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The Private Wealth & Funds Forum 2026

Finance · Conference

The Private Wealth & Funds Forum 2026

One-day Abu Dhabi forum for private banks, wealth managers, family offices and funds on allocation, structuring and AI.

About this event

The Private Wealth & Funds Forum returns to Abu Dhabi for a one-day, senior programme run by QUBE Events. It focuses on positioning portfolios for the next investment cycle amid market fragmentation and geopolitics, modernising the client experience with AI, and the structuring and governance needed to pass wealth across generations.

Who attends

The forum brings together the private wealth and funds community. The organiser expects more than 400 industry leaders from over 100 companies, with more than 40 speakers.

  • Private banks and wealth managers
  • Family offices
  • Asset managers and funds
  • Legal and tax advisors
  • Wealth technology leaders

Conference programme

Keynotes and panel discussions with audience Q&A run through the day, with networking breaks and pre-qualified one-to-one meetings.

  • Wealth in a fragmented world: positioning portfolios for 2027 and beyond
  • AI for wealth: relationship management, risk and investment intelligence
  • Private markets and alternatives
  • Wealth preservation: multi-currency, hedging and defensive strategies
  • Estate planning and succession in the UAE: foundations, trusts and cross-border issues
  • Digital transformation, cybersecurity and client experience
  • Family office 2.0: governance and operating models
  • Tax and structuring updates for HNWIs
  • Client-centric advisory and next-gen expectations
  • Insurance, wealth structuring and protection
  • Tokenisation, digital assets and modern diversification

Format

Registration and welcome coffee start at 08:30, the chairmen open at 09:15 and the closing remarks at 17:00 lead into a networking drinks reception until 18:30.

keynote speakers
40+
industry leaders participating
400+
companies represented
100+

The Private Wealth & Funds Forum 2026 is a Finance event taking place 10 Dec 2026 at Marriott Hotel Downtown Abu Dhabi, Abu Dhabi, United Arab Emirates.

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Speakers14

  • Amit Jain

    Co-Founder & CEO

  • Isabelle Bébéar

    Director, Head of International & European Affairs

  • Khaldon Ghazwi

    Head of Wealth Management, Capital Bank of Jordan

  • Jurgen Heppe

    Head Financial Sponsor Coverage, Standard Bank Group

  • Bhupali Gursale

    Vice President, Motilal Oswal Financial Services

  • Naveed Zamir Yasir

    Country Head - Dubai, Apex Group

  • Sandra Louw

    Chief Executive Officer, RAK International Corporate Centre (RAK ICC)

  • Ahmad Chahidi

    Senior Wealth Planner - Managing Director, Union Bancaire Privée

  • Imran Kazmi

    Head Regulatory Compliance, United Bank Limited

Agenda

Thursday, December 10

9:15 AM – 9:30 AM

Chairmen opening address

9:30 AM – 10:00 AM

Keynote: Wealth in a fragmented world - positioning portfolios for 2027 and beyond

10:00 AM – 10:30 AM

Keynote: AI for wealth - from relationship management to risk and investment intelligence

10:30 AM – 11:00 AM

Private markets and alternatives: where the next decade of returns may come from

11:30 AM – 12:00 PM

Wealth preservation 2026: multi-currency, hedging and defensive strategies

12:00 PM – 12:30 PM

Estate planning and succession in the UAE: foundations, trusts and cross-border complexity

12:30 PM – 1:00 PM

Digital transformation in wealth management: AI assistants, cybersecurity and client experience

2:00 PM – 2:30 PM

Family office 2.0: governance, operating models and best practices

2:30 PM – 3:00 PM

Tax and structuring updates for HNWIs

3:00 PM – 3:30 PM

Client-centric advisory in 2026: trust, transparency and next-gen expectations

4:00 PM – 4:30 PM

Insurance, wealth structuring and protection

4:30 PM – 5:00 PM

Investment portfolios 2.0: tokenisation, digital assets and modern diversification

5:05 PM – 6:30 PM

Networking drinks reception

Partners1

Organizer

Location

Marriott Hotel Downtown Abu Dhabi

Sheikh Rashid Bin Saeed Street, Abu Dhabi, United Arab Emirates

Frequently asked questions

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About this listing

Details are collected from the organizer’s official site, www.qubevents.com. Last verified .

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10 December 2026

The Private Wealth & Funds Forum 2026