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 14 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.

Audience
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.

Media relations
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.

Invitations
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.

Sponsors
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

Keynote speakers

Sir Vince Cable
Former Secretary of State for Business
Innovation and Skills
Lord Meghnad Desai
Member of the British House of Lords
Louise Huterstein
Chief Executive Officer, Solo Holdings AG;
Senior Advisor to the YIO 
Du Jun
Co-Founder
Huobi Group
Bo Ji
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
Hayley Mole
Vice President, Flat World Partners;
President, YIO
Tim O’Hara
President, Global Family Office
Rockefeller Capital Management
Philippe Rudloff
Chief Executive Officer
Atlantis Marcuard
Viola Werner
Head of Global Next Generation and Families Department
Credit Suisse

Speakers

Helen Avery
Director of Nature Programmes and GFI Hive
Green Finance Institute
Boris Bohrer-Bilowitzki
Chief Revenue Officer
Copper
Kristina Church
Head of Responsible Investment Strategy
BNY Mellon Investment Management
Antonio Curia
Executive Director
Wimmer Family Office & Wimmer Financial
Marjan Delatinne
Managing Director, Payments
SETL
Stefan Edelmann
Executive Director Asset Management
Sygnum Bank
Alexandre Gartner
Private Bank Head
Bradesco Europa
Elliot Hentov
Head of Macro Policy Research
State Street Global Advisors (UK)
Tim Jones
Executive Director
Tata Limited
Grant Parkinson
Head of Consumer, Private and Business Banking for Europe
Standard Chartered
Maya Prabhu
Managing Director and Head of Wealth Advisory, EMEA
J.P. Morgan Private Bank
Manish Singh
Chief Investment Officer
Crossbridge Capital
Anna Stupnytska
Global Macro Economist
Fidelity
Olivier Trémeaud
Group Head of Wealth Solutions
Edmond de Rothschild
Victor Wang
Head of Asia Coverage and Connectivity, Global Private Banking, EMEA
HSBC

Agenda

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 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.

Contact

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

Sponsors:

The Wealth Strategy Institute is proud to support Carers Trust