PWM

Professional Wealth Management from the Financial Times Ltd. - addressing the global needs of private banks, wealth managers and financial products distributors

[PWM @FT_PWM]

We’re pleased to confirm Brian D. Riley, Global Head of @BNYWealth as a speaker at the Global Wealth Management Summit 2026.

With more than two decades of experience across wealth management and private banking, Brian leads BNY Wealth’s global strategy, growth and client experience initiatives.

At this year’s summit, he will join the discussion exploring how private banks are responding to intensifying competition, AI disruption and mounting pressure on margins - while continuing to compete for globally mobile and next-generation clients.

��� Inside the private banking boardroom – Unlocking growth in the face of compressed margins, AI disruption, and heightened competition

🗓️ Wednesday 4 November, 9:30AM

📄 Explore the full agenda: https://t.co/h3pGEwrwan

#FTWealth

[PWM @FT_PWM]

Private banks and wealth managers are navigating a period of structural change.

AI is reshaping investment strategies and client expectations. Competition for globally mobile clients is intensifying. Firms are reassessing operating models, defending margins and adapting to a rapidly evolving geopolitical environment.

The Global Wealth Management Summit is designed to help industry leaders navigate this complexity. The event will bring together private banks, wealth managers and family offices to debate the strategies, investment themes and business models shaping the future of the industry.

Alongside keynote interviews and panel discussions, attendees will also take part in:

• Interactive simulations based on real-world wealth management scenarios
• Structured networking and AI-powered meeting matchmaking
• Dedicated content streams tailored to Business Strategy and Asset Allocation

The goal is not just to hear ideas, but to exchange perspectives, challenge assumptions and leave with practical insight that can support future growth and resilience.

👉 Download the event brochure: https://t.co/jSfPQrqwx9

#FTWealth

[PWM @FT_PWM]

We’re pleased to be working with Ocorian as a Strategic Sponsor of the Global Wealth Management Summit 2026.

As wealth management firms navigate increasing operational complexity, evolving regulation and growing client expectations, the role of specialist support and integrated solutions is becoming increasingly important across the industry.

With expertise spanning asset managers, financial institutions, corporates, high-net-worth individuals and family offices, Ocorian brings valuable perspective to this year’s global conversation around the future of wealth management.

We look forward to welcoming the Ocorian team to the summit this November.

📄 Explore the agenda: https://t.co/RYgPgEN5KJ

#FTWealth

[PWM @FT_PWM]

We’re pleased to confirm Sasha Wiggins, Chief Executive of Barclays Private Bank and Wealth Management, as a speaker at the Global Wealth Management Summit 2026.

Sasha is the first in an excellent line-up of private banking and wealth management CEOs, global heads, and investment leaders speaking in London this November.

Attendees at this year's summit can find Sasha speaking in the opening keynote interview on Day 2, Thursday 5 November.

📍 4–5 November 2026 | The Landmark London
📄 Download the agenda: https://t.co/RYgPgEN5KJ

[PWM @FT_PWM]

What happens when leaders from across private banking, wealth management and family offices come together in one room?

The Global Wealth Management Summit returns this November with two days of discussions focused on the forces reshaping the industry - from geopolitical uncertainty and asset allocation shifts to AI disruption, digital assets and next-generation client expectations.

This year’s summit will also introduce:
• Dedicated Business Strategy and Asset Allocation stages
• Interactive simulations tackling real-world wealth management scenarios
• Structured speed networking sessions designed to maximise connections across the room

Beyond the agenda itself, the summit is designed to create the kind of peer exchange and strategic discussion that’s difficult to replicate elsewhere.

🎥 See how the summit looked last year: https://t.co/SAnQ3j2ezN
📄 Download this year's event brochure for more information: https://t.co/7dW2UlNxpM

[PWM @FT_PWM]

🚨 Last chance to register: https://t.co/MwlbeOTydD

Join us tomorrow for expert insights on navigating risk in a rapidly changing market environment.

📅 19 May, 2-3PM
Register for exclusive access to the session recording for 30 days post-event.

#Investing #Markets #WealthManagement #riskundertrump

[PWM @FT_PWM]

Geopolitical uncertainty, AI disruption, shifting client expectations and intensifying competition are reshaping the future of wealth management.

At the Global Wealth Management Summit, senior leaders from private banks, wealth managers and family offices will come together to debate the investment strategies, business models and client approaches needed to stay ahead in a rapidly evolving market.

But beyond the agenda itself, there’s real value in being in the room, exchanging perspectives with peers, challenging assumptions and gaining the kind of insight, energy and clarity that’s difficult to replicate online.

Early bird rates are now available until 15 September.

🎥 Learn more below
👉 https://t.co/8yiVE19WbI

[PWM @FT_PWM]

📅 One week to go: Reframing portfolio risk management under Trump

Our webinar on navigating risk in today’s global landscape is happening on 19 May.
If you haven’t registered yet, now’s the time!

