Latest Live Event

The Great Wealth Transfer: How the next gen is redefining the rules of wealth
Friday 29 May 2026 at 18:00hrs CEST
The wealth management industry is undergoing a pivotal transformation as Gen X, Z and Millennials are redefining its rules. Unlike previous generations, they are digital-first, socially conscious, and seek more than financial returns: they want purpose, values-driven investments as well as personalised strategies.
With this conference, the EFG Gamma Foundation will explore the profound intergenerational shift and examine how the banking sector can bridge the gap by fostering transparency, advancing financial education, and blending human expertise with innovative technology to build trust and lasting relationships.
By convening global experts, we aim to examine the behaviours of the past and new generation of investors and the evolving roles of advisors and technology, deepening our understanding of how the Great Wealth Transfer is reshaping society and the financial landscape.
Events
Financial Education
The EFG Gamma Foundation (Global Asset Management Methods and Applications) is a private foundation supported by EFG, which fosters knowledge building and discussions about different fields, particularly from an applied management perspective. Its mission is to promote the development of research and knowledge in asset management and capital markets, the role and form of public regulation in fund management, and governance. EFG Gamma Foundation has organized more than thirty conferences and supported more than fifty research projects. The chairman of the Foundation Board is Andrea Beltratti, Full Professor at the Bocconi University of Milan.



















