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WEALTH MANAGEMENT SUMMIT

3 November 2022
People-oriented Portfolios in a Destabilised World
In-Person & Digital | Sheraton Grand London Park Lane | #FTWealth
Register now


In Collaboration With

Lead Sponsor

Lead Sponsor

Lead Sponsor

Lead Sponsor

Associate Sponsor


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.


WORLD-CLASS BUSINESS LEADERS AND SPEAKERS

CK
Catherine Keating
CEO
BNY Mellon Wealth Management
AS
Annabel Spring
CEO Global Private Banking & Wealth
HSBC
JO
James O'Donnell
CEO, Citi Global Wealth
Citi
VM
Victor Matarranz
Global Head of Santander Wealth Management and Insurance
Banco Santander
SM
Solita Marcelli
Chief Investment Officer Americas
UBS Global Wealth Management
BS
Beatriz Sanchez
Head Americas and Member of the Executive Boards
Julius Bär



WHY SHOULD YOU ATTEND THIS YEAR? DOWNLOAD THE BROCHURE TO HAVE A LOOK AT
EXCLUSIVE 2021 KEY METRICS

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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.

£1,399


Early bird price £1,399 from 03 September 2022
Full price £1,599 from 01 October 2022
 

Register Here

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.




£179


Early bird price £179 from 03 September 2022
Full price £219 from 01 October 2022
 

Register Here


SUPPORTING PARTNERS

Supporting Partner


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

Attend in person
Digital pass


"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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