We are excited to announce that the 3rd Annual Wealth Tech Forum and Awards 2023 is back. The global wealth management industry, along with many other sectors, is embarking on its journey toward digitalization and overall technology integration. With millennials and Gen Z investors set to inherit approx. USD53 trillion over the next 20 years, firms that focus on building relationships with clients’ potential inheritors, leverage client insights, and understand trends to inform product and service offerings will stand to benefit in the current environment. The Wealth Tech Forum will bring together leading wealth managers, investors, and technology companies to
Opal Group presents the Family Office & Private Wealth Management Forum 2025: As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each…
San Francisco, CA – Opal Group is pleased to announce the AI/Tech Investing Forum 2025, set to take place on June 12-13, 2025, at the Hyatt Regency in San Francisco, California. This premier two-day event will bring together industry leaders, investors, and visionaries to explore the transformative potential of artificial…
Zurich, August 11, 2025. CV Summit announces Franklin Templeton and Unblock as presenting partners for 2025, highlighting the institutionalization and utility of blockchain and AI in driving the future of global finance. Franklin Templeton, one of the world’s largest asset managers, managing over $1.6 trillion in assets, and Unblock, a…