Family Wealth Report

WealthBriefing shall be hosting a cocktail event this evening to celebrate the achievements of our winners in The Third Annual WealthBriefing Wealth For Good Awards 2024. These awards are held to honour the firms and people driving change in and around impact investing and philanthropy. You can see the full list of triumphant firms in the link below. https://lnkd.in/er7rX89g Schroders Wealth Management SG Kleinwort Hambros Societe Generale Spring IM Stephenson Harwood LLP The Family Office Doctor LLC Tribe Impact Capital TRIREC TrustConsult Group Grégoire Mure VAR Capital Veris Wealth Partners, LLC Wealth Reader WHEB Withersworldwide

WealthBriefing shall be hosting a cocktail event this evening to celebrate the achievements of our winners in The Third Annual WealthBriefing Wealth For Good Awards 2024. These awards are held to honour the firms and people driving change in and around impact investing and philanthropy. You can see the full list of triumphant firms in the link below. https://lnkd.in/er7rX89g Accuro aixigo Aleta – a next-generation wealth platform Paul Kearney Arden Trust Company atomos wealth Bailard, Inc. Bank of America Barclays Private Bank Big Give BNP Paribas Wealth Management Bryn Mawr Trust Capital Generation Partners Charities Aid Foundation (CAF) Daylight Advisors Dynamo Software EQ Investors I B Corp EY Fiduciary Trust Company FinServ Foundation First Rate, Inc FormInvest AG Foundation Source GIB Asset Management Glenmede Guernsey Finance HSBC Huntington Private Bank InfoGrate Wealth InvestSuite LGT Private Banking Ludlow Trust Company National Philanthropic Trust The Niche SA Asset Management Prism the Gift Fund QNB Finansbank REYL Intesa Sanpaolo RBC Russell-Cooke Solicitors

Family Wealth Report is proud to announce the latest publication showcasing the finalists and winners of The Eleventh Annual Family Wealth Report Awards 2024. This year, we received a record number of entrants, underscoring the significance of this prestigious awards program. https://lnkd.in/eysGEYkS

The Sneaky Way That Tech Debt Eats Your RIA Alive Adrian Johnstone, CEO at Practifi argues that the ongoing costs associated with tech – aka "tech debt" – can creep up on firms and destroy profitability unless managed well. https://lnkd.in/eTM2U3zY #familyoffices #fintech #wealthtech #wealthmanagers Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Rachel Fokes Siiri Piiroinen Erin Hulse Theodora Viney

Risclarity Steps Up Strategic Marketing, Business Development Risclarity has named Mark Wickersham as senior vice president of strategic marketing and business development. Risclarity – established 14 years ago – delivers #reporting #technology for #familyoffices and other groups in the higher reaches of #wealthmanagement. https://lnkd.in/emGtPv-q Tom Burroughes Stephen Harris Philip Harris Rachel Fokes Siiri Piiroinen Theodora Viney Joseph Reilly

Thank you for attending the Family Wealth Report Family Office Cybersecurity and AI Summit yesterday! Thank you to all speakers and partners! Omega Systems Mykolas Rambus 360 Privacy Howard Insurance David Teten Chris Wake Lisa Gelles Kathryn (Kate) Norris, CPRM, CAPI, CPRIA Gilad Zinger Danielle Valkner John Boles Eton Solutions LP Andrew J. Evans, MBA Roberts Global Guardian Ileana van der Linde Elizabeth Buckley Tim Schnurr Stephen Harris Philip Harris Tom Burroughes Rachel Fokes Siiri Piiroinen Iliana Efthymiadi Theodora Viney #familyoffices #wealthmanagement #ai #cybersecurity #cyberthreat

We look forward to seeing everyone at Family Wealth Report's Family Office Cybersecurity and AI Summit tomorrow, June 4. Join the discussion with Chris Wake 360 Privacy John Boles Elizabeth Buckley Global Guardian Andrew J. Evans, MBA Lisa Gelles Robert Mallernee Kathryn (Kate) Norris, CPRM, CAPI, CPRIA Mykolas Rambus William Roberts Tim Schnurr Danielle Valkner Ileana van der Linde Gilad Zinger Stephen Harris Philip Harris Tom Burroughes Rachel Fokes Siiri Piiroinen Iliana Efthymiadi Theodora Viney #familyoffices #wealthmanagers #cybersecurity #ai #cyberthreats Detailed agenda on the website: https://lnkd.in/e9mRfy-V For registrations: https://lnkd.in/ezaRVVU9

Come and join the discussion about #cybersecurity and #ai at Family Wealth Report's Family Office Cybersecurity and AI Summit on June 4 - New York. Chris Wake 360 Privacy Elizabeth Buckley Global Guardian Anthony DeMario Andrew J. Evans, MBA Warren Finkel Lisa Gelles Robert Mallernee Edward Marshall Kathryn (Kate) Norris, CPRM, CAPI, CPRIA Mykolas Rambus William Roberts Tim Schnurr Danielle Valkner Ileana van der Linde Gilad Zinger Register here: https://lnkd.in/ezaRVVU9 #familyoffices #wealthmanagement #uhnw Stephen Harris Philip Harris Tom Burroughes Siiri Piiroinen Rachel Fokes Iliana Efthymiadi Theodora Viney

Register today for the Family Wealth Report Family Office Cybersecurity and AI Summit on June 4. Join the discussion about #ai #cybersecurity #cyberattacks #cyberthreats #IT #prevention #mitigation #goodpractice #efficiency. Chris Wake Danielle Valkner John Boles Kathryn (Kate) Norris, CPRM, CAPI, CPRIA Lisa Gelles 360 Privacy Mykolas Rambus Gilad Zinger William Roberts Andrew J. Evans, MBA Tim Schnurr Global Guardian Ileana van der Linde Omega Systems Kaleigh Alessandro Warren Finkel https://lnkd.in/ezaRVVU9 Stephen Harris Iliana Efthymiadi Theodora Viney Philip Harris Tom Burroughes Andrew Deane Rachel Fokes Siiri Piiroinen

Gold Starts To Shine Again The yellow metal – famed for its “safe-haven” status – has had something of an image makeover in recent weeks. Prices have risen and while the jury remains out on whether bitcoin will yet attain the qualities of money, gold appears to retain that status. Geopolitical worries (Israel, Iran, the Red Sea, Russia, Ukraine, and Taiwan) and economic ones (inflation has yet to be decisively pushed down in much of the West, and fears about heavy public sector debt) combine to give gold enthusiasts reasons to hold the metal. https://lnkd.in/eikum9uK #gold #wealthmanagement #investments #alternativeinvesting #familyoffices #UHNWI Patrick Kennedy Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Rachel Fokes Siiri Piiroinen Theodora Viney