A Meeting of Minds Wealth Management and Private Banking - November 2026

A Meeting of Minds Wealth Management and Private Banking is an exclusive day where CEOs and CIOs of the private banks and the larger wealth management firms gather to address the key strategic issues affecting these businesses and the industry as a whole.

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers throughout the day and at the formal sit down lunch, you address the subjects which matter to you, and all in a time-efficient manner.

Who will be in the room?

CEOs and CIOs from Global Private Banks, DFMs, MFOs, and Wealth Managers with a dedicated focus on the UK market.

What does it cost?

Participation is by invitation, there is no fee to attend and is CPD accredited

Benefits of attending - how the event is shaped

• Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships
• Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
• Visionary inspiration – hear from brilliant keynote speakers who know everything about the latest industry news and innovations
• Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you

Be captivated by exclusive upcoming roundtable discussions that include:

• Economics & geopolitics

• Productivity & people

• Business strategy

• Client concerns

• Investment themes

Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.

What our delegates say about A Meeting of Minds Wealth Management and Private Banking

If you would like to receive an invite, use the form below or for more information please get in touch with Mark Davison