Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Family Office: Changing Investment Approaches Prashant Joshi, Co-Founder & Partner, Fintrust Advisors LLP Gone are those days when investors built portfolios on an ad-hoc basis without any real grasp of the investment strategy. Instead, they have understoo... 2 weeks ago | 57 mins WealthTech Talks: Meeting Evolving HNW Client Expectations in Wealth Management Stephen Wall, Co-Founder, The Wealth Mosaic Expectations continue to evolve among high-net worth (HNW) investors and, for wealth management, this has a potentially significant bearing on their c... 3 months ago | 53 mins Executive Protection at Home is the Major Gap in Cybersecurity Dr. Chris Pierson There is no longer any difference between personal and corporate protection when it comes to members of the executive team and board. High-level indiv... 3 weeks ago | 51 mins WealthTech Talks: Meeting Evolving HNW Client Expectations in Wealth Management Stephen Wall, Co-Founder, The Wealth Mosaic Expectations continue to evolve among high-net worth (HNW) investors and, for wealth management, this has a potentially significant bearing on their c... 2 months ago | 53 mins [Panel] The New Business Models & Technologies that Drive Family Offices Marc DePaul, Stephen Wall, Michael L. Kalscheur While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to ... 3 years ago | 59 mins The top estate planning mistakes made by affluent clients & how to avoid them Mandy Dix-Peek (Head of Old Mutual Wealth Fiduciary Services) and Elbe Thatcher (Old Mutual Wealth Fiduciary Specialist) Estate planning can be an intricate and often multifaceted process. This is especially true for ultra-high net worth clients where specific structurin... 1 year ago | 49 mins The Power of Borrowing in a Wealth Plan Colin Campbell, private banker, and John Williams, head of wealth planning. Governments, corporations and other institutions often routinely borrow as part of the management of their affairs. However, the potential advantages ... 2 years ago | 33 mins APAC WealthTech Talks: Keys to Success GBA Wealth Management Connect (WMC) Mario Bassi, Senior Advisor & Lead Business Development APAC, The Wealth Mosaic Market surveys show there are more than 450,000 high-net-worth families with more than RMB 6 million in investable assets across Guangdong, Hong Kong ... 8 months ago | 47 mins Family Office Panel Discussion: Responsible, Sustainable & Impact Investing Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments. What i... 3 years ago | 63 mins Family Office Panel Discussion: Responsible, Sustainable & Impact Investing Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments. What i... 4 years ago | 64 mins Load more
