WM Nexus

What an exceptional afternoon at The Lansdowne Club on Tuesday, where we hosted an intimate round-table lunch in partnership with Santander UK - Alternative Investments and Forgepoint Capital. Our guests — a select group of UHNWs & family offices — contributed hugely to a dynamic and insightful discussion on the "Perfect Storm for Investing in Cybersecurity x AI across EMEA". A special thank you to Damien Henault, Managing Director at Forgepoint Capital, for leading such a compelling exploration of: *The resilience and rapid growth of Cybersecurity and AI * The region’s exceptional technical talent and IP creation *Opportunities for specialist funds to identify and seize value *The valuation gap between the US and Europe *Why exit pathways in EMEA are becoming increasingly attractive We were also delighted to highlight the global reach and innovative approach of Santander UK - Alternative Investments, whose platform enables investors to access unique private-market opportunities worldwide. As always, the conversation was lively, the questions thoughtful, and the atmosphere energising — a reflection of the outstanding community we are proud to bring together at WM Nexus. Thank you to our wonderful guests for making it such an engaging and collaborative lunch. We look forward to seeing many of you at our next event. #familyoffices #UHNW #investmenttrends #privateequity #cybersecurity #AI

A huge thank you to Thomas C. Morris Brown, Portfolio Specialist and Fotis Chatzimichalakis, CFA, Portfolio Manager from Impax Asset Management, who led an insightful conversation on “Overlooked opportunities in a concentrated market” and the rebound potential within environmental markets. Their deep dive into how Impax Environmental Markets plc is positioned to capture long-term growth—driven by climate solutions, resource efficiency, and global sustainability trends—sparked a lively exchange around the table. Our family office guests were fully engaged, asking excellent questions that brought real depth to the discussion. It was a wonderful three-course lunch with an exceptional group of attendees, beautifully hosted by the Carlton Club, and the quality of conversation matched the quality of the food. We are grateful to everyone who joined us and contributed to such a thoughtful and energising session. #familyoffices #environmentalmarkets #investmenttrust #climatesolutions #resourceefficiency #sustainableinvesting #investmenttrends

We travelled to Jersey last week to host a private lunch with Alger, at the Royal Yacht, St Helier, with a small but perfectly formed group of senior investment professionals. Thank you to Dan Chung, CEO & CIO, and Stephen Hearle, Head of International Business, who delivered an informative and enlightening discussion on AI-driven disruption, the possibility of an AI "bubble" and who the winners and losers may be, as well as a perspective on the attractiveness of US small cap in certain sectors that are poised to outgrow the rest of the market in a time of general uncertainty due to trade disruption.     We extend our thanks to our guests who contributed to the engaging dialogue. Your participation and thoughtful questions are what make these gatherings so valuable. #familyoffices #investment #privatewealth #equities #US #AI #smallcap #growthequity #Alger

Key takeaways from our Equities Autumn Roundtable: • Data over narrative: Markets are rewarding disciplined, data-led stock picking. • Value is back: European equities and value stocks look historically cheap, with sentiment and earnings momentum starting to turn. • AI is disrupting the disruptors: Technological change is reshaping winners and losers across sectors. • It’s a true stock picker’s market: Broader macro uncertainty means returns will come from intelligent selectivity, not passive exposure. We were delighted to be joined by three excellent speakers who shared their distinct perspectives: • Philip Wolstencroft, Artemis Investment Management – on the power of factor investing and the enduring strength of earnings revisions momentum. • Clive Gillmore, Mondrian Investment Partners Limited – on why valuation discipline and income remain key amid “bad cards and bad players.” • Dan Chung, Alger – on navigating AI-driven disruption and finding growth through “positive dynamic change.” A big thank you to everyone from the family office community who joined us for an engaging and thought-provoking discussion. #Investing #Equities #FamilyOffice #AI #ValueInvesting #GrowthEquity #Europe #StockPickersMarket #Artemis #Mondrian #Alger

WM Nexus is delighted to announce our 2025 Autumn Investment Round Table on Tuesday 14 October in Mayfair, London. Key Discussions:   Europe: After years on the sidelines, European equities are regaining appeal. Artemis Investment Management’s Philip Wolstencroft highlights how low valuations and improving outlooks make Europe a market to watch.   Value Investing: Mondrian Investment Partners Limited’s Clive Gillmore notes that macro uncertainty has created big valuation gaps — bringing disciplined, bottom-up value investing back in focus.   U.S. Equities: Alger’s Dan Chung points to the next wave of opportunity — from early-stage AI innovation to a potential turning point for small-cap growth. This Round Table is for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers.   #WMNexus #AlternativeInvestments #PrivateEquity #WealthManagement #FamilyOffice #InvestmentOutlook #GlobalEquities #ValueInvesting #GrowthInvesting #Artemis #Mondrian #Alger

