STEP Global Congress 2025

About our fifth Global Congress

The 2025 Congress took place in Rome, Italy,  and gathered thought leaders, industry experts, policymakers and innovators to engage in a dynamic dialogue about the critical issues shaping our industry. 

Our wide-ranging and thought-provoking programme delved 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 addressed 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’, underscored 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. 

#STEPCongress