Share your views with C-suite and investment decision-makers from world-leading private banks, family offices, wealth managers, and robo-advisers.

Strategic Sponsor 

Here at Ocorian, we use our expertise, trust and scale to manage and solve your complex operational, administrative and regulatory challenges, so you can focus on growing your business. That's why our solutions are trusted by asset managers, financial institutions, corporates, high net-worth individuals, and family offices, worldwide. 

Expertise: We deliver specialist, tech enabled solutions for our clients based on deep industry expertise.

Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long lasting partnerships with our clients.

Scale: Operating across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders.

Visit our website: https://www.ocorian.com/

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Lead Sponsor 

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

Visit our website: https://addepar.com/

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Associate Sponsor 

Invest Cyprus (Cyprus Investment Promotion Agency) is the investment authority of the Government of Cyprus dedicated to attract and facilitate foreign direct investment into the country.

In close collaboration with all governmental authorities and public institutions, as well as the private sector, Invest Cyprus is the country’s lead agent in establishing Cyprus as a world-class destination for international business activity and investments.

Invest Cyprus’ mandate is to raise awareness of Cyprus as a destination for FDI across the globe, providing certainty around all aspects of operating a business in Cyprus and supporting potential investors in developing their business case for investment into the country.

Visit our website: https://www.investcyprus.org.cy/

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Associate Sponsor 

MSCI Wealth is part of MSCI, a leading provider of critical decision support tools and services for the global investment community. Our suite of portfolio management solutions enables wealth management firms to quickly personalize portfolios at scale and create the capacity for long-term business growth. 

We leverage MSCI's over 50 years of expertise developing risk analytics, sustainability data, climate technology and private capital insights to help wealth management firms deliver the personalised experience their clients demand.

Visit our website: https://www.msci.com/

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In collaboration with

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. 

The wealth management and funds industries are changing fast in core European, Asian and American markets. Driven by an incoming local and global regulatory tide, commercial imperatives and client demand, private banks and investment houses must redraw their business models to comply with the new reality. In an industry driven by regulation, technology and economic disruption, PWM provides strategic advice and information to key decision-makers. 

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. 

Visit our website: https://www.pwmnet.com/

*Sponsors marked with an asterisk (*) will receive the delegate list only (names, job titles and organisations) and will not receive contact details.

Karena Walshe

karena.walshe@ft.com

+44 073 622 97939

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