February 21, 2024

Addressing Family Offices’ Top Three Investment Monitoring Challenges

In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.

January 19, 2024

Family Office Education: Where To Upskill Your Team?

To keep up with constantly shifting traditional markets like real estate and equities as well as emerging asset classes like NFTs and cryptocurrencies, many family offices have recognised the importance of investing in their people’s targeted education. In this article, we list some of the best business school offerings designed to help family office executives skill up.

January 19, 2024

The Top Four Benefits of Data Visualisation For Wealth Managers

Most modern wealth managers have plenty of financial data of multiple types from multiple sources. The key question is: what are they going to do with it? Properly visualising the data is one of the most valuable steps for distilling meaningful insights from it – and ultimately driving superior returns for their clients. Here is why.

January 18, 2024

Meet The Cutting Edge Of Wealth Portfolio Management

Modern wealth managers seek to leverage the latest digital solutions as they continuously refine their strategies. An effective portfolio management system can provide them with a technological foundation for analysing investment performance in real-time and making better, more-informed decisions regarding asset allocation, risk management, and rebalancing. Below we outline what wealth managers can expect from such a solution.

January 17, 2024

How Robo-Advisors Can Help Human Wealth Managers

Automated, algorithm-driven investment platforms, commonly known as robo-advisors, have emerged as a convenient solution for portfolio management. While able to serve as an alternative to human financial advisors for fee-sensitive clients preferring a do-it-yourself approach, robo-advisors can also provide a valuable tool for traditional, relationship-driven wealth management firms to provide superior services. This article describes how.

January 16, 2024

The Great Wealth Transfer: What Financial Advisors Should Keep In Mind

Projections of the value of the personal assets set to change hands during the so-called Great Wealth Transfer have risen from US $129 trillion from $72 trillion. More significantly, or perhaps alarmingly, are expectations that up to 88% of heirs to this wealth will fire or replace their parents’ financial advisors. How can you position yourself to keep serving the next generation of their clients? Read on for our top three recommendations.

January 16, 2024

The Top Four Family Office Use Cases For AI

Wealthy families and their advisors face the challenge of handling complex information from diverse sources, including investment managers, lawyers, and accountants. Artificial intelligence (AI) is emerging as a powerful ally, aiding in extracting valuable insights from this information overload and facilitating clear communication within family offices. Below we outline the top four family office use cases for AI and what to remember when embracing them.

January 15, 2024

Ten Must-Know Cryptocurrency Terms

As we settle into 2024, an upward trend in many cryptocurrencies’ prices is putting the relatively new asset class in headlines and under many investors’ consideration. Below we break down the ten most important cryptocurrency-related vocabulary terms to know as what many analysts consider to be the next crypto bull market takes off.

All Insights

Addressing Family Offices’ Top Three Investment Monitoring Challenges

Family Office Education: Where To Upskill Your Team?

The Top Four Benefits of Data Visualisation For Wealth Managers

Meet The Cutting Edge Of Wealth Portfolio Management

How Robo-Advisors Can Help Human Wealth Managers

The Great Wealth Transfer: What Financial Advisors Should Keep In Mind

The Top Four Family Office Use Cases For AI

Ten Must-Know Cryptocurrency Terms

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