Events

Upcoming Awards

Family Wealth Report Awards 2017

Start Date: Thursday 2nd March • 2017
End Date: Thursday 2nd March • 2017
Venue: Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, USA

Introduction A warm welcome to the Family Wealth Report Awards 2017. 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 […]

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WealthBriefing European Awards 2017

Start Date: Thursday 11th May • 2017
End Date: Thursday 11th May • 2017
Venue: Guildhall, City of London, Guildhall, Gresham St, London, EC2V 7HH

A warm welcome to the WealthBriefing European Awards 2017. 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 2017

Start Date: Thursday 1st June • 2017
End Date: Thursday 1st June • 2017
Venue: The Westin Singapore, 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore

Introduction A warm welcome to the WealthBriefingAsia Awards 2017. 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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Past Awards

Upcoming Summits

2nd New York Family ​Office Fintech Summit 201​7

Date: Tuesday 28th February • 2017
Time: 8:00 am – 7:00 pm
Venue: The Convene Center, 101 Park Ave, New York, NY 10178, United States​

Family Wealth Report is excited to announce the launch of the second Family Office Fintech Summit on February 28, 2017 in New York City. Technology has become a transformational force within financial services and is now central to the wealth management dialogue, particularly in the US, where annual investment is tipped to reach $4.2 billion […]

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London Investment Strategy Summit

Date: Tuesday 21st March • 2017
Time: 9:00 am – 2:00 pm
Venue: ETC St Pauls, 200 Aldersgate, London, EC1A 4HD

In 2016, oft-lauded as a year without precedent, investment professionals held their breath in the run-up to elections both in the UK and across the pond. However, as the somewhat-unexpected verdicts of Leave and Trump’s victories were respectively announced, temporary market jitters slowly evened out as the news settled in – despite a somewhat depleted […]

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London MiFID II Summit

Date: Wednesday 24th May • 2017
Time: 8:00 am – 2:00 pm
Venue: TBC - London, London City Point 1, Ropemaker St, London EC2Y 9HT

The countdown to MiFID II: Compliant Operations with Minimum Costs & Risks Five years in the making, the replacement for the European Union’s original and current MiFID (2007) consists of a regulation (MiFIR) and a gigantic new directive, MiFID II, which comes into force on 3rd January 2018. There will be no transitional period; wealth […]

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Past Summits

Upcoming Breakfast Briefings

Zurich Breakfast Briefing: Eradicating Inefficiencies, Minimising Risks: Optimising Portfolio Construction and Management in a Fast-Moving World

Date: Wednesday 15th March • 2017
Time: 8:15 am – 11:00 am
Venue: Park Hyatt, Beethovenstrasse 21, 8002 Zurich, Switzerland

Wealth and asset managers the world over are urgently seeking ways to optimise the way they make and manage investment portfolios. Sudden shifts in the investment landscape have become the new normal, while both clients and regulators alike are putting the value institutions deliver under unprecedented scrutiny. In a fast-moving world, constructing portfolios that are […]

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London Breakfast Briefing: Enhanced Data Management – The New Determiner of Success for Wealth and Asset Managers?

Date: Tuesday 25th April • 2017
Time: 8:15 am – 11:00 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

Enhanced data strategies are top of the agenda as regulators ask institutions to store more and more information on clients, costs, products and how business has been conducted. Yet better ways to gather, store and manage data from a huge range of sources is about more than avoiding censure: firms are increasingly waking up to […]

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Past Breakfast Briefings