Global Wealth Strategy Summit 2022
The world and your family’s wealth
14 June 2022
OMFIF hosted a high-profile one-day hybrid event in London on 20 June 2022, where private bankers, ultra-high and high-net-worth individuals came together to discuss best practice in global wealth management and make the most of the opportunities their clients’ wealth presents to them.
The discussions focused on core issues such as generational transfer, building the best infrastructure for managing wealth, adopting sustainable approaches to investment, new investment opportunities in private markets and learning about the potential and pitfalls created by the digital transformation of financial services.
Clients in attendance benefitted from the expertise of leading practitioners and some of Europe’s leading families and their family offices, while also learning about fundamental investment trends from eminent policy-makers from OMFIF’s global network.
The sponsors and their clients were invited by OMFIF to a VIP outing to one of the highlights of Britain’s social calendar, Royal Ascot 2022, where enjoyed the event in an exclusive box in the Queen Anne enclosure.
With a sophisticated virtual platform and state-of the-art venue in central London, the summit offered access to insightful discussions and a chance to connect with the global wealth management community both online and in person.
The summit gathered approximately 200 highly targeted senior private bankers, wealth managers, family offices, asset managers, UHNWIs and HNWIs to analyse the future of wealth management.
OMFIF maximised international media coverage of the event and ensure our sponsors, speakers and partners gained full advantage of brand positioning. Traditional and new media was incorporated into the fabric of the conference, including social media.
The Global Wealth Summit was free to attend but is strictly by invitation only. OMFIF used its comprehensive database to invite its target audience. Only guests invited by OMFIF and the conference sponsors were allowed to attend.
Sponsor were given exclusive network opportunities with a global audience of senior private bankers, wealth managers, family offices, HNWIs and UHNWIs.
Watch the panels on demand
Sir Vince Cable
Former Secretary of State for Business
Innovation and Skills
Lord Meghnad Desai
Member of the British House of Lords
Chief Executive Officer, Solo Holdings AG;
Senior Advisor to the YIO
Assistant Dean and Chief Representative of Europe
Cheung Kong Graduate School of Business (CKGSB)
Lord Norman Lamont
former Conservative member of the UK House of Lords and Chancellor of the Exchequer
Vice President, Flat World Partners;
President, Global Family Office
Rockefeller Capital Management
Chief Executive Officer
Head of Global Next Generation and Families Department
Director of Nature Programmes and GFI Hive
Green Finance Institute
Chief Revenue Officer
Head of Responsible Investment Strategy
BNY Mellon Investment Management
Wimmer Family Office & Wimmer Financial
Managing Director, Payments
Executive Director Asset Management
Private Bank Head
Head of Macro Policy Research
State Street Global Advisors (UK)
Head of Consumer, Private and Business Banking for Europe
Managing Director and Head of Wealth Advisory, EMEA
J.P. Morgan Private Bank
Chief Investment Officer
Global Macro Economist
Group Head of Wealth Solutions
Edmond de Rothschild
Head of Asia Coverage and Connectivity, Global Private Banking, EMEA
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 invited 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.
Lily Zhu Managing Director, Global Wealth Management & Head of Asia
+44 (0) 20 700 27738