Partnership opportunity
The 2025 Australian Wealth Management Summit and Awards Partner with the industry’s fastest-growing Summit & Awards and join an audience of investment advisers, financial planners, professionals and UHNWI, family offices, super funds, and broader wealth management.
2025 will see our second iteration of the Australian Wealth Management Summit. Attendees will experience a one-day conference that navigates the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.
This event will deliver a day of deep economic and fiscal learning with an audience of investment advisers, financial planners, professional and UHNWI, family offices, and the broader wealth management market.
Drawing on feedback for our inaugural event, we have built an event that merges solid content with a vibrant networking experience. Influential speakers will share educational content, promising to deliver an event that helps investors identify unique solutions for their client’s portfolio’s. During breakout sessions, investors are encouraged to socialise with peers and explore opportunities with our industry partners.
Supported by Australia’s leading wealth publishing network – Money Management, ifa, Investor Daily, SMSF Adviser & Super Review – this event is designed to drive better outcomes for investors via the channels that empower them.
Both the Summit and Awards were well executed events attended by a diverse audience of wealth managers, HNW advisors and IFAs – Chris Clayton, L1 Capital
‘‘UBS Asset Management has had a fantastic experience at the Australian Wealth Management Summit, highlighting the event’s excellent organisation with the quality of speakers and insights provided. As an attendee on behalf of a fund manager it was really interesting to listen in on all the presentations that were very well thought out and quite relevant to the current state of markets. Overall it was a great day filled with great networking and market insights – Sandhya Reddy, Client Relationship Manager
Last year saw the inaugural Australian Wealth Management Summit, which brought together 250 sophisticated investors for a day of insights from an impressive selection of industry experts and influencers. Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.
Key highlights include:
• 250 engaged professional investors
• 4 designated networking breaks with a buzzing exhibition hall
• Standout speakers included Shadow Minister Senator Jane Hume, Head of Investment Strategy, and Chief Economist Shane Oliver.
• Attendee Profile: Investment advisers, financial planners, professional and UHNWI, family offices, super funds, and the broader wealth management
Join us in 2025 as we continue to evolve the Australian Wealth Management Summit into the largest community of professional investors across all Australian wealth verticals.
Daniel McDonald
As part of our sponsorship package, partners have the opportunity to join and share insights on a 45-minute panel. Each panel will provide partners the chance to sit alongside other fund managers and explore the following themes:
Navigating volatility: Strategic asset allocation in uncertain times
This panel will explore how wealth managers can effectively diversify portfolios amid economic volatility. The discussion will cover the performance and potential of traditional assets, such as equities and bonds, versus alternative assets like private equity, private credit, and cryptocurrencies. Additionally, the panel will analyse the role of commodities and precious metals in portfolio diversification and risk mitigation, highlighting their importance in hedging against inflation and market uncertainty.
The rise of alternative investments: Opportunities and challenges
This panel will examine the growing interest in alternative investments, including private credit, private equity, venture capital, and crypto ETFs. The discussion will highlight the benefits and risks associated with these alternative assets in the current economic climate.
Additionally, the panel will address recent regulatory changes and their impact on the accessibility and attractiveness of these asset classes.
Intergenerational wealth transfer: Strategies for building and preserving wealth
This panel will explore effective wealth transfer strategies amidst changing demographic trends. The discussion will focus on the crucial role of financial advisers in facilitating intergenerational wealth transfer, along with investment approaches tailored to the distinct needs and preferences of different generations. Additionally, the panel will address important legal and tax considerations in intergenerational wealth planning.
With funds entering the advice arena via a new class of adviser, in this session leaders from major super funds will share their strategies for offering financial advice, exploring how they plan to integrate services that benefit both members and advisers.
The session will delve into the dynamics between superannuation funds and financial advisers, with insights on why advisers need not fear the growing presence of these funds. Industry experts will discuss the evolving regulatory environment, how funds are adapting their business models to meet advice needs, and the potential for collaboration rather than competition with traditional advisers.
Last year we launched the inaugural Australian Wealth Management Awards, with over 500 attendees celebrating every vertical within wealth management. With over 90 finalists competing for 23 awards covering financial planning, tech solutions, SMSF and asset management, the awards celebrated those at the forefront of the industry.
