WealthBriefingAsia

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

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. wealthbriefing.com/html/arti…

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 & common pitfalls. Download your complimentary copy of “Outsourcing Intelligence for Financial Institutions”, a new paper by @WealthBriefing and @Platform_Online: tinyurl.com/fvsta35b

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: wealthbriefing.com/html/arti…

Darren Berkowicz, Managing Director at @SSCTechnologies, explains how #familyoffices can fix common disconnects between their investment and accounting systems: familywealthreport.com/artic…

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/arti…

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: wealthbriefing.com/html/arti…

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/arti…

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 wealthbriefing.com/html/arti…

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: wealthbriefing.com/html/arti…

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: tinyurl.com/2ketpb7k

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": wealthbriefing.com/html/arti…

"Why Wealth Managers are the Ultimate Private Market Matchmakers", our second research report with @hywin_wealth and @vpbank, is available for complimentary download now. Must-read insights for #wealthmanagement professionals, particularly in #APAC: tinyurl.com/2p85c676

Tamara Gillan, Co-Founder of @wealthiher, highlights the ways in which female bankers are helping to accelerate climate change action. wealthbriefing.com/html/arti…

Strategic outsourcing is a huge theme in the #wealthmanagement sector. Take @WealthBriefing's 4-minute survey to get advance access to our forthcoming report and the chance to win an iPad in our prize draw! bit.ly/3GhhTmp

Interested in what is driving #privateclients' demand for #privatemarkets investments in #Apac? Our research is indicating it's FAR from being all about returns. Take @WBAsia's 5-minute survey to get an advance copy of our special #wealthmanagement report. bit.ly/3DrjyVE

Calling all #wealthmanagers who want to know more about #APac #hnwis' #privatemarkets investment preferences. Complete our 5-min survey to get an advance copy of @WBAsia's forthcoming report - and the chance to win tickets to the WBA Awards 2022 in SG! bit.ly/2ZYLzoz

Calling all #wealthmanagement professionals. Today, we launch an exciting new study on the rise of #privatemarketsinvesting in Asia-Pacific. Have your say to receive an advance copy of the report and the chance to win a pair of tickets to the #WBAAwards22: bit.ly/3CJNGLs

Find out what the cutting-edge of #ESG investing looks like by taking part in @Finantix_FS and @WealthBriefing's webinar on Wednesday October 27 8:30 GMT/9:30 CET/15:30 SGT. hubs.ly/H0Zbk890