UBS just put resilience — a word wealth-management founders have been underusing — at the centre of its 2026 Global Family Office Report. For a startup competing on trust, that reframing is an opening: the firms that can demonstrate recovery from disruption will win allocations the brand names assume are already theirs.
The pace of technological advancement is accelerating. This is not news to anyone wading through the ChatGPT craze. Artificial intelligence (AI) is at the forefront of this revolution. We are swiftly seeing companies adopting AI solutions. Even more rapidly are software providers
The global cost of a data breach last year was USD $4.45 million — an increase of 15% over three years. As we step further into the decade, it is crucial to understand which emerging technology threats could disrupt and harm a small firm with an outsized regulatory surface.
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You live in a shady neighbourhood. You feel confident your locks are secure, but you don't check them daily. A small crack or hidden weakness could have appeared. Cybersecurity, properly run, is the daily check — not the assumption.
The pace of technological advancement is accelerating; this is not news to anyone wading through the ChatGPT craze. We are seeing companies adopt AI quickly. Even more rapidly, we are seeing the regulatory and confidentiality questions catch up with them.
The global cost of a data breach last year was [USD $4.45 million](https://www.ibm.com/reports/data-breach). This is an increase of 15% over three years. As we step into 2024, it's crucial to be aware of emerging technology threats. Ones that could potentially disrupt and harm yo
Technology is reshaping the world of work at an unprecedented pace. From artificial intelligence to web3, from the metaverse to the hybrid work model. We are witnessing a series of technological revolutions. They are transforming how we communicate, collaborate, create, and innov
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The most frequent cyber threats target small and medium-sized businesses (SMBs), sometimes even more frequently because SMBs typically have less protection measures in place and are therefore more susceptible. According to the 2021 Verizon Data Breach Investigations Report, 62% o
Customer: A new wealth management company in the Caribbean The company was set up in response to a request for wealth management Services from a significant client by a team of four industry experts. Why is this story interesting: This is an excellent example of a small team leve
Customer: Medium-sized Caribbean wealth management company servicing multiple families Managed Services The company is a successful Family Office business in the Bahamas with 25 staff and a small group of global relationship executives. They serve clients globally and are trusted
Customer: A growing Family Office in the Caribbean This small Family Office already had invested in Microsoft 365 and had an in-house IT resource. The IT demand had increased due to a larger staff size and now needed a helpdesk to manage the demand and access to expert resources
Managed Service Providers, who are they, what do they do, and do you need one? Many of the technical challenges and frustrations that small to medium legal, wealth management and family office owners regularly face have been also faced by large financial services companies throug
