Wealth Management Forum
in collaboration with
Medina Asset Management
4th April, 2025 at the
The Westin Dragonara Resort, St. Julians, Malta
Recognising the challenges of today’s financial landscape, Parker Russell Turner, with over 25 years of global expertise, has curated an exclusive forum for individuals and businesses seeking to preserve and strategically enhance their wealth.
This forum is also being held in collaboration with Medina Asset Management, on the occasion of the 10th anniversary of its founding.
Through our group structure, the firm offers a spectrum of services to our clients, including:
Gain Strategic Insights and Build Secure Foundations
Join us for the Malta Wealth Management Forum, a carefully curated event designed to provide practical insights into advanced wealth management strategies. This forum offers a platform to connect with industry experts and peers, focusing on key aspects of structuring, safeguarding and enhancing your financial portfolio.
This event will provide valuable insights on:
-
Malta: A Stable Jurisdiction for Strategic Wealth Planning
Explore Malta's advantages as a secure base for long-term investment strategies. -
Navigating International Financial Landscapes with Confidence
Gain clarity on managing complex international financial matters, with a focus on risk mitigation. -
Strategic Portfolio Diversification
Learn how to optimise your portfolio with a focus on long-term stability and controlled growth. -
Preserving Your Legacy: Robust Trust and Fiduciary Strategies
Discover effective strategies for wealth preservation and succession planning. -
Exploring Private Banking and Diversified Investment Approaches
Gain insights into secure and diversified investment options.
Speakers
Capitalising on our international network, we have brought together experts to share their strategies and experiences with you:
Arthur Douglas Turner
Managing Partner at Parker Russell Turner
Daphne Ann Azzopardi
Partner at Parker Russell Turner
Prof Joseph Falzon
Managing Director at Medina Asset Management
Dimitrios Batzis
Head of Southern CEE & Mediterranean at Schroder Investment Management
Xavier Rubio
Family Office & Portfolio Manager at Bally Capital Advisors AG
Dr Anthony Galea
Managing Director at AG Advisory
Agenda
Time | Presentations | Speakers |
|---|---|---|
08:30 | Guest Registration and Welcome Coffee | |
09:00 | Conference Introduction | Arthur-Douglas Turner |
09:10 | WHY MALTA? Explore Malta’s strategic advantages, business incentives, competitive tax regime, and investment opportunities, including available grants and funding. | Daphne Ann Azzopardi |
10:00
| TRUSTS AND FOUNDATIONS Explore how trusts and foundations in Malta provide strategic benefits for investment, including enhanced asset protection, tax efficiency, and effective succession planning. | Arthur-Douglas Turner |
10:45 | Coffee Break | |
11:15 | INVESTMENT STRATEGIES AND BEYOND Identifying the best types of investments and portfolio strategies to maximize returns with low volatility. | Professor Joseph Falzon |
12:15 | Lunch Break | |
13:20 | UNLOCKING POTENTIAL: THE PRIVATE EQUITY PATH FOR FORWARD-THINKING INDIVIDUALS This presentation will introduce semi-liquid private equity structures and our semi-liquid Global Private Equity flagship fund. | Dimitrios Batzis |
14:10 | SWISS BANKING Banking in Switzerland | Xavier Rubio
|
14:30 | THE SUPERYACHT INDUSTRY AND MALTA Explore yacht registration in Malta | Dr Anthony Galea
|
15:00 | Conclusion | Arthur-Douglas Turner |
15:15 Onwards | Networking |
Interested in attending?
Kindly get in touch at: info@prturner.com.mt
Parker Russell Turner,
13, Curate Fenech Street, Birzebbugia, BBG2032, Malta