What an incredible day at the 2025 Autumn Investment Trends Forum! A huge thank you to everyone who joined us at The Lansdowne Club in Mayfair — your energy, ideas, and questions made the event such a success. We explored some of the most exciting themes shaping today’s markets: ·      Megatrends in private equity – relative value across asset classes ·      The Rise of ETFs – passive, active, thematic, and everything in between ·      US vs. Europe – trade, policy, valuations & “US exceptionalism” ·      Risk Management – navigating volatility while staying strategic ·      Private Equity – uncovering opportunities amid global shifts ·      Blue Bonds – a new asset class aligning sustainability and returns A special thank you to our brilliant speakers and partners for bringing their expertise and sparking such lively debate: ·      Jonathan Tredgett (Findlay Park Partners LLP) ·      Rose Vangerven (Findlay Park Partners LLP) ·      Gerald Moser (LGT Private Banking) ·      Haydn Davies (Santander Asset Management) ·      Aude Martin (L&G – Asset Management) ·      Andrew Limberis, CFA (Omba Advisory & Investments Ltd) ·      Nick Fisher (Aviva Investors) ·      Timothy Bell (Time Partners) ·      Niall Husbands ACIB MCSI (Altair Group) ·      Andrew O'Neill (ARC Group) ·      Nick Evans (Isio) ·      Neetesh Kumar (Spruceview Capital Partners LLC) ·      Matt Lawton, CFA (T. Rowe Price) The panels were thought-provoking, the networking inspiring, and the takeaways invaluable. We’re already looking forward to the next Forum. #familyoffices #wealthmanagement #privateclient #privatewealth #investmenttrends #privateequity #equities #riskmanagement #ETFs #privatemarkets #

WM Nexus Autumn Investment Trends Forum Accessing US Lower Mid-Market Private Equity Private markets have garnered a lot of attention, with regulatory changes opening up opportunities and market conditions sending investors looking for new ways of diversification. At the same time, changes in financing are instigating a shift in focus from financial engineering to operational value creation, a shift that makes the mid-market particularly attractive to investors. With Neetesh Kumar from Spruceview Capital Partners LLC, and Ryan Tully from Santander Asset Management, we will be looking at the US lower mid-market - a high growth sector that has historically out-performed general buyouts and offers attractive opportunities amid the current dynamism of the US economy. The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. #familyoffices #wealthmanagement #privatemarkets #usprivateequity #lowermidmarket

WM Nexus Autumn Investment Trends Forum In a focused Investment Discussion on water and the Blue Economy, Matt Lawton, CFA, Head of Impact fixed income at T. Rowe Price will discuss “Investing in the ‘Blue Economy’” and how we can help catalyze the corporate blue bond market. T. Rowe Price is a global independent investment management firm, managing over £1.2 trillion across a range of strategies in equity, fixed income, multi asset in order to provide investment solutions for clients. Water scarcity and ocean health are among the most pressing global challenges today. With 2.2 billion people lacking access to safe drinking water and over 80% of wastewater discharged untreated, more clients are looking for ways to mobilize capital towards sustainable solutions. Join Matt Lawton to how we can look to create value for institutional investors while ensuring resilience for ocean ecosystems. The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. #familyoffices #wealthmanagement #bluebonds #blueeconomy #sustainableinvestments

WM Nexus Autumn Investment Trends Forum – Panel Discussion The Rise of ETFs In the last two years, the Exchange Traded Fund (ETF) market has experienced significant and accelerated growth, reaching record-breaking levels both in assets under management and in number and type of strategies, hitting an estimated £2tr in Europe in June. This extraordinary growth leaves investors with questions around how best to integrate ETFs into their portfolios. Our expert panel with Aude Martin, Head of Pooled Index Investment Specialists, L&G – Asset Management  and Andrew Limberis, CFA, Director, Omba Advisory & Investments Ltd will delve into some of these questions, including: ·      What does the ETF landscape look like now ·      What has been the evolution of ETFs and what are the options ·      What are the opportunities and risks that investors should consider, and ·      How to select ETFs and integrate them into a portfolio The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. #familyoffices #wealthmanagement #ETFs

WM Nexus Autumn Investment Trends Forum – Panel Discussion US versus Europe Geopolitical events have changed the nature of the relationship between investors and these key regions. Tariffs & trade policy, monetary & fiscal policies, wars & political risks are reshaping valuations and growth, leaving many investors wondering where to look for opportunities and how to avoid the risks.  Our expert panel including Jonathan Tredgett, Portfolio Manager, Findlay Park Partners LLP, Haydn Davies, Head of Quantitative Research, Santander Asset Management, and Gerald Moser, Head of Investment Services Europe, LGT Private Banking will be exploring the impact of these events on the investment landscape in the US and in Europe, including: • The impact of tariffs, trade wars and industrial policy • Valuations & growth sectors • The status of “US exceptionalism” The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. #familyoffices #wealthmanagement #USequities #Europeanequities #tariffs #USexceptionalism