Collegium VII: Defining and Achieving Business Sustainability

UHNW Institute Collegium VII, held on October 8, at BMO offices in Chicago, brought together industry leaders to address the challenges of sustainable growth in wealth management. Hosted by Jamie McLaughlin the event featured thought-provoking discussions on improving firm structures, refining service models and supporting meaningful client relationships.

The final report provides a comprehensive summary of the event’s key themes, including:

• A keynote speech on aligning growth with innovation and personal service.
• Strategies to integrate service offerings and retain client loyalty.
• Practical approaches to balancing profitability and firm culture.

These discussions showcase the forward-thinking mindset of those who serve ultra-high-net-worth clients. As host Jamie McLaughlin noted, “We must embrace that we as leaders of the industry can change the industry.”

Gain a deeper understanding of the ideas shared at the Collegium VII by exploring the full report here.