Why Attend the Summit

Share experiences, challenges and opportunities with an unrivalled selection of peers from the private banking and wealth management global community.

The virtual summit will offer provocative debate and expertise on how private banks and wealth management firms can remain competitive, become future-proof and capitalise on affluent markets to ultimately enhance profitability margins.

Delegates attending the virtual summit will benefit from case study based presentations, interactive discussions, and debates about these key themes from the most senior and experienced institutions in the sector.

The core themes explored in previous years’ summit included position differentiation in the face of new disruptive competitors, customer engagement now and in the transfer of wealth and practical digital integration all in the setting of regulatory compliance. We’ll be diving back into and updating on these essential issues again in 2021 as well as further considering the role of digitalisation, business models for attracting and retaining a new generation of HNWs, FinTech and the role of AI in creating personalised services without losing the human touch. The current state of the market post-pandemic will also be a key topic of discussion, with our cohort of industry experts bringing to light various technological, operational, and people-centric strategies by which financial institutions can ensure business continuity and build resilience to combat such future disruptions.