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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Lead Sponsor 

Since 1931, Capital Group has been dedicated to improving people’s lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results.

Visit our website: https://www.capitalgroup.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 

Marsh is a leading global professional services company specialising in investment,risk, strategy, and people. Our dedicated investments team provides tailored advisory services to wealth managers and single-family offices. We combine deep market expertise with institutional investment solutions—including specialist guidance on private credit opportunities—to help clients navigate complex financial landscapes, optimise portfolio performance, and achieve long-term wealth preservation goals. Our team brings decades of experience managing sophisticated investment strategies, regulatory compliance, and bespoke financial planning for clients across the UK and beyond.

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

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Exhibitor Sponsor 

Communify is a design-first engineering company delivering Financial AI, digital and data solutions to the global financial services industry. Its platform – powered by the Communify Knowledge Base and MIND™ AI – processes over 9 billion data requests daily for 150+ clients managing $20T+ in assets under management, serving firms across North America, Europe and Asia Pacific. 

Communify unifies the digital communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals. Its solutions span four segments: Intelligent Media, Intelligent Investor, Intelligent Advisor and Intelligent Manager – each built on the same trusted Knowledge Base, with MIND™ AI embedded by default. 

Communify gives financial institutions what they need to grow, retain and scale – delivering intelligence via Signals, Stories™, Scores, Intelligent Dialogues™ and Autonomous Decision Agents. Over 85% of US brokerage firms work with Communify today.

For more information visit their website.

Exhibitor Sponsor 

Independent and conflict-free since 1994, CFRA Research is trusted by the world’s leading private banks, wealth managers, broker-dealers, asset managers, and custodians to deliver research across 15,000+ equities, 3,900+ ETFs, and 16,000+ mutual funds. From top-down sector strategy and market outlooks to individual security analysis, idea generation, and forward-looking thematic research, our analysts average 15 years of sector experience. Delivered at scale and built for integration, our research embeds seamlessly into your workflow, giving advisors the context to lead every client conversation with conviction.

Exhibitor Sponsor 

Jump is the premier AI platform for advisors and financial services professionals, trusted by more than 45,000 users worldwide, including leading firms such as LPL Financial, Osaic Wealth, Cetera Financial Group, Allianz, and Principal Financial Group. The platform helps advisors and enterprises automate key workflows across the client lifecycle, streamline operations and deliver a more personalized client experience. Recognized as the foremost provider of advisor AI, Jump ranks #1 in advisor satisfaction and adoption while setting the standard for AI safety, security and privacy. Learn more at jump.ai.

Exhibitor Sponsor 

With offices in New York, London and Milan, MDOTM Ltd is a strategic partner of numerous institutional counterparts to integrate AI into their investment processes. Selected by Google and recognised as one of the best AI companies, it has raised over $10 million from institutional investors and finance professionals, making it one of the world's largest firms specializing in AI for investments. 

For more information visit their website.

Exhibitor Sponsor 

Secure. Connected. Intelligent. Symphony is an AI-powered communication and technology company fueled by interconnected platforms: messaging, voice, directory and analytics. Our end-to-end encrypted technologies enable over 1,400 institutions to accelerate AI impact, prioritize data security, navigate complex regulatory compliance and optimize business interactions.

For more information visit their website.

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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