Supporting organisations
The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for practitioners in the fields of trusts and estates, executorship and related issues. STEP aims to promote the highest professional standards through education and training leading to widely recognised and respected professional qualifications. STEP also works to demonstrate the value of good stewardship and planning across future generations to governments, professionals, financial institutions and the public. STEP internationally has over 17,000 members based in 81 countries, with over 6,000 members in the UK. Over 4,000 students worldwide are currently studying for STEP qualifications and in the UK STEP supports an extensive regional network providing training and professional development. STEP has 95 branches and chapters which span across 50 countries.
Headline Media Partner
WealthBriefingAsia is the premier news, features and information source for the global wealth management sector. The subscription only service provides concise, up-to-the-minute information to leading wealth managers, private bankers, fund and asset managers, family office executives, stockbrokers and other professionals, including private client lawyers along with high net worth individuals themselves.
Whether at your desk or on the move, WealthBriefingAsia subscribers receive daily news analysis to their inbox before 8.00am every working day.
Subscribers benefit from:
- Access to ten years of archives so that you are prepared for any client meeting
- The latest news and industry intelligence to help keep your finger on the pulse
- Breaking news alerts so that you stay ahead of the competition
- The pertinent facts - our Editorial Board ensures that nothing is missed
WealthBriefingAsia is essential reading for all relationship managers and client facing professionals in the wealth management sector. Middle and Back Office professionals will also find it useful as an information centre on companies and trends in the wealth management industry.
WealthBriefingAsia provides news, analysis and industry insight. Areas of coverage include:
- Strategic and structural changes across the private banking/wealth management sector
- Mergers & acquisitions in wealth management
- People moves and profiles, including analysis of compensation packages
- The increasing importance of family offices
- Fund management - new products, performance and structure
- The compliance challenge, including anti-money laundering regulations and techniques
- Tax, estate management and legal issues
- Analysis for the consumer of wealth management products and service
Media Partners
Family Wealth Report offers unrivalled access to wealth manage¬ment professionals across the Americas. Our subscribers are professionals in the uppermost echelons of the high and ultra-high net worth private client space. The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched, integral part of the wealth management landscape.
For our subscribers, Family Wealth Report is an essential business tool which provides business intelligence in a convenient and easy-to-read format - straight to their inboxes every day. Nowhere else will you find such high-quality, in-depth and often exclusive content all in one place. Family Wealth Report is produced by an industry-leading editorial team and also features commentary from the most senior executives, meaning that reading is a daily priority for our subscribers. Family Wealth Report covers the latest research, compli¬ance and regulatory issues, and strategic and structural changes within firms themselves, as well as wider issues affecting family office clientele.
Offshore Red is the key monthly source of news and analysis relating to international tax, trust and regulatory developments. Its unique, need-to-know legislative planning update is respected throughout the cross-border financial services industry.
Offshore Red offers essential news, features and analysis on tax legislation affecting international financial services centres worldwide. With unique access to a highly-qualified group of experts specialising in tax planning, legal and financial services, Offshore Red gives readers timely and analytical commentary relating to tax, trust and regulatory changes, and their implications for international trust and tax planning for private clients.