wrapper

Forthcoming Event

  • Adrian is the Trading Director of Currency UK.  With more than 15 years of experience in the FX industry, Adrian combines knowledge and expertise with a friendly, helpful attitude; driving and challenging Currency UK to deliver new and better ways to support its customers. With overall responsibility for dealing and…
  • Akiyoshi Oba is President and CEO of Tokio Marine Asset Management. Mr Oba, one of the leading figures in the Japanese asset management industry, is a member of the ‘Council of Experts Concerning the Japanese Version of the Stewardship Code’ and is part of the team behind the ‘Ito Review’…
  • Senior Representative, Europe and North America, Head of Wealth at Dubai International Financial Centre Authority.
  • Allan is a founding partner of Twenty20 Investments. Prior to this Allan spearheaded BlackRock’s iShares’ investment research initiative in Europe, working with a number of clients in the portfolio solutions space. Previously he headed up the ETF Product R&D team. Before joining iShares in 2008, Allan had previously spent 3…
  • Andreas Vogelsanger is the CEO of the AFC Vietnam Fund, which exclusively invests in Vietnamese listed equities to capture value in growth companies; especially in the small to medium size company segment. This fund is one of the funds of Asia Frontier Capital Ltd., Hong Kong which is a boutique…
  • Andrew Aldridge has over 40 years’ domestic and international tax experience. Prior to joining US Tax & Financial he served as Manager of the Tax Department of Commercial Financial Services, Inc., a major debt resolution company in the US, where he was responsible for the worldwide tax affairs of the…
  • Baldwin Berges is the founder of BD-Insider. He helps businesses build 'Next Generation Business Development' systems and strategies that attract more business in a hyper-connected, crowded, noisy, distracting world. Baldwin has been in business development for more that 20 years and specialises in financial services. More information can be found…
  • Barry S. Engel is the founding principal (1984) of Engel & Reiman pc, a Denver, Colorado-based law firm having an international client base and an international reputation for excellence in asset protection planning and integrated estate planning. Mr. Engel is one of three co-authors of the 1989 amendments to the…
  • Benjamin Koh has been investing in the stock markets since 2002. Prior to founding Lighthouse Advisors in 2008, Benjamin was an analyst at APS Asset Management. Before APS, he worked at the Economic Development Board of Singapore, where he helped to manage a venture capital fund. Benjamin graduated from Stanford…
  • Consultant, Fund Buyer Focus and Mackay Williams Chris is a strategic thinker with a background in the asset management industry. He has worked within asset management since 2000 with roles in marketing, product strategy and development, management information and business strategy and planning. He has a strong understanding of industry…
  • Daniel Glasner provides a turn-on key solution for independent financial advisors who want to start their business in Switzerland, minimizing their costs. Benefitting of a custom made strategic advice geared to fulfil their specific needs, as well as a local accountable and authorized presence with an experienced and pro-active Compliance…
  • David Badham, Chief Administrative Officer David joined WPIC from Cass Business School where he was the Deputy Director of the Mergers and Acquisitions Research Centre. He also authored research on social impact investing and philanthropy by Family Offices and Foundations, for the Financial Times. David was the Head of Investment…
  • Owner & Editor, OffshoreAlert (Miami)David Marchant has been a journalist since 1984, working in the United Kingdom, Bermuda and the USA. He is the sole shareholder and editor of OffshoreAlert, which is based in Miami, Florida. Launched in 1997, OffshoreAlert publishes investigative news and documents about offshore finance and holds…
  • David Wilson is Head of the Strategic Analysis Group, for Capgemini’s Financial Services Global Business Unit. David has professional services and financial services experience spanning the areas of strategic research and analysis, management consulting, and marketing. David focuses on wealth management and in addition to client engagements, has co-authored leading…
  • Detlef Glow is Head of EMEA Research at Lipper, a Thomson Reuters flagship brand. In this position he is responsible for the Lipper research reports on the European ETF industry and special research reports on newsworthy market topics. Besides these tasks, he is acting as spokesperson for Lipper on TV…
