WM Nexus

WM Nexus Spring Investment Trends Forum WM Nexus is excited to announce the line up for our Spring Investment Trends Forum on 26 March. We will be covering current topics including: •           Transformative Technology •           The Future of Climate Focused Investing •           Global Small Cap Equity: Small-Cap Company Investing: Only the Best •           Generating Financial Return from the Green Transition - A Multi Asset Approach •           Navigating the pendulum of policy shifts in 2025 •           Climate Transition Strategy: Investing in Mispriced Systematic Change •           Taxation Concerns for Private Clients in a Changing Political Landscape •           Private Markets: Diversification using Alternative Investments   We would like to thank our stellar line-up of speakers from Baillie Gifford, Aviva Investors, Xtrackers by DWS Group, Regnan, SuperSeed, Rothschild & Co, Cazenove Capital, Cerno Capital, LGT Private Banking, Time Partners Limited, Deloitte, HUNDLE… The Spring Investment Trends Forum is for an exclusive guest list of UHNWs, Family Offices, Wealth Managers & Family Office Advisors.

Thank You for Joining Our Winter Investment Round Table A big thank you to all of the family offices who attended our Winter Investment Round Table last week at The Caledonian Club in Knightsbridge, London. We had insightful discussions on key market trends, led by Patrick Farrell, CIO of Charles Stanley , and a fresh perspective on high-yield investing from Julien Martin, Research Analyst at Polen Capital. Key Takeaways: From Patrick Farrell: • AI & Infrastructure: AI is not a bubble—at least not yet—and still has significant room for growth. However, critical infrastructure, including energy, digital systems, and manufacturing/robotics, will be essential to support AI's continued expansion. • US Market Dominance: The US remains the leader in global markets, driven by high productivity levels. This advantage makes it difficult for the UK and Europe to close the gap. • China’s Economic Challenges: For China to compete globally, major internal structural changes are needed. While progress is slow, there are signs of incremental reforms. From Julien Martin: • High-Yield Investing: Historical trends and current market conditions highlight the attractiveness of high-yield investments in terms of volatility versus returns. • Europe’s Edge: Europe offers a more favourable environment for high-yield investments, with better valuations and supportive market conditions. • Managing Defaults: Defaults shouldn't be feared if managed correctly. A strong understanding of company fundamentals, operational efficiencies, and the legal landscape can help investors extract value even in distressed situations. At WM Nexus, we curate exclusive roundtable discussions for UHNWIs, Family Offices, Wealth Managers, and Family Office Advisors. These events provide a platform for in-depth conversations with leading experts on the latest investment trends. #familyoffices #wealthmanagement #investmenttrends #highyield #macrotrends #marketoverview

We are excited to host our Winter Investment Round Table next week in London—an exclusive event bringing together top experts to discuss the current investment landscape and outlook for private wealth, family offices and wealth managers. Key Speakers & Topics: Patrick Farrell, CIO & Chair of the Investment Committee, Charles Stanley Market Overview & Outlook • A core & satellite portfolio approach: What’s in and what’s out? Julien Martin, Research Analyst, Polen Capital Rethinking High Yield Investing • Key risks: Potential monetary policy missteps by major central banks, a weaker US consumer, sluggish European growth, fiscal deficits, heightened sovereign bond volatility (US, UK, and Emerging Markets), and geopolitical challenges. • The impact of the new US administration: Deregulation, tax policies, and trade shifts. • Market dynamics: M&A trends, buyouts, and IPO activity. This exclusive round table is designed for UHNWIs, Family Offices, Wealth Managers, and Family Office Advisors. For more details, message us directly. #familyoffices #wealthmanagers #privateclient #bonds #highyield #marketoutlook #investments

