WealthBriefingAsia

WealthBriefingAsia is the leading online publication for wealth managers and private bankers in Asia.

[WealthBriefingAsia @WBAsia]

@DrShlain hi Jordan, It’s Andrew Deane from Family Wealth Report..i have sent you a Linkedin message. Please can you kindly check and we can arrange a call. Best Andrew

[WealthBriefingAsia @WBAsia]

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: https://t.co/FYiNW7PdPp

[WealthBriefingAsia @WBAsia]

A great editorial by Tom Burroughes, featuring @findaWM'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.
https://t.co/Wz9Zqufbjp

[WealthBriefingAsia @WBAsia]

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: https://t.co/i2oMnPMaVx

[WealthBriefingAsia @WBAsia]

#outsourcing is rising in #financialservices. Find out what experts see as best practices & common pitfalls. Download your complimentary copy of “Outsourcing Intelligence for Financial Institutions”, a new paper by @WealthBriefing and @Platform_Online: https://t.co/5r7HyEe2xE

[WealthBriefingAsia @WBAsia]

@WealthBriefing and @Platform_Online’s new on-demand webinar, #Outsourcing Intelligence for Financial Institutions, brings together experts who offer candid insights you won’t find anywhere else – access this essential resource now:
https://t.co/UQUv1BO0zW

[WealthBriefingAsia @WBAsia]

@WealthBriefing and @Platform_Online’s new on-demand webinar, #Outsourcing Intelligence for Financial Institutions, brings together experts who offer candid insights you won’t find anywhere else – access this essential resource now: https://t.co/uKipq9LQg7
#wealthmanagement

[WealthBriefingAsia @WBAsia]

@MarkWick603, VP Marketing at @AgilLink, explains how #familyoffices can take a more systematised approach to client bill payment and how to avoid traps firms commonly fall into https://t.co/Kl8FHtrLnn
#billpay #clientaccounting

[WealthBriefingAsia @WBAsia]

Marc L Rinaldi, partner at family office consultancy and tech advisory @PKFOD, shares his views on the fast-changing landscape of #cryptocurrencies, other digital assets and their impact on the #familyoffice sector: https://t.co/nX0r8Zwibv

[WealthBriefingAsia @WBAsia]

Darren Berkowicz, Managing Director at @SSCTechnologies, explains how #familyoffices can fix common disconnects between their investment and accounting systems: https://t.co/hgI10MKzj5

[WealthBriefingAsia @WBAsia]

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: https://t.co/kYkMe0qFi7

[WealthBriefingAsia @WBAsia]

Boris Bykhovsky, Senior Director, Solutions Management and Consulting at @SSCAdvent, explains why #wealthmanagers should be looking to front-office solutions which manage and transform data in the cloud: https://t.co/sj1B8rsY6H

[WealthBriefingAsia @WBAsia]

@GregBDavies, Head of Behavioural Finance at @OxfordRiskLtd: tech should be a microscope for matching ESG preferences to products, but all too often it’s a blindfold: https://t.co/HQ7mfFcVPs

[WealthBriefingAsia @WBAsia]

Anastasia Georgiou, Director of Client Solutions, Adviser Segment, at @Morningstar Europe, explains how #wealthmanagers can use #ESG requirements to enhance the client experience: https://t.co/LLhhHub15G

[WealthBriefingAsia @WBAsia]

@ApiaxCOM’s Thomas Schaeubli explains why a lightweight approach to embedded #compliance won’t truly lessen the load for #wealthmanagers https://t.co/st0bPxWWbU

[WealthBriefingAsia @WBAsia]

Many #Wealthmanagers are still taking the wrong approach to improving their #CRM, explains @atonchia, Co-Founder of @Finantix_FS, now an @InvestCloud company: Another great chapter from our #techtraps report https://t.co/GK2rJ48BV6

[WealthBriefingAsia @WBAsia]

@Summitas highlights how the intersection of #privacy, #security and function impacts #wealth management
This forms part of @WealthBriefing/@FWReport's "Technology Traps #Wealthmanagers Must Avoid" 2022 report: https://t.co/ltH5tGETN7

[WealthBriefingAsia @WBAsia]

A must-read overview from @EY_WealthAM on how #digitisation goes awry in #wealthmanagement, setting the scene for @WealthBriefing/@FWReport's "Technology Traps #Wealthmanagers Must Avoid" 2022 report. Download your free copy here: https://t.co/G6Nz62Jk5i

[WealthBriefingAsia @WBAsia]

Out now! Our "Technology Traps #Wealthmanagers Must Avoid 2022" report, sponsored by @EY_WealthAM. Cutting-edge #wealthtech insights covering every element of #HNWI and #familyoffice business. Download your complimentary copy here: https://t.co/uY1koaws1B

[WealthBriefingAsia @WBAsia]

Read this exclusive interview with Madame Wang Dian, CEO of @hywin_wealth and Pamela Hsu Phua, CEO Asia, @vpbank, part of our new report, "Why Wealth Managers are the Ultimate Private Market Matchmakers": https://t.co/iXJphP3g3H