We run events in our core markets under three event types: Live, Hive and Forum. Live conference - Our Live event model is a one or two-day event format, hosted in our leading geographies, and featuring a mix of  keynote presentations, panels, interviews, demos, roundtables, networking and content creation opportunities Hive roundtables - Our......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

With a team led by a former Advisor, industry CEO and thought leader, AdvisorHub produces content that is of great value to this coveted, loyal audience. AdvisorHub consistently breaks national news stories that are subsequently covered by the nation’s leading news organizations.  ...

relevant regions

• North America

A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices. Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key......

relevant regions

• Western Europe

Our dedicated team of journalists, data and operations specialists deliver cutting-edge coverage and analysis of the trends and individuals that are shaping the Asia-Pacific wealth management market, enabling industry professionals to make informed business decisions and develop intuitive business strategies to drive efficiency and profitability.  ...

relevant regions

• Asia

Enjoy unrivalled cost, speed and ease of access to your target market through a single point of contact – with our sample solutions. Reaching over 100m consumers and business decision-makers in over 95 countries, you are connected to a truly global audience....

relevant regions

• Asia
• North America
• Western Europe

ClearView's global awards programme offers firms and individuals the opportunity to join an elite group of exceptional winners judged by expert independent panels. ClearView's award ceremonies are among the most glamorous and highly-regarded in the industry.  ...

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Increase profits. Maximize enterprise value. The ClientWise Business Builders Academy™ is an innovative workshop series designed exclusively for top-performing financial advisors.  Built for advisors who are committed to meaningful growth and to maximizing the long-term value of their enterprises, the all-day workshops are chock full of high impact ideas, exercises, and tools that will immediately impact......

relevant regions

• North America

Developing potent relationships is one of the most crucial, and at the same time, one of the most neglected skills in a financial professional’s arsenal. Overview An in-depth, 60-hour long coaching training curriculum developed for financial professionals who are committed to becoming effective communicators, successful relationship managers and great coaches. This complete......

relevant regions

• North America

This activity is supported online as well as face-to-face, allowing a wider range of adviser firms to be involved in discussions by way of: The delivery of a range of information services for advisers Introduction of a new social media group for advisers to focus on key issues and insight.  This will......

Datos Insights offers a range of focused opportunities for you to connect with our team, other executives, and a curated set of solution providers. Executive Councils Speaking Engagements Sponsorships Webinars  ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice. Our conferences, roadshows and webinars provide independent analysis, commentary and insight covering a......

relevant regions

• Western Europe

ClearView events give family wealth holders and advisors an exclusive opportunity to learn about up-to-the minute solutions from experts and peers with an emphasis on thought leadership in a relaxed atmosphere.   ...

relevant regions

• Asia
• Middle East
• North America
• Western Europe

These events are attended by key decision-makers at leading Private Banks, Retail Banks, Independent Asset Managers, and Family Offices across key financial hubs such as Hong Kong, Singapore, the UAE, and India. And local markets in SE Asia. A Focus on key areas of interest, including Regulatory and Compliance, Investments, Technology......

relevant regions

• Asia
• Middle East

Our range of development seminars and workshops provide a valuable source of training and structured CPD. All of our development programme events are accredited by the CII, CISI and The London Institute of Banking and Finance and take place at various locations throughout the United Kingdom. Our annual events programme covers the topics......

relevant regions

• Western Europe

Family Wealth Report content comes from both our own dedicated editorial team as well as leading industry professionals, helping subscribers stay on top of all the important developments relating to wealth management, family offices, and the HNW/UHNW sectors in North America. The North American wealth management market is one of the largest......

relevant regions

• North America

Create impact through innovation Get the latest insights & trends Be part of the startup ecosystem, gain insights about industry trends and shape your innovation strategy​. Receive regular C-level updates, participate in innovation events and Demo Days, access our startup database, thought leadership, and much more. Collaborate with startups Leverage external innovation potential and......

relevant regions

• Asia
• Western Europe

Co-invest with us Join our investor community & become part of the ecosystem. Our specialized ecosystem enables you to receive early insights into the startups. Be a first mover to invest in the best tech startups that are creating the future of finance at an early stage. Invest in our fund Become an......

relevant regions

• Asia
• Western Europe

Our platform makes it easy to find connections in common, schedule and conduct video meetings, share documents and track your interactions. By becoming a member, you'll gain access to a global community of institutional allocators and fund managers and capture every opportunity. Explore Our Capabilities Proprietary technology Connect, schedule and conduct one-on-one video......

Our distinguished engineers network has worked with a consortium of major banks and chartered bodies to develop global industry standards for banking and beyond. Distinguished engineers network DevOps practitioners HR and talent professionals Risk professionals ...

relevant regions

• Western Europe

Advisory boards Our senior team is skilled at giving presentations and leading discussions. By leveraging our executive contacts and the ThoughtLab reputation, we are able to organise meetings of key decision-makers from business, government, and academia. Expert panels In addition to our internal intellectual firepower, we manage an active network of over 100......

relevant regions

• Asia
• North America
• Western Europe

Unlike generic events without focus, Bespoke investment meetings offer both investors and clients a tailor-made, informed and discreet setting, conducive to discussing business and getting it done. In concentrated sessions you meet and connect with a carefully screened selection of potential investors and business partners to discuss mutually beneficial opportunities......

