Family Offices - defining the sector between institutional and retail; Culture, outlook and key differences of the UHNW sector; Segmenting the UHNW market; Trusted Advisers and key decision makers; They have their own money, but why should they spend it with you?
Richard Milroy has worked in the investment industry in London and Sydney since 1995. Specialising in publishing and events, he formed Resnik Communications with Paul Resnik in 2000, which became a leading conference, marketing and consulting business in Australian retail financial services, before being acquired by Kaplan in 2004. Richard subsequently worked for Givewell, a philanthropy research firm associated with the magazine Ethical Investor, before forming Dealers' Group in 2006. Dealers' Group is a multi-disciplinary membership group for family offices, UHNW clients and their key advisers. Richard holds a BA Hons in Political Science from Newcastle University in the UK.