Private Wealth and Family Offices

Private Wealth and Family Offices - Conferences

Private Wealth and Family Office Conferences. This part of the site lists private wealth management conferences taking place around the world. A number of organisers run events for Family Offices including Opal, Incisive Media, IMN, Prestel & Partner and PEI. Campden Conferences host Family Office events in Abu Dhabi, Hong Kong, London and the United States. Topics examined at conferences for family offices include succession planning, the operations of a family investment office and outsourcing...

for family offices. CFA run a notable wealth management event in the USA, while Marcus Evans and Markets Group run events in multiple locations. Key attendees at events on this page include private banks, family office managers, wealth management product designers, investment marketers and investment advisers from across the wealth management industry. Other themes explored include the impact of technology in wealth management, such as robo-advisers, social media and big data, the fiduciary duties of investment advisers and investment strategies for high net worth (HNW) individuals.

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  • 04
    May 2025
  • 07
    May 2025

CFA Institute LIVE 2025

CFA Institute LIVE 2025 is the must-attend event where investment professionals come together to spark bold ideas, tackle tomorrow’s challenges, and drive the financial industry forward. Join…

  • 05
    May 2025
  • 06
    May 2025

HFM Billion Dollar Leaders Summit 2025

  • HFM Global
  • New York City, USA

The HFM Billion Dollar Leaders Summit is an exclusive gathering for senior operational executives from managers with more than $1bn in client assets.

  • 21
    May 2025
  • 23
    May 2025

Private Wealth UK Spring Retreat

The leading conference for RIAs, family offices, and private banks. Meet and network with 200+ investors and wealth managers across the UK.

  • 28
    May 2025
  • 29
    May 2025

FAMILY OFFICE FORUM, ISTANBUL 2025 CONFERENCE

The Istanbul 2025 event edition of our Family Office Forum Collection brings together wealth owners, investors and decision-makers from Family Offices and Family Businesses, and only a very…

  • 03
    Jun 2025

Nordic Trading Conference 2025

Since 2010, the Nordic Trading Conference, organised by FIX Trading Community, has been the most important trading event held in the region. FIX events are formulated 100% by senior…

  • 04
    Jun 2025

2nd Value Creation Summit

Join us for the Senior-level meeting for Operating Partners in Private Equity at the Value Creation Summit in June 2025 in New York.

  • 10
    Jun 2025

Southeast Europe Private Equity and M&A Forum

  • EEL Events
  • Belgrade, Serbia

The Southeast Europe Private Equity and M&A Forum will be held in Belgrade on 10th June 2025. With 17 years’ experience uncovering and analyzing the top M&A trends across industries,…

  • 10
    Jun 2025

Meet the Managers 2025 JHB

Meet the Managers is the premier event for financial advisors looking to gain investment insights from the largest gathering of investment managers in South Africa. The event features ‘TED…

  • 12
    Jun 2025

Meet the Managers 2025 CPT

Meet the Managers is the premier event for financial advisors looking to gain investment insights from the largest gathering of investment managers in South Africa. The event features ‘TED…

  • 12
    Jun 2025
  • 13
    Jun 2025

AI Tech Investing Forum

This two-day event offers engaging panels, keynote presentations, and networking opportunities. It focuses on the transformative potential of AI, space exploration, blockchain, and emerging…