Our 2022 survey on #technology and operations trends in #wealthmanagement is now open. Have your say #wealthmanagers , and get a chance to win an iPad mini as well as an advance copy of our forthcoming report: surveymonkey.co.uk/r/VCQ6Y5N

V interesting data coming in for Family Wealth Report & WealthBriefing 's study on #accounting and #investmentanalysis for #familyoffice / #uhnw #wealthmanagement . Have your say to get an advance copy of the report and the chance to win Bose noise-cancelling earbuds!
surveymonkey.co.uk/r/MNL623L

A great editorial by Tom Burroughes, featuring findaWEALTHMANAGER's Lee Goggin, discussing the changing definitions of #hnw and #uhnw , taking in #wealthmanagers ' thresholds, research and what 'wealthy' really means in today's inflationary environment.
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Family offices and uhnw #WealthManagement firms, ever wondered how efficient your accounting & #investment analysis processes are compared to your peers? Take our short survey to find out - and get the chance to win one of three pairs of Bose earbuds: surveymonkey.co.uk/r/MNL623L

#outsourcing is rising in #financialservices . Find out what experts see as best practices and common pitfalls by downloading your complimentary copy of “Outsourcing Intelligence for Financial Institutions”, a new paper by WB and Platform Securities: tinyurl.com/fvsta35b

Great news for UK #wealthmanagers as Aon's latest Client Experience Benchmark shows #hnwi investors' satisfaction on the up and up: wealthbriefing.com/html/article.p…

Marc L Rinaldi, partner at family office consultancy and tech advisory PKF O'Connor Davies, shares his views on the fast-changing landscape of #cryptocurrencies , other digital assets and their impact on the #familyoffice sector: wealthbriefing.com/html/article.p…

Darren Berkowicz, Managing Director at SS&C Technologies, explains how #familyoffices can fix common disconnects between their investment and accounting systems: familywealthreport.com/article.php?id…

Outsourcing can deliver great benefits, but careful thought needs to go into both its configuration and the provider. Tom Wooders of Titan Wealth offers a checklist of considerations to help #wealthmanagement institutions make the right choices: wealthbriefing.com/html/article.p…

Boris Bykhovsky, Senior Director, Solutions Management and Consulting at SS&C Advent, explains why #wealthmanagers should be looking to front-office solutions which manage and transform data in the cloud: wealthbriefing.com/html/article.p…

Anastasia Georgiou, Director of Client Solutions, Adviser Segment, at Morningstar Europe, explains how #wealthmanagers can use #ESG requirements to enhance the client experience: wealthbriefing.com/html/article.p…

Many #Wealthmanagers are still taking the wrong approach to improving their #CRM , explains
Alessandro Tonchia, Co-Founder of InvestCloud Private Banking (was Finantix), now an InvestCloud Inc. company. Another great chapter from our #techtraps report wealthbriefing.com/html/article.p…

Many #Wealthmanagers are still taking the wrong approach to improving their #CRM , explains Alessandro Tonchia, Co-Founder of InvestCloud Private Banking (was Finantix), now an InvestCloud Inc. company: Another great chapter from our #techtraps report wealthbriefing.com/html/article.p…

A must-read overview from EY Wealth & AM on how #digitisation goes awry in #wealthmanagement , setting the scene for WealthBriefing/Family Wealth Report's 'Technology Traps #Wealthmanagers Must Avoid' 2022 report. Download your free copy here: wealthbriefing.com/html/article.p…

Out now! Our 'Technology Traps #Wealthmanagers Must Avoid 2022' report, sponsored by EY Wealth & AM. Cutting-edge #wealthtech insights covering every element of #HNWI and #familyoffice business. Download your complimentary copy here: tinyurl.com/2ketpb7k

We interview Ukraine-based banker and #VentureCapital figure @EricKadyrov who is now fighting Russian soldiers in the country. bit.ly/3wsifVJ #UkraineRussiaWar #Military #wealthmanagement

Read our exclusive interview with Madame Wang Dian, CEO of Hywin Wealth (海银财富) and Pamela Hsu Phua, CEO Asia, VP Bank AG, part of West Bromwich Albion's new report, 'Why Wealth Managers are the Ultimate Private Market Matchmakers': wealthbriefing.com/html/article.p…

'Why Wealth Managers are the Ultimate Private Market Matchmakers', WealthBriefingAsia's second research report with Hywin Wealth (海银财富) and VP Bank AG, is available for complimentary download now. Must-read insights for #wealthmanagement professionals, particularly in #APAC : tinyurl.com/2p85c676

Tamara Gillan, Co-Founder of WealthiHerNetwork, highlights the ways in which female bankers are helping to accelerate climate change action.
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#WealthBriefing 's new study on #outsourcingsolutions in #wealthmanagement is already showing some very interesting results: bit.ly/3GhhTmp
Have your say by taking our 4-min survey and get the chance to win an iPad, as well as an advance copy of our forthcoming report.