  • Dmitry Zapol is an international tax advisor with practical knowledge of the principles of individual and corporate international taxation and cross-border business planning. He joined IFS in September 2010 after earning his LL.M (Tax) degree at King’s College, London. Five years prior to this, Dmitry earned his LL.B at Durham…
  • Inna Iranyi is co-founder of Shorex and Managing Director of Shorex Capital, a private office delivering a comprehensive range of cost effective global economic citizenship and residency programmes. Working with a team of English, Russian, French speaking professionals, Inna Iranyi and her team are dedicated to providing our clients with…
  • Jacques Leuba is director and senior adviser of trust companies, family offices, investment companies and regulated asset management companies in Switzerland. He provides Swiss based advisory, compliance, management and domiciliation facilities to wealth management and financial firms with client services and administration in Switzerland. Educated in the UK (MA (Oxon)…
  • Jake joined Thomson Reuters Lipper in 2013 as Head of UK & Ireland Research. He has over eighteen years experience as an expert in mutual fund research, fund-of-funds portfolio management and asset allocation strategies. He spent six years managing the fund-of-funds suite and guided fund platform at AIG and has…
  • JASON GERLACH joined Sunrise in 2008 and is the firm’s Managing Partner. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees Sunrise’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a private businessperson…
  • Jens Perch Nielsen is an entrepreneur and a professor working in the financial service industry. One of his main work streams is on digital finance  improving financial advice and distribution of investment funds for ordinary savers. He co-founded Copenhagen based Festina Lente working on high quality on-line financial advice and…
  • Jérôme de Lavenère Lussan is the CEO and founder of Laven. Jérôme’s background includes acting as a COO of a hedge fund and as a financial lawyer at Jones Day. Jérôme has a broad degree of expertise in the hedge fund and fund management industry and is an advisor to…
  • In the last 10 years Jon has enjoyed a professional career within the finance sector from specialist charity finance, social enterprise and philanthropy. Working with household names including the worlds largest Ethical Bank, The Co-operative. In addition to the Charities Aid Foundation, an international organisation and one of the UK’s…
  • Lionel joined Schroders as part of the acquisition of Cazenove Capital in the summer of 2013, having been at Cazenove since 2005. He is a senior member of the pan-European equity team and manager of the Schroder ISF* European Alpha Absolute Return (circa $1 Billion AuM). He is also responsible…
  • Martin Birth is Vice President International Division at Foyil Securities. Foyil Securities is Ukraine’s only American owned investment bank and has been operating in Kiev since 1996. Our management and analyst team would welcome an opportunity to discuss with investors an investment strategy to maximize returns during the current changes…
  • Head of transfer pricing and senior economist at Macfarlanes. Martin is an experienced transfer pricing professional with over 25 years of experience working in transfer pricing and finance. He joined Macfarlanes from Ernst & Young where he was a Director in the transfer pricing practice. He has conducted in depth…
  • Michael Petley is ECU's Chief Investment Officer, Chairman of its Global Macro Team, and one of the three investment managers of ECU's Institutional Global Macro and Active FX Overlay Strategies. Michael founded ECU in 1988 and was CEO & Chief Investment Officer for 19 years. He has 25 years of…
  • Nathan is a member of the Global and Non-U.S. Equity team and is responsible for communicating global and non-U.S. equity investment strategies and results to the firm’s clients and consultants. Nathan joined American Century Investments in 2014. Previously, he was with HSBC Global Asset Management, most recently as a senior…
  • Nico Francken studied Dutch law at Leiden University where he graduated in 1969. He has working experience in merchant and corporate banking in New Zealand, the Netherlands and Spain. He has been self-employed since 1981 having his own legal practice as a lawyer in the Netherlands specialising in all aspects…
  • Paul Graham founded Mocom Corporation, an international securities trading and settlement systems provider, and grew that business to a global operation operating in Australia, New Zealand, Asia and Europe with a large number of well known and respected international clients. After the sale of the Mocom group of companies, Paul…
