2025 marked a pivotal moment for private wealth. As markets stabilized at higher rates and client expectations evolved, advisors, CIOs, and wealth leaders shifted focus toward durability, personalization, and long-term portfolio construction.
Straight from the sidelines of our 2025 Private Wealth forums, leaders unpacked how they are navigating intergenerational wealth transfer, integrating private markets with greater precision, and responding to a more sophisticated client base demanding transparency, access, and outcomes. Conversations moved beyond performance alone — centering on leadership, trust, and how advisory models are adapting in a rapidly changing landscape.
Together, these insights offer a clear view of how private wealth strategies evolved in 2025 — and where advisors and allocators are positioning portfolios and relationships heading into 2026.
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Here are the Private Wealth conversations that shaped the year — captured straight from the sidelines.
From the Sidelines: Spotlighting leadership, AI, private credit at 2025 Private Wealth U.S. Spring Retreat
Advisors and CIOs unpacked leadership in volatile markets, the growing role of AI in investment strategy, and why private credit continues to command attention across client portfolios.
Elevating Voices: Women in Private Wealth Retreat debuts in Nashville
The inaugural Women in Private Wealth Retreat in Nashville brought together senior leaders for candid conversations on leadership, innovation, and the evolving role of women shaping the future of the advisory industry.
How Southwest allocators are positioning portfolios for 2026
In Scottsdale, wealth advisors and family offices shared how they’re positioning portfolios for 2026 — balancing shifting macro conditions with rising client expectations and demand for differentiated strategies.
How Canada’s private wealth leaders are positioning for 2026
Canadian wealth leaders explored allocation trends, access to private markets, and how advisors are preparing clients for 2026 in a more complex and globally connected investment landscape..
