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Attending the Wealth Management EDGE 2025 Event?

June 10 - 12, 2025 |The Boca Raton Resort, Boca Raton, FL

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Connect with a CreditSights expert of your choice.

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Interested in Tailored Solutions?

Discover how our experts can help you navigate the complexities of the credit market with strategies specifically designed for wealth management professionals. Book a meeting with our team to explore customized insights and solutions that align with your investment goals.

CreditSights presents a comprehensive Wealth Management solution that delivers Insight, Data, and Analysis to enhance investment returns, mitigate risk, validate investment suitability, and improve digital Advisor-to-Client engagement.

By integrating in-depth research, analysis, and data with customizable delivery options, we empower wealth professionals to Know More. Risk Better. Our support enables wealth professionals to make informed investment decisions, providing them with insights and resources for their clients. Gain a competitive edge with CreditSights.

Learn more about our Wealth Management Solution

Choose your CreditSights Expert:

Chris Snow

Head of Research, CreditSights

At CreditSights, we empower investors by clarifying key investment considerations, boosting their confidence in risk assessment, and accelerating their decision-making process. With over 20 years of experience in credit markets and leading a team of over 100 analysts, I am enthusiastic about collaborating to develop actionable strategies that optimize wealth investment portfolios in global credit markets at this event.

Please Note: Meetings with Chris Snow are only available on Wednesday 11th June

Jin Gu

Partner Head of Software and Technology, CreditSights

I am excited to connect with industry leaders who share a passion for using technology to revolutionize wealth management and drive innovation in portfolio management, risk assessment, and investment strategies. Let’s explore how we can work together to unlock new opportunities. At this conference, I’m eager to engage with pioneering software and technology companies that are transforming the wealth management landscape.

Dalton Field

Sales Specialist, CreditSights

For over 20 years, CreditSights has been the leading research provider for the global credit markets, serving institutional investors with excellence. We have recently introduced a solution tailored for Wealth Managers, making our research more accessible and aligned with their specific needs. I look forward to connecting with you at this event to discuss trade ideas, company tearsheets and analysis, macro strategy, sector outlooks, and thematic discussions.

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