Private Wealth Management Summit Spring 2019

Register your interest

Please fill out the form below

Choose the option*




While we hope you can join us for this event, Marcus Evans delivers over 1000 annual events globally, so if we miss you this time we would love to keep you informed by email of other related events in your specific area of interest. Is that ok?

Yes    No

*Mandatory fields


  • Get a new challenge
  • Opportunities as a Media Partner

    Engage with your target audience in a professional business environment. For more information, contact us at mediapartners
    @marcusevans.com

     


    Delegates

     

    Join us as a Senior investment executive at the Private Wealth Management Summit and be part of a unique and perfectly executed platform that facilitates change in your profession:

    Stay up-to-date with novel ideas and trends to impact your future organizational results

    Experience live face-to-face meetings with leading solution and Service Providers

    Network and connect with senior professionals to expand your knowledge base

     

    sample list of past attendees at the summit

    COMPANY NAME JOB TITLE
    Alesco Advisors Chief Investment Officer
    Belvedere Capital Advisor Managing Director
    Chevy Chase Trust President, Family Wealth Services
    GENRICH Family Office Managing Director
    Gonzalez Family Office Chief Investment Officer
    Keel Point Advisors Chief Investment Officer
    Morrison/Frandsen Investments Manager
    Nevada Trust Company Vice President
    Peak Trust Company Chief Investment Officer
    Silverhawk Family Office Managing Director
    Sterling Wealth Management President
    Wealthhaven Managing Director


    testimonials from past delegates:

    A gathering of like minded advisors and their Service Providers sharing ideas, best practices and new opportunities.
    Vice President, Sanderson Wealth Management

    Always a well organized event packed with actionable items presented by top industry professionals.
    Managing Director, Waldron Private Wealth

    I found the content excellent and with great thought leadership - also met exceptional people.
    Managing Director, Mack International LLC

    Reminded me of the first marcus evans event I attended 10 years ago and what a great way to meet Managers and Peers!
    Chief Investment Officer, Endowment Wealth Management Inc.

    The nature of one on one meetings provides a friendly an intimate environment that is second to none.
    Managing Partner - Global Head of Real Estate, Green Mesa Capital LLC

    I was a first time Attendee and was surprised at the high quality of the Summit. My meetings were valuable and I actually believed I saved time by attending, highly recommended.
    Chief Investment Officer, Worthpointe


    what makes the Private Wealth Management Summit different

    • A strictly invitation-only event; selection of delegates according to criteria such as scope of responsibility and size of company
    • Restricted number of delegates in order to facilitate successful networking opportunities
    • Personalized summit and meeting schedule to suit individual requirements and provide an efficient use of time
    • Keynote presentations, case studies and interactive sessions by world-class industry experts and pioneers
    • A relaxed but professional business environment, in which to explore new ideas, strategies and technical developments with industry colleagues, experts and peers
    • Access to the secured summit website, providing information on other delegates and each service provider prior to the event
    • Individual pre-arranged one-on-one business meetings with senior representatives from key industry service providers
    • An invitation which covers two nights' accommodation, all Summit materials, meals and leisure activities during the Summit

     


    Delegate Videos

     

    Bespoke meetings – powerful alliances

    As a Delegate, you will gain access to leading solution providers enabling you to achieve your strategic and tactical goals. Meet solution providers face-to-face and build profitable business relationships in pre-scheduled one-to-one meetings. These meetings provide a forum for dialogue and information-sharing on organisational concerns and offer valuable solutions.