For decades, wealth and investment management has stayed within its own lines. Firms focused on narrow niches, investors stuck to familiar paths, and industry structures rarely strayed far from the established script. Public and private markets were largely siloed, rarely overlapping in conversations or industry circles. But change is now here, and it’s accelerating faster than anyone expected.
At Future Proof Citywide, we believe this transformation is no longer hypothetical—it’s inevitable. A unique convergence of forces—the once-separate public and private markets now increasingly interconnected, technology that’s making legacy systems look prehistoric, regulatory shifts that are rewriting the rules of engagement, an aging professional workforce, and evolving investor expectations—is reshaping the industry’s foundation. Institutional LPs are seeing their long-held priorities—such as GP-LP alignment and risk-adjusted returns—redefined by these broader trends, just as wealth managers are navigating rising demands for access, personalization, and flexibility.
Effectively navigating this landscape requires more than isolated, sector-specific discussions or ideas trapped in echo chambers. It requires fresh thinking, new skill sets, and meaningful collaboration. At Future Proof Citywide, we’re breaking down the walls to unite an entirely new wealth management ecosystem—one that includes institutional allocators and asset owners, wealth management executives, financial advisors, investment managers, private equity, venture capital, fintechs, financial services providers, the financial media, and so much more—who are building the foundation of the industry’s next chapter.
When you leave Future Proof Citywide, you’ll walk away with not just a vision of the future but also the resources, relationships, and direction you need to excel in it.
What’s on the Agenda?
This year’s agenda tackles the biggest challenges and opportunities shaping the future of wealth and investment management. These aren’t surface-level talks—they’re focused, actionable sessions to help you navigate today’s fast-changing landscape and turn ideas into results.
Themes covered at Future Proof Citywide 2025 include:
Bridging Public and Private Markets: Explore the growing integration of public and private markets, emerging market trends, and their implications for portfolio construction. Learn how advisors, allocators, and managers can navigate these blurred lines to uncover new investment opportunities.
The Modern Investor Mindset: Understand the evolving expectations of investors and their influence on market trends and investment strategies. From end-clients demanding greater access, personalization, and transparency to institutional LPs refining their focus on GP-LP alignment, risk-adjusted returns, and diversification, uncover strategies to win in this changing landscape.
Technology-Driven Transformation: Dive into the cutting-edge tools and innovations reshaping wealth and investment management—from AI and blockchain to the next wave of fintech solutions—and learn how these advancements are redefining portfolios, operations, and client engagement.
Consolidation and Collaboration: Redefining Operating Models: Examine how market forces, shifting client demands, and emerging trends are driving consolidation and inspiring new partnership models. Learn how firms can adapt, innovate, and thrive in this evolving landscape while navigating regulatory complexities.
Rethinking Talent and Leadership: Address the challenges of an aging workforce and evolving talent pipeline, focusing on strategies to attract, retain, and develop leaders equipped to guide the next chapter of wealth and investment management.
Why You Should Explore the Agenda Today
The Future Proof Citywide agenda isn’t just a list of sessions. It’s your roadmap to thriving in a rapidly changing industry.
Every theme, every discussion, every speaker is designed to help you lead, adapt, and succeed.
We’re just getting started. Speakers, formats, and surprises are on the way.
