We are delighted to host our 9th annual event for the private wealth management community in India.

We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.

5 highly relevant panel discussions;

9.00am - Private wealth management - a time of dramatic change
10.20am - Platforms and Technology - the future of private wealth and asset management?
12.25pm - Curating the right solution for clients – what’s thrown in the mix today?
3.30pm - Reinventing wealth management for Women
4.15pm - Building the skills you need for success in wealth management

We have designed the forum – along with the presentations, workshops, case studies and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for wealth management in India.

Specific topics we will cover include;

  • The Increasing awareness from HNW clients about what they need.
  • Growing digital capabilities.
  • Too many investment products and not enough solutions.
  • Clients not thinking realistically abut risk and reward
  • Wealth managers thinking about how they can add more value and differentiate their offering.
  • More firms setting up a private wealth offering
  • More competition driving an intense grab for talent.
  • The need for increased product diversification.
  • Increased demand for private equity and alternative products Where are the untapped opportunities?
  • How can wealth managers accelerate growth and penetrate into the market?
  • What are the key success factors in providing an exceptional client experience?


With a growing number of participants in what is a rapidly-shifting wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.

The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.

Can wealth mangers raise their game and address the ongoing challenges they face in scaling their businesses? These include more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers; driving revenue in challenging and choppy markets; and keeping costs under control

Focussed discussions on these issues -

The diverse needs of wealthy Indian Families as they consider and then execute legacy and succession planning are fraught with many emotional, family-specific and also technical considerations. We will debate the whys and wherefores and how different solutions can play their part. Moreover, India's wealthy are increasingly global in their spread of businesses, property, investible assets, lifestyles and family members, all bringing more complexity and potential pitfalls to the process.

What are the specific needs of Indian clients?  How to make the most of the significant growth of new wealth in India - which requires more sophisticated investment strategies - as well as more independent advice from professional wealth managers.

How can we make the most of the rising affluent population in India - especially the emerging younger generation of entrepreneurs?

Innovation, digitalization & personalization of the offering.

Limitations of working with one platform, limited suite of products and limited engagement points with the clients who have increasing complexity of requirements.

Consolidation in the Private Banking Industry paving way for increase in growth of Independent Asset Managers and Multi Family Offices.

Will a shortage of real talent and experienced wealth management practitioners – slow the growth in wealth management?