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The 14th Annual High Net-Worth Client Engagement & Acquisition Summit is the only forum of its kind drawing on experience and success stories of innovators in private wealth management. Filled with practical expert insights, this event provides decision-makers with essential tools to breakthrough to the affluent market and unlock hidden revenues. In the intimate setting of the King Edward Hotel, senior executives have the rare opportunity to exchange peer best practices. Attendees will gain the ability to earn and retain HNW clients in a fiercely competitive industry.


Strategy Institute is a recognized leader in delivering vital business intelligence to the financial industry for over 15 years. We are proud to be a key knowledge facilitator through elite conferences such as Digital Marketing for Financial Services, Foundation, Endowment & Non-for-Profit Investment, Alternative Investment Forum for Institutional Investors, and more.