Wealth Management’s New Imperatives

14 October @ 8:00 am - 5:00 pm
Loading Events

« All Events

  • This event has passed.

Join us for a seminal conversation on the future of wealth management and the private client industry.
Bridget Kustin and the Good Ancestor Movement will host the inaugural conference on ‘Wealth Management’s New Imperatives’ on 8 December 2022.

In the context of the ‘Great Wealth Transfer,’ the growth of values-led wealth practices and a series of inter-connecting crises, 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 and the private client industry.

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 is an invite only conference. If you are a private wealth or private client practitioner, an UHNWI, or a civil society member working on related topics and would like to be added to the invitation list, please contact Kimberley Payne at kimberley.payne@sbs.ox.ac.uk, giving a brief overview of your background.

Details

Date:
14 October
Time:
8:00 am - 5:00 pm
Event Categories:
,
Website:
Book now

Organiser

Skoll Centre for Social Entrepreneurship
Phone:
+44 (0)1865 288838
Email:
skollcentre@sbs.ox.ac.uk
View Organiser Website

Latest news

Nancy  Mudenyo Hunt, founder of The Nasio Trust

Nancy Mudenyo Hunt, founder of The Nasio Trust

Nancy is an inspirational leader, who founded and leads a UK registered charity and Kenyan NGO, The Nasio Trust. Its purpose is to break the cycle of poverty through education, healthcare, food security and sustainable income generating projects. Learn more

Dr Yige Sun, Enterprise and Innovation fellow in the MPLS division

Dr Yige Sun, Enterprise and Innovation fellow in the MPLS division

Dr Yige Sun, Enterprise and innovation fellow in the MPLS division Learn more

Diego Rojas Arancibia, co-founder and CEO of PasanaQ

Diego Rojas Arancibia, co-founder and CEO of PasanaQ

Diego is co-founder and CEO of PasanaQ. a fintech product helping financially excluded communities save. Learn more

IDEA Inkpath Guide

IDEA Inkpath Guide

User Guide for IDEA Engaging with Entrepreneurship Programme Learn more

Enterprising Oxford

Tell us a bit about yourself and see information and resources relevant to your needs.

Get in touch

14 + 3 =

Copyright © 2022 Enterprising Oxford | Site by Herd