Wealth Management and Private Banking
For this community we run a number of events; A Meeting of Minds Private Banking and Wealth Management, WealthTech Matters, CEO exclusive Dinners, COO Briefings, CFO Briefings, A Meeting of Minds Gatekeepers, Retirement Matters, Heads of Wealth/Financial Planning Briefings, HR Breakfast Briefings, Philanthropy Briefings and Paraplanning Excellence.
About this audience
This community includes CEOs and CIOs from Global Private Banks, DFMs, MFOs, and Wealth Managers with a dedicated focus on the UK market. Their common denominator is the focus on the financial needs of high-net-worth clients.
The series of breakfast briefings are tailored to senior executives and industry leaders across various roles, offer an exclusive platform for in-depth discussions on industry challenges, emerging trends and best practices.
Events
CFO Wealth Management and Private Banking Afternoon Briefing - April 2025
Chief Operating Officer Wealth Management and Private Banking Afternoon Briefing - May 2025
SEI - CEO Consolidator Breakfast Briefing - May 2025
HR Wealth Management and Private Banking Breakfast Briefing - May 2025
Heads of Wealth/Financial Planning, Private Banking & Wealth Management Briefing - May 2025
A Meeting of Minds Wealth Management and Private Banking - June 2025
