The Summit for Wealth Management (TSWM)

About this event

The Wealth Management Event of the Year

The Summit for Wealth Management (TSWM) London is the premier gathering for leaders across wealth and asset management, private and retail banking, financial planning, pensions and retirement solutions, and family office services. Hosted in London, this exclusive event brings together 250+ top executives from the UK’s most prestigious companies serving the financial needs of both the world’s wealthiest clients and wider mass affluent segments and is a must-attend for those active in the industry.

Why Attend TSWM London?

TSWM London is the ultimate learning and networking experience — the one-day event offers a valuable platform for industry players to meet and foster long-term connections, with exclusive networking opportunities, scheduled one-to-one meetings, and a sparkling drinks reception to round off the day.

Every year, TSWM London features an outstanding faculty of first-class speakers, including C-level executives and influential thought leaders. With a full agenda packed with interactive discussions, the summit addresses the biggest talking points including strategies for next-level client experience, digital transformation, and investment market opportunities.

Key Themes and Topics

TSWM London has established itself for delivering high-level content that that addresses the most pressing challenges and opportunities in the industry. Attendees can expect to gain an insight into:

• The Future of Wealth Management – Exploring growth and transformation strategies, and how the UK market can stay competitive
• AI and Automation – Examining practical applications and use cases for artificial intelligence in 2025 and beyond
• Personalised Client Experience – Keeping client-centric values at the heart of the business and uncovering the tools and technology and that supports this
• Asset Allocation Strategies – Shedding a light on private markets, alternative investments, and emerging asset classes for financial returns
• International tax regimes and regulations – Deep diving into UK regulatory requirements, global taxation regimes, and worldwide economy shifts impacting clients and their portfolios and needs

Who Should Attend?

The Summit for Wealth Management is designed for professionals across the private wealth sector, including:

• Senior executives from wealth managements firms, asset management firms, private banks, retail banks, financial planning firms, pension and retirement solution providers, and family offices
• Leading technology providers and FinTech start-ups offering cutting-edge wealth, banking and investment solutions
• Consulting firms, law firms, M&A advisers, and bespoke service providers transforming the financial services landscape

Be Part of the Annual Gathering

The Summit for Wealth Management London is the ultimate conference experience where ideas are exchanged, successes are celebrated, and decision-makers build partnerships that continue long after the event.

Secure your place now and join the wealth management and personal investment community at The Summit for Wealth Management London — we look forward to seeing you there.