Reflections on the FT Live & PWM Global Wealth Management Summit Advisory Board Meeting

Written by Josh Matthews, HBA

Yesterday, on 6th March 2025, I had the pleasure of participating in the FT Live & PWM Global Wealth Management Summit Advisory Board Meeting at Bracken House. The discussion provided a fantastic opportunity to exchange insights with fellow industry leaders and shape the themes for the upcoming FT Wealth Summit, scheduled for 5th and 6th November 2025 at The Landmark London.

The wealth management landscape continues to evolve rapidly, and our discussions highlighted several key trends influencing high-net-worth (HNW) and ultra-high-net-worth (UHNW) families and family offices. One of the most notable shifts is the increasing cross-border nature of wealthy families. Many families now span multiple jurisdictions, bringing greater complexity to wealth management. These dynamics underscore the need for a more holistic approach, ensuring that assets can be custodied efficiently across different jurisdictions, while considering the varying tax implications for family members residing in different countries.

Our conversation touched on critical themes that will shape the agenda for the FT Wealth Summit later this year and it was a privilege to engage in these discussions alongside representatives from leading firms, including Deutsche Bank, Rothschild & Co, the Chartered Institute for Securities & Investment, Weatherby’s Private Bank, Citi Private Bank, Barclays, Nedbank Private Wealth, EFG Private Bank, Financial Times, and PWM. Their perspectives enriched the conversation and reinforced the importance of collaboration in shaping the future of wealth management.

I look forward to continuing these conversations and seeing how these insights translate into a world-class event in November. The FT Wealth Summit remains a vital forum for industry leaders to connect, share knowledge, and drive meaningful progress in wealth management.