Leaders in Finance Wealth Management Event 2027

Listen, learn and discuss ideas with industry leaders
Gain thought-provoking insights from keynotes, panels, interviews, Q&A’s, etc.
Meet & connect with 100+ participants from 50+ organizations

Trust, Transition & Technology – Redefining Wealth Management for the Next Generation

Welcome to the Leaders in Finance Wealth Management Event on 15 April 2027. Join senior leaders and professionals from across the European wealth management ecosystem for a high-level discussion on the future of the sector. Under the theme Trust, Transition & Technology – Redefining Wealth Management for the Next Generation, the event brings together private banks, wealth managers, asset managers, family offices, platforms and other key players to exchange insights on client expectations, technology, trust, investment perspectives and the continued development of the European wealth management market.

Event Lead - Leaders in Finance Events

Trust, Transition & Technology - Redefining Wealth Management for the Next Generation

Trust, Transition & Technology – Redefining Wealth Management for the Next Generation
This will be the central theme of the Leaders in Finance Wealth Management Event 2027. During this edition, we will bring together senior professionals from wealth management, private banking, asset management and product management to exchange insights and discuss the future of the sector.
The wealth management industry is entering a new phase. Client expectations are changing, technology and AI are playing an increasingly important role, and the transfer of wealth to the next generation requires new forms of advice, trust and value creation.
With this edition, we aim to bring together wealth management leaders from across Europe, creating a platform for international exchange between private banks, asset managers, family offices, wealth platforms and other key players in the European wealth ecosystem.

Key Themes

  • Trust as the foundation of long-term client relationships;
  • Changing client expectations and the next generation of wealth holders;
  • Technology, AI and digital platforms in wealth management;
  • The future of private banking and wealth advisory;
  • European perspectives on wealth management and private banking;
  • Market uncertainty, geopolitics and portfolio implications;
  • Product innovation, alternatives and investment solutions;
  • Scalable personalisation and the balance between human advice and technology.

Speakers

Program

The program will be published in early 2027

Partners

Main Partner

Knowledge Partner

Pre-event interviews

In the run-up to the Leaders in Finance Wealth Management Event in 2027, we will publish speaker interviews here. In these interviews, speakers will introduce themselves, discuss the key opportunities and challenges in their field, and share their expectations for the event.

Who should attend?

The Leaders in Finance Wealth Management Event is designed for senior professionals, leaders and decision-makers working in and around the wealth management ecosystem. The event is relevant for professionals active in wealth management, private banking, asset management, investment management, family offices, client advisory, product management, platforms, technology, compliance, risk and strategy.

Participants can expect a strategic and practical programme that connects client expectations, trust, technology, next-generation wealth, investment perspectives and the future of the European wealth management market.

Last Year's Event

'Global Wealth Management Trends' Boudewijn Chalmers Hoynck van Papendrecht - Partner, EY Wealth an Asset Management Consulting Leader Netherlands
A Fragmented World: Geopolitics & Portfolio Implications Simona Gambarini – Senior Market Strategist, Executive Director, Goldman Sachs Asset Management
Europe’s Renaissance? Calling Upon Investors Jeroen van Wijngaarden – Director-General Dutch Fund & Asset Management Association, DUFAS
Changing Perspectives in Wealth Maarten Edixhoven – Chair of the Management Board, Van Lanschot Kempen
Duo presentation: From Products to Platforms: The New Wealth Infrastructure Olivier Bouteille – Chief Client Officer, Amundi Technology
Duo presentation: From Products to Platforms: The New Wealth Infrastructure Matthieu Keip – Chief A.I. & Digital Officer, Amundi Technology
Keynote Anneka Treon – Global Head of Private Banking, Wealth Management & Investments, ING
Talk + Q&A Thijs Buitenhuis – Founder Norbury Capital
The Role of Agentic AI in the Future of Banking Yorick Naeff – Co-Founder BUX & Chief Innovation, ABN AMRO

How to get there

The event will take place in Rotterdam.

Further details will follow soon.

See you at the Leaders in Finance Wealth Management Event 2027!

Don’t miss this great opportunity to connect with peers and industry leaders, and stay ahead of the curve in the ever-evolving world of Wealth Management.

Uniting the financial sector by discussing pressing topics and enhancing cooperation. That’s what we love to do at Leaders in Finance. By listening, learning, and connecting with others, we accelerate the sharing of ideas, thus powering (upcoming) leaders and organizations to shape the future of financial services.

Each part of the Leaders in Finance Group – Podcasts, Events, Lunches, Academy – has its unique approach. Want to explore how we can benefit your organizational goals? We’re happy to meet and discuss opportunities.

We’d love to keep you informed on the next iterations of this event. Please enter your details below, and we’ll keep you posted!