Innovation in Wealth Management Summit 
Augmented intelligence for client-centric services
2 May 2024 | In-person | Glaziers Hall, London
Website

Now in its third year, PWM’s Innovation in Wealth Management Summit will gather world-leading private banks, family offices, wealth managers, and technology executives to discuss shifting business models and cutting-edge product offerings for a digitally-savvy client base. From interactive panel discussions to dynamic debates and captivating speed talks, this year’s conference will uncover how to leverage artificial intelligence and product innovation for client retention, as next-generation digital enthusiasts threaten to switch banks.

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Wealth Tech Awards – Entries are closed
Awards ceremony: 2 May 2024, Glaziers Hall, London
Website

The Awards gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence in the use of technology and digital communication

Institutions are asked to highlight key achievements, changes or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience.

A judging panel composed of leading industry professionals will assess the best performers, regardless of size, in different categories.

Entries are closed for the 2024 Awards, if you are interested in finding out more about entering and sponsorship opportunities, register your interest via the link below.

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Global Wealth Management Summit 
Recalibrating business for multi-generational private clients
6-7 November 2024 | In-person and Digital | London, UK
Website

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.

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Global Private Banking Awards 2024
Entries will open: 27 March | Awards ceremony: 7 November 2024
Website

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.

To receive reminders and more information about the awards, visit the website below and register your interest

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Wealth Management Summit Asia
Driving alpha through selective thematics
March, 2025 | In-person and Digital | Singapore
Website

Now in its third year, Wealth Management Summit Asia is FT Live and PWM’s gathering of market-leading private banks, family offices and wealth managers, discussing how best to reap the rewards of Asia’s structural growth. From interactive panel discussions to exclusive roundtables and market briefings, this year’s conference will uncover outperforming business models and how investors can angle for higher returns in the face of lurking geopolitical risks.

The full agenda and speaker line-up will be released in due course.

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