Global Wealth Management Summit
Market volatility and aggressive trade policies are compelling portfolio managers to hedge against geopolitical risk. Wealth managers are safeguarding assets by diversifying allocations, broadening equity exposure and supporting clients in the use of uncorrelated and unlisted investments. Investors are pinpointing sectors that may be boosted by Trump’s deregulation agenda, while defence funds are emerging as a new long-term thematic play.
On the business side, private banks are refining core competencies as higher interest rates and price-sensitive clients are squeezing profit margins. Some are doubling down on a strategy of serving the ultra-wealthy, while others are scaling automation for mass-affluent clients. The industry is ripe for M&A, and private equity backed consolidators are seeking to leverage economies of scale and capitalise on the sector’s growth potential. How are incumbents reimagining their operational models and expanding their cross-border capabilities as competition grows between rival wealth hubs?
Now in its eighth year, the Global Wealth Management Summit — FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers — will address all these questions, and more. Across two days, a series of panel discussions, debates and interactive masterclasses will tackle the operational issues for business leaders, investment approaches amid geopolitical realignment, and product development strategies to capture a globally mobile client base.
Watch the 2024 highlights video
Why attend?
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Dissect outperforming portfolio management strategies
Connect with leaders from across the global wealth management ecosystem
Discover the differentiating business models and how to incubate next-generation clients
Renowned for our world-leading speakers
Get your tickets
THE SUPER EARLY BIRD
IN-PERSON PASS
Gain access to all in-person sessions. Networking and VOD included.
£1,599 £1,999
THE SUPER EARLY BIRD
IN-PERSON WEALTH MANAGEMENT PASS
Gain access to all in-person sessions. Networking and VOD included.
£909 £1,309
*This pass is only available to wealth managers, private bankers and family office representatives.
THE SUPER EARLY BIRD
DIGITAL PASS
Access to live talks, Q&A and video on demand.
Join from the comfort of your home or office.
£149 £329
Industry report
Access our latest industry report "Rethinking wealth management’s value proposition in a multipolar world"
Speaker interviews
Read insights from 2024's speakers and get a glimpse of the event content.
Network with the key industry players
View the companies that attended the summit in 2024.
2024 post-event report
Access the official 2024 post-event report, and discover our speaker line-up, who attended, and key information.
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Supporting Partner
What our attendees say
"Diversity of speakers, diversity of topics focused on the major challenges in private banking, the way the topics were well chosen"
"It's very good to spend time with practitioners, people who are in the middle of solving really complex problems and giving perspectives with a lot of data. A lot of people also spoke about Asia, which is great, and I love the diversity - there are a lot more women, which is not what I would have expected. Overall, I have learned a lot."
"Really quality presenters, and interesting topics. The overall seniority of the attendees was refreshing! "
"Attending your event for the first time, I'd say it's a fantastic blend of interesting topics, with a good engagement level both in the breaks and during the specific speeches and fireside conversations."
Speaking Opportunities
Charlotte Way
charlotte.way@ft.com
Delegate Services
Amrita Ganguly
amrita.ganguly@ft.com
Other upcoming Banking and Finance events
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Entries open now! | Deadline: 9 May | London
CPD ENDORSED
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Global Wealth Management Summit has been accredited with 15.5 hours’ worth of endorsed CPD.
Delegates can request their CPD certificate after the event by emailing ftevents@ft.com.
Endorsed CPD activities are those that have been reviewed and judged to be of high quality and relevance to CISI members. All Endorsed CPD Activities have clear learning outcomes, appropriate materials and suitably qualified presenters and tutors.
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.
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