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October 13, 2014

Lipper at the Shorex Wealth Management Conference – London 2014

by Jake Moeller.

Lipper has been well represented at the 2014 Shorex Wealth Management Conference which was held at the Westbury Hotel in Mayfair, London on October 9, 2014.

Reuters/ Toby Melville

Reuters/ Toby Melville

Shorex is a specialist media group for the wealth management industry and the high-end luxury market and they organise a series of annual conferences at European centres including London, Geneva and Paris.

The conference delegates consisted of 200 wealth managers/ private client advisors for European high net worth individuals and the day-long conference consisted of a series of presentations and panel sessions by various wealth management and investment market related experts. Topics included US & EU sanctions against Russia, CFC rules in emerging markets, investing in gold, investing in China, economic citizenship, new tools for family offices, and the World Wealth Report key findings.

Detlef Glow, Head of Lipper EMEA Research, presented a 30 minute session on “Smart Beta Strategies – an Overview” which outlined factor exposures of these strategies and explained the risk/ return profile of the indices. His presentation was illustrated with performance data and fund flow analytics from the Lipper for Investment Management software and the Lipper FundFlow database.

of Lipper EMEA Research, Detlef Glow discusses Smart Beta.

Head of Lipper EMEA Research, Detlef Glow discusses Smart Beta.

Head of Lipper UK & Ireland Research, Jake Moeller was invited to chair the morning session of the conference and provided its opening remarks. He discussed the challenges faced by wealth advisers in light of increased regulatory scrutiny, fee compression and an on-going low interest rate environment and outlined some of the potential opportunities this provided.

Lipper’s Head of U.K. & Ireland Research opens the 2014 Shorex London Wealth Management Conference.

Lipper’s Head of U.K. & Ireland Research opens the 2014 Shorex London Wealth Management Conference.

Managing Director of Shorex, Philippe Gelin said: “I am delighted by the great contribution of Lipper at the Shorex Wealth Management Forum London yesterday, with Jake Moeller chairing the morning sessions and Detlef Glow delivering a very interesting presentation on Smart Beta ETFs.”

“Over 200 wealth managers and family offices attended the event and gave us an excellent feedback on the quality of the presentations and the networking. Our next meeting will be in Geneva on 3rd December and we look forward to working with Lipper again.”

The event was covered on Twitter (#ShorexLondon14) and Lipper’s participation was well received.

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