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20-22 October 2021
The Grimaldi ForumMonaco

Kai Upadek
Partner at Oliver Wyman


Kai Upadek leads our global Wealth Management business and is the lead author of our Global Wealth Management report.

He has worked closely with major financial institutions in Europe, the US, MENA and Asia on a broad variety of assignments, with a focus on Wealth and Asset Management.

Working with the majority of the global top 10 Wealth Managers over the course of his career, Kai covers top of the house strategy assignments, salesforce effectiveness, new products and services development, new country entry strategies, digital programs, client analytics and regulatory response programs.

Before joining Oliver Wyman he worked in the product development team of a multi-national Asset Manager where he was responsible for setting up a number of institutional investment products.

Agenda Sessions

  • Innovations in Sustainable Investment and crypto: Portfolio and custody opportunities and challenges

  • Refocusing on the ‘S’ & the ‘G’ in impact investing for private wealth


Speakers at this event