Global Wealth Management Summit
Super early bird tickets are available
Prolonged market uncertainty is compelling portfolio managers to pursue alpha through alternative investment strategies. While increasingly democratised private markets are poised to outperform their public counterparts, investment officers must balance client appetite with considered manager selection. Private bankers are engaging younger wealth owners with thematic investments linked to sustainability and automation.
On the business side, an enticing client proposition is crucial in the face of the impending intergenerational wealth transfer. Pressure is rising for operational executives to embark on digital business overhauls despite mounting margin pressures. How will governance leaders keep pace with technological advancements and will climbing costs force further industry consolidation?
Now in its seventh year, the Global Wealth Management Summit is FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers, discussing the most effective investment strategies and opportunities for product development to capture a shifting client base. Across two days, this year’s panel discussions, debates and interactive masterclasses will address operational issues for leaders across the executive board and the implications of evolving client preferences for investment officers.
The 2024 agenda and speaker line-up will be announced soon.
Download the post-event report from the Wealth Management Summit 2023
The PWM and FT Live Wealth Management Summit 2023 took place on 8-9 November in-person and online.
With a new two-day format for 2023, this year’s panel discussions, debates, and interactive masterclasses addressed governance issues for leaders across the executive board and the implications of a volatile macroeconomic backdrop for investors. Hosted by PWM’s Editor-in-Chief, Yuri Bender, the event brought together world-leading private banks, family offices, wealth managers, and robo-advisers.
Get access to the official post-event report, find out our speaker line-up, who attended and key event information.
GET YOUR TICKETS
THE SUPER EARLY BIRD
IN-PERSON PASS
Gain access to in-person sessions. Network and connect with your peers during drinks receptions across both days. Watch full video footage on-demand post-event.
1,949 £1,549
Early bird price £1,749 from 3 May 2024
Full price £1,949 from 1 August 2024
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.
Early bird price £239 from 3 May 2024
Full price £299 from 1 August 2024
THE SUPER EARLY BIRD
IN-PERSON WEALTH MANAGEMENT PASS*
Gain access to in-person sessions. Network and connect with your peers during drinks receptions across both days. Watch full video footage on-demand post-event.
£1,189 £869
*This pass is only available to wealth managers, private banks and family offices. Any registrations that do not qualify will be cancelled.
Early bird price £1,069 from 3 May 2024
Full price £1,189 from 1 August 2024
Why attend?
Dissect outperforming portfolio management strategies in the high-interest-rate environment
Connect with C-Suite leaders to uncover opportunities for industry partnerships and product innovation
Discover differentiating business models in the race to connect with next-generation clients
Renowned for our World-Leading Speakers
KEY DISCUSSION POINTS
Navigating climbing costs: streamlining business for a focused value proposition
Taking stock of ESG practices: responding to incentives for sustainable investments
Allocating to alternatives: seeking alpha in the face of public market risks
Grappling with macroeconomics: diversifying portfolios in light of emerging market resilience
The age of artificial intelligence: automating hyper-personalised services for clients
Anticipating the great wealth transfer: innovating products for emerging investor segments
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
INNOVATION IN WEALTH MANAGEMENT SUMMIT
Augmented intelligence for client-centric services
2 May 2024 | In-Person | Glaziers Hall, London
GLOBAL BANKING SUMMIT
The world's top gathering of leaders in finance
3-4 December 2024 | In-Person & Digital | London
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
charlotte.way@ft.com
Delegate Services
Amrita Ganguly
amrita.ganguly@ft.com
© Financial Times Live
FT Live and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice