Leadership Insight:

Scaling Excellence in

Wealth Management

Location

Radisson Blu, Kuwait

Date

Monday, 19th May 2025

BOARDROOM OVERVIEW

Objectway invites you to join an exclusive gathering of the region’s most influential wealth management leaders. This high-impact event will explore proven strategies for building and scaling exceptional wealth management operations in today’s complex market environment.

We’ll unveil proprietary research and showcase real-world success stories from organizations that have achieved measurable competitive advantages in client acquisition, retention, and portfolio growth. The interactive format leverages the collective expertise of senior attendees to develop actionable frameworks that address your most pressing business challenges.

Through facilitated discussions and strategic networking, participants will gain practical insights and documented next steps for enhancing operational efficiency, accelerating digital transformation, and delivering superior client experiences at scale.

Join fellow decision-makers in charting the future of wealth management excellence with Objectway—recognized by Gartner (2022) as an industry leader in front-to-back Wealth and Asset Management solutions. Our 35-year track record of partnering with 250+ international clients has consistently delivered exceptional operational performance, customer satisfaction, and shareholder value.

WHY ATTEND?

Real Client Transformation Stories:

Examine documented case studies from leading wealth management firms that have achieved 30%+ AUM growth, 40% operational efficiency gains, and significant competitive differentiation through strategic technology implementation.

Leadership-Driven Innovation:

Explore how forward-thinking executives are leveraging advanced technology platforms to transform traditional wealth management models, create scalable advisory excellence, and capture new market opportunities.

Competitive Differentiation Strategies:

Discover proven approaches for establishing meaningful competitive advantages in client experience, advisor productivity, and operational excellence that directly impact bottom-line performance.

Actionable Implementation Roadmap:

Depart with a structured, prioritized framework for technology-enabled business transformation, including critical success factors, resource optimization strategies, and measurable performance indicators.

WHO SHOULD ATTEND?

Chief Executive Officer (CEO)

Chief Operating Officer (COO)

Chief Investment Officer (CIO)

Chief Technology Officer (CTO)

Chief Digital Officer (CDO)

Head of Wealth Management

Head of Private Banking

Head of Digital

TARGET INDUSTRY

Private Banks

Wealth Managers

BOARDROOM AGENDA

10:30 AM – 11:00 AM

Registration & Networking Coffee Break

11:00 AM – 11:10 AM

Welcome Address by Objectway

11:10 AM – 11:25 AM

Diagnostic exercise – Exploring key business drivers

11:25 AM – 11:35 AM

Market overview – Opportunities and Challenges

11:35 AM – 11:50 AM

Networking Coffee Break

11:50 AM – 12:35 PM

Round Table Discussion

12:35 PM – 12:45 PM

Key Takeaways & Conclusion

12:45 PM Onwards

Lunch

BOARDROOM LEADERS

Busines Development Director

REGISTRATION FORM

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Your details have been successfully submitted. Due to limited seating, we will review your registration and you will receive a confirmation email shortly.