Netwealth 2025 Study Tour - NYC and Boston

Join us as as we return to the heart of the global wealth management industry as we visit the New York City and Boston in the United States.

Join us for an unforgettable experience

As in years past, Netwealth will carefully curate a program to give you an unforgettable experience where you will get to explore the latest trends from the USA, including a look into innovation in practice management, investments, private markets and technology.

Join a hand-picked group of like-minded peers and experience an unforgettable event.

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next 10. Don’t let yourself be lulled into inaction.” — Bill Gates

Why you should attend?


Just a few of the reasons to attend:

  1. Network with like-minded peers: In addition to hearing from world-class speakers we have designed the program to ensure you can spend time with industry peers, practice principals and business heads.
  2. Access to once-in-a lifetime speakers thanks to our global community
  3. Discover the tools, attitudes and innovations powering the world’s best and brightest businesses.

An agenda of unparalleled discovery

Final itinerary is subject to change.

Sunday 16th March

  • Delegates arrive in NYC, and check-in to hotel
  • Welcome reception (evening)

Monday 17th Wednesday 19th March

  • Netwealth curated program (9am – 4pm)
  • Dinner and networking events, including New York Knicks NBA game at Madison Square Garden

Thursday 20th March

  • Arrive in Boston
  • Netwealth curated program (12pm – 5pm)
  • Dinner and networking events

Friday 21st March

  • Netwealth curated program 9am-12pm
  • Farewell lunch 12-2pm
  • Delegates check out of hotel

Accommodation in Soho, NYC

Soho is where sophistication meets excitement in the big apple, making it the perfect base for anyone looking to experience the best of New York City. Close to the financial district, Soho offers the perfect blend of convenience and charm.

 

Accommodation in Boston

To be confirmed.

Fees

Delegate Ticket

Delegate fee: $8,500 + GST per person

The delegate fee will cover:

  • 5.5 days of training and education programming, curated by Netwealth
  • Five nights accommodation at the Soho Grand in NYC and one night in Boston (TBC)
  • All meals - including breakfast, morning tea, lunch, afternoon tea and dinner
  • Social events

 

Partner Ticket

Partner fee: $2,000 + GST per person

The partner fee will cover:

  • Five nights shared accommodation at the Soho Grand in NYC and Boston (TBC)
  • Meals - breakfast and dinner
  • Social events

 

Important fee information

  • This fee does not include airfares or airport transfers.
  • Netwealth, nor any sponsors of the tour do not subsidise any accommodation, dining, or entertainment aspects of the Study Tour.
  • Partner ticket requires accommodation to be shared with a full-paying delegate.

Register Now

 

  • By registering and submitting your details you are agreeing to attend this event, and pay the invoice when issued, subject to your approval of the delegate agreement which will be sent to you shortly. No invoice will be sent to you prior to approval.
  • Once registered, you will be contacted by the Netwealth Study Tour team to gather your tour preferences (number of nights and partner ticket if required).

By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received. Also, by registering, you consent to Netwealth sharing your personal information with event partners and sponsors, including your name and contact details.

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