The 2026 Australian Wealth Management (AWM) Summit and Awards Partner with the industry’s fastest-growing summit and award event and join an audience of investment advisers, private wealth advisers, family offices, super funds, and broader wealth management.
This event spans across Prime Creative Media’s entire wealth portfolio including Investor Daily, Money Management, IFA, Super Review and SMSF Adviser.
The Summit will take place over one day and be delivered as a two-part event:
200 attendees
A premium event for a premium audience. Only high-level content will persuade top wealth managers to take time out of their schedules for an industry conference. With an elite lineup of speakers, major keynote presentations, and a one-of-a-kind event program, the summit will attract wealth managers who are serious about staying ahead.
500 attendees
Packed with award categories that celebrate leading financial advisers, wealth managers and institutional investors, the Australian Wealth ManagementAwards 2026 stand apart as the only industry awards program dedicated exclusively to innovation.
The Australian Wealth Management Summit 2026 explores how advisers are adapting portfolio construction as alternatives become central to wealth strategies. With global markets shifting and regulation evolving, the agenda spans private equity, private credit, traditional assets and impact investing, focusing on how advisers can access private markets, manage risk and deliver stronger long-term outcomes for clients.
1. Opening Keynote Capital at a Crossroads
Topic: Navigating a Fragmented Global Market: Where Capital Flows Next
• Global macro reset: rates, inflation, and growth outlook
• The shift from public to private markets as a driver of wealth
• How advisers can capture institutional-level opportunity for private clients
2. Session Block 1 — Private Equity & Venture Capital
Theme: Private Equity in a New Valuation Regime
• Are private equity valuations resetting or stabilising?
• Where family offices are deploying capital: secondary markets, coinvestments, growth equity
• The rise of private equity access products for advisers
• Venture investing: identifying scalable innovation post-AI boom
3. Session Block 2 — Private Credit
Theme: From Alternative to Core Allocation
• The evolution of private credit: from niche to mainstream allocation
• How the sector is evolving in light of ASIC report to reach retail/wholesale investors
• Liquidity, regulation and due diligence for advisers
• How it fits in with client portfolios
• Possible Format: Fireside chat with leading private credit managers
4. Session Block 3 Alternatives Integration & Portfolio Construction
Theme: From 60/40 to 50/30/20: Reimagining Portfolio Design
• Integrating alternatives alongside traditional asset classes
• Modelling illiquidity and time horizons for private clients
• Family office case studies: balancing income, growth, and legacy goals
• Technology and platforms enabling adviser access to private markets
5. Session Block 4 — Equities, Bonds and Diversifiers
Theme: Traditional Markets in a Non-Traditional World
• Global equity positioning: are earnings keeping up with valuations?
• Bonds back in balance: where fixed income fits alongside private credit
• Diversifiers that work commodities, hedge funds, absolute return strategies
• The interplay between public and private exposures
6. Session Block 5 — Thematic and Impact Investing
Theme: Alternatives with Purpose: Impact, ESG and Sustainable Alpha
• Sustainability-linked private markets: green infrastructure, energy transition
• Impact measurement and transparency
• The growing importance of social and climate outcomes for UHNW families
7. Closing Plenary — The Adviser Edge
Panel: Building the Next-Generation Advice Practice
• How advisers can differentiate through private market expertise
• Compliance and client education challenges in alternative investing
• Partnerships between fund managers, platforms and advice firms
• Looking ahead: which asset classes will define the next cycle?
1. Financial Advisers / WealthManagers — 55%
• Independent advisers, private wealth managers, dealer group principals, and private bankers.
• Core participants seeking to deepen expertise in alternatives, portfolio construction, and compliance.
• Central to every session, particularlyPrivate Credit, Portfolio Construction, and Adviser Edge.
2. Family Offices & High-Net-Worth (HNW) Investors — 25%
• Single and multi-family offices, UHNW individuals, and wealth principals.
• Focused on diversification, private markets, impact investing, and intergenerational strategies.
• Strong alignment with Alternatives Integration and Impact Investing sessions.
3. Institutional Investors & Asset Consultants— 12%
• Superannuation fund representatives, endowments, foundations, and consulting firms.
• Attend for macro insights, risk/return frameworks, and to benchmark institutional-to-retail capital flow dynamics.
• Key interest areas: Capital at a Crossroads, Private Credit & Real Assets.
4. Regulators, Policy Makers & Industry Bodies — 8%
• ASIC, APRA, Treasury, FAAA, FSC and related organisations.
• Bring oversight and guidance on regulation, disclosure, and retail/wholesale investor boundaries.
• Engage most during Private Credit and Adviser Edge discussions.
In 2025, the Australian Wealth Management Awards (AWMA) celebrated its second successful year, bringing together more than 500 attendees to recognise excellence across every facet of the wealth management industry. With over 90 finalists competing across 23 categories spanning financial planning, technology, SMSF, and asset management, the awards honoured those driving innovation and excellence.
In 2026, the awards will once again champion the industry’s top performers, offering unparalleled access to leading professionals, clients, and suppliers across the full wealth ecosystem.
The unique submission and voting process will continue to empower financial advisers to have their say, ensuring only the most deserving are recognised. Categories for the 2026 Australian Wealth Management Awards will be announced soon.
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Packages range from $15k to $50k
