Lisbon Prepares to Host the Wealth & Migration Summit: What’s on the Agenda

Government representatives, private bankers, wealth managers, and longevity researchers, among many others, meet together at the Wealth & Migration Summit, hosted by Global Citizen Solutions on 5–6 November at the EPIC SANA Marquês Hotel in Lisbon, Portugal.

Over two days in Lisbon, the Summit hosts a gathering that reflects how much the conversation about life abroad has changed.

The Wealth & Migration Summit brings together around 200 people in Portugal’s capital. They include families, investors, advisers, private bankers, and government representatives, all looking at the same questions from different angles: where to live, invest, and build a future.

The thought process behind the Summit is to address the shift in thinking behind questions related to life abroad. Where to live, how to manage and build wealth, and how to plan for children’s futures are no longer decisions that families are making one at a time, they are seeking to consider these collectively.

The Summit is designed to reflect that change, bringing the leading thinkers and industry experts into one room to answer the real questions that matter.

Two Days, Two Themes: From Global Trends to Family Life

The first day, “The New Geography of Wealth & Mobility,” looks at the broader picture. Sessions explore where wealth is moving and why, the role of the UAE as a destination for capital, and what nations gain from attracting foreign investment. Government voices include H.E. Calvin St. Juste of the St Kitts and Nevis Citizenship Unit and Alex Muscat, Member of Parliament in Malta.

The afternoon turns to Europe, including the practicalities of everyday life abroad, looking at banking, healthcare, and practical considerations. Particularly relevant to Portuguese residents is the workshop on Portuguese real estate.

The second day, “Global Wealth & the International Family”, covers wealth management across borders, contingency planning, longevity, and the 100-year life, including the opportunities and challenges of raising children between different countries. There is also a more cultural segment focused on passion assets, from gold to art and watches. A session on the Tara Health Foundation looks at how giving back can build a sense of belonging in a new country.

Alongside the main stage, country workshops cover Portugal, Italy, Spain, Greece, Malta, Panama, and the Caribbean, as well as tax advice for Americans abroad. They are led by specialists who handle these applications every day, and there is no need to book in advance.

Leading Voices, Together in One Room

Among the leading experts in the room is José Carlos Reis, Executive Director and Senior Investment Adviser at Julius Baer, who works with clients whose wealth spans several countries. His perspective offers a grounded view of how international families are protecting and growing their assets in a year of shifting markets.

Bringing a more social perspective is Dr Nina Patrick, a longevity researcher and science communicator, who explores what living longer means for health, finances and where people choose to spend their later years.

You can find the full list of speakers and the complete programme at wealthandmigrationsummit.com.

A Host from the World Stage

The Summit is hosted by Hadley Gamble, Chief International Anchor and Semafor columnist. She has reported from the Middle East, Europe, and Washington, and has covered Davos for more than a decade. CNN Portugal is joining as the official media partner. Executives from C2 Capital, Capital Green, and BlueCrow Capital will also be attending.

A Personal Summit

The Summit is limited to 200 attendees on purpose. This allows time for real conversations to take place between attendees, speakers, and industry experts over networking lunches on both days and during the cocktail reception on the second evening.

The Summit aims for attendees to leave with a practical plan of action for their next steps, rather than a folder of brochures. Sessions are in English, and attendees do not need to be planning a move or working in the industry to take part.

Join the conversation. 5 and 6 November, EPIC SANA Marquês Hotel, Lisbon. Registration closes on 4 November.

Reserve your place with 30% off with PROMOCODE: WMSSJ30.