We were delighted to host an investment breakfast last Wednesday in the beautiful setting of The In & Out (Naval and Military Club), St James’s, covering Agriculture, Food & Forestry. We were joined by our exclusive group of guests to hear the stories of Conservation Carpathia, AMERRA Capital Management, LLC and Warakirri Asset Management, on the importance of natural capital and how we invest for the future through agriculture and the natural environment. Key take-aways: •           Agriculture is the third biggest contributor to the global economy. In 2024, it is estimated to be worth approximately $14.36 trillion, up 8% from $13.27 trillion in 2023. Projections suggest the market will continue to expand, reaching $19.29 trillion by 2028, driven by increased demand due to global population growth and higher living standards. •           Whilst land availability for agriculture is either stagnant or decreasing in the United States and Europe, Brazil and Australia offer a wealth of opportunity for sustainable development: Brazil is a top 5 producer of 34 agriculture commodities and the world’s largest net agricultural exporter; Australia exports to over 100 countries as well as having a strong local market.  •           Agriculture and the food value chain provide a diversified set of opportunities, across different asset classes such as private debt and real assets, different geographies, different products (permanent crops, horticulture, livestock, etc) and services (inputs, supply chain, processing, etc). •            Investment in agriculture, when done correctly, offers a low volatility, uncorrelated solution that is recession and inflation protected. Thank you to all our guests and to Chris and Barbara Promberger, Craig Tashjian, Nancy Obler, Steve Jarrott and Conor Hayes for a wonderful event, and thank you to Laura Nasta for hosting us at the In and Out Club. #agriculture #forestry #conservation #naturalcapital #investment #realassets #sustainability #foodsecurity #carbonsequestration #carboncredits #regenerativeagriculture

We are looking forward to the WM Nexus Agriculture, Food & Forestry Investor Breakfast, an exclusive gathering to explore the exceptional investment potential within one of the world’s most critical and rapidly evolving sectors, taking place on Wednesday in Central London. Agriculture is the third-largest sector in the global economy, driving food security, employment, and innovation, while contributing 30% of greenhouse gas emissions. As global challenges around population growth and climate intensify, the sector is at the forefront of transformative change—creating compelling opportunities for forward-thinking investors. • Gain insights into balancing population growth with ecosystem preservation, and how this creates high-impact investment opportunities. • Discover innovative solutions addressing climate challenges, food demand, and resource efficiency. • Learn how investors can capitalize on the growing momentum in agriculture, food, and forestry. Key Speakers: • Craig Tashjian, Managing Partner & Chief Investment Officer, AMERRA Capital Management, LLC • Steve Jarrott, Portfolio Manager, Agriculture, Warakirri Asset Management • Chris & Barbara Promberger, Founders, Foundation Conservation Carpathia This round table is for an exclusive audience of UHNWIs, Family Offices, Wealth Managers, and Family Office Advisors. For more information, message us directly. #agriculture #forestry #conservation #naturalcapital #investment #realassets #sustainability #foodsecurity #carbonsequestration #carboncredits #regenerativeagriculture

Thank you to everyone who helped make the WM Nexus Autumn Investment Trends Forum a resounding success. We had a packed audience of interested and engage investors, an amazing line up of speakers covering current topics – Emerging Markets, Sustainability, Blue Economy, Private Markets, Equities and Philanthropy. Thank you to: Laura Uberoi, Esther Gilmore, Sean Farrell, Anu Chhabra-Coulter, Hendrik Van Deventer, Nuri Toker, Jaya Gupta, Saurabh Sharma, CFA, CAIA, Seavan Sternheim, Dr. Michael Ganske, CFA, Ian Clarke Chartered MCSI, Edward McDonald, Niall Husbands ACIB MCSI, Flora Hussey, Nicola Johnson #familyoffices #wealthmanagement #privateclient #investmenttrends #emergingmarkets #sustainability #blueeconomy #privatemarkets #equities #philanthropy

WM Nexus Autumn Investment Trends Forum – Fireside Chat with Generation Investment Management & Snowball: Investing for Financial Returns & Sustainability   To open our Autumn Investment Trends Forum, we welcome Esther Gilmore, Generation Investment Management and Sean Farrell, Snowball who will be discussing the nuances of investing for sustainability as well as financial returns.   Generation is a pure-play sustainable investment manager founded on the belief that integrating sustainability is a competitive advantage in investing for the long-term. Since its founding 20 years ago the firm has been a key voice in the industry, advocating for wider adoption of sustainable investment practices. Snowball is a dedicated impact investor targeting positive impact and attractive returns in every asset class. Sean draws on deep expertise gained from a traditional investment background to integrate impact alongside risk and return in investment decision making.   Between them, they will share insight into what has changed as well as what is interesting now, address investors’ concerns about the ability to generate returns with a sustainable lens and explore how investors can use their capital to create positive outcomes for people and the planet whilst compounding at compelling rates of financial return. Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #sustainableinvesting #impactinvesting #investmenttrends #esg  

