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Overview

As new generations of investors, whose expectations have been shaped by newer regulation,
technologies and living through a major financial crisis, the wealth management industry is
undergoing significant change. Newer standards have been introduced to the industry both in
terms of how advice and investment products are being delivered.

High net worth Individuals and Family Offices are on the rise and investment opportunities are
expanding beyond mainstream alternatives, such as hedge funds. Impact investing is the new
buzz word within the portfolio mix as millennials aim to give back to good causes. Demographic
shifts are taking place with aging advisers as well as a transfer of wealth from baby boomers to
their children.

PrivateWealthIntelligence focuses primarily on the global private wealth sector, with a primary
focus on high net worth individuals and family offices-both single and multi. It delivers market-
leading research and events offering unique insights into a traditionally eclipsed industry.