Briefings

Family Wealth Report Panel Discussion – A Wealth of Opportunities
Thursday 24th October - 2024 WealthBriefing Panel Discussion – A Resolute and World-Class Jurisdiction
Wednesday 26th June - 2024 How to diversify existing asset classes by incorporating a risk management solution
Thursday 10th February - 2022 Redefining investor data needs: setting the gold standard of wealth management in Europe
Thursday 18th March - 2021 Redefining investor data needs: setting the gold standard of wealth management in APAC
Thursday 11th March - 2021 Should Wealth Managers Embrace Digital Assets? Focus on Europe
Wednesday 10th March - 2021 Should Wealth Managers Embrace Digital Assets? Focus on Asia
Tuesday 9th March - 2021 WealthBriefing Cocktail Reception: Are You Ready for New Wealth Management Business Models and Relationships?
Thursday 30th January - 2020 Exclusive Breakfast Briefing: Leverage IFCs for Family Wealth
Thursday 26th September - 2019 London Breakfast Briefing: Client Reporting – Regulatory Burden or Client Engagement Tool?
Thursday 25th October - 2018 Hong Kong Financial Intermediaries Sector Roundtable Exclusive Invitation Only Breakfast
Friday 8th June - 2018 The Future for External Asset Management in Switzerland: WealthBriefing Research Launch
Wednesday 6th June - 2018 Research Launch Breakfast Briefing: Portfolio Management Efficiencies: An Update on Singapore’s Wealth and Asset Management Industry
Thursday 31st May - 2018 Technology & Operations Trends in Wealth Management Report 2018 Launch
Wednesday 16th May - 2018 29 March 2018, Hong Kong – The Rise of Financial Intermediaries in Asia
Thursday 29th March - 2018 27 March 2018, Singapore – The Rise of Financial Intermediaries in Asia
Tuesday 27th March - 2018 Navigating GDPR whilst deepening client relationships
Wednesday 7th March - 2018 Applying Artificial Intelligence in Wealth Management – Compelling Use Cases Across the Client Life Cycle
Thursday 7th December - 2017 Structuring Solutions for the European and UK Marketplace
Thursday 30th November - 2017 Efficiencies, Innovation and Regulation: Getting the Balance Right, Whatever Your Business Model
Thursday 23rd November - 2017 Wealth Management Structures – PTCs & SPVs, Strategies for Risk Management
Wednesday 8th November - 2017 Black Swans turn Grey: How Finance Structures Can Help Businesses Triumph During Troubled Times
Tuesday 31st October - 2017 The attack on privacy and controlling information for UHNW families investing and holding wealth
Thursday 19th October - 2017 Peace of mind for equity investors: How can investors find solid returns when stock markets are vulnerable to directionless volatility?
Tuesday 3rd October - 2017 External Asset Managers in Asia: New Directions for a Rapidly-Expanding Sector – Hong Kong
Tuesday 6th June - 2017 External Asset Managers in Asia: New Directions for a Rapidly-Expanding Sector – Singapore
Thursday 1st June - 2017 London Breakfast Briefing: Enhanced Data Management – The New Determiner of Success for Wealth and Asset Managers?
Tuesday 25th April - 2017 Zurich Breakfast Briefing: Eradicating Inefficiencies, Minimising Risks: Optimising Portfolio Construction and Management in a Fast-Moving World
Wednesday 15th March - 2017 Singapore Breakfast Briefing: Eradicating Inefficiencies, Minimising Risks: Optimising Portfolio Construction and Management in a Fast-Moving World
Wednesday 22nd February - 2017 Geneva Breakfast Briefing: Eradicating Inefficiencies, Minimising Risks: Optimising Portfolio Construction and Management in a Fast-Moving World
Thursday 9th February - 2017 New York Breakfast Briefing: A Search For The Holy Grail Of Uncorrelated Assets – How To Genuinely Diversify A Portfolio In Uncertain Times
Tuesday 13th December - 2016 Dubai Breakfast Briefing: Designing The Building Blocks For Effective Family Business Governance Structure
Wednesday 2nd November - 2016 Geneva Breakfast Briefing: Brexit
Tuesday 25th October - 2016 London Breakfast Briefing: The Pursuit Of Digitalisation
Thursday 20th October - 2016 Singapore Breakfast Briefing: A Wake-Up Call for Asia’s HNWs – Is Your Human Capital Properly Protected Against Critical Illness?
