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PWM

@FT_PWM

Professional Wealth Management from the Financial Times Ltd. - addressing the global needs of private banks, wealth managers and financial products distributors

London Katılım Ocak 2013
422 Takip Edilen4.2K Takipçiler
PWM
PWM@FT_PWM·
We’re pleased to confirm Sasha Wiggins, Chief Executive of Barclays Private Bank and Wealth Management, as a speaker at the Global Wealth Management Summit 2026. Sasha is the first in an excellent line-up of private banking and wealth management CEOs, global heads, and investment leaders speaking in London this November. Attendees at this year's summit can find Sasha speaking in the opening keynote interview on Day 2, Thursday 5 November. 📍 4–5 November 2026 | The Landmark London 📄 Download the agenda: lnkd.in/e9wFKRB6
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PWM@FT_PWM·
What happens when leaders from across private banking, wealth management and family offices come together in one room? The Global Wealth Management Summit returns this November with two days of discussions focused on the forces reshaping the industry - from geopolitical uncertainty and asset allocation shifts to AI disruption, digital assets and next-generation client expectations. This year’s summit will also introduce: • Dedicated Business Strategy and Asset Allocation stages • Interactive simulations tackling real-world wealth management scenarios • Structured speed networking sessions designed to maximise connections across the room Beyond the agenda itself, the summit is designed to create the kind of peer exchange and strategic discussion that’s difficult to replicate elsewhere. 🎥 See how the summit looked last year: youtube.com/watch?v=yu3qcv… 📄 Download this year's event brochure for more information: tinyurl.com/y2y55u2f
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PWM@FT_PWM·
Geopolitical uncertainty, AI disruption, shifting client expectations and intensifying competition are reshaping the future of wealth management. At the Global Wealth Management Summit, senior leaders from private banks, wealth managers and family offices will come together to debate the investment strategies, business models and client approaches needed to stay ahead in a rapidly evolving market. But beyond the agenda itself, there’s real value in being in the room, exchanging perspectives with peers, challenging assumptions and gaining the kind of insight, energy and clarity that’s difficult to replicate online. Early bird rates are now available until 15 September. 🎥 Learn more below 👉 tinyurl.com/ymuwa42u
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PWM@FT_PWM·
📅 One week to go: Reframing portfolio risk management under Trump Our webinar on navigating risk in today’s global landscape is happening on 19 May. If you haven’t registered yet, now’s the time! Don't worry if you're busy on Tuesday, simply register to ensure you receive the on-demand recording and catch-up when you can. 👉 tinyurl.com/38uymmje #Finance #GlobalMarkets #WealthManagement #riskundertrump
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PWM@FT_PWM·
We’re pleased to be working with the Alliance of Swiss Wealth Managers as a partner for the Global Wealth Management Summit. Representing a network of leading independent wealth managers, the Alliance brings valuable perspective on the priorities shaping the industry — from client expectations to the evolving competitive landscape. Their involvement helps ensure the summit reflects a truly global and diverse set of voices across private banking and wealth management. We look forward to welcoming their members to the conversation in November. 📄 Download the agenda: tinyurl.com/3zsd5h3f
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PWM@FT_PWM·
AI disruption, geopolitical uncertainty, and the race for next-generation clients are reshaping wealth management. Discussions at this year’s Global Wealth Management Summit will tackle everything from shifting asset allocation strategies and digital assets to margin pressure and evolving client expectations. But it’s not just about the topics - it’s the value of being in the room. The ability to exchange perspectives, challenge assumptions and leave with a renewed sense of clarity and direction – something that’s hard to replicate elsewhere. Join the debate in November and help shape how the industry responds to these themes. Super early bird rates end today! 👉 tinyurl.com/ymuwa42u #FTWealth
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PWM@FT_PWM·
What’s really being discussed inside the private banking boardroom right now? At the Global Wealth Management Summit, senior leaders from BNY Wealth, Santander and ING will come together to explore the strategic decisions shaping the future of the industry. 📍 Inside the private banking boardroom 🗓️ Wednesday 4 November, 09:30 GMT 📄 Download the full agenda: tinyurl.com/ywm3s44j #FTWealth #globalwealth #privatebanking
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PWM@FT_PWM·
What does a Trump presidency mean for global markets? From trade policy to interest rates, the implications for investors could be significant. Our webinar at 2PM BST on 19 May brings together expert insights on navigating uncertainty. See who you'll hear from below. Register now to join us: tinyurl.com/3pub5r3m #riskundertrump
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PWM@FT_PWM·
We’ve reached our highly anticipated Global categories, a big congratulations to the winners: @AMINABankGlobal,@VLK_PB, J.P. Morgan Private Bank, BNP PARIBAS WEALTH MANAGEMENT, Bank J. Safra Sarasin Ltd, #WealthTechAwards
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PWM@FT_PWM·
Shining a spotlight on Asia and Africa, well done to our private bank winners: @Investec, @dbsbank, China Merchants Bank, Taishin International Bank, Axis Bank - Burgundy Private, Industrial Bank Private Banking, CTBC Bank, Taipei Fubon Commercial Bank, ICBC private banking. #WealthTechAwards
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PWM@FT_PWM·
For the first time, we expanded the categories for suppliers serving the wealth tech community. These categories were judged by a dedicated panel of senior leaders from private banks. Here are the winners. Congratulations to all. #WealthTechAwards @Addepar, Amundi Technologies, @arta_finance, CanoeAI, Canopy Pte Ltd, Communify, d1g1t, Expersoft Systems AG, @FinMasonInc, First Rate, Inc., Flanks, Intellect Design Arena, @MasttroUS , OneVest Technologies inc., @OxfordRiskLtd, Prometeia, @Titanbay_ltd, @WeAreWealth, @Zeidler_Group
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PWM@FT_PWM·
PWM’s #WealthTechAwards ceremony has officially begun with @YuriBender , Editor-in-Chief of PWM, welcoming our esteemed guests and winners.
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PWM@FT_PWM·
We’re excited to welcome our guests to PWM’s #WealthTechAwards, where we’ll be celebrating innovation in wealth management.
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PWM@FT_PWM·
⏳ One week remaining, enter before 30 April: Global Private Banking Awards The deadline to showcase your excellence in 2026 is fast approaching. Don’t miss the opportunity to gain global recognition for your firm’s achievements in private banking, wealth management and family office services. Why wait to be recognised? Put your firm forward today: tinyurl.com/ykj4udtu
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PWM@FT_PWM·
The global investment landscape is shifting - fast. Join our upcoming webinar on 19 May to explore how policy, markets and geopolitics are shaping risk in the Trump era. 📊 What does this mean for wealth managers and investors? 📉 Where are the key risks and opportunities? Secure your place: tinyurl.com/38uymmje #WealthManagement #Investing #riskundertrump #USMarkets
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PWM@FT_PWM·
For many wealth leaders, this time of year is about making considered decisions on where to invest time, budget and focus. The Global Wealth Management Summit takes place at a pivotal point in that cycle — bringing together senior decision-makers from across private banking, wealth management and family offices globally. Super early bird rates are now available until 5 May. If it’s already on your radar for 2026/27 planning, now is a sensible time to secure your place. Secure the discount 👉 tinyurl.com/ymuwa42u
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