Spring sessions 2018
Our Private Wealth roundtables are unique platforms providing our Partners direct access to our local experts and networking opportunities with peers and financial professionals.
We aim at sharing up-to-date market intelligence and in-depth expert analysis of legal, regulatory and wealth management aspects in Europe and worldwide.
Relocating in times of uncertainty - 23 May - London
Relocating in times of uncertainty - Opportunities offered by life insurance solutions
23 May 2018 - London
Learn how life insurance solutions can help protect wealth in the current uncertain environment. In this session we place the focus on portable solutions for Italy, Portugal and Greece.
We will welcome David Kilshaw, Partner at Ernst & Young, and Jennifer Ollerenshaw, Senior Manager at Ernst & Young, who will draw a picture of the current situation of uncertainty in the UK, and the changes and developments in the pipeline.
Our experts will discuss in particular:
- How risks can be minimised.
- What life insurance solutions can offer
- Solutions for clients expatriating to Italy, Portugal and Greece
Focus Portugal - 24 May - Lisbon
24 May - Lisbon
Global wealth planning solutions: Focus Portugal
The subject of the roundtable will be new aspects of life insurance solutions as a global wealth planning tool. In this session we place the focus on Portugal, considering both Portuguese clients expatriating and international clients moving to Portugal.
We will welcome Nuno Cunha Barnabé, Associate Partner at PLMJ Advogados, who will present life insurance as a wealth planning solution tool, discussing in particular:
- What can life insurance offer in terms of wealth management?
- How can life insurance help planning wealth transfer?
- What are the advantages of global portable life insurance solutions?
This will be followed by a selection of illustrated case studies presented by our market experts, providing more detailed information on how life insurance solutions work in practice.
Focus Portugal - 6 June - Geneva
Global wealth planning solutions: Focus Portugal
6 June - Geneva
The subject of the roundtable will be new aspects of life insurance solutions as a global wealth planning tool. In this session we place the focus on Portugal, considering both Portuguese clients expatriating and international clients moving to Portugal.
We will welcome Nuno Cunha Barnabé, Associate Partner at PLMJ Advogados, who will present life insurance as a wealth planning solution tool, discussing in particular:
- What can life insurance offer in terms of wealth management?
- How can life insurance help planning wealth transfer?
- What are the advantages of global portable life insurance solutions?
This will be followed by a selection of illustrated case studies presented by our market experts, providing more detailed information on how life insurance solutions work in practice.