SPONSORS
Share your views with C-suite and investment decision-makers, from Asian leading private banks, family offices, wealth managers, and robo-advisers.
In collaboration with
Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.
PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.
PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America.
Across print, digital and event channels, PWM provides strategic advice to key decision-makers working in all stages of the distribution process.
Strategic partner
Ocorian are experts in looking after complex, high-value structures for family offices, family businesses and ultra-high-net-worth individuals across the globe.
We cross borders to protect, preserve and administer our clients’ financial affairs, offering sophisticated solutions regardless of where you or your assets are located or what stage of the wealth lifecycle you find yourself.
Lead sponsor
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
Lead sponsor
Established in 1966, CTBC Bank has been building customers’ wealth and Taiwan’s economy for 60 years. In that time, it has grown into an international force offering a comprehensive suite of transnational financial services and laying a solid foundation for regional businesses.
CTBC Private Banking provides target customer groups with financial planning, asset allocation, and advisory services as well as assistance in the acquisition of a variety of financial products. Through its Family Office services, CTBC Bank delivers bespoke strategies that integrate wealth sustainability and family governance to shape a lasting legacy for both families and their businesses.
Lead sponsor
KKR is a leading global investment firm delivering tailored alternative asset solutions across private equity, credit, infrastructure, real estate, capital markets, and insurance. Built on a one‑firm culture, KKR strategically partners with clients, portfolio companies, and communities to drive strong returns and sustainable growth. With billions of dollars invested alongside its funds, a nearly five‑decade legacy of value creation, and expert teams spanning continents, KKR empowers transformational outcomes through integrity, innovation, and collaborative excellence.
Associate sponsor
MSCI Wealth can help firms personalize portfolios at scaleInvestors have come to expect distinct portfolios that speak to their specific needs. Our suite of portfolio management solutions enables you to quickly personalize portfolios at scale and create the capacity for long-term business growth. We leverage over 50 years of expertise developing risk analytics, sustainability data, climate technology and private capital insights to help wealth management firms deliver the personalized experience their clients demand.
Associate sponsor
Founded in 2002 by leading behavioural scientists from Oxford University, Oxford Risk use behavioural finance software in combination with AI to help investors make better decisions. Each year, investors lose on average 300 bps of returns due to the need for emotional comfort. Advisers, banks, wealth managers, pension providers, and financial institutions use Oxford Risk's software solutions to help guide investors to higher returns and enjoy greater client engagement, asset growth, and regulatory peace of mind.
Exhibitor sponsor
CFRA is a global leader in independent financial intelligence, delivering actionable research and analysis across equity markets, funds, and investment strategies. Since 1994, we've combined fundamental analysis, forensic accounting expertise, and advanced analytics to provide wealth managers and institutional investors with the insights needed for confident decision-making. Our research covers global markets with timely, unbiased perspectives on equities, funds, and market trends. As a fiercely independent research provider, CFRA serves private banks, family offices, and asset managers seeking trusted intelligence to navigate complex markets and optimize portfolio outcomes in today's dynamic investment landscape. We empower clients with the financial intelligence required to achieve their business and investing goals.
Supporting partners
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