Lunchtime briefing: From Access to Advantage: The Transformation of Private Wealth Distribution
- State of Play: Fundamental changes to capital raising across the Private Wealth channel — from innovative product structuring, scale, and complexity, to evolving investor expectations
- Operationalizing Private Wealth Distribution at Scale: managing investors, channel partners, data, systems, and teams across the global landscape
- AI: From opportunity to competitive necessity & differentiator: how firms are leveraging AI to create sustainable advantages
- Looking Ahead: The next decade of Private Wealth — moving from opportunistic to durable returns and the platforms built to support that shift
