Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit for 2025.
The Australian Wealth Management Summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments are playing a more central role in institutional and wholesale strategies.
Now in its second year, the Australian Wealth Management Summit returns for a transformative one-day event in the face of unpredictable market conditions and macroeconomic uncertainty.
Run jointly by Momentum Media’s wealth network, comprising of InvestorDaily, ifa, SMSF Adviser, Money Management, and Super Review, the summit will kick off on Friday, 22 August 2025, at the Sofitel Sydney Wentworth.
The summit will be free to attend for financial advisers – click here to secure your tickets.
The highly anticipated event sets the stage for transformative change in wealth management and offers financial professionals a deeper understanding of the rising role of alternatives in shaping portfolio construction.
The summit will unite a line-up of senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments including private equity, real assets, private credit, infrastructure, and digital assets, are central to institutional and wholesale strategies.
Speakers include:
What to expect at the summit
The Australian Wealth Management Summit is a one-day leadership forum featuring analysis, discussion, and insights designed for financial professionals navigating evolving global capital markets.
By attending the event, professionals will hear how advisers and asset managers can position portfolios for success in a climate plagued by elevated interest rates, sticky inflation, and subdued growth.
The summit will deliver a mix of keynote sessions and panels to examine topics such as the industry’s shift toward AI-led growth, capital flows into semiconductors and robotics, and the growing relevance of tokenised assets and digital currencies in diversified portfolios.
The sessions include:
Throughout the day, attendees will gain insights into the latest economic trends and investment strategies, explore opportunities and challenges in the financial services industry, and be equipped with the knowledge to navigate complex markets.
The event will also provide networking opportunities in between sessions to ensure collaboration amongst attendees.
All investment advisers, financial planners, professional and high-net-worth individuals, family offices, and other wealth professionals are encouraged to attend.
Don’t miss this chance to join the conversation. Click here to secure your tickets.
To learn more about the summit, including the agenda and speakers, click here.