Event details

UK & EU Webinar: Liquidity Planning for HNW clients

13 May 2020
2:00 pm - 3:00 pm

Kindly sponsored by Kleinwort Hambros.

Join us for an interactive webinar for PCD members on opportunities for HNW to lend against property and investment portfolios, led by the team at Kleinwort Hambros.

Alan Kinnaird and colleagues will provide an overview of the current state of the credit markets and fixed income universe, discuss the latest trends in lending and valuations at this challenging time. As we head deeper into this crisis, HNW private clients are likely to require liquidity to finance their business or to take an opportunistic approach to strengthen their position.

We will hear from:

Ian Philpot - Ian is Head of Credit Advisory and is responsible for the Commercial delivery of the Kleinwort Hambros lending strategy.

Ian has spent over 30 years in both a corporate and private banking lending environments which includes roles in Product Management, Strategy and Commercial Sales. Having joined SG Hambros in 2014 from Coutts, where he was Global Head of Credit Products, Ian has been influential in expanding both the lending portfolio and product range. Ian holds a Bsc in Financial Services, an Advanced Certificate in Mortgage Practice and is an Associate of the Chartered Institute of Bankers.

Alan Kinnaird - Alan is a Senior Private Banker in the Leeds office of Kleinwort Hambros having worked previously at HSBC Private Bank and Credit Suisse. Alan works with IFA's and High Net Worth Clients to provide Portfolio Management Services, Pension Reviews, Mortgages, Lombard Loans, VCT's & EIS, and Financial Planning. His IFA & Client network extends throughout the UK, and Europe and includes several larger Family Offices, Charities & Trustee clients.

Topics for discussion will include:

  • Guest speakers from Kleinwort Hambros on current arrangements for lending

  • Current status of UK Fixed Income and Credit Market universe

  • Global interest rate trends and forecasts (2020 and beyond)

  • Overview of how UK & European Residential property valuations and loans are being arranged.

  • Summary of Lombard loans and other lending completed in a COVID 19 world.

Webinar registration - members only
Major credit cards accepted
credit cards accepted


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