SuperReturn Private WealthMonday, 23 June 2025 - CET

Examining how economic pressures and competitive forces are transforming wealth management. How are established players responding to cost-cutting mandates? What strategies work against digital-first challengers? Exploring the expectations of next-generation clients demanding Revolut-like experiences and how wealth managers can evolve their technology stack and service models to remain competitive without sacrificing personalisation.

Sharing best practices on navigating recent geopolitical and macro-economic developments. What are the views on diversification across a variety of private equity investment attributes, such as strategies, vintages, stages, geography, and managers? Pro tips on dealing with disparities in wealth distribution that can lead to social and economic inequalities.

In addition to the different aspects of diversification, manager selection is key due to large variations in GP performance. Exploring how we can bridge the gap between the top and bottom quartile performing GPs. What criteria is especially important in choosing the right manager? How to gain a deeper understanding of funds’ strengths, weaknesses and how exactly they drive value creation.

Exploring the appeal of co-investments in terms of returns. How can co-investments bridge equity gap? Refocusing co-investments on committed investors and laying the ground for a rebound. How do Family Offices and HNW individuals innovate their product? Evergreen structures in the spotlight. How do you navigate private wealth distribution in a changing market? Sharing best practices on negotiating management and performance-related fees.

Understanding next-generation family office principals and what is driving them. Offering practical insights on creating a venture fund within or alongside a family office, emphasizing how to leverage existing industry knowledge as an "unfair advantage" when scaling investments. Providing a blueprint for family offices looking to strategically diversify into venture capital while maintaining alignment with their core values and expertise.

How can small changes have a large impact? Exploring the role of philanthropy in filling the gap in development and climate by using large funding at scale to help solve societal and environmental issues. How can you effectively measure the impact of your investments?

How can emerging technologies and AI assist in private wealth space? Best options for implementing AI for Investment, due diligence and risk management. Examining the role of AI in due diligence and risk management in the world of investment.

Exploring the current investment preferences in light of global uncertainty and the evolving geopolitical landscape. How are family offices adapting to the “new world order”? Which strategies are gaining traction? Comparing local, real assets and infrastructure strategies and cash-flow-model-friendly investments such as secondaries.

Exploring the growth and pricing trends that are taking shape across the secondary market. An overview of opportunities in LP-led secondary market.

Table 1: Alternative investments

Discussing opportunities for investments in art, collectibles, commodities, and hedge funds. What are the returns like vs. mainstream markets? Exploring risks, complexities and a range of strategies when working with private wealth clients, in an effort to protect and grow a portfolio while minimizing risks and tax liabilities. Crypto and Real-World Assets ( (RWAs) in the spotlight.

Table 2: Professional investment management

Managing a diversified investment portfolio requires balancing risk, timing, and long-term conviction. How do allocators take bold positions while maintaining discipline and protecting core capital? This discussion will explore portfolio construction, manager selection, and navigating market shifts to achieve meaningful, sustained performance without compromising underlying wealth.

Table 3: Estate planning

How do you transfer capital across generations in the most profitable way? Taking a deep dive into legacy planning. Evaluating the opportunities in investing in charity vs. setting up foundations vs. schemes related to causes close to their hearts. What makes philanthropy appealing? Evaluating tax benefits and reputation-boosting aspects.