High Net Worth Forum

Following a successful three years, The High Net Worth Forum is returning in 2018 to bring new ideas, fresh speakers and top level discussions on high net worth personal lines to the insurance broking community.

Registration to High Net Worth Forum 2018 is now open!

18 October 2018 | etc.venues, Fenchurch St.

REGISTER NOW

High Net Worth Forum is back with a fresh and innovative business programme! This conference is the only event aimed at high and ultra-high net worth brokers in the UK who want to be one step ahead of the game.

New for 2018:

  • Keep up with the latest tech trends to understand their insurance value
  • Generation Gap: connect with the younger high net worth clients
  • Cyber Risk is here! Data loss v cash loss
  • Client Engagement: Retain and attract new clients through Brand Management and Marketing
  • LIVE Cyber Tech Innovation Showcases
  • Reputation.com - Know how to safeguard your clients
  • Deliver for global investors in the UK property market
  • Overcome the challenges of dealing with travel insurance

Last year we covered:

  • How to adapt broker services to target the emerging generation of High Net Worth Client
  • The increasing risks of Ransom and Kidnap, how can you offer an encompassing product
  • How Yacht insurance and its subsidiaries are opening up a market of their own
  • How can brokers help clients protect their own assets within their home. A look at the mitigation of claims
  • With renovation and extensions being favoured over buying of properties, what are the implications on existing homes?

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Martin Oliver

Managing Director - personal lines

Arthur J Gallagher

Leading the Small Business & Personal Lines (former Gallagher Insurance Solutions) business, which was assembled to focus on personal consumer and smaller commercial clients. Focus is on improving staff and customer satisfaction thereby improving customer conversion and retention rates. The business division now has 700 employees and controls £250m in gross written premiums.

Following the expansion of Martin's division in September 2016, he is now responsible for the SME insurance at the two contact centres in Brierley Hill, West Midlands and Llantrisant, South West Wales, in addition to overseeing the personal lines business, transacted from 25 branches including Private Clients.

Martin's career has exclusively been involved in Financial Services, however he established a reputation for innovation at Kwik-Fit Insurance where he invested heavily in the well-being of his staff and was instrumental in turning the business around, making it a 'Sunday Times 100 Best Companies to work for'. A pioneer of proactive telemarketing to the Kwik Fit customer base, and an early adopter of internet and aggregator trading, also marked his time there.
Martin trained as a Chartered Accountant with Ernst and Young and also spent 2 years working in New Zealand.

 

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David Damsell

Director - major and complex loss

Crawford & Company

David started his career as a trainee draughtsman working for a small structural engineering consultancy, before joining Sir Robert McAlpine as a trainee engineer. He later joined NHBC based at their head office in Amersham.

David realised he had a real interest in building claims and joined Thomas Howell Selfe loss adjusters in 1990. He moved to PCS in 1998 before joining Crawford & Company in 2004.

David is part of their major and complex loss team, which comprises market leading adjusters, surveyors, accountants and other specialists who, while primarily work throughout the UK, and are increasingly called on to handle claims worldwide, particularly after major incidents.

David is an associate of the Institution of Structural Engineers, Member of the Chartered Institute of Building and a Fellow of the Chartered Institute of Loss Adjusters (CILA). He has an MBA and is also on the CILA Special Interest Group for property claims.

 

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Sarah Willoughby

Business Director, art & private client

Ecclesiastical

Sarah leads our Art & Private Client team and has over 22 years' experience in the high net worth sector. Sarah joined Ecclesiastical in 2016 after 16 years with Oak Underwriting where she was involved in all aspects of the business. Throughout her career, Sarah has been immersed in the high net worth sector. She started as an underwriter at Cox in 1994 before joining Oak in 2000 where she held positions as a Senior Underwriter and Associate Director of Operations before moving to the role of Deputy Managing Director and Head of Operations. Sarah specialises in leading exceptional teams focused on building effective partnerships with brokers and providing first class service and support to customers.

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David Parkinson

Technical services manager

Ecclesiastical

David Parkinson, technical services manager, Ecclesiastical

 

David is a highly experienced Risk Management practitioner with a passion for supporting customers in loss prevention. In his role as the manager of Ecclesiastical's Technical Services team, David provides risk management advice and valuations across a wide portfolio of risks from commercial to Treasure Houses, and Cathedrals to modern high net worth homes.
David has a specific interest in the how different construction materials may perform in the event of an incident as well as the cost and practicalities of reinstatement following a loss. He believes in a balanced approach to risk management and is committed to supporting customers protect their homes, ensuring the modern homes of today become our ‘future heritage'.

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Kathryn Fryer

Operations Director

Home & Legacy

Kathryn Fryer is Home & Legacy's newly appointed Operations Director. She joined the business after nearly a decade at Allianz Insurance, where she began as a sales controller before progressing to become an overseas operations manager in India. In her current role, Kathryn manages the underwriting service operations of Home & Legacy, aiming to deliver a consistent, excellent service to clients.

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Andrew Reid

Head of Claims

Home & Legacy

Andrew Reid has been Head of Claims at Home & Legacy since early 2017. A specialist in high net worth broking since 2002, Andrew first joined Home & Legacy in 2008, where he was promoted to Operational Underwriting Manager in 2012 before moving on to his current position. With experience across a range business areas and a deep understanding of the high net worth business, Andrew is responsible for ensuring the Home & Legacy claims department continues to offer a market leading level of service.

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Matt Halpin

Senior yacht underwriter

MS Amlin

Matt recently joined MS Amlin in July 2017 following 13 years with the Yachtsure team at Talbot, R&Q and most recently Hiscox.

Matt has been involved with underwriting boats of all shapes, sizes and values during his career. In his current role is primarily handling MS Amlin's exclusive Mega yacht facility, Lead Yacht, which is targeted at yachts valued EUR 20m and above.

MS Amlin cover the full spectrum of marine craft, from a much loved rowing boat to multi-million pound superyachts and almost everything in between, including canal boats, blue-water cruisers, charter yachts, craft involved with commercial activity and racing yachts. In addition, MS Amlin also provide marine trade packages which cover both property and marine and non-marine liabilities.

 

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David Rowntree

Head of underwriting & pricing

Oak

David joined Oak in 2016, bringing a depth of experience in underwriting and product management and oversees all underwriting activities at Oak. Prior to this David held senior roles in the UK and internationally after beginning his career in 2000. David holds an MBA from Alliance Manchester Business School.

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Giles Greenfield

CEO

Markham

Giles entered the world of insurance over 20 years ago as a Fine Art insurance broker in London. He went on to establish Greenfield Risk Services Ltd which catered for the insurance needs of wealthy Private Clients in the UK. He merged and then sold his business in 2010. Having then spent a couple of years in New York, gaining a comprehensive understanding of the global HNW Private Client marketplace, he returned to the UK and set up Markham 5 years ago.

Within Markham Giles has built a highly experienced and skilled Private Client team. Markham provides brokers with access to key Private Client HNW products. Within the company there are two divisions Markham Private Clients which provides cover for Homes, Contents, Fine Art, Valuables and Motor and Markham Special Risks, its specialist Crisis / Kidnap & Ransom division.