Wealth Management Summit
The Financial Times and PWM are delighted to present to you the fifth edition of our annual Wealth Management Summit, interrogating the opportunities and challenges of governing cross-border wealth through a future-facing lens. This year, the Summit addresses the transition to a client-centric business model, spotlighting the importance of ethical leadership and clear-cut communication in a war-torn world.
Economic sanctions imposed on Russia by the Western world have heightened scrutiny of financial institutions and their clients’ affairs and the need for rigorous due diligence has never been more pressing. Geopolitical tension is rife, and private bankers must protect investors with exposure to Asia. Inflationary pressures and negative real yields prompt wealth managers to use alternative asset allocation strategies, whilst, in this digital age, blockchain-enabled non-fungible tokens take centre stage. Moral governance has been thrust into the limelight, and the wealth management workforce must make a conscious effort to beat unconscious bias and meet the demands of its changing client base.
Hosted by PWM’s Editor-in-Chief, Yuri Bender, and returning to an in-person format once again, this year’s FT and PWM Wealth Management Summit will convene world-leading private banks, family offices, wealth managers, and robo-advisers. Join us as we discuss and debate the monstrous megatrends, technological innovations, and cultural shifts overhauling the traditional industry as we know it.
Key discussion themes
Dissecting portfolios
Asset allocation in a destabilised world
Impact investing
Reassessing financial behaviour for the better
Technological trends
Examining NFTs in the context of the metaverse
Digital as an enabler
Keeping hold of the human touch
Shaking up the ecosystem
The move towards consolidation
Strategising for success
Ensuring diversity in teams
THE SUPER EARLY BIRD
IN-PERSON PASS
Gain access to in-person sessions, dinner and drinks. Network and connect with your peers. Get full access to video on demand post event.
£1,299
Early bird price £1,399 from 30 September 2022
Full price £1,599 from 01 October 2022
Supporting Partners
In-person experience
We are delighted to be returning to the in-person format again for the annual Wealth Management Summit, at the Sheraton Grand London Park Lane Hotel. We know there is nothing like having the opportunity to meet with your peers and exchange views face to face. We will discuss and debate the monstrous megatrends, technological innovations, and cultural shifts overhauling the traditional industry as we know it. In order to ensure full inclusion, this important event will also be live-streamed.
Why Attend?
Understand
Dissect the outperforming portfolio management strategies
Connect
Connect with global leaders from across the wealth management ecosystem
Discover
Discover the differentiating business models and how to incubate next-generation clients
Our Book with Confidence Pledge
To give you unprecedented flexibility and peace of mind when you book your 2022 in-person event.
Book with confidence
Cancel bookings for up to 14 days before the event date for a full refund
No questions asked
"I actually think it was one of the best online conferences I have attended."
Senior Relationship Manager, Maitland
Speaking Opportunities
Charlotte Way
charlotte.way@ft.com
Sponsorship Opportunities
Rachel Padhiar
rachel.padhiar@ft.com
Delegate Services
Ryan Capon
ryan.capon@ft.com
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