Global Wealth Management Summit
Prolonged market uncertainty is compelling portfolio managers to pursue alpha through alternative investment strategies. Private bankers are offsetting opportunistic public market allocations with longer-term thematic investments linked to energy security and automation. While fund innovations are opening private markets to a broader range of clients, investment officers must balance client appetite with considered manager selection.
On the business side, the UK’s interventionist regulator is destabilising private banks’ traditional sales-led model. Next-generation wealth owners are expecting more integrated advice and digital business overhauls despite mounting margin pressures. How will wealth management leaders keep pace with an increasingly globalised and demanding client base, and will they look to establish a foothold in emerging financial hubs?
The Global Wealth Management Summit ran for the seventh year on 6 & 7 November 2024. It is FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers. The event saw panel discussions and interactive masterclasses address operational issues for leaders across the executive board, the implications of geopolitical dynamics for investment officers, and product development strategies to capture a shifting client base.
Renowned for our World-Leading Speakers
Why attend?
.png)
Dissect the 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
CPD ENDORSED
.png)
Global Wealth Management Summit has been accredited with 13.25 hours’ worth of endorsed CPD.
Delegates can request their CPD certificate after the event by emailing [email protected].
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.
SUPPORTING PARTNER
Key discussion points
Turning to thematic investing: aligning portfolio allocations with long-term driving forces
Grappling with geopolitics: re-evaluating risk in the face of US-China tensions
Allocating to private markets: driving value creation in the new interest rates era
Competing in a cross-border world: refining structuring solutions to serve globalised clients
The age of artificial intelligence: boosting productivity and ensuring successful change management
Anticipating the great wealth transfer: securing stewardship and professionalising family businesses
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."
Other upcoming Banking and Finance events
CRYPTO AND DIGITAL ASSETS SUMMIT ASIA
Transforming mainstream finance
5 December 2024 | In-Person & Digital |Singapore
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
[email protected]
Delegate Services
Amrita Ganguly
[email protected]
© Financial Times Live
FT Live and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice
