2025-12-02T00:00:00-0500

2025-12-02T00:00:00-0500

4th Annual Private Wealth Melbourne Forum Melbourne | December 2, 2025 Request Agenda


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! 


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REQUEST AGENDA

Please note only corporate email addresses will be accepted.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

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

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]