Investment Week Private Markets Summit

9-10th May 2024

Pennyhill Park Hotel, Surrey

Private markets have entered an exciting new era in the UK wealth management space as innovative fund structures and platforms are opening up growth opportunities, as well as prompting discussions about the role of private assets in client portfolios.

With this in mind, we are delighted to invite you to Investment Week's first dedicated Private Markets Summit taking place at Pennyhill Park in Surrey on 9-10 May 2024.

This exclusive event will bring together wealth management leaders and private markets providers to discuss the growth of private markets in the UK. We will explore the opportunities available for wealth managers and how they can navigate this rapidly-evolving space to find the best solutions for their clients.

Attend to benefit from:

  • Hear more about the regulatory environment for private markets and regulators’ expectations for wealth managers
  • Listen to platform speakers explore the differences between the structures available to access private markets, including liquidity profiles
  • Get an update on key trends shaping the investment landscape for private market funds
  • 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
  • Share insights on effective due diligence in this area and how private market vehicles can act as diversifiers in client portfolios

Apply for a place here 

Keynote sessions include:

Retailisation Structures - An overview of Market Trends

> Will Normand, Partner, Funds, Travers Smith

Will Normand discusses the evolution of private markets, providing an overview of the products and structures available to wealth managers and their clients, and offers insight into how their approaches and offerings are being adapted in response to changing investor preferences.

Creating a Private Markets offering that meets the needs of your clients

> Adam Croutear, Associate Director, Asset and Wealth Management Consulting, Alpha FMC
> Louis de Watteville, Manager, Private Markets Strategic Advice, Lionpoint Group

With increasing demand and a more readily available and more liquid supply, Private Markets are becoming a more viable asset class for High Net Worth (HNW) and affluent investors. We examine the challenges firms face in developing an offering and then targeting and distributing to clients in a cost-efficient way that keeps both the compliance teams and regulator happy.

  • An overview of Private Markets trends within the wealth management market.
  • Ensuring that private assets are appropriate for your client’s needs and challenges.
  • What do the different models mean for wealth mangers and how should they position and distribute these offerings?
  • Examining the internal difficulties to overcome around education and understanding of these products.


Investment Week is committed to the journey in becoming more sustainable. By using the guidelines set out by Ecovadis, we will be working towards the accreditation. The goal is to reduce paper consumption across events and improve recycling rates, curb food waste and alter menus with an aim to include locally sourced, organic produce. We have also committed to deliver carbon offsetting at events wherever possible and provide delegates with accessible venues. We will be closely evaluating each event and considering how we can improve in the following areas; energy, transport, water usage, recycling, economic and local environment/community.

Carbon Offsetting

Incisive Media have partnered with Ecosphere+ to ensure all our remaining greenhouse gas emissions are offset. Working with Ecosphere+, we calculate the emissions from all our events, including those from event operations, venues and delegates. We then purchase the equivalent number of carbon offset credits to counter-act our activities. These credits are supporting the protection of vital rainforest in Peru, by funding conservation work and creating sustainable sources of income for locals to minimise incentives for deforestation. For further information about the project please visit

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