Successfully managing the large-scale transmission
Political instability and budgetary speculation have plunged private wealth management players into a fog against a backdrop of fiscal tension. In this uncertain context, private bankers and family officers must mobilize their expertise to meet the challenges of large transmission The transfer of some 9 trillion euros of wealth from the baby boomers to their heirs. This key issue will be at the heart of discussions during the 11th edition of the Private Wealth Forumorganized by L'Agefi April 9th, at the Shangri-La Hotel, in ParisThis day of discussions, bringing together key players in private wealth management and asset management in France, will analyze the strategies of financial institutions and their investment choices for their wealthy clients.
The morning session will shed light on how private banks and family offices are integrating AI and generative AI to improve their processes, advice, and provide new services to their clients.
The afternoon will address several key themes in private wealth management, including support for large-scale estate planning. Private banks appear to be well-positioned to thrive in the current environment. We will provide an initial assessment of tax changes and their impact on wealth structuring.
Finally, private bankers and family officers will share their asset allocation strategies across all asset classes. They will discuss investment opportunities in the private equity market and share their efforts to make savings more productive. We will focus on the sectors to prioritize in 2026 to combine returns with support for the real economy: are sovereignty and AI promising, or even essential, themes?
Don't miss these discussions and register now to meet the best private wealth management experts.
We look forward to seeing you on April 9th at the Shangri-La Hotel in Paris.
The 2025 event in a few figures
Participants
Expert speakers
Conference & Round Tables
& In-depth interviews
Partner workshops
Relive the 2025 edition!
The experience of the customer in exile
Many of you attended the Private Wealth Management Forum on April 29th, making this event dedicated to private bankers and family officers a real success!
We thank you for your interest and invite you to (re)watch and (re)listen to all the debates and interviews on replay now.