Global Wealth Strategy Summit 2022

The world and your family’s wealth

14 June 2022

OMFIF is hosting a high-profile one-day hybrid event in London where private bankers, ultra-high and high-net-worth individuals will come together to discuss best practice in global wealth management and make the most of the opportunities their clients’ wealth presents to them.

The discussions will focus 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 will benefit 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 will also be invited by OMFIF to a VIP outing to one of the highlights of Britain’s social calendar, Royal Ascot 2022, where they will be able to enjoy 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 offers access to insightful discussions and a chance to connect with the global wealth management community both online and in person.

Key dates

Tuesday June 14, Global Wealth Strategy Summit
Wednesday June 15, Royal Ascot by invitation only

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

Lord Meghnad Desai
Member of the British House of Lords
Alexandre Gartner
Private Bank Head
Bradesco Europa
Viola Werner
Head of Global Next Generation and Families
Credit Suisse
Elliot Hentov
Head of Macro Policy Research
State Street Global Advisors (UK)
Hans-Joerg Rudloff
Chairman
Marcuard Holding
Sir Vince Cable
Former Secretary of State for Business
Innovation and Skills
Du Jun
Co-Founder
Huobi Group (China)
Antonio Curia
Executive Director
Wimmer Family Office & Wimmer Financial LLP
Lord Norman Lamont
Former Conservative member of the UK House of Lords;
Former Chancellor of the Exchequer
Anna Stupnytska
Global Macro Economist
Fidelity
Manish Singh
Chief Investment Officer
Crossbridge Capital
Kristina Church
Head of Responsible Investment Strategy
BNY Mellon Investment Management
Grant Parkinson
Head of Consumer, Private and Business Banking for Europe
Standard Chartered
Marjan Delatinne
Managing Director, Payments
SETL

More speakers to be announced

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 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

Sponsors:

The Wealth Strategy Institute is proud to support Carers Trust