Don't worry if you're busy on Tuesday, simply register to ensure you receive the on-demand recording and catch-up when you can.

👉 https://t.co/DG006wMUdP

#Finance #GlobalMarkets #WealthManagement #riskundertrump

[PWM @FT_PWM]

We’re pleased to be working with the Alliance of Swiss Wealth Managers as a partner for the Global Wealth Management Summit.

Representing a network of leading independent wealth managers, the Alliance brings valuable perspective on the priorities shaping the industry — from client expectations to the evolving competitive landscape.

Their involvement helps ensure the summit reflects a truly global and diverse set of voices across private banking and wealth management.

We look forward to welcoming their members to the conversation in November.

📄 Download the agenda: https://t.co/h3pGEwrwan

[PWM @FT_PWM]

AI disruption, geopolitical uncertainty, and the race for next-generation clients are reshaping wealth management.

Discussions at this year’s Global Wealth Management Summit will tackle everything from shifting asset allocation strategies and digital assets to margin pressure and evolving client expectations.

But it’s not just about the topics - it’s the value of being in the room. The ability to exchange perspectives, challenge assumptions and leave with a renewed sense of clarity and direction – something that’s hard to replicate elsewhere.

Join the debate in November and help shape how the industry responds to these themes.

Super early bird rates end today!

👉 https://t.co/8yiVE19WbI

#FTWealth

[PWM @FT_PWM]

What’s really being discussed inside the private banking boardroom right now?

At the Global Wealth Management Summit, senior leaders from BNY Wealth, Santander and ING will come together to explore the strategic decisions shaping the future of the industry.

📍 Inside the private banking boardroom
🗓️ Wednesday 4 November, 09:30 GMT
📄 Download the full agenda: https://t.co/yaiqcrLy8C

#FTWealth #globalwealth #privatebanking

[PWM @FT_PWM]

What does a Trump presidency mean for global markets?

From trade policy to interest rates, the implications for investors could be significant.

Our webinar at 2PM BST on 19 May brings together expert insights on navigating uncertainty. See who you'll hear from below.

Register now to join us: https://t.co/4yjJsnDShB

#riskundertrump

[PWM @FT_PWM]

We’ve reached our highly anticipated Global categories, a big congratulations to the winners: @AMINABankGlobal,@VLK_PB, J.P. Morgan Private Bank, BNP PARIBAS WEALTH MANAGEMENT, Bank J. Safra Sarasin Ltd, #WealthTechAwards

[PWM @FT_PWM]

Shining a spotlight on Asia and Africa, well done to our private bank winners: @Investec, @dbsbank, China Merchants Bank, Taishin International Bank, Axis Bank - Burgundy Private, Industrial Bank Private Banking, CTBC Bank, Taipei Fubon Commercial Bank, ICBC private banking. #WealthTechAwards

[PWM @FT_PWM]

We now move to Europe and CEE. Congratulations to our outstanding private bank winners: OTP Private Banking, @CouttsandCo, @caixabank,@VLK_PB, AKBANK PRIVATE BANKING, @Nordea, ING Private Banking & Wealth Management, @YapiKredi, @lombardodier, @BancaMediolanum, @SEBGroup. #WealthTechAwards

[PWM @FT_PWM]

And now onto the private bank categories, kicking off this segment, the winners in the Americas. We’d like to congratulate the following private banks:
@itau Private Bank, @BancodoBrasil, @BTGPactual, @BankofAmerica, @NorthernTrust, Citi Wealth and RBC Wealth Management. #WealthTechAwards

[PWM @FT_PWM]

In an exciting development this year, wealth management firms and multi-family offices competed across a broader range of categories and expanded regions. Congratulations to all the winners. #WealthTechAwards
@360ONEWealth, Formue, @kristal_ai, Mutual Trust, @RaymondJames,@RSWealthAdvisor, Spark Capital PWM, @StashAway_com, @UBS

[PWM @FT_PWM]

For the first time, we expanded the categories for suppliers serving the wealth tech community. These categories were judged by a dedicated panel of senior leaders from private banks. Here are the winners. Congratulations to all. #WealthTechAwards
@Addepar, Amundi Technologies, @arta_finance, CanoeAI, Canopy Pte Ltd, Communify, d1g1t, Expersoft Systems AG, @FinMasonInc, First Rate, Inc., Flanks, Intellect Design Arena, @MasttroUS , OneVest Technologies inc., @OxfordRiskLtd, Prometeia, @Titanbay_ltd, @WeAreWealth, @Zeidler_Group

[PWM @FT_PWM]

PWM’s #WealthTechAwards ceremony has officially begun with @YuriBender , Editor-in-Chief of PWM, welcoming our esteemed guests and winners.

[PWM @FT_PWM]

We’re excited to welcome our guests to PWM’s #WealthTechAwards, where we’ll be celebrating innovation in wealth management.