Events

Upcoming Awards

WealthBriefing GCC Awards 2017

Start Date: Wednesday 8th November • 2017
End Date: Wednesday 8th November • 2017
Venue: Taj Dubai, Burj Khalifa Street, Business Bay, Dubai, United Arab Emirates

A warm welcome to the WealthBriefing GCC Region 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 […]

Read More

WealthBriefing Swiss Awards 2018

Start Date: Thursday 8th February • 2018
End Date: Thursday 8th February • 2018
Venue: Hotel President Wilson, 47 Quai Wilson, Geneva, 1211, Switzerland

A warm welcome to the WealthBriefing Swiss 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 of […]

Read More

Family Wealth Report Awards 2018

Start Date: Thursday 8th March • 2018
End Date: Thursday 8th March • 2018
Venue: Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, USA

A warm welcome to the Family Wealth Report 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 and services (for wealth managers and […]

Read More

Past Awards

Upcoming Summits

Family Office Cybersecurity Summit

Date: Wednesday 20th September • 2017
Time: 8:00 am – 3:30 pm
Venue: Kobre & Kim, 800 Third Avenue, 6th Floor, New York, New York 10022

Family Wealth Report is hosting a Cybersecurity Summit for family offices and their trusted advisors. The event will host dynamic panel sessions and presentations to help delegates identify the most important and emerging risks in this area, as well as discuss best practices to mitigate the same. We will also be discussing best practices to […]

Read More

Family Wealth Report Investment Summit: From Values to Value Creation – New York

Date: Wednesday 11th October • 2017
Time: 8:00 am – 6:00 pm
Venue: Grand Hyatt New York, 109 East 42nd Street New York, NY. 10017, USA

Harnessing the Power of Impact Investing for Multi-Generational Families Our 2016 Asset Allocation Summit gave guidance on how to steer families through tides of low returns, but this year we address an evolution in investment thinking which is nothing less than a sea-change. UHNW families have always acted in the full knowledge of the huge […]

Read More

West Coast Family Office Fintech Summit

Date: Wednesday 29th November • 2017
Time: 8:00 am – 6:00 pm
Venue: Hotel Vitale, 8 Mission St, San Francisco, CA 94105, USA

Technology has become a transformational force within financial services and is now central to the wealth management dialogue particularly in the US, where investment is set to exceed $4bn annually by 2018. At both ends of the wealth spectrum, firms are seeking and achieving huge gains through technology investment. Securing the loyalty of Next Gen […]

Read More

London GDPR Summit

Date: Wednesday 17th January • 2018
Time: 8:00 am – 2:00 pm
Venue: London GDPR Summit,

GDPR: Navigating the New Data Protection Regulations At a time when the world’s financial institutions are grappling with a tumultuous geopolitical climate, they are also preparing to navigate a fresh regulatory landscape carved out by a raft of new directives and legislation. One of the most prominent pieces of European regulation looming on the horizon […]

Read More

Past Summits

Upcoming Breakfast Briefings

Peace of mind for equity investors: How can investors find solid returns when stock markets are vulnerable to directionless volatility?

Date: Tuesday 3rd October • 2017
Time: 7:40 am – 10:30 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

After more than nine years of rising equities since 2008 it is easy to understand why wealth managers are becoming anxious about how to protect client assets if stock markets become choppy. Where’s the equivalent of an investment umbrella if the rain falls? One approach may be to focus on generating income from stocks in […]

Read More

The attack on privacy and controlling information for UHNW families investing and holding wealth

Date: Thursday 19th October • 2017
Time: 7:40 am – 10:30 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

How to get the balance right between protecting financial privacy and ensuring illicit money isn’t able to hide from legitimate law enforcement remains one of the thorniest topics for wealth managers and policymakers. This briefing draws together experts from a number of fields to explore the latest developments in areas such as disclosure and reporting on beneficial ownership; […]

Read More

Past Breakfast Briefings