The assets and investments cover most asset classes including liquid and illiquid assets and invest in everything from collectibles to real estate. The investors, including single and multi-family offices, HNW and UHNW individuals and trusted advisors, are hand selected from both ours and our partners’ networks, to ensure a close-knit......

relevant regions

• Asia
• Middle East
• Western Europe

Through our collaboration with luxury concierge and event companies as well as publishers and media, we build our LUXETALK Community of affluent and HNW individuals. These respondents come with opinions on products services they have used in the past and purchases they expect in the future. Having information to keep up......

relevant regions

• Asia

PCD hosts first-class events at leading venues. The group provides a forum for the global private client community to connect and do business. The club currently hosts events in the UK, Jersey, Guernsey, Isle of Man, Switzerland and Dubai. Further locations in Asia & the Caribbean will be announced for 2018. PCD was......

These events offer an opportunity to spend a day of focused learning through a series of lectures and tutorials. We do not approve of endlessly sitting and soaking up other people's ideas... we like the lean in approach, so this new programme will be structured to allow the class to really......

relevant regions

• Western Europe

This is because senior wealth management professionals recognise the compelling combination of factors that make the PAM Awards unique: integrity and rigour in the PAM Awards due diligence process; complete independence and market-leading expertise within the PAM Awards Judging Panel; and solid ring-fencing to ensure zero correlation between who wins......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

Leading data informs and supports our industry leading content. With expertise spanning more than 80 markets globally and driven by 800+ award-winning journalists, researchers, and analysts, we connect you with the information that makes and breaks businesses every day.  Combined with our award-winning targeting technology built into our network of websites,......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Benefits Invest in and have the opportunity to unlock the value of early-stage opportunities. Receive targeted investment opportunities, specific to your preferences. Investment opportunities are all vetted by our professional team. Be a part of an active, engaged and collaborative community. Access to exclusive member events throughout the year Criteria Members are vetted in person or over......

relevant regions

• Western Europe

Owen James is known throughout the financial industry for its unique approach to running prestigious events with refreshing and relevant content. These events have generated excellent quality databases and this has enabled us to launch a bespoke events arm to the business. We understand that we’re not the only people out......

relevant regions

• Western Europe

Datos Insights Executive Councils are free, moderated, knowledge-sharing communities for specialized groups of senior executives, domain leads, and managers in their particular industry. Members participate in private studies, events, and networking opportunities with their peers. Membership is open to Datos Insights clients and to approved guests from non-client companies. Corporate Banking......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Strategically accelerate the growth of your business. The industry’s elite firms are growing by design – not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking event....

relevant regions

• North America

Events and conferences Engage and entertain your audience with enriching discussions at corporate and gala events, conferences, off-sites and leadership forums. EIU’s experts will provide authoritative analysis, delivered captivatingly through a presentation or panel moderation. Boardroom briefings Enable strategic decision-making with our objective input at corporate planning sessions. Our analysts offer industry insight......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

We are often asked to make ad-hoc presentations at conferences, seminars and board meetings. Senior members of Capital Economics staff are available for this sort of work, with Roger Bootle being in particular demand. He is a renowned speaker at conferences and business gatherings around the world. He is equally......

TenetConnect is a multi-award-winning network for financial advisers who write investment business. As part of the long-established and financially strong Tenet Group, we provide an extensive range of services to our appointed representative members, enabling them to not only meet their FCA compliance requirements, but also adding value and income......

relevant regions

• Western Europe

Keeping up-to-date with current trends and changes across marketing and financial services is vital in this fast-moving business environment. The Financial Services Forum gives senior marketing executives, and their teams, access to weekly events and online resources, to keep you informed. We tackle the latest trends affecting our industry, covering all......

relevant regions

• Western Europe

A complete insights and research program designed for marketing and insights teams and C-level executives to understand the latest trends on affluent and HNW consumers when it comes to their finances, and buying luxury goods (fashion, cosmetics, jewellery, watches, alcohol), and travel and in key markets. Phase 2 interviews conducted in June/July......

relevant regions

• Asia

The wealth audience comes to have conversations with leading asset managers and connect with their peers. In a world where many of us are working from different places, the need for the human touch has never been stronger.  ...

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world. Our global editorial team is dedicated to providing subscribers with exclusive news and insight, meaning that WealthBriefing readers are often the first to see the headline......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time. The Asia-Pacific region’s meteoric rise as a major wealth management market has sparked huge demand for region-specific business information....

relevant regions

• Asia

Wealth Management, an Informa company, is the digital resource of all things wealth management for financial advisors and estate planning professionals. Wealth Management helps advisors and wealth professionals with practice management, investments, fintech and market trends to grow client relationships.  ...

relevant regions

• North America

If you are a wealth management software vendor or service provider and you're wondering how to promote your services, widen your network and gain new sales prospects then we can help you. We can work together with you in order to organise an event to promote your services and have......

Our experts frequently attend meetings with our clients for a variety of reasons often to: Present the key highlights of reports persuasively at public events Add weight to discussions and debates involving industry commentators Facilitate “brain storming” strategy workshops with senior executives Articulate the economic arguments to help company boards make key strategic decisions Provide......