New Frontiers in Wealth Management: Digital, Personalised, and Globalised

Wealth management has undergone a profound transformation. Digital-first platforms, AI-driven advisory, and alternative investment marketplaces are reshaping how individuals and institutions access, grow, and protect their assets. At the same time, traditional banks are integrating these innovations into their global offerings to meet evolving client expectations for personalization, accessibility, and cross-border solutions.
This session brings together leaders from digital wealth platforms, private market innovators, global banks, and thought leaders to explore how the next generation of wealth management is being built. Discussions will examine emerging business models, the convergence of technology and human advisory, and forward-looking trends in client behavior, regulatory landscapes, and financial inclusion. Participants will gain insights into how established institutions and fintech disruptors are shaping a more connected, agile, and resilient wealth ecosystem for the decade ahead.