WM Nexus Autumn Investment Trends Forum – Panel Discussion Exploring Regional Opportunities in Emerging Markets - India, CE Asia, Africa & Latam Emerging Markets generate both a lot of curiosity and a significant amount of trepidation – there is opportunity but there is risk. Isn’t there? Our expert panel - Johannes Feist - Mikro Kapital, Jaya Gupta - Addleshaw Goddard, Hendrik Van Deventer - Advance Global Capital Ltd and moderated by Nuri Toker, NEV Partners - will look at some key regions of the globe, covering: -         Recent trends opportunities – India, Central Asia, Turkey, Latam & Africa -         Real risks and perceived risks -         Macro inputs – elections, political instability, etc  Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #sustainableinvesting #emergingmarkets #investmenttrends #centralasiainvestment #indiainvestment #lataminvestment #africainvestment #turkeyinvestment

WM Nexus Autumn Investment Trends Forum - Break out Discussions: Implementing a Philanthropic Strategy & The Challenges & Opportunities of a Private Markets Offering for Private Clients In our two non-investment focused break out discussions, we are covering two topics that have re-occurred in our conversations with many of our network over this year – philanthropy & private markets. Panel Discussion - The Challenges & Opportunities of a Private Markets Offering for Private Clients – with Laura Uberoi - Addleshaw Goddard, Edward McDonald - Stonehage Fleming and Ian Clarke Chartered MCSI - Middleton Private Capital ·      What is the driver for moving into private markets ·      Regulatory & suitability challenges ·      Options for accessing private markets Panel Discussion - Implementing a Philanthropic Strategy – with Flora Hussey - New Quadrant - Private Office , Nicola Johnson - Stewardship & Niall Husbands ACIB MCSI - Altair Group ·      Identifying philanthropic goals for a family ·      Tax, regulatory and other implications of charitable structures/donations ·      Building a selection process ·      Monitoring and reporting on the success of a philanthropic strategy. The Autumn Investment Trends Forum is for an exclusive guest list of UHNWs, Family Offices, Wealth Managers & Family Office Advisors. For more information, please message us. #familyoffices #wealthmanagement #philanthropy #privatemarkets #DAFs #LTAFs 

“SMEs … can quickly convert working capital into jobs while supporting inclusive economic growth … WM Nexus Autumn Investment Trends Forum – Round Table Discussion Continuing the focus on small to medium sized businesses, but looking instead towards private markets, in our fourth Round Table Discussion, Hendrik Van Deventer, Co-CEO  of Advance Global Capital Ltd will tell us about “The Evolution of Social Finance, and SME Credit Solutions in Emerging Markets”. Advance Global Capital Ltd (AGC) believes that capital, when invested well, can be a force for good and works with investors who want measurable, positive impact that aligns with their values alongside good financial returns. Investing in small and medium businesses (SMEs) isn't just about money. It's also about bringing hope to underserved entrepreneurs. When these companies can access funding on fair terms, they have the confidence and ability to compete and thrive. AGC focuses on investing in SMEs because they can quickly convert working capital into jobs while supporting inclusive economic growth and creating more opportunities for women in communities around the world. Collectively, SMEs make up 99% of the business sector population and around 60% of business sector value-added. They remain challenging clients to reach as they generate smaller transactions and require different support than either micro or large businesses. This discussion will focus on: *The evolution of social finance in emerging markets, including investor expectations *Challenges in deploying SME credit solutions in emerging markets *Trends and opportunities in EM private credit Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #sustainableinvesting #privatedebt #emergingmarkets #smes #socialfinance #investmenttrends