STEP Global Congress 2025

Join us in Rome for our fifth Global Congress

As we stand at the crossroads of unprecedented technological advancements, shifting societal values and complex global challenges, STEP Global Congress gathers thought leaders, industry experts, policymakers and innovators to engage in a dynamic dialogue about the critical issues shaping our industry. 

The 2025 Congress will take place in the beautiful and historic city of Rome, Italy, at the renowned Rome Cavalieri Hotel. Perched on a hilltop with breath-taking views over the city, this prestigious hotel is celebrated for its luxurious accommodations, exceptional service and extensive private art collection.

Our wide-ranging and thought-provoking programme will delve into a broad range of topics, including:

• the transformative power of artificial intelligence,
• the ethical imperatives of responsible stewardship,
• how evolving attitudes towards wealth and the complexities of modern family dynamics are influencing client decisions, and
• how global harmonisation efforts are striving to protect vulnerable clients across borders.

Congress will address the challenges and opportunities presented by the next generation of wealth holders; the fight against economic crime; and the debate over implementing a global wealth tax, offering diverse perspectives on potential impact and feasibility.

Our theme, ‘Tomorrow's wealth – reshaping the conversation’, underscores the need for a proactive and forward-thinking approach. It is not only about adapting to change but leading it. 

STEP Global Congress is an opportunity to collaborate, innovate and set the agenda for the future of our industry. Join us in Rome to be part of the conversation.

3 reasons to attend Congress in 2025:

1. Network with the world’s leading advisors and influential speakers from the forefront of our profession.
2. Experience and participate in presentations and debates that discuss the big issues facing our profession, both now and in the future.
3. Be there when we identify future trends and help shape STEP’s response to the challenges and opportunities they present.

All of this whilst enjoying the stunning setting of the Rome Cavalieri Hotel, home to one of the greatest private art collections in the world. 

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