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There are many jobs to be done, and Simple is where to start. Through our realtime insights & network of experts, we help navigate the complexities of the highly fragmented private wealth sector.

Next-generation thinking is in our DNA – we come without legacy systems or handicaps. Learn more about the latest factors affecting private wealth owners or get access to ready-to-use tools and resources. If you believe that real wealth is more than purely financial returns on your investment, then you’ve come to the right place.

There are many jobs to be done, and Simple is where to start. Through our realtime insights & network of experts, we help navigate the complexities of the highly fragmented private wealth sector.

Who uses our platform

Private Wealth Owners

We guide private wealth owners on their journey from family businesses to business families, whether it’s from succession or a company sale.

Family Office Management

Whether you're a CIO for a single-family office or the Managing Director for a newly established multi-family office, we have the tools, data, and insights to make your life easier.

Banks & Service Providers

We work with banks and financial service providers looking to set new standards on how they operate with private wealth owners.

What do we provide our users?

Regular updates

A pulse check on the latest news in private wealth. Stay on top of the latest trends with our collection of reviews, case studies, tools, and guides.

Realtime insights

Actionable insights from the get-go. Our pragmatic approach to research empowers you to make decisions with the backing of industry expertise and cutting edge knowledge.

Bridging the knowledge gap

The private wealth sector is highly fragmented. We use our industry know-how and networks to bridge the knowledge gap and build consensus amongst experts and leaders.

Monthly briefings

A monthly deep dive into the key trends shaping the private wealth sector. Join our member briefings and hear about the latest directly from our experts.

Access to our network of experts

Knowledge is nothing without connections. We provide direct access to the experts who author our reports to ensure our members receive the most value.

Compare our membership options

Join us and immediately gain access to our real-time insights platform. We also provide more detailed data-driven services, products, and comparisons to our premium members.

Premium Membership

Free Membership

Join live briefings

We hold monthly online briefings with our members and experts.

Yes

Access our insights tool

Search our ever expanding catalogue of industry content.

Yes

Direct access to experts

Connect and book time with any of our experts.

Yes

Discuss your own business

Find out how and why a specific piece of research impacts your business by connecting with the author.

Yes

Take our courses

Learn how to apply specific tools in your own organization through our online courses.

Yes

Advanced data

Get access to our market maps, comparative datasets and benchmarks.

Yes

Premium Membership

Yes

Free Membership

Yes

No

Join Our Community today

A BASIC MEMBERSHIP IS FREE & WE'RE REALLY GOOD COMPANY!

Be informed with the essential articles, reports & opinion pieces. Our network of experts span from wealth management advisors to digitalisation and change management consultants.

Start a free account today

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