Unlock new investment opportunities at the Private Wealth Melbourne Forum 2025 on December 2, 2025. This exclusive event gathers family offices, private banks, and wealth managers to explore cutting-edge strategies in portfolio diversification, alternative assets, ESG investing, and succession planning.
Gain insights from top financial leaders on navigating market shifts and optimizing long-term wealth preservation.
Secure your spot now and connect with industry experts shaping the future of private wealth in Australia!
SPEAKERS
Andrew McAuley Chief Investment Officer UBS Global Wealth Management Australia
Peter Magee Chief Investment Officer MRB House Family Office
William Brown Chief Investment Officer Terrace Tower Group
Norman Zhang Chief Investment Officer & Partner Koda Capital
Scott Haslem Chief Investment Officer LGT Crestone Wealth Management
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
REQUEST AGENDA
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Key Discussion Topics
ASSET ALLOCATION: The event will provide updated education on asset allocation and asset protection. Learn how local and regional investors are growing their assets and protecting their clients' wealth.
GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS: As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
ALTERNATIVE INVESTMENTS: Private equity, hedge funds, venture capital, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
FIXED INCOME: Fixed-income managers will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ESG: Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 03/13/25 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 05/22/25 |
| Pre-Event Registration I - Managers & Service Providers | 2,200.00 USD | 07/17/25 |
| Pre-Event Registration II - Managers & Service Providers | 2,600.00 USD | 09/18/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 12/03/25 |
VENUE
The Ritz-Carlton, Melbourne
650 Lonsdale St, Melbourne VIC 3000, Australia
Australia
CLICK TO VISIT VENUE WEBSITE
CONTACT
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