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Wealth Management Summit
3 November 2022

The Financial Times and PWM are delighted to present to you the fifth edition of our annual Wealth Management Summit, interrogating the opportunities and challenges of governing cross-border wealth through a future-facing lens. This year, the Summit addresses the transition to a client-centric business model, spotlighting the importance of ethical leadership and clear-cut communication in a war-torn world.

Economic sanctions imposed on Russia by the Western world have heightened scrutiny of financial institutions and their clients’ affairs and the need for rigorous due diligence has never been more pressing. Geopolitical tension is rife, and private bankers must protect investors with exposure to Asia. Inflationary pressures and negative real yields prompt wealth managers to use alternative asset allocation strategies, whilst, in this digital age, blockchain-enabled non-fungible tokens take centre stage. Moral governance has been thrust into the limelight, and the wealth management workforce must make a conscious effort to beat unconscious bias and meet the demands of its changing client base.

Hosted by PWM’s Editor-in-Chief, Yuri Bender, and returning to an in-person format once again, this year’s FT and PWM Wealth Management Summit will convene world-leading private banks, family offices, wealth managers, and robo-advisers. Join us as we discuss and debate the monstrous megatrends, technological innovations, and cultural shifts overhauling the traditional industry as we know it.

Use code PWM10 to claim your 10% discount: Register now

Global Private Banking Awards
3 November 2022

Launched in 2009, the Global Private Banking Awards aim to gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence.

The submissions are judged by an expert panel of fifteen industry professionals based in North America, Asia, and Europe. 

A significant input in the evaluation of the quantitative aspects of the private banking groups is provided by the KPIs' analysis, carried out by PWM.

Winners and highly commended will officially be announced at a gala dinner and awards ceremony on Thursday 3 November 2022 in London.

This evening event will follow the in-person FT/PWM Wealth Management Summit, which will be held during the day at the Sheraton Grand London.

For more information please get in touch with

Russia and Ukraine: how private banks can mitigate risk associated with clients

The Ukraine crisis is sending shockwaves through the private banking and wealth management ecosystem. Incumbents are winding down business in Russia, ramping up focused support for clients across the globe and managing their Russia-related risk. With global sanctions ratcheting up on the Russian Federation, economic shockwaves are being felt throughout the global financial system bringing with it challenges in due diligence and KYC processes.

Economic and political uncertainty now requires a heightened level of due diligence with legal, ethical and moral considerations for real fact finding rather than a simple tick of a box. On a global scale, private banks are now addressing and closing out pre-existing obligations to manage their Russia-related risk; acting as a custodian to clients, as well as protecting their workforces and justifying their decision making. Having a clearer understanding of their client base can help simplify this process and at the same, protect both their assets and individuals. Although wealth managers and private banks are used to operating in different jurisdictions and complying with applicable regulations, the continued complexities of doing business with KYC, AML and a moving sanctions list is not without its challenges and risks.

Hosted by PWM in partnership with FACT, this 50-minute webinar will bring together leading private banking executives to discuss strategic and regulatory insights that can guide current and future decision-making, limit the reputational and compliance risk caused by the crisis that will mitigate future challenges. Chaired by Yuri Bender, editor in chief of PWM, our panel of expert speakers will look to cover the greatest challenges in due diligence and risk management strategies for the future.

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Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

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