Now in its second year, the Australian Wealth Management Summit is set to return on Friday, 22 August 2025, at the Sofitel Wentworth, Sydney, promising a day of timely insights and high-impact discussion for Australia’s investment and advice community.
The summit will once again convene Australia’s leading investment thinkers, asset managers, financial advisers, and family office executives for a day of in-depth analysis and strategic dialogue.
With global capital markets grappling with the possibility of a resurgence in inflation, a return to elevated interest rates, and a structural reordering of growth drivers, the 2025 summit will examine the increasing prominence of alternative investments – from private equity and credit to real assets and digital instruments – as investors seek greater resilience and more diversified return streams.
In a market where traditional 60/40 portfolios are being re-evaluated, alternatives are no longer peripheral. They are playing a central role in managing volatility, enhancing yield, and hedging against systemic risk – making them a critical focus for institutions and advisers alike.
The program will feature keynote sessions and panel discussions covering:
- The growing dominance of alternatives in modern multi-asset strategies
- How real estate – residential, commercial, industrial, and REITs – can support diversification
- Deploying private equity and private credit to manage dislocation and identify opportunity
- China’s pivot from property-led expansion to AI and industrial innovation
- The future of digital assets, from tokenisation to staking yields and decentralised finance
This year’s speaker line-up features influential voices from across the wealth and investment ecosystem, including:
- Cassandra Crowe, CFA, Vice President, T. Rowe Price Group
- Michael McCorry, Chief Investment Officer, BlackRock
- Andrew McAuley, Chief of Investments, UBS Global Wealth Management Australia
- Marina Zhang, Associate Professor, Australia-China Relations Institute, UTS
- Hugh Lam, Investment Strategist, Betashares
More expert speakers will be revealed in the coming weeks.
Whether you’re a CIO, adviser, asset manager, or family office executive, the summit offers a unique opportunity to benchmark strategies, gain expert perspectives, and network with peers across Australia’s evolving investment landscape.
Designed as both a knowledge exchange and networking forum, the summit will provide ample opportunities for peer-to-peer engagement, strategic benchmarking, and forward-looking discussion on capital allocation in an age of disruption.
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.
