We are delighted to invite you to join us for the second monthly online NextGen Forum which aims to provide connectivity between young professionals in the Private Wealth sector, learn best practices on working from home, share productivity and management hacks and discuss the latest trends impacting them and their career.
The format will be small group networking via "Zoom Rooms" with every group provided with a list of ice-breaker content or topics to discuss. Each room will be mixed every 15 minutes to give you the chance to maximise the networking over the hour.
We are seeking your ideas and support as we develop this new concept in networking. We hope you get involved and find it useful. Register below or email firstname.lastname@example.org with any questions.
We will be featuring conversations with two special guests:
Frederick Kermisch provides sales coaching to private bankers. He helps them increase their revenue (and compensation) by growing their assets under management, both by increasing their share of wallet and by gaining new clients. His method combines numerous psychological tools in order to provide effective support in all situations - and beyond private banking. He started his coaching practice in 2016 after working for 10 years in Asset Management.
Harry Cotton - Harry joined Waverton in 2020 as Business Development Manager within the Private Client team. He is responsible for providing clients with discretionary wealth management solutions by working with Portfolio Managers and Financial Planners. Prior to joining Waverton, Harry held positions at Coutts and Tullett Prebon. Harry attended The Royal Military Academy Sandhurst and spent 5 years as a British Army Officer (Royal Regiment of Fusiliers) serving overseas in Afghanistan, Cyprus, Lithuania and Canada. He remains an active member of the Armed Forces Network acting as a mentor to service leavers and others new to finance.
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