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
Family Wealth Report
Book and Periodical Publishing
Providing unique and essential business intelligence on the world of North American family wealth www.FWReport.com
About us
Published by ClearView Financial Media, an independent, London-based publishing house, Family Wealth Report is the leading source of essential, and often exclusive, business intelligence and in-depth reports for family offices, private banks, wealth and private asset managers, and other advisors to wealthy clients in North America. Content comes from our own experienced editorial team as well as leading industry professionals, helping readers stay on top of important developments in this complex space. Family Wealth Report operates regular though leadership events for our community and invited guests, as well as the highly-regarded annual FWR Awards, now in their 7th edition.
- Website
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http://www.familywealthreport.com
External link for Family Wealth Report
- Industry
- Book and Periodical Publishing
- Company size
- 11-50 employees
- Headquarters
- New York
- Type
- Public Company
- Founded
- 2008
Locations
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Primary
New York, US
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London, GB
Employees at Family Wealth Report
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Tom Burroughes
Group Editor, at ClearView Financial Media, WealthBriefing, WealthBriefingAsia and Family Wealth Report
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Charles Paikert
Contributing reporter at Barron's Advisor; U.S. correspondent, Family Wealth Report, contributing writer, CityWire RIA
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Borja Rodriguez Cuadra
Founder of Vacation Marbella. Luxury holiday rentals in Marbella, Spain. We are hosting more than 10.000 guests a year.
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Buzz Bray
Family Office & Wealth Management Recruiting
Updates
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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
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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
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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
The Sneaky Way That Tech Debt Eats Your RIA Alive
familywealthreport.com
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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
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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
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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
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Family Wealth Report reposted this
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
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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
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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