This year, the awards will continue to champion the industry, giving attendees unrivalled access to the very best performing individuals and companies across the full spectrum of wealth management. As the only awards in Australia with this scope, there is no better opportunity to foster and grow relationships with your peers, clients and suppliers, all in the same room.
In collaboration with our research partner, Agile, we have created a unique submission and voting process, meaning a large portion of awards provided will be determined and voted for by Financial Advisers. Giving this decision back to your clients ensures we crown only the best in the industry.
Categories for the 2025 Australian Wealth Management Awards are being finalised with announcements to be made soon.
Get your brand associated with the leading day and night event for wealth management in Australia through our extensive marketing campaign in the lead-up. Once you partner with the event your logo and brand will be included on all marketing materials.
• Marketing Emails – Your logo included in all digital marketing sent to the Money Management, ifa, Investor Daily, Super Review and SMSF Adviser subscriber databases, totalling over 65,000 unique finance professionals.
• Marketing Ad Campaign - Your logo included in all web display marketing across Money Management, ifa, Investor daily, Super Review and SMSF Adviser websites. The combined monthly impressions across these leading titles are over 800,000.
• Dedicated Panel eDM – Your company logo and speaker profile included in a dedicated email outlining your sponsored panel in the weeks leading up to the event sent to the full Money Management, ifa, Investor daily, Super Review & SMSF Adviser databases, totalling over 65,000 unique finance professionals.
• Website – Have your logo on the dedicated summit & awards website home pages with company and speaker profiles and links to your website.
On the day (Summit)
Stand out and connect with clients through your panel and exhibition stands.
• Speaking Opportunity – Participate in a 45-minute panel of choice with up to three of your peers, hosted by Maja Djurdjevic, Prime Creative Media’s Managing Editor for Wealth. Discuss one of the biggest challenges facing the industry and demonstrate how your chosen investment sector can helpnavigate these challenges and present opportunities for your clients.
• Branding – Branded and referred to as sponsor of your chosen investment sector – e,g, Global Equities Sponsor.
• Branding – Dedicated partner exhibition stand.
• Branding – Dedicated light up wall. A high impact, eye catching next generation of pull up banners. Provided by Prime Creative Media.
• Networking – Use our event app to connect and get contact information from key delegates.
• Sponsor Tickets – 3 staff registrations to attend the day event.
• Delegate Tickets – 5 tickets to give to selected attendees.
At night (Awards)
Show your support and champion the industry as we crown the best in the business.
• Networking – Email introduction to finalists of your chosen category (pending approval).
• Awards Tickets – 1x table (10 tickets) to use internally or to provide to business partners.
• Awards – Exclusive branding of at least one award.
• Awards – Representative to present at least one award on the night.
Total investment for partnering the Australian Wealth Management Summit and Awards 2025 including all inclusions:
• Branding – Logo to appear on screen intermittently throughout the night as awards partner.
• Branding – MC to mention the company as an awards sponsor throughout the night.
Post-Event
Keep your partnership active after the event.
$29,950+ GST
• Delegate eDM – Reach every event delegate with a follow up from your panel, alongside all panel participants, with a brief summary of your chosen investment sector.
• Website – Have your logo on the dedicated Summit and Awards website home pages with company & speaker profiles and links to your website, for 7 months after the event.
• Post-event materials – Your logo on all post-event videos reels and other post-event collateral.
• Post-event materials – Be mentioned as a sponsor in all post event news stories across Money Management, ifa, Investor daily, Super Review and SMSF Adviser websites.
Media opportunities
Partnering with Prime Creative Media on the Australian Wealth Management Summit and Awards gives you the exclusive opportunity to amplify your event sponsorship with discounted premium media positions across Australia’s 5 leading wealth titles; Money management, ifa, Investor Daily, Super Review and SMSF Adviser.
Partner Exclusive Offers:
• Podcast Sponsorship - $9,000 Rate Card: $15,000
• Solus eDM - $8,000 per title Rate Card: $14,000
• Website and Display – 25% discount Rate cards vary per title
These exclusive rates will help elevate your brand pre or post-event, and be front of mind with an investment pool of over 65,000.
If you would like to partner with Australia’s fastest-growing Summit & Awards in the wealth management industry, please reach out to your sales representative. We look forward to working with you and your team!
