Powered by MOMENTUM MEDIA
moneymanagement logo
 

Australian Wealth Management Summit 2025

15 September 2025 | By bryan.kavanagh…
image
2026 dates to be announced

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

Held over one day, the summit brought 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 – were playing a more central role in institutional and wholesale strategies.

The program focused on how advisers and asset managers could position portfolios in a climate of elevated interest rates, sticky inflation, and subdued growth – conditions that were reshaping the traditional risk-return playbook. Sessions also addressed 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 delivered a full-day agenda of analysis, discussion, and insight, tailored for professionals navigating the changing face of global capital markets.

Keen to attend in 2026? Register your interest now!

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago