2022年全球家族财富科技格局报告

THEWEALTHMOSAIC THEGLOBAL FAMLVOEECEWEALTHTECHLANDSCAPEREPORT2022 Articles,interviews,featureclsolutionproviclerprofilesanclaclirectory June2022 (npartnershipwith GL<TRSLPARTNFRSHII THEWEALTHMOSAICForeaorc2 Foreword ByDr.MichaelJ.Oliver, Co-founder,GlobalPartnershipFamilyOffices GLOBALPARTNERSHIP I'mdelightedtobeintroducingTheWealthMosaic's(rWM)andGlobalPartnershipFamilyOffices'(GPFO)firstClobalFamilyOfficeWealthTechLandscapeReport.ThisJolntreportaimstodeliveracomprehensiveoverviewofthewealthtechnology(WealthTech)solutionprovidersavailabletothebusinessneedsoffamilyoffices.This to-dayoperationsotmanytamilyofficestheworldover Historically,ealthlechacoptionhasbeenlowamonqstfamniyoffices.Hotntechnologysolution providlersandpctentialcustomersfeltfamilyofficesweretoocomplicatedtoadoptmass-marketproducts,buttoosmalltojustifybespokesolutions.Thisisnolongertrue,andthetechnology Theyhavemoreincommon,soitiseasierforproviclerstoservethem,andtechnologyacioptioneacstoamateriallybetterexpenencetortheclientoftheMFo Single-familyoffhices(sFOs)aredifferent,withmanystillrelyirgonhomemadesolutionsandnot knowingwheretostartinunderstanclingthemyriaclofoptionsnowavailable.Thisreportwillhelp farnilyofficesbig,simall,new,andoldprovicingthebroacestviewyetofthetechnologysolution providerlandkcapeandsupportinginsights Thisisirmportantbecauseprivatewealthhasgrownsigrificantlyoverthepastdecacde,withthe numberofindividualsandfamiliesthatfallintothehigh-networth(-NW)andultra-high-networth Butfarmilyofficpshavealwaysbeenheterogeneousinscale,scope,andoperation,withtheCovid-19 pandemicpromptingamoresignificantcivergence.Anddluringthistime,healthandlongevityhavebeenviscerallyfrontofrnind.Covernanceandacirninistrationstructureshavebeentested, ousepdsodxeueaeysogeyejessuossngouoogusegdneyensoxeooeueouoo illelapajesos Fortunatelytechnolccycanhclpmonitorandmanaqethischane.wealllovotechnologvwnenItworksandmakesourliveseasier.lthasoecornenission-criticalforthosewhonavealfead: adoptednewplatformrs,inprovingefficiencyarxdcontrol.Ithasalsoreducedrelianceonsomreserviceproviders,notalblybankingpartners,whichcanalsobeaneconomicbenefit.However, gettingtothispointisasignificantchallenge,oftendluetothecomplexitiesofonboardingand Thisreport,anclthesupportingknowlecigeresourcesthatTWMandCPFOwillbecevelopingas wego,airnstoempoverthefamilyollicesectorasawholebyhighlightingandshowcasingwhatis cutthereandsupportinganyfamilyficesjourneytovardismakinginformeddecisionsonwhich vencorsarelikelytoprovidethermwiththesupporttheyrequire heGlobalFamilOfficeWlthlechLerkhcapeReport1June20z2 THEWEALTHMOSAIC Theprimarytechnologyneedsotfamilyofficescanbebrokendownastollows Aggregatonardreoorting Imvestmentexecutior Marketintelligence/inestmonticleac AdministrationGovernance Informationsecurity/cybersecurity However,thereisagreatcealofoverlapbetweenfunctions,andthetestistogetanorchestrathat leveragesallitscomporentpartstocreatetheverybostharmonypossible. Thisisnotwithoutchallenges OneofthemcstsignificantissuesaroundchangingthingsisinformationsecurityMostofthefunctionsthattechnologyoffersinthefamilyofficetouchonsomeofthemostsensitiveinfomation thefamilyofficehasForfamilyofficeswithna/alowprofile,pluggingthisinformationintoanytechnolocysystemisabigstep Secondlly,theheterogeneouEnatureoffamilyofficesmeansonesystemwillnctbesuitableforal familycffices.Indecd,therequirementsofafamilyofficewithconsiderableexposuretotangible assetsandalternativeswillhaveverydifferentneedstoafamilyofficemainlyexposedtopublicmnarketequrtes Notonlythis,theclifferencesalsotranscendthewholeorganization,fromhowdecisionsaremace towhoisreportedto.ThesenuancesrmeananyVWealthTechsolutiontothefarmilyofficesectorneecs flexibilityandahighlevelofcurtomerservice,whichprovidershavenctalwaysoffered Technologicalchargealsocormesagainestincreasingcverallfamilyofficeoperatingcosts(UBSCFO Report2022).Staffingcostshaverisenconsiderablyandiexpectedceclinesinactualreturnsan wealthbothhaveanimpact.Therewillbepressurepointsthatfracturetheviabilityofoperating SFOsandMFOs Acioptionisstillsurprisinglylowonmanyfronts! Buttheimportanceisalsoinkncwingthatthetechnologyisouttheretouee.Itisavailable,and familyofficesdon'thavetogoitalone:provickersarewillingtoworkinpartnershipandcollaboratively toceliversornethingthattrulymeetstheirneecsandrnokdsaroundthefarmilyoffice. Ihopethisreport,pxplicitlyfocurodonthefamilyofficeVvealthTechlanckcape,offersinsightan neseissuesdrdcdnectdsdOne-stopfesourcetosuipportdndenndnceuroerstandingolwndtIs availableardforwhormnitmightbesuitable Dr.Michoel3.Ofiver Co-founder,ClobalPartnershipFamilyOffices wwcalocou suojuosjoaqn! THEWEALTHMOSAIC4 Contents Foreword ByDr.Michael3.Oliver,Co-founder,ClobalPartnershipFamilyOffices Page2-3 02Introduction TheGFOWealthTechLandscapeReport2022-AnIntroduction ByStephenWall,Founder,andMarioABassi,SeniorAdvisorBusinessDevelopmentAPAC,TheWealthMosaic 0 Page6-9 SolutionProviderViewpoints Reducingcomplexityenablingthewealthowners NatalieRcterrmund,BusinessDevelopment,AltooAC P