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GLOBAL WEALTH MANAGEMENT SUMMIT

8-9 November 2023
Retaining trust for a global wealth industry in flux
In-Person & Digital | Sheraton Grand London Park Lane | #FTWealth
REGISTER NOW


Presented By

In Collaboration With

Lead Sponsor

Associate Sponsor


Save up to £450 with the Super Early Bird offer available for a limited time
only


ABOUT THE EVENT

US-China tensions and banking collapses have placed the world of wealth
management under strain. Portfolio managers are seeking respite in alternative
allocation strategies. However, whilst private markets are progressively
accessible, adoption of digital assets poses regulatory roadblocks. 

On the business side, seeking a competitive advantage over industry disruptors
is paramount at a time of fee erosion and climbing compliance costs. Pressure is
mounting for strategy-focused executives to develop data capabilities for
hyper-personalised client engagement, whilst traditional private banks are
positioning themselves for partnerships with fintechs. In the face of heightened
headline risk, how can wealth executives improve consumer confidence and
minimise client attrition? 

Now in its sixth 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 shifting business models
for a wealth industry in flux. With a new two-day format for 2023, this year’s
panel discussions, debates, and interactive masterclasses will address
governance issues for leaders across the executive board and the implications of
a volatile macroeconomic backdrop for investors. 

Download the post-event report from the Wealth Management Summit 2022

The FT Live and PWM Wealth Management Summit 2022 took place on 3 November
in-person and online.

 The Summit addressed the transition to a client-centric business model,
spotlighting the importance of ethical leadership and clear-cut communication in
a war-torn world. Hosted by PWM’s Editor-in-Chief, Yuri Bender, the event
returned to an in-person format once again, bringing together world-leading
private banks, family offices, wealth managers, and robo-advisers. 




Access exclusive event metrics from the:

 * Paid and social media campaign 
 * Print ads
 * Attendance and registration
 * Attendee feedback 
 * Exclusive images

Download the report




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.

1,899 £1,499


Early bird price £1,699 from 22 May 2023
Full price £1,899 from 09 October 2023


book now

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.

£249     £119


Early bird price £189 from 22 May 2023
Full price £249 from 09 October 2023

book now


KEY THEMES

Protective portfolio allocation: rebalancing at a time of market stress

Grappling with geopolitics: navigating diverging supply chains and heightened
US-China tensions 

Fast-tracking decarbonisation: implementing transparent ESG strategies and
mitigating reputational risk

Meeting mass-affluent demand: retaining customer loyalty despite scaled product
offerings

Bolstering cyber security: taking preventive measures to thwart protracted
threats 

Demystifying the metaverse: exploring Web3 use cases for wealth management firms

In-person experience

We are delighted to welcome you to our Global Wealth Management Summit, hosted
by PWM and FT Live. 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
most prudent investment strategies and customer retention techniques for
near-term resilience and future-proof growth.  

The event will take place in London at the Sheraton Grand London Park Lane.  

read more




WHY ATTEND?

Dissect outperforming asset allocation approaches in the tight money era

Connect with C-Suite leaders to share strategies for mitigating reputational
risk

Discover differentiating business models in the face of evolving regulation,
cyber threats, and the Great Resignation


WHAT OUR ATTENDEES SAY

"Organizers and speakers expertise, experience and professionalism" 

 Savvas Constantinou, SCiens Consulting Ltd

"Really quality presenters, and interesting topics. The overall seniority of the
attendees was refreshing! "

 


GLOBAL PRIVATE BANKING AWARDS

Launched in 2009, the Global Private Banking Awards aim to gather qualitative
and quantitative information from private banking groups to be able to give a
set of awards for excellence.

The submissions are judged by an expert panel of fifteen industry professionals
based in North America, Asia, and Europe. 

A significant input in the evaluation of the quantitative aspects of the private
banking groups is provided by the KPIs' analysis, carried out by PWM.

Winners and highly commended will officially be announced at a gala dinner and
awards ceremony in London.

Find out more



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. 

READ MORE


JOIN OUR MAILING LIST

Stay up-to-date with the latest news, events and offers from PWM

sign up today

Speaking Opportunities

Charlotte Way
charlotte.way@ft.com

Sponsorship Opportunities 

Rachel Padhiar

rachel.padhiar@ft.com

Max Hayes
max.hayes@ft.com

General Enquiries

Bruna Pascucci
bruna.pascucci@ft.com

© Financial Times Live

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View which 110+ companies attended last year’s summit in personView Company list



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