Tuesday 4th October - 2016 London Breakfast Briefing: Brexit
Tuesday 27th September - 2016 Singapore Breakfast Briefing: Wealth Preservation and Investor Migration in a Transparent Environment
Thursday 22nd September - 2016 New York Breakfast Briefing: Client Reporting: or is it Client Communications?
Tuesday 20th September - 2016 Zurich Breakfast Briefing: Cementing Client Relationships through Consolidated Reporting
Thursday 8th September - 2016 Geneva Breakfast Briefing: Switzerland – will it remain a key centre of wealth management?
Thursday 16th June - 2016 Singapore Breakfast Briefing- The External Asset Management Industry in Asia: A Tale Of Two Cities?
Thursday 9th June - 2016 Hong Kong Breakfast Briefing- The External Asset Management Industry in Asia: A Tale Of Two Cities?
Thursday 2nd June - 2016 Breakfast Briefing – Profiting from Better Business Visibility: Capturing Efficiencies And Opportunities Across The Client Lifecycle
Thursday 12th May - 2016 Breakfast Briefing: How Investing In The Lloyd’s Insurance Market Adds To The Wealth Management Menu
Thursday 28th April - 2016 Singapore Breakfast Briefing –The Fastest One Wins: How Wealth Managers Conquer New Market Segments With Digital Onboarding
Thursday 21st April - 2016 Breakfast Briefing: Operational Efficiency Gains and Cost Savings – where’s the lowest hanging fruit in terms of technology?
Tuesday 19th April - 2016 Breakfast Briefing – Securitisation As An Innovative Marketing Solution For Asset Managers
Thursday 17th March - 2016 Breakfast Briefing – Survival of the Fittest: The Rise of the Omni-Channel Advisor
Wednesday 16th March - 2016 Breakfast Briefing – Retirement, Pensions and Succession Planning: Finding The Best Savings Route For Your Client
Thursday 19th November - 2015 Breakfast Briefing – Business Growth in the Information Age: Unlocking Profitability and Efficiency from Business Data with Enhanced Analytics
Wednesday 4th November - 2015 Breakfast Briefing: Future-proofing the wealth management businesses to accommodate regulatory change
Tuesday 8th September - 2015 Webinar: Help or Hindrance? The Link Between Technology Provision and Advisor Productivity
Tuesday 7th July - 2015 Webinar: Tackling the Compliance Challenge with Effective Client Onboarding
Tuesday 30th June - 2015 WealthBriefing Connoisseurs Salon Event – Champagne Louis Roederer
Thursday 11th June - 2015 Harnessing Technology to Tackle Conduct Risk
Wednesday 25th March - 2015 Breakfast Briefing: Converting Compliance Challenges into Business Benefits – Geneva
Thursday 13th November - 2014 Breakfast Briefing: Converting Compliance Challenges into Business Benefits – Zurich
Tuesday 11th November - 2014 Breakfast Briefing: Converting Compliance Challenges into Business Benefits – New York
Thursday 30th October - 2014 Breakfast Briefing: Converting Compliance Challenges into Business Benefits – Chicago
Tuesday 28th October - 2014 Breakfast Briefing – Global Economic Outlook: Recoupling Growth And Inflation
Thursday 16th October - 2014 Breakfast Briefing – Wealth Management Technology and Operations Report Launch
Wednesday 18th June - 2014 Breakfast Briefing – Making the most of suitability: how to turn a regulatory burden into an opportunity to gain control over your business
Thursday 22nd May - 2014 Breakfast Briefing: The Difficult Truth About Ops: Hunting the elephant in the room
Thursday 10th April - 2014 BreakfastBriefing – How mobile are your advisors? How engaged are your clients?
Thursday 6th March - 2014 Round Table – Understanding UHNW Individuals In A Global Framework
Tuesday 14th January - 2014 Swiss IWM Report Launch
Thursday 21st November - 2013 Breakfast Briefing: Mobile Demand And Regulatory Change – Are You Riding The Modernisation Wave?
Thursday 14th November - 2013 Breakfast Briefing: Wealth Planning- Is the Future Onshore?
Monday 23rd September - 2013