JOIN INDUSTRY THOUGHT LEADERS
FOR THE PRIVATE WEALTH & FUNDS FORUM
“Fortune favors the bold”
Virgil
The Private Wealth & Funds Forum is an exclusive gathering for Europe, MENA, and APAC’s most influential private wealth investors and forward-thinking fund managers. Hosted on 10 December 2025 at the Marriott Hotel Downtown Abu Dhabi, this elite wealth and funds conference provides a platform to explore innovative investment strategies, ensure portfolio growth, and build strategic alliances. Recognised as one of the premier financial services events in the UAE, it is a must-attend for decision-makers seeking to strengthen global partnerships.
The Private Wealth & Funds Forum Abu Dhabi 2025 offers a unique opportunity to connect with elite investors and fund managers from across Europe, MENA, and APAC. Set within a luxurious 5-star venue in Abu Dhabi, this event focuses on driving growth, preserving wealth, and forging powerful partnerships in the global private wealth landscape.
Join industry thought leaders at this exclusive forum bringing together European, MENA and APAC's most elite private wealth management investors and innovative fund managers. This is your opportunity to explore investment strategies that ensure continued growth and abundance for your portfolios.
Idyllically hosted within a 5 Star hotel venue in Abu Dhabi, UAE – The Private Wealth & Funds Forum offers a unique opportunity to build strategic alliances and secure powerful partnerships.
SUPPORTING PARTNER
OUR SPONSOR
ASSOCIATION PARTNER
OUR SPEAKERS
Our distinguished speakers include high-profile leaders in private wealth management, innovative fund strategies, and cross-border investment. They will share actionable insights to optimise portfolios and capture emerging market opportunities while ensuring regulatory compliance.
OUR CONTRIBUTORS
WHAT'S COMING UP
INVESTMENT IN RECONSTRUCTION & SUSTAINABLE AFFLUENCE
Restructuring portfolios to stimulate ROI and long-term growth. Discussions on best practices for family office succession, planning and recruitment to maintain and develop the next generation of family office leadership.
OPTIMISING COMPLIANCE & DIGITAL DIVERSIFICATION
Tackling tax and regulatory challenges to maintain optimum compliance, and additionally integrating digital assets within the family office portfolios to sustain wealth management expectations.
INVESTOR DEVLOPMENT & PROTECTING ASSETS
ESG reporting and sustainable finance is critical for maintenance of wealth. Development and effective implementation of an asset protection strategy to secure wealth from financial hazards.
WHERE GREAT MINDS UNITE
Interactive Panels. Disruptive Challenger Sessions. Insightful Keynotes
40
A PRESTIGIOUS
LIST OF OVER 40 KEYNOTE SPEAKERS
1000
1000 MINUTES OF TAILORED CONTENT FOR SENIOR EXECUTIVES
400
OVER 400
INDUSTRY LEADERS PARTICIPATING
100
REPRESENTING
MORE THAN 100 COMPANIES
THE AGENDA
10 DECEMBER | ABU DHABI | UAE
The Private Wealth & Funds Forum 2025 in Abu Dhabi brings together leading private wealth managers, investors, advisors, and family offices to explore the future of wealth management and fund investments. Discussions will cover global investment trends, estate and tax planning, impact investing, digital transformation, alternative assets, and family office strategies. Participants will gain actionable insights geared toward high-net-worth individuals, family offices, and industry professionals. This event offers a valuable opportunity to enhance investment strategies and network with key stakeholders in the private wealth space.
10 DECEMBER 2025
08:30-09:00
REGISTRATION & WELCOME COFFEE
Participants arrive, register, and enjoy welcome coffee
09:00-09:15
WELCOME ADDRESS
Lilly Pavlou, Executive Director at QUBE Events
09:15-09:30
CHAIRMEN OPENING ADDRESS
09:30-09:55
OPENING KEYNOTE SPEECH + Q&A
Navigating Wealth in the New Decade: Strategies for Success in Private Wealth Management and Fund Investments
Charles-Henry Monchau, Chief Investment Officer - Member of the Executive Committee
at Bank Syz
09:55-10:20
PANEL DISCUSSION + Q&A
Wealth Preservation Strategies
Exploring effective methods to preserve and grow private wealth in an ever-changing economic landscape
Christiane El Habre, Regional Managing Director – Middle East at Apex Group Ltd
Amer Daouk, Managing Director and Regional Head of Clients’ Coverage, Private Banking at HSBC Private Bank (Suisse), DIFC Branch
Momin Jaffar, Managing Director & Group Head of Global Private Bank at Standard Chartered
Sheheryar Rasul, Chief Executive Officer, Group Wealth Management at Habib Bank AG Zurich
10:20-10:50
PANEL DISCUSSION + Q&A
Global Investment Trends
Analysing emerging trends and opportunities in international markets for effective fund diversification
Moderator: Dania Daoud, Industry Expert
Khalid Chami, Group Chief Financial Officer at Ali & Sons Holding LLC
Prof. Dr. Demir Bektić, Managing Director - Head of Multi Asset Solutions at Commerzbank
Dania Daoud, Managing Director at LGT Wealth Management
Jad Boulos, Head of Financial Institutions at Emirates Islamic
10:50-11:20
NETWORKING COFFEE BREAK
Opportunity for attendees to network, connect and discuss insights from the morning sessions
11:20-11:50
PANEL DISCUSSION + Q&A
Estate Planning and Succession
Navigating the complexities of estate planning and ensuring a smooth transition of wealth across generations
David Varley, Chief Partnership Officer at Sun Life Financial
Sandra Marie Louw, Chief Executive Officer at RAK International Corporate Centre (RAK ICC)
Bassem Pierre Daher, Senior Partner at Galadari Advocates & Legal Consultants
Divi Dutta, Partner at Khaitan & Co
Neil Cabral, CEO – Single Family Office at GFG Alliance
11:50-12:15
KEYNOTE SESSION + Q&A
Building a Smart Tax Ecosystem: The FTA’s Commitment to Efficiency, Transparency, and Growth
Zahra Aldahmani, Taxpayer Service Department Director at Federal Tax Authority
12:15-12:40
PANEL DISCUSSION + Q&A
Digital Transformation in Wealth Management
Harnessing technology for personalised client experiences, portfolio management, and data security
Dino Ibric, Deputy CEO at Swissquote MEA Ltd.
