March 26, 2024

Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

If you’re using Excel spreadsheets for wealth management, you may have wondered about the value of a wealth management platform, and at what point it makes sense to investigate the options.

February 26, 2024

Leveraging Tech To Transform Client Concerns Into Client Satisfaction

As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.

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 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 12, 2024

How To Measure The ROI For New Technology Investments

Return on investment (ROI) is the profit earned on an investment divided by the cost of that investment. Although this calculation fails to directly account for the time value of money – an important consideration as some investments take longer to return profits than others – it offers a quick, useful way to estimate the future success of a given project. How can you apply this concept when evaluating potential investments into new technology? What factors should you bear in mind? Here we outline our suggestions.

January 12, 2024

Is Cryptophilanthropy The future Of Giving?

As digitalisation reshapes the global economy, a trend of so-called crypto philanthropy has emerged. Involving cryptocurrencies such as Bitcoin and Ethereum, this innovative concept provides a borderless and bureaucracy-free alternative to traditional philanthropy and is poised to take on a powerful role in charitable giving.

January 11, 2024

Top Tips For Becoming A Successful Paperless Family Office

For family offices, going paperless not only streamlines operations but also supports a more sustainable and efficient business model. Read on for our top tips on how your family office can digitalise to improve the way you manage finances and boost overall productivity.

Multi Family Office

Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

Leveraging Tech To Transform Client Concerns Into Client Satisfaction

Addressing Family Offices’ Top Three Investment Monitoring Challenges

Family Office Education: Where To Upskill Your Team?

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

How To Measure The ROI For New Technology Investments

Is Cryptophilanthropy The future Of Giving?

Top Tips For Becoming A Successful Paperless Family Office

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