Wealth Management’s New Imperatives

14th October 2022 @ 8:00 am - 5:00 pm
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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.


14th October 2022
8:00 am - 5:00 pm
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Skoll Centre for Social Entrepreneurship
+44 (0)1865 288838
View Organiser Website

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