Events

Upcoming Awards

WealthBriefing GCC Region Awards 2018

Start Date: Wednesday 7th November • 2018
End Date: Wednesday 7th November • 2018
Venue: WealthBriefing GCC Region Awards 2018,

A warm welcome to the WealthBriefing GCC Region Awards 2018. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event. For those new to the awards, the categories are focused around three main areas: Experts (individuals and teams) Products Services for wealth managers and clients/institutions […]

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WealthBriefing Swiss Awards 2019

Start Date: Thursday 7th February • 2019
End Date: Thursday 7th February • 2019
Venue: Hotel President Wilson, 47 Quai Wilson, Geneva, 1211, Switzerland

A warm welcome to the WealthBriefing Swiss Awards 2019. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event. For those new to the awards, the categories are focused around three main areas: Experts (individuals and teams) Products Services for wealth managers and clients/institutions of […]

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Fourth WealthBriefingAsia Greater China Awards for Banking Excellence 2019

Start Date: Thursday 28th February • 2019
End Date: Thursday 28th February • 2019
Venue: Hong Kong Bankers Club, Gloucester Tower, The Landmark, 12-16 Des Voeux Rd Central, Central, Hong Kong

A very warm welcome to the Fourth Annual WealthBriefingAsia Greater China Awards for Banking Excellence. Nominations are now open and we look forward to seeing old and new friends taking part in the awards process and joining us at the Gala Dinner that will round it off on 28 February 2019. The focus of this […]

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Family Wealth Report Awards 2019

Start Date: Wednesday 20th March • 2019
End Date: Wednesday 20th March • 2019
Venue: Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, USA

A warm welcome to the Family Wealth Report Awards 2019. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event. For those new to the awards, the categories are focused around three main areas: Experts (individuals and teams) Products Services for wealth managers and clients/institutions […]

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WealthBriefing European Awards 2019

Start Date: Thursday 11th April • 2019
End Date: Thursday 11th April • 2019
Venue: Guildhall, City of London, Guildhall, Gresham St, London, EC2V 7HH

A warm welcome to the WealthBriefing European Awards 2019. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event. For those new to the awards, the categories are focused around three main areas: Experts (individuals and teams) Products Services for wealth managers and clients/institutions of […]

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WealthBriefingAsia Awards 2019

Start Date: Thursday 30th May • 2019
End Date: Thursday 30th May • 2019
Venue: WealthBriefingAsia Awards 2019,

A warm welcome to the WealthBriefingAsia Awards 2019. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event. For those new to the awards, the categories are focused around three main areas: Experts (individuals and teams) Products Services for wealth managers and clients/institutions of all […]

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Past Awards

Upcoming Summits

Family Office Summit:
Integrating the Full Balance Sheet,
1 November 2018, New York

Date: Thursday 1st November • 2018
Time: 9/21/18 9:00 am – 9/21/18 6:00 pm
Venue: Pepper Hamilton LLP, The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405

 Integrating the Full Balance Sheet:  From Investment to Lifestyle Management  In the next episode of our annual autumn Family Office Summit series, we will examine the wealth strategies family offices can deploy to ensure their members’ well-being in the fullest sense and across generations, covering not only wealth accumulation and transfer, but also life or […]

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4th New York Family Office Fintech Summit 2019

Date: Thursday 21st March • 2019
Time: 9/24/18 8:00 am – 9/24/18 5:00 pm
Venue: The Convene Center, 101 Park Ave, New York, NY 10178, United States​

The adoption of cutting-edge technology is really accelerating the professionalisation of the family office segment. Firms know that a great client experience must be backed by operational excellence, and that this can actually become the bedrock of their value proposition. Back-office automation is key to operational efficiency, while in the front technology-enabled access to investments […]

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Past Summits

Upcoming Breakfast Briefings

London Breakfast Briefing: Client Reporting – Regulatory Burden or Client Engagement Tool?

Date: Thursday 25th October • 2018
Time: 9/5/18 8:00 am – 9/5/18 10:30 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

This event will be a chance for wealth managers to hear firsthand a presentation of the findings of research conducted during September and October 2018 into the crucial area of performance reporting. The following issues amongst others will be addressed: Why performance reporting is such a powerful engagement opportunity that many wealth managers are missing. […]

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Past Breakfast Briefings