09:00 – 09:30
Registration and Breakfast
Start your day with like-minded peers and grow your network over breakfast
09:30 – 09:40
09:40 – 10:30
Opening Keynote Address: Family Office and the Insurance Landscape
- What are the diverse range of risks that Family Offices face?
- What expectations do Family Offices have when dealing with Brokers?
- What are the challenges that Brokers can face when insuring international Family Offices?
Wentworth Hall Consultancy
<p>Ian Morley is one of the global pioneers of the Alternative Investment industry. He was the founding Chairman of AIMA, the global trade association for the Hedge Fund industry. He has held senior international positions with major firms before becoming a serial entrepreneur, involved with founding and building several billion dollar financial services companies. He trained as an Economist at the London School of Economics and is a member of Grays Inn.</p>
<p>Ian is Chairman of Wentworth Hall Consultancy Ltd and a Senior Adviser at Allenbridge. He is a Director of Condor Trade, Chairman of Salutem Healthcare Ltd, Director of Regenerative Medical Group and Non-Executive Director at Conister Bank.</p>
<p>Ian has advised Central Banks, International Regulators, the EU, OECD and many others on matters relating to Hedge Funds and regulation.</p>
<p>He is an Industrial Fellow at Kingston Business School where he taught a Hedge Fund module on the MA in Strategic Finance.</p>
<p>He is a member of the Foreign Press Association and is regularly sought after as a writer and speaker on matters of finance and economics. He frequently appears in the media and speaks and chairs Family Office and professional Investment Conferences all over the world.<br />His articles have been published in major trade journals as well as The Times, FT, WSJ, Time, South China Morning Post and IHT among others. He was the London theatre correspondent of the Irish stage and screen. He has also written about building a house in Italy for Italy magazine and running the New York Marathon for Runners World.</p>
<p>He has completed 16 International Marathons and 150 Half Marathons. He has competed in debating, weight lifting and dancing competitions.<br />His hobbies include running, dancing, theatre, boating, martial arts and philanthropy. He is a life-long Spurs fan.</p>
<p>He lives in London with his dog, two cats and sometimes his children.</p>
10:30 – 11:00
Coffee and Networking Break
11:00 – 12:00
Social Media and your High Net Worth Clients
As high net worth clients can be notoriously private, it is often assumed that this means they are not fully engaged with social media, but this is not the case.
In this session, Factor 3’s social media expert Laura Sensecall will help you understand where to find your clients on social media and how to engage with them in a meaningful way.
Following Laura’s presentation, Simon Giddins of Blackstone Consultancy will show how social media use by high net worth individuals and their families can reveal everything about their routines and lifestyles, making them easy targets for criminals.
Brought to you by Ecclesiastical
Simon leads the team at The Blackstone Consultancy and is a leading international security specialist with extensive private family and business experience managing complex teams in often challenging complex environments.
Social Media Expert
Laura is an experienced Web Analyst and Social Media expert, with a proven track record of effectively managing clients’ digital marketing strategies. Factor 3 is a fully integrated Digital and Creative agency, with a 23-year history working across the full spectrum of Financial Services
12:00 – 13:00
13:00 – 13:50
Applying technology in high net worth claims handling
As brokers and insurers attempt to streamline processes through the use of technology, find out how this applies to high net worth claims.
· Learn the middle ground between using technology to give your high net worth clients the touch points they need, while maintaining a personal touch.
· Understand how enhancing your customer’s journey can improve your client relationships.
· Look at examples of implementing technology in the right way to help your customers through their claim.
Head of Claims
Home and Legacy
With over 30 years broking experience, in both underwriting and claims, and almost 20 years in high net worth insurance; Andrew is a personal lines specialist with a passion for making sure policyholders have the best possible customer experience. As Head of Claims at high net worth specialist, Home & Legacy, Andrew focusses on efficiency and technical excellence to maintain exceptionally high claims service standards from his award-winning team. Andrew has a keen interest in using technology in insurance – from e-trading to claims – but always in scenarios when it adds benefit to customers.
Claims Team Leader
Home & Legacy
Sophie has 10 years claims handling experience, specialising in household and property. Sophie has focussed on people and process management since 2013, joining the Home & Legacy ranks in 2017. At Home & Legacy she has enabled the claims department to deliver excellent service by leading a motivated team of experienced handlers and delivering business change projects to improve efficiency and operational process. Home & Legacy claims team won Best Claims Team of the Year at the 2018 Broker Choice Awards and achieved a Net Promoter Score of 75 from claiming customers in 2018. Sophie is also currently working towards ACII qualifications.
13:50 – 14:30
Preparing for the impact of a hardening market
As the broker market consolidates, how can you make sure you stay ahead of the market and your competitors?
- Learn how to re-position yourself in the market away from being a traditional High Net Worth Broker, to a provider of expertise in a specific market
- Engage fiercely with premium price competition, while streamlining operational models to minimise costs and maintain margins
- Understand how the consolidation of the broker market has been a catalyst for disruptors.
Director - Private Client Division
With 30 years experience at Lark, now Aston Lark, Dave Foster heads up the Private Client Division, and has been a Board Director for the past 10 years. For most of his career, Dave has been hands on with HNW and ultra HNW clients and as well as running the business concentrates on attracting and developing new business. Dave is extremely proud of the fact that his business won the Insurance Age Private Client Broker of the year for an unprecedented three years running between 2013-16. After that he felt it was time to give someone else a chance!
Working for One Broker as a Business Development Manager, Adele Rand has a notable background in the high net worth insurance sector, drawing on over 2 decades in the insurance market. Adele prides herself on her ability to understand the needs of these clients and the complex risks this sector presents. Prior to joining East Anglian based One Broker, Adele has worked at Director level within the insurance broking sector. She enjoys face to face networking and outside of work, Adele enjoys swimming, listening to music and watching musical theatre.
Steve’s broking career began at Sedgwicks where he placed International Property and Construction risk in the Lloyds and Company markets. He went on to build a strong reputation in the Private Client and Fine Arts market where he broked for historic houses, art and antiques dealers, private and corporate art collections and Fine Art Auctioneers.
Taking this wealth of experience, Steve formed Smith Ross Shane & Company Limited in 1996, to create a successful and well respected private client and corporate brokerage business. In 2007 Smith merged the business with that of Giles Greenfield, to form Smith Greenfield Services Plc. The business continues to flourish under Smith who has overseen significant investment in developing new High Net Worth insurance solutions and staff development together with launching the highly successful ‘Confidas’ brand providing Mid and High Net Worth Portfolio propositions for brokers.
14:30 – 14:40