#United States #Digital Assets #Investment Management #Frisco #Sanctuary Wealth

Sanctuary Wealth Concludes Its Annual Investment Management Symposium

Sanctuary Wealth recently hosted its highly anticipated Investment Management Symposium from February 24-26, 2025, at the Omni Frisco at the Star in Frisco, Texas. This second annual event attracted over 275 financial advisors and industry professionals who gathered to exchange ideas, strategies, and insights on the evolving landscape of wealth management.

The Symposium’s theme, “Expand Your Horizons: Building Wealth for the Future”, resonated throughout the event, encouraging participants to think beyond conventional methods and to embrace innovative strategies. The sessions were designed to address the multifaceted demands of clients in today’s complex financial landscape, particularly in light of the impending Great Generational Wealth Transfer.

Robert Walter, President of Sanctuary, emphasized the importance of adapting to change in the wealth management sector. He stated, _“Our goal is to simplify complexity and to drive scalable growth.”_ This reflects Sanctuary's commitment to empowering its advisors with the necessary tools and knowledge to thrive in challenging market conditions.

Key Highlights from the Event

The agenda was packed with enriching sessions and discussions led by thought leaders from across the industry, including a captivating discussion featuring Ainslie Simmonds from BNY Pershing X and Jenny Johnson of Franklin Templeton. These two acclaimed executives shared their insights concerning the changing economic climate and offered valuable advice on how advisors can navigate these shifts.

Other notable sessions included informative panel discussions where Chief Investment Officers (CIOs) and advisors addressed emerging issues and trends affecting the industry. Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, provided a forward-looking perspective during her presentation, underscoring the notion that _“innovation is the new gold”_ in wealth management and how technology plays a pivotal role in reshaping the investor landscape.

In a significant move during the Symposium, Sanctuary Wealth launched its digital asset platform, aimed at providing partner firms access to a curated selection of digital assets. This move responds to the growing demand for digital investment opportunities, enabling advisors to better serve their clients’ diversified needs.

Enterprise Partner Program in Focus

Among the attendees were members of the inaugural Enterprise Partner Program, a unique initiative aimed at equipping firms to transition from operating individual businesses to building comprehensive enterprises. Graduates of this program will receive accreditation that positions them to capitalize on growth opportunities, fortified further by access to Sanctuary's Strategic Capital Partnership. This support correlates with the program's focus on fostering inorganic growth within the wealth management sector.

Adam Malamed, CEO of Sanctuary Wealth, remarked on the tremendous progress observed throughout the event, stating, _“I’m inspired by the growth of our partner firms and the innovation from our strategic alliance partners.”_ The IMS provided an essential platform for professionals to network, collaborate, and gain practical insights to enhance client service and drive business success.

Sanctuary Wealth continues to stand at the forefront of wealth management, with over 120 partner firms across 30 states managing approximately $50 billion in assets. The platform remains committed to offering elite advisors the autonomy and resources they need to create impactful, client-focused solutions.

Through such initiatives, Sanctuary Wealth not only cultivates a supportive community but also fortifies its commitment to innovative growth in a challenging industry landscape.