Insights
Have you registered for our upcoming free webinar?
Our panel will be discussing the reallocation of portfolios to capture European outperformance on 24 September, don't miss out.
2025 Event brochure
Access the official 2024 brochure, to see what you can expect this year and how to get involved.
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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."
Wealth management in a multipolar world
Access our latest industry report "Rethinking wealth management’s value proposition in a multipolar world", analysing the turbulent economic conditions, geopolitical uncertainty, regulatory shifts and technological disruption.
2024 Highlights report
Access the official 2024 highlights report, see some of the best bits from last years summit.
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Take a look at the companies already attending in 2025!
Secure your spot in the room with leading industry professionals. Download the full companies attending list below.
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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Download our 2024 speaker industry insights
“Regardless of generation, our clients all want the same thing from their wealth: they want it to have the greatest positive impact on themselves, their families, and their communities.” - Scott Ford, President, Wealth Management, U.S. Bank
“We’ve seen a nuanced shift in our clients’ risk appetites. Our clients are commonly drawn to high-growth and innovative companies that are shaping future trends, particularly in sectors like technology and healthcare.” - Grace Peters, Managing Director, Global Head of Investment Strategy, J.P. Morgan Private Bank
“Great opportunities for growth, change and positive impact would be missed if the voice of the next generation were not incorporated in our strategy.” - Arjun Nagarkatti, Managing Director and Head of Private Bank, Europe & US, Deutsche Bank
Asian wealth hubs compete for assets of global tycoons
Singapore is steaming ahead as Asia’s most proficient wealth management centre, but Hong Kong is expected to catch up once China’s struggling economy begins to recover.
Why wealthy families are keeping it real
Against an increasingly uncertain economic and geopolitical backdrop, private bankers are shepherding clients into commodities, infrastructure and real estate assets. Read this PWM article to understand sentiments around real assets.
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