James Bradie, Head of European Institutional Client Services at Interactive Brokers (U.K.) Limited
Ahmed Fadl, Director – Head of Digital Channels and Business Support at SAB Invest
12:40-14:00
NETWORKING LUNCH
Refuel and expand your network at the Networking Lunch - a luxury setting to deepen conversations, compare strategies, and schedule one-to-one follow-ups. A curated buffet will be served
14:00-14:30
PANEL DISCUSSION + Q&A
Regulatory Compliance and Governance
Understanding and adapting to the latest regulatory changes impacting private wealth and funds management
Dr Nilay Ranjan Singh, Chief Executive Officer at State Bank of India
14:30-14:55
FIRESIDE CHAT + Q&A
Family Office Best Practices
Sharing insights on establishing and managing family offices to meet the unique needs of high-net-worth individuals
Moderator: Mehreen Nadir, Senior Vice President, Client Strategist at BNY Wealth Management
Ismael Hajjar, Partner at PwC Middle East
Oday Hijazin, Director - Private Banking at Emirates NBD
14:55-15:30
PANEL DISCUSSION + Q&A
Alternative Investments and the Impact of Cryptocurrency and Blockchain in Wealth Management
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Assessing the potential of alternative assets, such as private equity, hedge funds, and real estate, in wealth portfolios
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Exploring the impact and opportunities presented by digital assets in the wealth management space
Mohamed Elkhashab, Associate Director at AMINA Bank
15:30-16:00
NETWORKING COFFEE BREAK
Take a moment to connect with fellow attendees and discuss key insights
16:00-16:30
PANEL DISCUSSION + Q&A
Tax Planning for High-Net-Worth Individuals
Strategies for optimising tax efficiency while complying with international tax regulations
16:30-17:00
PANEL DISCUSSION + Q&A
Client-Centric Advisory Services
Elevating client relationships through personalised advisory services, communication strategies, and client education
Andreas Mettenberger, Managing Director at Synpulse
Maher Sleiman, Senior Vice President at Kamco Invest DIFC
17:00-17:30
PANEL DISCUSSION + Q&A
Risk Management in Private Wealth
Mitigating risks associated with market volatility, geopolitical events, and other factors affecting private wealth
17:30-18:00
PANEL DISCUSSION + Q&A
Investment Portfolios 2.0
Exploring how private wealth managers and investors are reshaping portfolio strategies to balance growth, resilience, and diversification in a rapidly evolving global market.
Luuk Strijers, Chief Executive Officer at Deribit
Romain Braud, Head of Digital Assets at Arab Bank Switzerland
Zane Suren, Managing Director, Commercial, Middle East and Africa at Zodia Custody
Karl Naïm, Group Chief Commercial Officer & SEO Middle East at XTBO
Julien Tizot, CIO at Aras Limited
18:00-18:30
INSPIRATION SESSION
The Founders’ Feature: an impactful interview exploring the journey, strategies, and insights of industry trailblazers. Join us as we interview incredible leaders, as they share the power of their entrepreneurial wisdom and hear the amazing stories driving transformative change in the business landscape
18:30-18:35
CHAIRMEN CLOSING COMMENTS DAY 1
Summarising the key takeaways from the conference and addressing final questions from attendees
18:35-20:00
NETWORKING DRINKS RECEPTION
Close the day with our Networking Drinks Reception - a relaxed setting to turn new introductions into lasting partnerships. Enjoy a curated selection of drinks and delicious snacks while meeting speakers and peers. Exchange insights, swap cards, and set your next follow-ups before you head out
MEDIA PARTNERS
KEY BENEFITS FOR PARTICIPATING
Build Thought Leadership
Showcase expertise and establish yourself as an industry thought leader
Generate Leads
It is the most cost-effective way to generate qualified leads of key B2B decision makers
Targeted Audience
Meet & engage with your target group
Global Reach
Hybrid events enable you to connect with your target audiences both locally and globally
New Prospects
Engage with new prospects and support existing relationships thus helping to drive leads into your sales funnel
MEANINGFUL NETWORKING
Finally we are back with in-person events! The time to connect with our colleagues and peers in the Private Wealth & Funds sector is here! Our aim with THE PRIVATE WEALTH & FUNDS FORUM is to facilitate key discussions and create a platform for meaningful networking. No spamming, no irrelevant conversations, just quality conversations that promote business growth.
BECOME A SPONSOR
Sponsoring an event like THE PRIVATE WEALTH & FUNDS FORUM provides you with a perfect opportunity to secure new clients, showcase your products & solutions, interact directly with your target audience and grow your international business network.
You can expect to build new partnerships and expand your network with key decision-makers and industry influencers.
Our Sponsorship package takes on a holistic approach and includes:
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An integrated international marketing & branding campaign strategy
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20 minute keynote presentation
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Inclusion on an industry-expert panel discussion
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Access to The Meeting Point (5 pre-qualified meeting package)
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Various dedicated social media campaigns
REGISTER NOW
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