  • Philippe Gelin is a partner and co-founder of Shorex Capital, a provider of global economic citizenship programmes and residency solutions for wealthy individual and their families. He works closely with an international network of trusted advisers and government agencies to provide a secure and reliable premium service while staying abreast…
  • Professor Robert Anthony is the Principal Partner of Anthony & Cie (France) and Co-Founder of Anthony & Co UK Ltd (UK). Since 1978, Anthony & Cie is a multifamily office and orchestrates financial, legal, real-estate and tax advice as well as French legal advice. It also organises private equity investments…
  • Robin Francis, CFA gained his experience working as an investment manager for the GBP 3 bn TRW institutional pension fund. There he managed almost GBP 1 bn of bonds and worked on its global investment strategy. In 2011 he set up a private client investment practice, in conjunction with Raymond…
  • Roy Saunders qualified as a chartered accountant in 1967 and created his own niche international tax practice in 1971. He wrote his first book “Tax Planning for Businesses in Europe” in 1976 which was published by Butterworths and his second book “Principles of Tax Planning” which was published by Bureau…
  • Ruairi McDonald is responsible for the marketing communications of Mediolanum Asset Management Limited, an asset management company based in Ireland and part of the Mediolanum Banking Group.
  • Sebastian Dovey, Managing Partner of Scorpio Partnership. As managing partner and co-founder of Scorpio Partnership, Seb manages the development and execution of strategic recommendations surrounding marketing, business development, M&A and client services in wealth companies. Seb has completed assignments around the globe for private banks, global banks, asset managers, family…
  • Silvia joined LCL in September 2007 as Chief Investment Officer (CIO). As a member of the Board of Private Banking Unit, she is responsible for asset allocation of  LCL discretionary mandates and advisory portfolios. Previously, Silvia was Senior Fund of Funds Portfolio Manager at Credit Agricole AM (Amundi) and the…
  • Based in London, Simon Denton is the MD of The Groups UK Subsidiaries and remains a Director of The Sovereign Group. His offshore career started in the principality of Andorra but gathered pace when he moved to Gibraltar in 1990 & for 6 years was the MD of The Groups…
  • Simon Hopkins, Chief Executive Officer of Milltrust International Group, has been a senior figure in the international investment management industry for more than two decades. He was an early advocate of hedge fund investing for institutional investors, and has been a prolific capital raiser for single manager funds, funds of…
  • Stéphanie Hodara El Bez is responsible of the banking and financial services practice of the Geneva office of ALTENBURGER LTD legal + tax. She is admitted to the Geneva and New York Bars and is also a Professor of commercial law at the Geneva Department for Institutions. She advises banks,…
  • Stewart has over 25 years of experience in managing global multi-asset investment funds for large asset management firms and international banks before co-founding RMG as an investment management business in 2010. He has built his reputation on an ability to maintain a global perspective and approaches investment management with absolute…
  • As Wealth Management Chief Digital Officer for BNP Paribas, Thierry drives the Digital Strategy for Wealth Management at group level and supports the countries for its deployment.The Digital Strategy covers not only Web & Mobile solutions for clients & public, but also the commercial environment for the front employees (workstation…
  • Tony is a Tax Director at SMP Accounting and Tax Limited, an Isle of Man firm of Chartered Accountants with a worldwide client base and an excellent local and international reputation. Since 1992 Tony has specialised in advising on a broad range of UK and international taxation and related matters.…
  • Trevor joined WPIC from Anglo American Platinum where he was the Head of Market Intelligence and Market Relations. A precious metals specialist with over 30 years’ experience in the equity and metals market, Trevor moved into the platinum industry in 2000 following 17 years in gold mining, which saw him…
  • Victor Haghani is the founder of Elm Partners. He started his career in 1984 in the bond portfolio analysis (BPA) department of Salomon Brothers, and later became a Managing Director in the bond arbitrage group run by John Meriwether. In 1993, he was one of the seven founding partners of…

About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

Press

Les clients vont-ils bientôt investir en ayant ...
La sortie de l’Union européenne va-t-elle faire ...
La mission du cycle de conférences organisé à ...