*Open to 20 Private Wealth Investors*
As private markets allocations grow, success depends largely on the ability of allocators to maintain client conviction through uncertainty, illiquidity and periods of scrutiny. This breakfast briefing will explore the human and behavioural dimensions that sit beneath investment decisions, examining why even sophisticated investors can struggle to maintain conviction when markets become volatile or outcomes feel uncertain. Drawing on nearly two decades in private banking, Patricia will facilitate a discussion about emotional intelligence as a strategic capability for advisors: how to create the psychological safety required for honest conversations with clients around suitability, complexity and long-term investment horizons. You will explore how to strengthen client relationships, improve judgement under pressure and build the trust needed to help clients remain committed to private markets strategies throughout the full holding period.
Check out the incredible speaker line-up to see who will be joining Patricia.
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