October 30, 2024

Five Types of Digital Tools For Optimising UHNWIs’ Lives

In the digital age, technological platforms cater to virtually every segment of society, and ultra-high-net-worth individuals (UHNWIs) are no exception. This article outlines five categories of such tools that UHNWIs rely on to optimise their personal and financial lives.

October 23, 2024

Managing Reputational Risk for UHNWIs: Three Key Priorities in the Digital Age

A tarnished reputation is detrimental to anyone, regardless of their net worth. However, the financial losses can be significantly greater for those with substantial wealth. Here, we outline three essential priorities that UHNWIs should focus on to manage and mitigate reputational risks effectively in the digital age.

October 16, 2024

Protected: Spotify – How Can A Family Office Benefit From Open Banking?

To successfully help high-net-worth individuals (HNWIs) preserve and grow their wealth, a family office (FO) requires more than expert asset management and financial planning skills. It also needs comprehensive visibility into all the family’s assets—both those the FO manages and those it does not. Open banking is here to help. This article explains how.

September 9, 2024

How Can A Family Office Benefit From Open Banking?

September 2, 2024

OpenWealth Association: All Under One Roof

To boost the efficiency of the Swiss wealth management business and to strengthen Switzerland as a financial and innovation center are two main goals of the OpenWealth Association. The community of banks, wealth, and wealth managers was established in 2021 in Zurich to develop, define, maintain, and operationalize the Open API standard for the wealth management community.

August 19, 2024

Open Banking And Its Benefits

Above all, open banking should benefit all stakeholders. Then make it convenient. Clients may easily control their finances at any time, as well as their payment commitments, assets, and provisions. Then there are the banks, which anticipate satisfied customers. FinTechs should be thrilled as well since they may access new demographics. Then, with their services, platform operators bring value to banks, consumers, and FinTechs.

July 30, 2024

A Path To A Paperless Family Office

Family offices are underinvested in operational technology, often relying on paper-based methods and Excel spreadsheets. Transitioning to digital wealth platforms enhances efficiency, decision-making, and collaboration. This insight explores how digital solutions can simplify complex wealth structures, making asset management more effective and strategic for private wealth clients.

July 25, 2024

Three Key Ways UHNWIs Preserve Wealth

According to legendary investor Warren Buffett, successful wealth management is all about following two rules. The first is to never lose money. The second is not to forget the first rule. These rules are simple to understand but can be hard to stick to, especially for UHNWIs: the more complex their wealth becomes, the greater the potential for missteps – and the more significant the consequences. This article outlines three key ways UHNWIs successfully put Warren Buffett’s theory into practice.

All Insights

Five Types of Digital Tools For Optimising UHNWIs’ Lives

Managing Reputational Risk for UHNWIs: Three Key Priorities in the Digital Age

Protected: Spotify – How Can A Family Office Benefit From Open Banking?

How Can A Family Office Benefit From Open Banking?

OpenWealth Association: All Under One Roof

Open Banking And Its Benefits

A Path To A Paperless Family Office

Three Key Ways UHNWIs Preserve Wealth

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