Briefings
Current Briefings
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Past 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