Investment Week Private Markets Summit

9-10th October 2025

South Lodge Hotel, Sussex

Welcome

Private markets have entered an exciting new era in the UK, as moves like the Mansion House Accord, the inclusion of LTAFs in stocks and shares ISAs from next April and launch of the PISCES trading platform will expand investor access and have prompted fresh discussions about the role of private assets in portfolios.

Wealth managers in the UK are starting to review their private market allocations and build up their capabilities in this space, as product and platform developments continue apace.

However, many wealth managers face a number of operational blocks when scaling their private market operations, including issues like liquidity management.

The Investment Week Private Markets Summit will once again bring together wealth management leaders, fund researchers, private markets providers, regulators, platforms and data providers to discuss the growth of private markets in the UK wealth space.


South Lodge Hotel, Sussex
9-10 October 2025


We will explore the opportunities available for wealth managers, how they can navigate this rapidly-evolving space to find the best solutions for their clients and how they can respond to operational challenges.


What will be covered?


  • Hear more about the regulatory environment for private markets and regulators’ expectations for wealth managers

  • Hear how wealth managers and fund selector peers are building private market allocations and share best practice

  • Share insights on effective due diligence, managing risks, and how private market vehicles can act as diversifiers in client portfolios

  • Find out about a range of different strategies from private market investment managers including PIMCO, Apollo Global Management, Goldman Sachs Asset Management, Schroders, Nuveen and Aviva Investors

  • Get an update on key trends shaping the investment landscape for private market funds, with a focus on product and platform developments for the UK wealth space



Agenda outline

Day 1 

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Registration and Arrival Breakfast
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Welcome Address from Katrina Lloyd, Editor in Chief of Investment Week
-
Keynote speaker

Nike Trost, Head of Department - Asset Management and Pensions Policy, Financial Conduct Authority

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Panel Discussion: How UK wealth managers are building private market allocations
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Networking Break & Move to Boardrooms
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Lunch
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Boardroom sessions
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Table Talks

Focused roundtables to exchange ideas, insights and perspectives

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Free time to enjoy South Lodge facilities
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Drinks and dinner
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Post-dinner drinks

Day 2

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Hotel Breakfast at Leisure
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Day 2 registration & sign-in
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Panel Discussion: How platform and data providers can support wealth managers' move into private markets
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Check out and break
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Boardroom sessions
-
Networking break
-
Boardroom sessions
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Lunch and close


Steven Turner, Managing Director in Portfolio Solutions Group
Morgan Stanley

Session: Morgan Stanley Multi Asset Private Markets ELTIF


Kirsty Acton, Director, Private Wealth EMEA

EQT

Session: EQT Nexus & EQT Nexus Infrastructure


Robert Natzler, Investment Manager
Baillie Gifford

Session: Human Judgement in the Age of Artificial Intelligence


Tanja von Ehrlich, Head of Wholesale
UBS Asset Management

Session: UBS Unified Global Alternatives

Last year's highlights:

CPD Accreditation

This event is eligible for structured continuing professional development (CPD).



Contact us

For sponsorship enquiries:
Natasha Buckle
Commercial Director
For marketing enquiries:
Rebecca Hancock
Group Head of Marketing
For event & logistical enquiries
Jessica Redgate
Event Coordinator