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Ready To Come Face To Face with Europe’s Leading Private Wealth & Fund Managers?

#privatewealth

THE PRIVATE WEALTH & FUNDS FORUM
21 NOVEMBER 2024
A Five Star Venue to be Announced - Abu Dhabi, UAE
Private Wealth
JOIN INDUSTRY THOUGHT LEADERS
FOR THE PRIVATE WEALTH & FUNDS FORUM
“Fortune favors the bold”
Virgil
The Private Wealth & Funds Forum is a premium gathering of Europe’s elite private wealth management investors and innovative fund managers and consultants ready to discuss the various investment strategies in which to keep portfolios growing and abundant.

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. 

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

21 NOVEMBER | ABU DHABI | UAE

21 NOVEMBER 2024 

08:30-09:00

 REGISTRATION & 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 

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

 

10:20-10:50

PANEL DISCUSSION + Q&A

Global Investment Trends

Analysing emerging trends and opportunities in international markets for effective fund diversification

10:50-11:20

NETWORKING COFFEE BREAK

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

11:50-12:15

PANEL DISCUSSION + Q&A

Impact Investing

Examining the role of private wealth in creating positive social and environmental impact through strategic investments

 

12:15-12:40

KEYNOTE SPEECH + Q&A
 Digital Transformation in Wealth Management​​

Harnessing technology for personalised client experiences, portfolio management, and data security

 

12:40-14:00

 NETWORKING LUNCH 

 

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

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​

 

14:55-15:30

PANEL DISCUSSION + Q&A

Alternative Investments and the Impact of Cryptocurrency and Blockchain in Wealth Management

  • Assessing the potential of alternative assets, such as private equity, hedge funds, and real estate, in wealth portfolios

  • Exploring the impact and opportunities presented by digital assets in the wealth management space

15:30-16:00

NETWORKING COFFEE BREAK

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

 

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

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

 

 

18:00-18:05

CHAIRMEN CLOSING COMMENTS DAY 1 

18:05-19:30

NETWORKING DRINKS RECEPTION

MEDIA PARTNERS

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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.

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PAST EVENT VIDEO
12th NextGen Payments & RegTech Forum - November 2022  - Amathus Beach Hotel - Limassol, Cyprus
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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: 

  • An integrated international marketing & branding campaign strategy

  • 20 minute keynote presentation 

  • Inclusion on an industry-expert panel discussion 

  • Access to The Meeting Point (5 pre-qualified meeting package)

  • Various dedicated social media campaigns

PURCHASE

REGISTER NOW

OUR PAST EVENTS