Programme New

Programme

Programme

08:3009:00

Registration and Breakfast

08:30 - 09:00

Start your day with like-minded peers and grow your network over breakfast 

09:0009:10

Welcome Comments

09:00 - 09:10

09:1009:50

Opening Keynote Address: Family Office and the Insurance Landscape

09:10 - 09:40

  • 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?
Ian Morley

Chairman

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>
<p>&nbsp;</p>

10:0010:40

Materclasses 1-5: Round 1

09:00 - 09:10

Masterclass 1) Applying technology in high net worth claims handling

09:50 - 10:30

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.

Andrew Reid

Head of Claims

Home and Legacy

Masterclass 2) Social Media and your High Net Worth Clients

09:50 - 10:30

As high net worth clients can be notoriously private, it is often assumed that this means they side-step social media, but this is not the case.

Join Factor 3’s social media expert Laura Sensecall to help you understand where to find your clients on social media and how to engage with them in a meaningful way.

We’ll also be joined by Simon Giddins of Blackstone Consultancy who 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. 

Simon Giddins

Managing Director

Blackstone Consultancy

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.

Laura Sensecall

Social Media Expert

Factor 3

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

Masterclass 3) The dangers of under evaluation

09:50 - 10:30

Given the complexity and values of risk associated with High Net Worth Clients and their need for a bespoke service, uncover the main factors which lead to under-evaluation.

  • How can you avoid under-insurance for High Net Worth clients?
  • What does the finance portfolio of HNW clients look like and how does their asset value change?
  • How can you ensure your employees recognise the true value of your clients to reduce the risk of under-evaluation?
Masterclass 4) From kidnap to cyber ransom

09:50 - 10:30

The use of technology, social media and connected devices per household has increased, leaving high net worth clients more susceptible to cyber ransoms than kidnap.

  • How do you ensure that your clients understand the risk that the latest technology can have on their privacy and their insurance policy?
  • What impact does a new item of technology have on their insurance policy?
  • Understand how you can use your client relationship to help develop a cyber resilience strategy and better safeguard your clients
Masterclass 5) Catastrophic Weather Loss

09:50 - 10:16

As global warming effects the severity of weather patterns, so too does the impact on HNW families with properties in disaster-prone tropical or mountainous regions. Traditional risk identification tools are outdated and no longer adequately reflect the actual risk. Evaluate how risks have changed and how it impacts your clients.

  • How is catastrophic weather changing and where geographically is it likely to effect?
  • What impact will this have on HNW insurance in the future?
  • How can you advise your clients about the risks that catastrophic weather might have on their financial portfolio? 

10:4011:10

Coffee and Networking Break

10:30 - 11:00

11:1011:50

Masterclasses 1-5: Round 2

09:00 - 09:10

Masterclass 1) Applying technology in high net worth claims handling

09:50 - 10:30

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.

Andrew Reid

Head of Claims

Home and Legacy

Masterclass 2) Social Media and your High Net Worth Clients

09:50 - 10:30

As high net worth clients can be notoriously private, it is often assumed that this means they side-step social media, but this is not the case.

Join Factor 3’s social media expert Laura Sensecall to help you understand where to find your clients on social media and how to engage with them in a meaningful way.

We’ll also be joined by Simon Giddins of Blackstone Consultancy who 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. 

Simon Giddins

Managing Director

Blackstone Consultancy

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.

Laura Sensecall

Social Media Expert

Factor 3

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

Masterclass 3) The dangers of under evaluation

09:50 - 10:30

Given the complexity and values of risk associated with High Net Worth Clients and their need for a bespoke service, uncover the main factors which lead to under-evaluation.

  • How can you avoid under-insurance for High Net Worth clients?
  • What does the finance portfolio of HNW clients look like and how does their asset value change?
  • How can you ensure your employees recognise the true value of your clients to reduce the risk of under-evaluation?
Masterclass 4) From kidnap to cyber ransom

09:50 - 10:30

The use of technology, social media and connected devices per household has increased, leaving high net worth clients more susceptible to cyber ransoms than kidnap.

  • How do you ensure that your clients understand the risk that the latest technology can have on their privacy and their insurance policy?
  • What impact does a new item of technology have on their insurance policy?
  • Understand how you can use your client relationship to help develop a cyber resilience strategy and better safeguard your clients
Masterclass 5) Catastrophic Weather Loss

09:50 - 10:16

As global warming effects the severity of weather patterns, so too does the impact on HNW families with properties in disaster-prone tropical or mountainous regions. Traditional risk identification tools are outdated and no longer adequately reflect the actual risk. Evaluate how risks have changed and how it impacts your clients.

  • How is catastrophic weather changing and where geographically is it likely to effect?
  • What impact will this have on HNW insurance in the future?
  • How can you advise your clients about the risks that catastrophic weather might have on their financial portfolio? 

12:0012:40

Masterclasses 1-5: Round 3

09:00 - 09:10

Masterclass 1) Applying technology in high net worth claims handling

09:50 - 10:30

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.

Andrew Reid

Head of Claims

Home and Legacy

Masterclass 2) Social Media and your High Net Worth Clients

09:50 - 10:30

As high net worth clients can be notoriously private, it is often assumed that this means they side-step social media, but this is not the case.

Join Factor 3’s social media expert Laura Sensecall to help you understand where to find your clients on social media and how to engage with them in a meaningful way.

We’ll also be joined by Simon Giddins of Blackstone Consultancy who 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. 

Simon Giddins

Managing Director

Blackstone Consultancy

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.

Laura Sensecall

Social Media Expert

Factor 3

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

Masterclass 3) The dangers of under evaluation

09:50 - 10:30

Given the complexity and values of risk associated with High Net Worth Clients and their need for a bespoke service, uncover the main factors which lead to under-evaluation.

  • How can you avoid under-insurance for High Net Worth clients?
  • What does the finance portfolio of HNW clients look like and how does their asset value change?
  • How can you ensure your employees recognise the true value of your clients to reduce the risk of under-evaluation?
Masterclass 4) From kidnap to cyber ransom

09:50 - 10:30

The use of technology, social media and connected devices per household has increased, leaving high net worth clients more susceptible to cyber ransoms than kidnap.

  • How do you ensure that your clients understand the risk that the latest technology can have on their privacy and their insurance policy?
  • What impact does a new item of technology have on their insurance policy?
  • Understand how you can use your client relationship to help develop a cyber resilience strategy and better safeguard your clients
Masterclass 5) Catastrophic Weather Loss

09:50 - 10:16

As global warming effects the severity of weather patterns, so too does the impact on HNW families with properties in disaster-prone tropical or mountainous regions. Traditional risk identification tools are outdated and no longer adequately reflect the actual risk. Evaluate how risks have changed and how it impacts your clients.

  • How is catastrophic weather changing and where geographically is it likely to effect?
  • What impact will this have on HNW insurance in the future?
  • How can you advise your clients about the risks that catastrophic weather might have on their financial portfolio? 

12:4013:50

Lunch

12:30 - 13:27

13:5014:30

The Big Question

13:40 - 14:20

5 short presentations on the outcomes of the masterclasses 

14:3015:00

Preparing for the impact of a hardening market

14:40 - 15:10

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.
David Foster

Director - Private Client Division

Aston Lark

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!

 

Adele Rand

Development Manager

One Broker

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 Smith

Managing Director

Smith Greenfield

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.

15:0015:10

Closing Comments

15:10 - 15:15