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:

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!.

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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.

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:

#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:

Great news for UK #wealthmanagers as Aon's latest Client Experience Benchmark shows #hnwi investors' satisfaction on the up and up:

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:

Darren Berkowicz, Managing Director at @SSCTechnologies, explains how #familyoffices can fix common disconnects between their investment and accounting systems:

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:

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:

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

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

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

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:

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:

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

Read our exclusive interview with Madame Wang Dian, CEO of @hywin_wealth and Pamela Hsu Phua, CEO Asia, @vpbank, part of @WBA's new report, "Why Wealth Managers are the Ultimate Private Market Matchmakers":

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

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

#WealthBriefing's new study on #outsourcingsolutions in #wealthmanagement is already showing some very interesting results: 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.