Beyond 60/40: AI, Alternatives and the New Architecture of Wealth

The traditional portfolio - balanced between public equities and fixed income - is being dismantled from multiple directions at once. AI-driven allocation is challenging assumptions that underpinned decades of investment theory; private credit, infrastructure, and tokenised alternatives are democratising returns once reserved for the largest institutions; and persistent volatility in public markets is forcing a fundamental rethink of what "balanced" actually means. This session brings together wealth managers, asset allocators, and technology innovators to ask what the portfolio of the next decade genuinely looks like - and what it takes to rebuild wealth management from the ground up.