Professional Wealth Management

Innovation in Wealth Management Summit 2024

Highlights from PWM’s Innovation in Wealth Management Summit which gathered world-leading private banks, family offices, wealth managers, and technology executives to discuss shifting business models and cutting-edge product offerings for a digitally-savvy client base.

More from Innovation in Wealth Management

May 13, 2025

PWM Wealth Tech Awards 2025 Highlights

PWM's Wealth Tech Awards celebrates innovation in wealth management.

Largest private banks seek to strike ‘digital gold’

By Yuri Bender

Mid-market wealth managers have the mindset and flexibility to rapidly transform their culture and client relationships, yet they often lack the assets to create major disruptions.

Wealth Tech Awards 2025: Winners’ profiles

Profiles written by Nicholas Fearn, James King, Joy Macknight, Chris Newlands and Henry Smith

Best Private Bank for Digital Wealth Planning