Now in its second year, the Australian Wealth Management Summit is set to return on Friday, 22 August 2025, at the Sofitel Sydney Wentworth, promising a day of timely insights and high-impact discussion for Australia’s investment and advice community.
The summit will once again convene Australia’s leading investment thinkers, asset managers, financial advisers, and family office executives for a day of in-depth analysis and strategic dialogue.
With global capital markets grappling with the possibility of a resurgence in inflation, a return to elevated interest rates, and a structural reordering of growth drivers, the 2025 summit will examine the increasing prominence of alternative investments – from private equity and credit to real assets and digital instruments – as investors seek greater resilience and more diversified return streams.
In a market where traditional 60/40 portfolios are being re-evaluated, alternatives are no longer peripheral. They are playing a central role in managing volatility, enhancing yield, and hedging against systemic risk – making them a critical focus for institutions and advisers alike.
Delivered by Momentum Media’s wealth titles – comprising InvestorDaily, ifa, SMSF Adviser, Money Management, and Super Review – the summit is free-to-attend for financial advisers – click here to secure your tickets.
The program will feature keynote sessions and panel discussions covering:
- The growing dominance of alternatives in modern multi-asset strategies.
- How real estate – residential, commercial, industrial, and REITs – can support diversification.
- Deploying private equity and private credit to manage dislocation and identify opportunity.
- China’s pivot from property-led expansion to AI and industrial innovation.
- The future of digital assets, from tokenisation to staking yields and decentralised finance.
This year’s speaker line-up features influential voices from across the wealth and investment ecosystem, including:
- Cassandra Crowe, CFA, Vice President, T. Rowe Price Group
- Michael McCorry, Chief Investment Officer, BlackRock
- Andrew McAuley, Chief of Investments, UBS Global Wealth Management Australia
- Marina Zhang, Associate Professor, Australia-China Relations Institute, UTS
- Hugh Lam, Investment Strategist, Betashares
More expert speakers will be revealed in the coming weeks.
Whether you’re a CIO, adviser, asset manager, or family office executive, the summit offers a unique opportunity to benchmark strategies, gain expert perspectives, and network with peers across Australia’s evolving investment landscape.
Designed as both a knowledge exchange and networking forum, the summit will provide ample opportunities for peer-to-peer engagement, strategic benchmarking, and forward-looking discussion on capital allocation in an age of disruption.
The Australian Wealth Management Summit will be free-to-attend for financial advisers.
Don’t miss this chance to join the conversation – click here to secure your tickets.
To learn more about the summit, including the agenda and speakers, click here.
