management Certificate
Jason Anderson
Head of London Sales

Jason has vast experience covering intermediaries and wealth managers across London and the South of England.
After starting his career at Fidelity, Jason moved to Threadneedle where he spent 7 years covering the intermediary market in London and the South East. Jason then returned to Fidelity before he moved to Thames River Capital to help launch the retail Multi-Asset business. Following the acquisition by F&C and then BMO, Jason headed up the Southern Sales Team.
Jason has a degree in Economics and Geography from the University of Portsmouth. He also holds the Investment Management Certificate.
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Fund Group Workshop
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Fund Group Workshop

Fund Group Workshop - UK, European and Global value
Speakers
Simon Adler
Fund Manager and Head of Schroders Global Value Team
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Simon Adler is a fund manager and head of Schroders Global Value team who manage income, recovery and sustainable strategies across four geographies: UK, European, Global and Emerging Markets. Simon co-manages Global Recovery, Global Income and Global Sustainable Value strategies. He joined the Global Value team in July 2016 to manage portfolios. His investment career commenced in 2008 at Schroders as a UK equity analyst. He was previously sector analyst responsible for Chemicals, Media, Transport, Travel & Leisure and Utilities. He was a Global Sustainability Specialist in Global Equity team until 2016. Qualifications: CFA Charterholder; MA in Politics, Edinburgh University
Representatives
Sam Gold
Head of London and Wealth
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Sam joined Schroders in 2000 and has held a number of key positions within the UK Retail Sales Team, including Head of Broker Liaison and Head of Business Development – Investment Trusts. In 2006, Sam moved to a role within business development asset manager sales, with responsibility for clients in London and in December 2016 she moved into her role as Head of Intermediary Business Development, London
Stephen Green
Sales Director
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Stephen Green is a Sales Director at Schroders, where he manages client relationships with predominantly London-based advisers. He joined Schroders in 2011 and is based in London. Stephen was the Head of Collective Investments (IFA and Partnership) at Aviva Investors from 2007 to 2009, which involved developing the national sales strategy for the channel. This included national