Private Wealth and Family Office Conferences. This part of the site lists private wealth management conferences taking place around the world. A number of organisers run events for Family Offices including Opal, Incisive Media, IMN, Prestel & Partner and PEI. Campden Conferences host Family Office events in Abu Dhabi, Hong Kong, London and the United States. Topics examined at conferences for family offices include succession planning, the operations of a family investment office and outsourcing...
for family offices. CFA run a notable wealth management event in the USA, while Marcus Evans and Markets Group run events in multiple locations. Key attendees at events on this page include private banks, family office managers, wealth management product designers, investment marketers and investment advisers from across the wealth management industry. Other themes explored include the impact of technology in wealth management, such as robo-advisers, social media and big data, the fiduciary duties of investment advisers and investment strategies for high net worth (HNW) individuals.
Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential…
Please join us and connect with industry leaders, investment professionals, and thought innovators at this year’s event, designed to guide you through the ever-evolving global investment…
LatAm EQD 2025 is a one-day event focused on derivative strategies and products, curated for the buyside community in Brazil.
Our Chief Investment Officer, Matt Tickle, along with Private Markets specialist, Amy Taylor, will be looking more closely at: what sectors constitute private markets; what their…
We will meet professional investors (institutional, private bankers, family officers, CGP, financial departments, asset managers and companies) to better understand their choices in terms of…
This one-of-a-kind event brings together experts and marketing professionals to receive comprehensive guidance on RFP and due diligence best practices.
The 27th Real Estate Private Equity Summit brings together the most influential voices and active investors in the real estate industry. Designed for senior-level decision-makers, this summit…
We offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else.
We offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else.
Opal Exchange is the premier one-on-one networking event held by Opal Group in 2025. Utilizing a sophisticated meeting scheduler, managers and qualified investors are able to pre-arrange…
In 2025, Agefi is offering you a major event dedicated to unlisted markets called "Private Markets Day". It will bring together two well-known meetings for professional investors, namely the…
Returning to Boston, Risk Live unites senior risk management and risk transfer professionals providing a convenient platform for the exchange of ideas, access to cutting-edge insights,…
We offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else.
The Canada Alpha-Generation Symposium is an invitation-only one day event covering various facets of alpha generation, across topics that are relevant for in-house portfolio management teams…
The 4th annual AIMA Digital Assets Conference is back in New York on April 24th. Come join us at the intersection of digital assets and institutional asset management.
Hear from the industry’s best and brightest managers, research specialists, and key decision makers about new opportunities in sub-advisory.
The leading conference for RIAs, family offices, and private banks. Meet and network with 200+ investors and wealth managers across Birmingham, Michigan.
This year’s event will be held in the King Abdullah Financial District Convention Center in Riyadh on 4 and 5 May. A combination of presentations, panel-led discussions and networking…
The Morningstar Investment Conference provides advisers and financial experts with cutting-edge research, expert insights, and thorough analysis.
Mark your calendars using the button below for 21-22 May 2024. We look forward to seeing you at the ICC Sydney or digitally.