Capital Club - Dubai International Financial Centre

Investment Industry summit

Wednesday, 8 october 2025

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ABOUT

Welcome to Wealth Xchange, the premier event for wealth management and investment in the Middle East. Join us in Dubai for insightful discussions, captivating presentations, and invaluable networking opportunities. Our gathering brings together thought leaders, industry experts, and decision-makers to explore the evolving landscape of wealth management in the region.

Through engaging panels, expert keynotes, and interactive sessions, we delve into the latest trends, challenges, and opportunities shaping the industry. Don’t miss this opportunity to forge valuable connections, exchange ideas, and collaborate with peers and industry leaders in an informal setting that fuels innovation and drives meaningful discussions. Mark your calendar and join us for a day that fosters opportunities for growth in the dynamic Middle East wealth management landscape.

AGENDA

Please see our preliminary agenda for 2025 below:

8 October 2025

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08:30

Delegate Registration

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09:15

Welcome & Opening Comments
Katie Chambers | Master of Ceremonies

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09:20

Key takeaways from Middle East Investment Panorama (MEIP) 2025

Nigel Sillitoe | Chief Executive Officer, Insight Discovery

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09:30

A post Liberation Day World – impact on capital markets & why markets have rallied so strongly

Sanjay Rijhsinghani | Chartered FCSI, Chief Investment Officer, LGT

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10:00

The state of play in 2025 and beyond- How are family office’s developing in a fast changing market ?

Are family offices mature enough to be classed as institutions in the region?
Is migration from outside the region affecting/developing the segment?
The growth of Multi family offices ? Will the trend continue?
Have asset allocators in family offices become more sophisticated?
Is talent an issue?

Santosh Keni | CEO, Pantheon Global

Mehrez Kheir | Partner and Managing Director, Abbey Road Investment Group

Moderator: George Triplow | Chartered FCSI, Head of Client Development, MENA, Northern Trust Corporation

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10:40

Passive aggressive in a mad world

The rise of passive investing
Market inefficiencies
The changing relationship between company results and market reaction
Are we in bubble territory?

Peter Jackson | ACSI, Partner, Fundsmith

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11:05

Coffee Break

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11:25

Main Room | Fireside chat: Unlocking Potential: Navigating UAE Fund Regulations and Shaping the Future of Fund Distribution.

An update on UAE fund regulations and what this means for investment management and insurance companies
Understanding the fund regulations from the various regulators operating in the UAE.
How large is the funds industry in the UAE and beyond and what’s its future?
Is tokenisation of funds a gimmick or will it become reality?
How do professional bodies, like CISI, collaborate with local regulators

David Tait | Chartered MCSI, Associate Director, DFSA

Philip Rose | Chartered FCSI, Founder & Director, Halwyn Capital

Rob Bambridge | ACSI, Director- Supervision, Financial Services Regulatory Authority- ADGM

Victoria Henry | Senior Manager MENA, The Chartered Institute for Securities & Investment (CISI)

Moderator: Tom Bicknell | Partner, Clyde & Co

Morningstar Breakout Room | Investing when the only certainty is uncertainty

Mike Coop | Chief Investment Officer, Morningstar Investment Group, Europe, Middle East, Africa

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12:00

Main Room | Fireside chat- Future-Proofing Wealth Management: Navigating AI, Tech, and Tomorrow

Andrew Horbury | CEO, Cavenwell Group

Dylan Navra | Head of Adviser Software, Morningstar

Morningstar Breakout Room | Scaling for success

Chris Bishun | Head of Wealth Solutions, Morningstar

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12:25

Main Room | Why Investors Should Consider the GCC as a Key Component of Their Emerging Markets (EM) Strategy

MR Raghu | CEO, Marmore MENA Intelligence

Morningstar Breakout Room | Access all areas with advice tech

Dylan Navra | Head of Adviser Software, Morningstar

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12:40

Navigating International Clients & Regulatory Landscapes: An Ever-Evolving Scenario

What is FATF and Moneyval?
The Isle of Man's Current Standing in Financial Regulation
Pathways to Avoid Grey Listing: What Can the Isle of Man Do?
Lessons from Other Countries: What Can the Isle of Man Learn from Past Grey List Cases?

David Noon | Commercial Director, Capital International

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13:00

Main Room | Fireside chat - Private vs. public markets: finding the balance for tomorrow's portfolio

How are investors allocating across public and private markets? Which sectors, markets and structures will pay off in 2026?
How much alternative exposure is enough, especially in the current environment?
Are private markets now a commodity? What innovations are on the horizon to help investors harvest illiquidity premiums?
How do you know when returns from private assets are 'too good to be true'?

Mike Coop | Chief Investment Officer EMEA, Morningstar Investment Management

MR Raghu | CEO, Marmore MENA Intelligence

Moderator: Nigel Sillitoe | Chief Executive Officer, Insight Discovery

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13:30

Closing Remarks

Katie Chambers | Master of Ceremonies

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13:40

Lunch