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…

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…

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…

#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 Securities: tinyurl.com/fvsta35b

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: surveymonkey.co.uk/r/MNL623L

See the highlights of our Ninth Annual Family Wealth Report Awards 2022. Many thanks to our judges, sponsors and all participating firms! #FWRAwards2022

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: lnkd.in/euNgxmd9 and receive the report

Congratulations to BlackCloak for their success at the 9th Family Wealth Report Awards 2022 BlackCloak

Congratulations to marshall for winning the Marketing & PR Award category at the 9th Family Wealth Report Awards 2022! vimeo.com/708558523 #awards2022 #familyoffices #wealthmanagement

Congratulations to Our Family Office for winning the MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA) category at the 9th Family Wealth Report Awards 2022.

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

Take part in Family Wealth Report and #WealthBriefing’s new study on Efficiency in Accounting and Investment Analysis in the #familyoffice / #UHNWI space. Win a pair of Bose noise-cancelling earbuds - take our short survey now. surveymonkey.co.uk/r/MNL623L #wealthtech #privatebanking s

See the biggest pain points and contribute to our new survey here surveymonkey.co.uk/r/MNL623L

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

We invite all Family Office professionals to participate in the Dentons Family Office Direct Investing Survey 2022 lnkd.in/ejkuqnux Any questions, please contact [email protected] #investing #familyoffices #wealthmanagement

Family Wealth Report were delighted to host a webinar "Critical Strategies for Turning Heirs into Clients" with Kyle Fleming, SS&C Advent; April Rudin, The Rudin Group, Peter McRae, McRae Capital Management and Tom Burroughes, ClearView Financial Media lnkd.in/e7pMUD9g

“Family Office Efficiency in Accounting and Investment Analysis: Industry Update” has been launched by Family Wealth Report / @Wealthbriefing and FundCount Software. Learn how your institution compares to its peers by downloading your complimentary copy today. cvfm.profundcom.net/dms/editor_for…

We’d like to highlight this unique report from our partners Dentons

Participate in the 11th Annual WealthBriefing Tech & Ops Research Survey! The report will examine issues such as #ESG in the #investment process, #asset and #investmentstrategies, #techbudgets changes, #automation, #AI and #digitisation. lnkd.in/eQReMJEA