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Wealth Tech Awards 2023
Entry deadline: 10 March
Awards ceremony: 8 June 2023 | In-person | London 

PWM's Wealth Tech Awards recognise the prominent role of technology in private banking.

The Awards gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence in the use of technology and digital communication.

Institutions are asked to highlight key achievements, changes or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience.

A judging panel composed of leading industry professionals will assess the best performers, regardless of size, in different categories. There are no costs to submit your entries. 

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Wealth Management Summit Asia 
16 March 2023
The Westin Singapore | Singapore

PWM  & FT Live are delighted to present the inaugural Wealth Management Summit Asia, discussing the untapped opportunities for private banks seeking to capture market share in the APAC region.The opening of China’s capital markets whets investor appetite, yet US-China polarisation threatens to turn bankers’ attention elsewhere; India and Southeast Asia promise unprecedented evolution.

As urbanisation takes hold of the region, wealth managers would be prudent to consider private markets, real estate, and attractive alternative assets. Evermore popular offshore family offices and tech-savvy challengers endanger incumbent banks as the region’s intergenerational wealth transfer looms; stasis is not an option.

Hosted by PWM’s Editor-in-Chief, Yuri Bender, this year’s Summit will bring together market-leading private banks, family offices, and wealth managers chasing ambitious growth in the burgeoning Asian wealth management space. Join us as we debate how best to scale up whilst navigating geopolitical tensions, regulatory shifts, and investment risks.

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Innovation in Wealth Management 
8 June 2023 
In-person | London 

PWM is delighted to present the 2023 edition of the Innovation in Wealth Management Summit, focusing on innovative strategies as the global private banking industry anticipates a transformative digital landscape.

As the latest megatrends in action are set to be incorporated into mainstream portfolio offerings, from crypto and cleantech to Machine Learning, the need for digital literacy among wealth managers has never been more urgent. Technologies such as deep learning and Artificial Intelligence not only pave the way to a hyper-personalised user experience, but also to an overhaul of the client acquisition process, identifying unconscious biases and helping to drive financial inclusion. With the growing threats of cyber attacks also, security must be prioritised responsibly and complacency is not an option.

Hosted by PWM’s Editor-in-Chief, Yuri Bender and the Financial Times, this year’s Innovation in Wealth Management Summit will bring together world-leading wealth managers, investors, and technology experts. Join us for a day of discussion and networking as we debate the opportunities and challenges for wealth managers in the race to redesign their offerings, create frictionless client experiences and keep up the pace with future-facing frontrunners.

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Wealth Management Summit 2023 
8-9 November 2023 
Sheraton Grand London Park Lane 

PWM and the FT Live are delighted to present the sixth edition of our annual Wealth Management Summit, discussing the opportunities and challenges of governing cross-border wealth, set against a turbulent macroeconomic backdrop.

Equity investors look for respite in alternative allocation strategies, yet, whilst private markets are progressively accessible, regulatory roadblocks to adoption of digital assets remain. Wealth managers are pressed to develop data capabilities in order to answer clients’ calls for personalised engagement. As the M&A market becomes increasingly active, traditional private banks must position themselves for ecosystem partnerships;  at a time of fee erosion and climbing compliance costs, seeking a competitive advantage over industry disruptors is of paramount importance.

Hosted by PWM’s Editor-in-Chief, Yuri Bender, this year’s Wealth Management Summit will bring together world-leading private banks, family offices, and wealth managers. Join us as we debate the most prudent investment strategies and customer retention techniques for near-term resilience and future-proof growth.

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Global Private Banking Awards 2023
Entry deadline: 26 May
Awards ceremony: 9 November 2023 | London 

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.

Entries will open on 27 March. 

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Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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