Private Client Circle of Trust UK

2 May 2024 to 3 May 2024
Ashdown Park Hotel & Country Club, UK

Circle of Trust is an exclusive event and is by invitation only. Entering its third year the Circle of Trust event is chaired by Katrina Williams of Accuro, Dylan Samuel of Lombard Odier, Chris Moorcroft of Harbottle & Lewis and Imogen Bu chan-Smith of EY.

This exclusive invitation only event, involves facilitated discussions across 1 and a half days of content.

We have been working with a charing commitee the event to come up with the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus being on open discussion.

The event will run in 2 broad formats: Horseshoe & Interactive roundtables, whereby we are expecting all attendees to be involved throughout. There will be assigned topic leaders for each session to get the conversation amongst all attendees started.

Given the format this is very much fluid, and we are keen to take suggestions from attendees up until the event itself as to what you would like to have covered.

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Confirmed attendees to the Circle of Trust UK 2024 will be added below 

Delegates

Imogen Buchan-Smith (Advisory Board)
Director
EY
Chris Moorcroft (Advisory Board)
Partner
Harbottle & Lewis
Dylan Samuel (Advisory Board)
Executive Vice-President
Lombard Odier
Katrina Williams (Advisory Board)
Client Services Director
Accuro
James Campbell
Partner
Ogier
Daniel Channing
Director
Crestbridge Family Office Services
Catherine Grum
Founder
Grum Consultancy
Hannah Hughes
Partner
Wiggin Osborne Fullerlove
Mara Monte
Partner
Withers
Laurence Morgan
Partner
Boodle Hatfield
Graeme Privett
Partner
Rawlinson & Hunter
Paul Rondel
Director
Alex Picot Trust
Claire Weeks
Partner
Maurice Turnor Gardner

Agenda

9.30am
Registration & Welcome Refreshments
10.00am
Advisory Board Welcome

Dylan Samuel - Executive Vice President - Lombard Odier

Katrina Williams - Client Services Director - Accuro

Chris Moorcroft - Partner - Harbottle & Lewis

Imogen Buchan-Smith - Director - EY

Format: Square
10.10am
Session 1
11.10am
Refreshment Break
11.40am
Session 2
12.40pm
Lunch
Interactive Roundtables
2.00pm
Session 1
2.40pm
Session 2
3.20pm
Refreshment Break
3.40pm
Session 3
4.20pm
Closing Summary
6.00pm
Drinks Reception
7.30pm
Dinner
9.30am
Morning Refreshments
Format: Square
10.00am
Session 3
11.00am
Refreshment Break
11.30am
Hot Topics Round-up
12.30pm
Lunch & Close of Event

Essential Information

Venue

Ashdown Park Hotel & Country Club

Wych Cross

Nr Forest Row

East Sussex RH18 5JR

United Kingdom

Accommodation

Accommodation is included in the ticket price for Thursday 2 May only.
Should you not require accommodation please let us know ASAP.
To extend your stay please contact us

Dress Code

Business casual 

Location

Event Location

Contact

Attendance, Booking & General Queries

For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com

Partnership

For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546 
or email james@thoughtleaders4.com

Venue & Logistics

For venue & logistics enquiries please contact
Ewan Brown on +44 (0) 20 3433 2292                    
or email ewan@thoughtleaders4.com

Event Contact