Global Private Banker Summit 2024

WHY ATTEND?

The current economic and market outlook with lingering inflation, interest rate movement uncertainty and geopolitical tensions pose significant risks for wealth creation and preservation. Private banks, family offices and independent asset managers face the difficult task of constructing portfolios that can overcome these adverse market movements while delivering consistent returns.

Likewise, technology is reshaping the private wealth industry and transforming advisor-client relationships. Learning how to leverage new technologies and innovation, while re-engineering traditional business models has become imperative to gain a competitive edge in the digital era. Private wealth institutions that fail to adapt to these new operating dynamics risk being left behind and determining how to balance the human-digital equation in line with evolving client demands and expectations is paramount in defending institutional market positioning.

Clearly, private wealth players need to embrace innovation and incorporate WealthTech solutions to deepen client loyalty, enhance operational efficiency and uplift revenue generation. Institutions need to carefully assess the risks and rewards of investing in emerging alternative asset classes and adopting best practices for due diligence, monitoring and reporting.

WHO WILL ATTEND?

• CEOs / MDs / COOs of Private Banks
• Chief Investment Officer
• Chief Data Officer
• Head of Private Banking
• MD/COOs of Asset Management Companies
• Managing Partners & Co-Founders of Family Offices
• Investment Director / Principal
• Head of Investments / Head of Investment Strategy / Head of Equities / Head of Fixed Income / Head of Structured Products
• UHNW/HNWI Senior Wealth Planners & Managers
• Head of Digital Investing
• Head of Product, Channels and Innovation
• Head of ESG / Head of Sustainable Investing

KEY THEMES

• The Great Wealth Transfer and need for digitalisation
• Adapting to new digital platforms for distribution of private wealth solutions
• Developing institutional level service for private clients
• Private Bank Modernisation and the path forward in the age of AI
• Key opportunities for competitive advantage and diversification in 2024 and beyond