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Event date: Friday, 22 August 2025 Venue: Sofitel Sydney Wentworth Registration starts: 8:00am AEST Official event start: 8:30am Dress: Business casual
About the Summit

As market conditions remain unpredictable and traditional asset classes face pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returns in 2025 to examine the rising role of alternatives in shaping portfolio construction.

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real assets to private credit, infrastructure, and digital assets – are playing a more central role in institutional and wholesale strategies.

This year’s program focuses on how advisers and asset managers can position portfolios in a climate of elevated interest rates, sticky inflation, and subdued growth – conditions that are reshaping the traditional risk-return playbook. Sessions will also address China’s shift towards AI-led growth, capital flows into semiconductors and robotics, and the growing relevance of tokenised assets and digital currencies in diversified portfolios.

Developed in partnership with leading voices across the financial services sector, the summit delivers a full-day agenda of analysis, discussion, and insight, tailored for professionals navigating the changing face of global capital markets.

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WHY YOU SHOULD ATTEND

Australian Wealth Management 2025

Alternative allocations in a new investment regime:

Alternative allocations in a new investment regime:

Real assets, private credit, and equity as buffers against volatility and inflation.
Private markets in focus:

Private markets in focus:

The growing appeal of non-bank lending, distressed debt, and direct lending strategies.
Technology and capital flows:

Technology and capital flows:

What China’s industrial pivot means for global investors.
Digital innovation:

Digital innovation:

Assessing cryptocurrency, tokenised infrastructure, and regulated access to digital assets.
Next-generation portfolios:

Next-generation portfolios:

Incorporating niche investments and democratised access across client types.

Who should attend?

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Wealth and asset managers

who icon

Financial planners and investment advisers

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Family office principals

who icon

Institutional investors and CIOs

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SMSF service providers and platform executives

LOCATION AND SCHEDULE

Event date:Friday, 22 August 2025
Venue:Sofitel Sydney Wentworth
Registration starts:8:00am AEST
Official event start:8:30am
Dress:Business casual

LOCK IN YOUR REGISTRATION!

WHY YOU SHOULD ATTEND

Australian Wealth Management 2025

Alternative allocations in a new investment regime:

Alternative allocations in a new investment regime:

Real assets, private credit, and equity as buffers against volatility and inflation.
Private markets in focus:

Private markets in focus:

The growing appeal of non-bank lending, distressed debt, and direct lending strategies.
Technology and capital flows:

Technology and capital flows:

What China’s industrial pivot means for global investors.
Digital innovation:

Digital innovation:

Assessing cryptocurrency, tokenised infrastructure, and regulated access to digital assets.
Next-generation portfolios:

Next-generation portfolios:

Incorporating niche investments and democratised access across client types.

Who should attend?

who icon

Wealth and asset managers

who icon

Financial planners and investment advisers

who icon

Family office principals

who icon

Institutional investors and CIOs

who icon

SMSF service providers and platform executives

Summit Speakers

Andrew McAuley
Andrew McAuley
Chief of Investments, UBS Global Wealth Management Australia
Andrew McVeigh
Andrew McVeigh
Managing Partner, Remara
Cassandra Crowe
Cassandra Crowe
CFA, Vice President, T. Rowe Price Group, Inc
Dr Marina Yue Zhang
Dr Marina Yue Zhang
Associate Professor, Australia-China Relations Institute, University of Technology Sydney (UTS: ACRI)
Hugh Lam
Hugh Lam
Investment Strategist, Betashares
Michael McCorry
Michael McCorry
Chief Investment Officer, BlackRock

LOCATION AND SCHEDULE

Event date:Friday, 22 August 2025
Venue:Sofitel Sydney Wentworth
Registration starts:8:00am AEST
Official event start:8:30am
Dress:Business casual

LOCK IN YOUR REGISTRATION!

Ticket pricing

General ticket

Financial adviser individual ticket

FREE







Not applicable to product and service providers, fund managers and all other industry body types

*Registrations will be fact-checked

First release

Product and service providers, fund managers and all other industry body types

$249

Excl. GST

Ends Friday, 27 June 2025



*Registrations will be fact-checked

Second release

Product and service providers, fund managers and all other industry body types

$299

Excl. GST

Until sold out


*Registrations will be fact-checked

Event highlights

HIGHLIGHTS FROM LAST YEAR’S EVENT

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