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
12 MARCH | ABU DHABI | UAE
12 MARCH 2025
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
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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
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
