10 DECEMBER 2025 

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08:30-09:15

 REGISTRATION AND WELCOME COFFEE

• Participants arrive, register, and enjoy welcome coffee

• VIP introductions and meeting scheduling

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09:15-09:30

CHAIRMEN OPENING ADDRESS

• Welcome remarks and Forum objectives for 2026

• How the day will run: keynotes, panels, networking and one-to-one meetings

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​ 09:30-10:00

KEYNOTE SESSION + Q&A

Wealth in a Fragmented World:

Positioning Portfolios for 2027 and beyond​

• Rates, inflation and geopolitics: what matters most for asset allocation now

• Managing downside while staying invested: resilience playbooks for private wealth

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10:00-10:30

KEYNOTE SESSION + Q&A

AI for Wealth:

From Relationship Management to Risk and Investment Intelligence 

• What AI is already improving: client service, research, suitability and operational efficiency

• Governance, privacy and model risk: how to deploy AI safely in wealth organisations

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10:30-11:00

PANEL DISCUSSION + Q&A

Private Markets & Alternatives:

Where the Next Decade of Returns May Come From

• Private credit, infrastructure, secondaries and real assets: opportunity set and key risks

• Liquidity management for HNW portfolios: cash-flow planning and exit routes

• Manager selection and due diligence: transparency, fees and alignment

 

11:00-11:30

COFFEE BREAK & NETWORKING

• Opportunity for attendees to network, connect and discuss insights from the morning sessions

• Pre-qualified one-to-one meetings

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11:30-12:00

PANEL DISCUSSION + Q&A

Wealth Preservation 2026:

Multi-Currency, Hedging and Defensive Strategies​​

• Protecting purchasing power: diversification, inflation hedges and volatility control

• Balancing liquidity vs growth: building a practical “all-weather” portfolio

• Risk management beyond markets: concentration risk, counterparty and operational risk

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12:00-12:30

PANEL DISCUSSION + Q&A

Estate Planning & Succession in the UAE:

Foundations, Trusts and Cross-Border Complexity​

• Choosing the right vehicles: UAE foundations (ADGM, DIFC, RAK ICC) vs trusts vs corporate structures

• Cross-border friction points: CRS/FATCA, forced-heirship conflicts, redomiciliation and reporting

• Governance that sticks: family constitutions, reserved powers, decision rights and next-gen alignment

• Execution checklist: wills/POAs, asset titling, KYC readiness and data rooms for a smooth transition

 

12:30-13:00

PANEL DISCUSSION + Q&A

Digital Transformation in Wealth Management: AI Assistants, Cybersecurity & Client Experience​​

• Personalised advisory at scale: digital onboarding, client portals, and communication models

• Cyber and fraud defence: protecting HNW clients from scams, impersonation and data compromise

• Data quality and integration: turning fragmented systems into a trusted view of the client

 

13:00-14:00

NETWORKING LUNCH

• Refuel and expand your network at the Networking Lunch

• Hosted tables and curated introductions

 

14:00-14:30

PANEL DISCUSSION + Q&A

Family Office 2.0: Governance, Operating Models & Best Practices​

• Building a fit-for-purpose family office: in-house vs outsourced vs hybrid models

• Investment committees, reporting, controls and vendor management

• Talent, culture and continuity: avoiding key-person risk and building institutional memory

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14:30-15:00

PANEL DISCUSSION + Q&A

Tax & Structuring Updates for HNWIs: Practical Considerations for 2026

• Key developments impacting cross-border families, businesses and investment structures

• Sequencing decisions to reduce leakage and simplify compliance

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15:00-15:30

PANEL DISCUSSION + Q&A

Client-Centric Advisory in 2026:

Trust, Transparency and Next-Gen Expectations

• Serving multi-generational wealth: education, engagement and digital-first preferences

• Transparency on fees, performance and risk: building long-term loyalty

• Behavioural coaching and communication during volatility

 

15:30-16:00

NETWORKING COFFEE BREAK

• Take a moment to connect with fellow attendees and discuss key insights

• One-to-one meetings and introductions

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16:00-16:30

PANEL DISCUSSION + Q&A

Insurance, Wealth Structuring & Protection:

Innovations in a New Risk Landscape​​

• Life insurance as a planning tool: liquidity events, succession and business continuity

• Emerging risks: cyber, geopolitical and health — and how protection solutions are evolving

• Structuring for resilience: integrating insurance into holistic wealth plans

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16:30-17:00

PANEL DISCUSSION + Q&A

Investment Portfolios 2.0:

Tokenisation, Digital Assets and Modern Diversification​

• Where tokenisation can add value: access, efficiency and transparency (and where it cannot)

• Digital assets and custody: risk, governance and suitability for private clients

• Constructing diversified portfolios: balancing resilience, growth and liquidity

 

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​​17:00-17:05

CHAIRMEN CLOSING COMMENTS 

• Summarising the key takeaways from the Forum and addressing final questions

• Next steps: follow-ups, introductions and post-event engagement

 

17:05-18:30

NETWORKING DRINKS RECEPTION

• A relaxed setting to turn new introductions into lasting partnerships

• Meet speakers and peers, exchange insights, and schedule next follow-ups

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