ClearView Financial Media

Family Offices Under Siege: Effective Cybersecurity Strategies The #cybersecurity landscape is continuously evolving, and #familyoffices must stay #vigilant to protect their #sensitive information and #assets, so Neil Wilson, managing director at K2 Integrity argues. https://lnkd.in/eJXJW248 Tom Burroughes Stephen Harris Philip Harris Rachel Fokes Siiri Piiroinen Amanda Cheesley Theodora Viney

A Pivotal Development In DIFC Corporate Structuring The Dubai International Financial Centre recently announced plans for how certain companies might be regulated. #Corporatestructuring might sound a dry term but it often is crucial in deciding what sort of #businesses can set up in Dubai, and the overall ease of doing business. Daniel Pacic at Ogier discusses the details of operating in the #Dubai #jurisdiction. https://lnkd.in/et_yCspb Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Rachel Fokes Siiri Piiroinen Theodora Viney

Get Ready For 12th Annual WealthBriefing Tech & Ops Report Full of actionable insights, the annual research report from this news organisation is a valuable addition to the wealth industry's stock of ideas. This annual report consists of quantitative and qualitative research. It is a must-read analysis and overview of #technology and #operational issues for #wealthmanagers, #banks, #familyoffices and others. https://lnkd.in/gMraqpSa Please take a moment to fill in the survey: https://lnkd.in/g2vQfpZW For any questions, email Theodora.Viney@clearviewpublishing.com Tom Burroughes Philip Harris Stephen Harris Noreen Burroughes Cesareo FRSA Rachel Fokes Siiri Piiroinen Theodora Viney

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

Putting Trust In Trusts – Part Two This article, by Victoria Cannon at Hugh James, examines the use of trusts in #matrimonial #disputes, #legal developments, the pitfalls, and opportunities. It is the second in a multi-part series on the use of #trusts. In divorce proceedings, the presence of trusts when dealing with a couple’s financial settlement always adds a layer of complexity. In this article, Victoria Cannon sheds light on the treatment of trusts within the realm of #divorce proceedings. https://lnkd.in/eKptvPrT #familyoffices #UHNW #wealthmangement #wealthadvisory Tom Burroughes Amanda Cheesley Kate Bonnici Stephen Harris Philip Harris Rachel Fokes Siiri Piiroinen Theodora Viney

Encouraging Responsible Decision-Making With Explainable AI Nuno Godinho argues that at the moment, there still is a general lack of accountability across the board when it comes to educating people on the responsible use of AI technology. The wealth management and wider financial services sector continues to digest what AI means for business practices – and also what it does not mean. https://lnkd.in/g3SuyRd7 #ai #artificialintelligence #wealthmanagement #financialservices Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Rachel Fokes Theodora Viney Danielle Valkner John Boles Siiri Piiroinen

Could Korean Equities Match Japan’s Record Equity Rally? Japan's equities have – with some interruptions – been one of the bright spots for global equity markets. How might the South Korean market join the party? The following commentary on South Korea’s stock market comes from Alison Savas, investment director of Antipodes Partners, a firm headquartered in Sydney. https://lnkd.in/gvP6NY93 #equity #shareholdings #familybusiness #familyoffices #wealthmanagement #southkorea Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Theodora Viney Andrew Deane Rachel Fokes Siiri Piiroinen

Participate today in the survey for the 12th edition of WealthBriefing's Tech and Ops Research Report 2024! This 12th edition examines the key #operational #challenges that firms are looking to solve with new #technologies or #outsourced services. Take part in building a picture of where the #wealthmanagement industry and your firm stands on topics such as #investment and #adoption of new technology, including #AI, #robotics and #machinelearning, and benchmark against operational trends, efficiencies and outsourced trading. Thank you for your time! https://lnkd.in/g2vQfpZW #familyoffices #privatebanking #COO #operations Theodora Viney Tom Burroughes Noreen Burroughes Cesareo FRSA

Family Legacy: Keeping The #Entrepreneurial Spirit Alive Honora Ducatillon argues that #family culture, #communication styles, and learning opportunities can be designed to cultivate and encourage #entrepreneurship. #Entrepreneurs often talk about the influence of parents or other significant figures in developing their “can do” #mindset. #Cultural transmission within families – like many other learned #behaviours – comes from observing close family members, hearing relatives' life stories and picking up the habitual sayings and mannerisms of the family unit. https://lnkd.in/eiQFZU-C #familyoffice #wealthmanagers #wealthmanagement Tom Burroughes Amanda Cheesley Theodora Viney Philip Harris Stephen Harris Jamie McLaughlin Rachel Fokes

More M&A Is Coming To UK Wealth Management Regardless of broader economic trends, the variety of tailwinds that are positive for #wealthmanagement will continue for the foreseeable future, helping to accelerate developments such as M&A among smaller wealth managers, according to hugh elwes, managing director at US private bank Stephens https://lnkd.in/eY48UAcC #mergers #acquisitions #wealthmanagers Tom Burroughes Philip Harris Stephen Harris Amanda Cheesley Theodora Viney Rachel Fokes Siiri Piiroinen