At a time of heightened uncertainty, disruption and volatility, the relationship between wealth managers and their clients is more important than ever. OMFIF’s Wealth Strategy Institute will bring together leading private clients, their family offices, their advisers and other prominent members of the global wealth ecosystem to discuss challenges and opportunities at our 2023 flagship global wealth strategy summit: ‘Managing your wealth amid global megatrends’.

The event will build on the success of the WSI’s 2022 global summit, which created a new template for events in the wealth management space. The summit format recognises that ultra-high-net-worth individuals are sophisticated investors who benefit from similar access to policy-makers, asset managers and economists as other leading investor types. It also appreciates that UHNWIs and their family offices are influential global citizens, eager to learn more about the fundamental trends that shape their daily lives and their approach to managing and using their wealth, in areas such as digitalisation and sustainability.

As such, we bring OMFIF’s unrivalled global network of influencers to join those clients and their partners and advisers, combining powerful insight into global megatrends with important content on issues specific to UHNWIs, such as succession planning and building
the best infrastructure to manage wealth.

The 2022 summit was warmly received by the global wealth management community. Close to 200 people attended the event in person, of which more than one-third were private clients. A similar number of people watched the proceedings virtually and, since the event, viewership of the sessions through OMFIF’s on demand service has been strong and long-lasting.

The line-up of speakers at the 2022 summit illustrates the unique nature of the event.

Keynote speakers included:
Lord Norman Lamont, former UK chancellor of the exchequer; Sir Vince Cable, former UK secretary of state for business, innovation and skills; Tim O’Hara, co-head of the Rockefeller global family office and president of the family office, Rockefeller Capital Management; Philippe Rudloff, CEO, Atlantis Marcuard; Du Jun co-founder, Huobi Group; Viola Werner, head of global next generation & families department, Credit Suisse; Louise Huterstein, CEO, Solo Holdings AG; Hayley Mole, vice president, Flat World Partners; Antonio Curia, executive director, Wimmer Family Office & Wimmer Financial LLP; Grant Parkinson, head of consumer, private and business banking for Europe, Standard Chartered; Maya Prabhu, managing director and head of wealth advisory, EMEA, JP Morgan Private Bank; Olivier Trémeaud, group head of wealth solutions, Edmond de Rothschild.

The sponsors and their clients will also be invited to attend as OMFIF’s guests the highlight of the British social calendar – Royal Ascot 2023 – with an exclusive VIP suite in the Queen Anne Enclosure.

The wealth strategy summit is a compelling opportunity for wealth managers and other businesses serving the UHNWI community to demonstrate their commitment to and willingness to help their clients learn how best to manage and use their wealth.

You can find more information regarding the Global wealth strategy summit 2022 here.

Audience
The summit will gather approximately 200 highly targeted senior private bankers, wealth managers, family offices, asset managers, UHNWIs and HNWIs to analyse the future of wealth management.

Media relations
OMFIF will maximise international media coverage of the event and ensure our sponsors, speakers and partners gain full advantage of brand positioning. Traditional and new media will be incorporated into the fabric of the conference, including social media.

Invitations
The Global Wealth Summit is free to attend but is strictly by invitation only. OMFIF will use its comprehensive database to invite its target audience. Only guests invited by OMFIF and the conference sponsors will be allowed to attend.

Sponsors
Sponsor will be given exclusive network opportunities with a global audience of senior private bankers, wealth managers, family offices, HNWIs and UHNWIs. Sponsors will be listed alphabetically within their tier.

Register to attend in-person

Register to attend virtually

Speakers

To be announced

Royal Ascot

Royal Ascot, the most famous racecourse in the world, is a hugely prestigious occasion in the calendar of the UK’s high society.

As well as the sporting interest, it is a highlight of the social season, attended each year by members of the royal family and many of Europe’s richest and most influential families.

OMFIF will invite the sponsors and their guests to the OMFIF VIP suite in the most prestigious area of the racecourse, the Queen Anne enclosure, with Michelin star dining and beverages.

By invitation only

Contact

Lily Zhu Managing Director, Global Wealth Management & Head of Asia
lily.zhu@omfif.org
+44 (0) 20 700 27738