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Wealth Management Summit
ABOUT THE EVENT
PWM and FT Live are delighted to present the sixth edition of our annual Wealth Management Summit, discussing the opportunities and challenges of governing cross-border wealth, set against a turbulent macroeconomic backdrop.
Equity investors look for respite in alternative allocation strategies, yet, whilst private markets are progressively accessible, regulatory roadblocks to adoption of digital assets remain. Wealth managers are pressed to develop data capabilities in order to answer clients’ calls for personalised engagement. As the M&A market becomes increasingly active, traditional private banks must position themselves for ecosystem partnerships; at a time of fee erosion and climbing compliance costs, seeking a competitive advantage over industry disruptors is of paramount importance.
Hosted by PWM’s Editor-in-Chief, Yuri Bender, this year’s Wealth Management Summit will bring together world-leading private banks, family offices, and wealth managers. Join us as we debate the most prudent investment strategies and customer retention techniques for near-term resilience and future-proof growth.
More information, including the full agenda, will be announced soon
Download the post-event report from the Wealth Management Summit 2022
The FT Live and PWM Wealth Management Summit 2022 took place on 3 November in-person and online.
The Summit addressed the transition to a client-centric business model, spotlighting the importance of ethical leadership and clear-cut communication in a war-torn world. Hosted by PWM’s Editor-in-Chief, Yuri Bender, the event returned to an in-person format once again, bringing together world-leading private banks, family offices, wealth managers, and robo-advisers.
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GET YOUR TICKETS
THE SUPER EARLY BIRD
IN-PERSON PASS
Gain access to in-person sessions. Network and connect with your peers during drinks receptions across both days. Watch full video footage on-demand post-event.
£1,499
Early bird price £1,699 from 01 May 2023
Full price £1,899 from 09 September 2023
In-person experience
We are delighted to welcome you to our Wealth Management Summit, hosted by PWM and FT Live. We know there is nothing like having the opportunity to meet with your peers and exchange views face-to-face. We will discuss and debate the most prudent investment strategies and customer retention techniques for near-term resilience and future-proof growth.
The event will take place in London at the Sheraton Grand London Park Lane.
GLOBAL PRIVATE BANKING AWARDS
Launched in 2009, the Global Private Banking Awards aim to gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence.
The submissions are judged by an expert panel of fifteen industry professionals based in North America, Asia, and Europe.
A significant input in the evaluation of the quantitative aspects of the private banking groups is provided by the KPIs' analysis, carried out by PWM.
Winners and highly commended will officially be announced at a gala dinner and awards ceremony in London.
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WHAT OUR ATTENDEES SAY
"Organizers and speakers expertise, experience and professionalism"
Savvas Constantinou, SCiens Consulting Ltd
"Really quality presenters, and interesting topics. The overall seniority of the attendees was refreshing! "
Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.
PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast-moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.
Across print, digital and event channels, PWM provides strategic advice to key decision-makers working in all stages of the distribution process.
Speaking Opportunities
Charlotte Way
charlotte.way@ft.com
General Enquiries
Bruna Pascucci
bruna.pascucci@ft.com
© Financial Times Live
FT Live and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice