Executive Summary
- This curated guide covers the most influential wealth management conferences taking place across Europe, North America, Asia, and MENA in 2026.
- From impact investing to estate planning, these events bring together private banks, family offices, wealth managers, fintech founders, and top advisors.
- Whether you focus on technology integration, regulatory compliance, or next-generation client strategies, this list offers essential networking and learning opportunities.
## 1. Impact Investing World Forum 2026
Location: London, UK |
Date: April 27–28, 2026 |
Expected Attendance: 200+ delegates
The
Impact Investing World Forum 2026 is the premier gathering for investors, fund managers, and institutions driving capital toward positive social and environmental outcomes. Held in the heart of London, this event features keynote presentations, panel discussions, and networking sessions focused on ESG integration, sustainable finance frameworks, and measuring impact at scale. Delegates gain insights from leading asset allocators, development finance institutions, and private equity pioneers reshaping the investment landscape.
Register for Impact Investing World Forum 2026
## 2. FT Live Wealth Management Summit
Region: Europe |
Audience: Private Banks, Family Offices, Wealth Managers
The Financial Times flagship wealth management gathering addresses the most pressing operational issues facing the industry today. Sessions explore investment approaches amid geopolitical realignment, product development strategies, and how wealth managers can adapt to shifting client expectations. This summit attracts senior decision-makers from leading private banks and family offices across Europe and beyond.
## 3. Future Proof Festival
Region: North America |
Recognition: Best Conference Experience 2026
Lauded as the Best Conference Experience for 2026, Future Proof Festival is known for its community-first approach, creative programming, and unique approach to branding within the wealth management industry. This event blends education, entertainment, and networking in ways that challenge traditional conference formats, making it a must-attend for advisors seeking fresh perspectives and meaningful connections.
## 4. Wealth Management EDGE
Region: North America |
Focus: Innovation, Growth, Next-Gen Planning
Wealth Management EDGE is a major industry event focused on the future of wealth management. The conference brings together top advisors, asset managers, and fintech founders to discuss innovation, practice growth strategies, and next-generation financial planning. Sessions cover technology adoption, client experience transformation, and building sustainable advisory businesses.
## 5. IPEM Wealth 2026
Region: Europe |
Focus: Private Markets Wealth Revolution
IPEM Wealth 2026 is a large international event focused on the private markets wealth revolution. The conference features extensive networking opportunities and specialized summits covering venture capital, buyouts, and single-family office strategies. Attendees gain access to leading fund managers, institutional investors, and wealth advisors navigating the intersection of private markets and high-net-worth client portfolios.
## Technology and Operations Focus
### 6. T3 Technology Conference
Location: New Orleans, LA (USA) |
Date: March 2026 |
Recognition: Best Technology Conference
Recognized as the Best Technology Conference in the wealth management space, T3 is essential for financial advisors interested in technology tools for their practice. The event showcases cutting-edge advisor technology, practice management platforms, and digital client engagement solutions. Attendees leave with actionable insights on integrating technology to improve efficiency and client outcomes.
### 7. Digital Integration in Wealth Management
Location: London, UK |
Focus: Digital Strategy, Cybersecurity, Compliance
This London-based conference focuses on digital strategies transforming wealth management operations. Key topics include client onboarding automation, cybersecurity best practices, and navigating evolving regulatory requirements. The event is designed for operations leaders, compliance professionals, and technology officers seeking to modernize their firms digital infrastructure.
## Regional and Specialized Events
### 8. FPA NorCal 2026
Location: San Francisco, CA (USA) |
Recognition: Best Overall Financial Planning Conference
Named the Best Overall Financial Planning Conference, FPA NorCal 2026 is a premier regional event featuring nationally recognized keynote speakers and covering a wide range of financial planning content. Topics span retirement planning, tax strategies, behavioral finance, and practice management, making it valuable for advisors at every career stage.
### 9. Heckerling Institute on Estate Planning
Location: Orlando, FL (USA) |
Date: January 2026 |
Recognition: Best Estate Planning Conference
Considered the Best Estate Planning Conference in the industry, the Heckerling Institute on Estate Planning brings together attorneys, trust officers, and financial planners focused on estate and wealth transfer strategies. The January 2026 edition covers the latest legislative developments, trust structures, and charitable planning techniques.
### 10. Resolution Financial Advisers Conference
Location: Birmingham, UK |
Focus: Family Law and Divorce Financial Planning
Held in Birmingham, this conference offers technical and practical content focused on the financial aspects of family law and divorce. Attendees include financial advisers, solicitors, and mediators working with clients navigating separation and asset division. Sessions cover pension sharing, forensic accounting, and collaborative divorce strategies.
### 11. NextWealth Live
Location: UK |
Focus: Future Trends in Wealth Management
NextWealth Live is an annual UK conference exploring trends shaping the future of wealth management. Designed to spark fresh ideas and provide practical insights for business leaders, the event covers topics from platform technology to client engagement innovation. Attendees gain perspectives from industry disruptors and established wealth management firms alike.
## Conference Selection Guide
| Conference | Location | Date | Primary Focus |
|---|
| Impact Investing World Forum | London, UK | April 27–28 | ESG, Sustainable Finance |
| FT Live Wealth Management Summit | Europe | 2026 | Private Banking, Geopolitics |
| Future Proof Festival | North America | 2026 | Community, Innovation |
| Wealth Management EDGE | North America | 2026 | Fintech, Next-Gen Planning |
| IPEM Wealth 2026 | Europe | 2026 | Private Markets, VC, PE |
| T3 Technology Conference | New Orleans, USA | March 2026 | Advisor Technology |
| Digital Integration Conference | London, UK | 2026 | Digital Strategy, Compliance |
| FPA NorCal 2026 | San Francisco, USA | 2026 | Financial Planning |
| Heckerling Institute | Orlando, USA | January 2026 | Estate Planning |
| Resolution Conference | Birmingham, UK | 2026 | Divorce Financial Planning |
| NextWealth Live | UK | 2026 | Industry Trends |
## Key Takeaways for Wealth Managers
Attending industry conferences provides wealth managers with competitive advantages through networking, education, and early access to emerging trends. The 2026 calendar offers diverse opportunities across regions and specializations:
- Impact and ESG Focus: The Impact Investing World Forum leads the conversation on sustainable finance in Europe.
- Technology Leadership: T3 and Digital Integration conferences help advisors stay ahead of technology adoption curves.
- Specialized Expertise: Heckerling and Resolution conferences offer deep dives into estate planning and divorce financial planning.
- Regional Networking: FPA NorCal and NextWealth Live provide strong regional community connections.
For more on
related Investments developments, wealth managers should prioritize events that align with their practice focus, client base, and growth objectives.
Frequently Asked Questions
Which 2026 wealth management conferences announced dates in the last six weeks?
Organizers opened 2026 calendars in late November and December. Key picks include Wealth Management EDGE (Florida), Reuters Events: Wealth Management USA and Europe, Arena’s Private Banking & Wealth Management London Conference & Awards, Hubbis’ Asia Wealth Management Forum series in Singapore and Hong Kong, and Campden’s Middle East Family Office & Investment Forum. Registration or interest lists are live on their event pages, with agendas emphasizing AI, client experience, and private markets.
What themes are most prominent across 2026 agendas?
AI-enabled advice and advisor productivity, wealthtech stack integration, and client experience personalization are universally prominent. Organizers are also spotlighting private markets access for high-net-worth and family office clients, plus regulatory sessions on suitability, disclosures, and communications. December research from Deloitte reinforces budget shifts toward data unification and workflow automation, mirroring the published program tracks and sponsor rosters.
Which companies are likely to feature as speakers or sponsors?
Expect cross-sections of custodians, asset managers, and wealthtechs. Recent sponsor decks and event pages highlight platforms such as BlackRock Aladdin Wealth, Envestnet, Addepar, and custodial providers like Charles Schwab and Fidelity. Large wealth managers including Morgan Stanley often participate in Reuters and Informa programs, and family office forums attract GPs and allocators aligned to private credit, venture secondaries, and real assets.
How should firms prioritize events and budget for 2026?
Pick one anchor event per region to maximize client meetings and partner exposure, then add specialized forums tied to key initiatives like AI deployment or alternatives distribution. Lock sponsors and hotels early as organizers report strong demand in December, especially for Florida, London, Dubai, and Singapore hubs. Submit case studies for AI, data integration, and client outcomes tracks to secure earned visibility that complements paid presence.
What are the practical outcomes teams should target at these conferences?
Set specific goals: pipeline creation with RIAs and private banks, partnerships with wealthtechs, and regulatory clarity through CCO roundtables. Aim to benchmark advisor productivity KPIs (e.g., onboarding time, planning cycle time), stack interoperability, and alternatives distribution readiness. Use organizer-curated 1:1 meetings and sponsor suites to accelerate decisions on data fabrics, CRM-portfolio integration, and client experience tooling.
