Date: 12 January 2022
Time: 1:00 PM UTC
Duration: 60 min
Language: English
Format: Online
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UK: Reshaping Strategies for Wealth Management in the Post-Pandemic Economy [REPLAY]

Originally broadcast on 14th September 2021

Examine the opportunities and challenges arising from a pandemic world with a particular focus on  those business personnel who may have found themselves in the wrong jurisdiction and how that might affect their personal taxation and corporate profits whether investing or trading.   

We also look at  opportunities for reshaping strategies. Investors with an eye for trends could find they have the opportunity to develop a diverse portfolio and transcend the pandemic as restrictions lift. The hospitality sector offers a good example of how good management teams have pivoted. Private Equity is still ongoing.  

Speakers will include:  Camilla Wallace (Partner, Head of Private Client Group) and Julian Mathews (Partner, Head of the Hospitality & Leisure Group). 

Who should attend:  Directors, Managers, Investors. Particularly relevant to those in the private equity fund space.

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Camilla Wallace

Camilla is Head of the Private Client Group at Wedlake Bell and advises high-net-worth individuals, both UK and non-UK domiciliaries, on estate planning to mitigate the incidence of inheritance tax and control the devolution of estates using lifetime gifts, trusts and tax-efficient wills. She also provides advice to clients on capital gains tax and income tax mitigation strategies as regards lifetime tax planning. Her expertise covers investment management including residential and commercial property, and global tax-efficient structures.

Julian Mathews

Julian leads the hospitality and leisure group. As a corporate lawyer, his practice covers corporate, M&A, private equity, venture capital and related financings. Julian also brings significant international deal experience, having spent time in a couple of DLA Piper’s European offices.

Julian would describe his practice as being focused on hospitality and leisure and upon private equity, especially in the Technology and FinTech sectors. In the hospitality and leisure sector, he has a strong focus on hotel and restaurant transactions, Julian has acted for a range of hotel owners and operators, from five-star prominent London brand hotels to budget operators.

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