Are You Ready to Meet the World's Premier Wealth & Fund Managers Face-to-Face?
#privatewealth
THE PRIVATE WEALTH & FUNDS FORUM
10 DECEMBER 2025
Marriott Hotel Downtown - Abu Dhabi, UAE
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.
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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 SPONSORS
ASSOCIATION PARTNERS
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
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08:30-09:15
REGISTRATION & WELCOME COFFEE
Participants arrive, register, and enjoy welcome coffee
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09:15-09:30
CHAIRMEN OPENING ADDRESS
Lilly Pavlou, Executive Director at QUBE Events
Andrew Doukanaris, Chief Executive Officer at Flotta Consulting Ltd
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09:30-10:00
KEYNOTE SESSION + Q&A
Navigating Wealth in the New Decade: Strategies for Success in Private Wealth Management and Fund Investments โ
Charles-Henry Monchau, Chief Investment Officer - Member of the Executive Committee
at Bank Syz
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10:00-10:30
KEYNOTE SESSION + Q&A
Navigate through Complexity:
Technology Work for Strategy, Not Against ITโ
Navigating technological complexity and understanding how to design technology as a strategic enabler for your business.
Fabian Meyer, Founder & Managing Partner, Amaranth Advisory
Christian Böhning, Founder & Managing Partner, Amaranth Advisory
10:30-10:55
FIRESIDE CHAT + Q&A
Global Investment Trendsโ
Analysing emerging trends and opportunities in international markets for effective fund diversification
Moderator: Viktoria Soltesz, Founder at The Soltesz Institute
Prof. Dr. Demir Bektiฤ, Managing Director - Head of Multi Asset Solutions at Commerzbank
Jad Boulos, Head of Financial Institutions, Emirates Islamic Bank PJSC
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10:55-11:25
NETWORKING COFFEE BREAK & ONE-TO-ONE MEETINGS
Opportunity for attendees to network, connect and discuss insights from the morning sessions
Sponsored by CreditSights
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11:25-11:55
PANEL DISCUSSION + Q&A
Wealth Preservation Strategies โ
Exploring effective methods to preserve and grow private wealth in an ever-changing economic landscape
Moderator: Andrew Doukanaris, Chief Executive Officer at Flotta Consulting Ltd
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
Dr Nilay Ranjan Singh, Chief Executive Officer at State Bank of India
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11:55-12:30
PANEL DISCUSSION + Q&A
Estate Planning and Successionโ
Navigating the complexities of estate planning and ensuring a smooth transition of wealth across generations.
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Choosing the right vehicles: UAE foundations (RAK ICC, ADGM, DIFC) vs. common-law trusts vs. corporate holdcos—how to balance Sharia considerations, control, and continuity.
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Cross-border friction points: forced-heirship conflicts, redomiciliation, CRS/FATCA, and UAE corporate tax—practical sequencing to minimize leakage during handover.
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Governance that sticks: family constitutions, reserved-powers clauses, shareholders’ agreements, and decision rights that keep founders + next-gen aligned.
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Liquidity for transitions: life-insurance funded buy-sell, key-person cover, and financing options to meet tax/settlement obligations without distress sales.
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Execution checklist: wills/POAs and local registrations, asset titling, banking/KYC readiness, and data rooms for a smooth, time-bound transition.
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
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12:30-13:00
PANEL DISCUSSION + Q&A
Digital Transformation in Wealth Managementโโ
Harnessing technology for personalised client experiences, portfolio management, and data security
Moderator: Andrew Doukanaris, Chief Executive Officer at Flotta Consulting Ltd
Dino Ibric, Deputy CEO at Swissquote MEA Ltd.
James Bradie, Senior Executive Officer for IBUKDB
Ahmed Fadl, Director – Head of Digital Channels and Business Support at SAB Invest
Florian Foerster, Head of Digital Clients EMEA at Invesco
13:00-14:00
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
Sponsored by HSBC Private Wealth
14:00-14:25
FIRESIDE CHAT + Q&A
Family Office Best Practicesโโ
Sharing insights on establishing and managing family offices to meet the unique needs of high-net-worth individualsโ
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
14:25-14:40
LIGHTNING TALK
Tax Planning for High-Net-Worth Individuals
Strategies for optimising tax efficiency while complying with international tax regulations
Neetu Singh, Director, Business Tax at Deloitte Middle East | UAE
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14:40-15:10
PANEL DISCUSSION + Q&A
Client-Centric Advisory Servicesโ
Elevating client relationships through personalised advisory services, communication strategies, and client education
Moderator: Andrew Doukanaris, Chief Executive Officer at Flotta Consulting Ltd
Andreas Mettenberger, Managing Director at Synpulse
Maher Sleiman, Senior Vice President at Kamco Invest DIFC
Erin Lyons, Head of CreditSights
15:10-15:40
NETWORKING COFFEE BREAK & ONE-TO-ONE MEETINGS
Take a moment to connect with fellow attendees and discuss key insights
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15:40-16:10
KEYNOTE SESSION + Q&A
HNW Insurance and Wealth Structuring - Innovations and Changes in the New World โ
David Varley, Chief Partnership Officer at Sun Life Financial
16:10-16:40
PANEL DISCUSSION + Q&A
Investment Portfolios 2.0โ
Exploring how private wealth managers and investors are reshaping portfolio strategies to balance growth, resilience, and diversification in a rapidly evolving global market.
Moderator: Karl Naïm, Group Chief Commercial Officer & SEO Middle East at XBTO
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
Julien Tizot, CIO at Aras Limited
Rohan Misra, SEO, ADGM & Head of GCC, AMINA Bank
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16:40-17:00
CHAIRMEN CLOSING COMMENTS
Summarising the key takeaways from the conference and addressing final questions from attendees
Lilly Pavlou, Executive Director at QUBE Events
Andrew Doukanaris, Chief Executive Officer at Flotta Consulting Ltd
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17:00-18:30
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
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MEDIA PARTNERS
KEY BENEFITS FOR PARTICIPATING
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Build Thought Leadership
Showcase expertise and establish yourself as an industry thought leader
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Generate Leads
It is the most cost-effective way to generate qualified leads of key B2B decision makers
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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.
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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
OUR PAST EVENTS
