WealthBriefing

WealthBriefing is the premier news, features and information source for the global wealth management sector.

[WealthBriefing @WealthBriefing]

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/rQ1wXgN82i

[WealthBriefing @WealthBriefing]

V interesting data coming in for @FWReport & @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!
https://t.co/hHxP5GBoUq

[WealthBriefing @WealthBriefing]

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/YkUyRwiy0Y

[WealthBriefing @WealthBriefing]

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/hHxP5GBoUq

[WealthBriefing @WealthBriefing]

#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_Online: https://t.co/gzEiRUWZDi

[WealthBriefing @WealthBriefing]

@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/WyDf66Ym3m

[WealthBriefing @WealthBriefing]

Great news for UK #wealthmanagers as Aon's latest Client Experience Benchmark shows #hnwi investors' satisfaction on the up and up: https://t.co/X9cGKtnxoo

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@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/bvVrPFxIfV
#billpay #clientaccounting

[WealthBriefing @WealthBriefing]

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/IP0RA1RJJE

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

[WealthBriefing @WealthBriefing]

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/0qRH2rKWaq

[WealthBriefing @WealthBriefing]

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/2R1hJD0RVb

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@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/VidKFqUsiW

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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/bHmWNAtfva

[WealthBriefing @WealthBriefing]

@ApiaxCOM’s Thomas Schaeubli explains why a lightweight approach to embedded #compliance won’t truly lessen the load for #wealthmanagers https://t.co/Tq5YLzuf6a

[WealthBriefing @WealthBriefing]

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/U24fvUiDlB

[WealthBriefing @WealthBriefing]

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/enlzdMOwjB

[WealthBriefing @WealthBriefing]

@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/HvTkeBebTN

[WealthBriefing @WealthBriefing]

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/sb2sMIhFhe

[WealthBriefing @WealthBriefing]

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/Fl3yFF8MMc