Join us for a seminal conversation on the future of wealth management and the private client industry.

The Said Business School at the University of Oxford is hosting a seminal conversation on the future of wealth management and the private client industry to which we are delighted to invite you.

In the context of the Great Wealth Transfer, the growth of values-led wealth practices and a series of inter-connecting crises, this conversation feels essential for wealth holders and trusted advisors alike.

At this unique event, wealth holders will come together with private client actors – senior lawyers, accountants, family offices, wealth planners, investment managers and bankers – to discuss the future of wealth management.

This conference will discuss two overarching questions:

As evidenced by the rapid rise of impact investing, sustainability, and purpose, are changing values of wealth-holders and their next generation creating different expectations of the wealth management community, and if so, how are wealth managers responding?

How do wealth management professionals believe their field should evolve to meet the demands of a changing world more broadly?
This conference also launches the release of a report into these questions, commissioned by the Good Ancestor Movement and conducted by economic anthropologist Bridget Kustin. She will present her findings alongside Founder and CEO of the Good Ancestor Movement, Stephanie Brobbey, who is leading a Community of Practice of wealth management/private client professionals interested in disruption and redistribution.

With invitations to business school MBA candidates and relevant civil society actors, and thanks to the financial support of a Skoll Centre for Social Entrepreneurship Systems Change Accelerator Grant for this event, this proves to be an exciting conversation that we hope you will be a part of.