The gatherings that connect our profession.
Beyond qualifications and CPD hours, the Institute brings the profession together in person — to debate, to learn, and to mark the milestones that matter.
Stay informed, stay connected, and stay ahead. Discover the latest news, updates, events and opportunities shaping our professional community.
The Institute regularly organises a calendar of conferences, forums, ceremonies and smaller gatherings — each designed to bring wealth and asset management professionals together to exchange ideas, mark achievement, and stay close to where the profession is heading.
This page sets out the kinds of events the Institute holds. For specific dates and registration, members are notified directly and updates are shared through the Institute's official channels.
Seven kinds of gatherings
From flagship conferences to informal breakfast meetings — different formats for different moments in the professional calendar.
Annual Wealth Management Conference
The Institute's flagship event, bringing the full profession together each year.
Strategic Asset Management Forum
Focused discussion on strategy, allocation and institutional practice.
Investment and Capital Markets Summit
Bringing together practitioners across investment and capital markets.
Professional Induction Ceremony
Formally welcoming newly qualified Associates, Members and Fellows.
Executive Breakfast Meetings
Informal, senior-level conversations on current industry issues.
Public Lectures
Open sessions sharing insight from leading practitioners and scholars.
Research Colloquia
Presentation and discussion of applied research in the field.
Annual Wealth Management Conference
The Institute's largest gathering of the year, drawing practitioners from banking, investment management, insurance, pensions and beyond to discuss the state of the profession and where it is headed.
Professional Induction Ceremony
The formal moment newly admitted Associates, Members and Fellows are welcomed into the Institute — recognising the work behind an examined qualification and the standard now expected of them.
Explore membership grades →The Institute brings professionals together through events, discussions, and activities that keep our community connected and informed.IWSAM News & Events
