Family Office Private Banking Review

Participate in our review of private banks with family office coverage units – and reach new audiences. We are open to new banks, reviewed on an ongoing basis.

Family Office Software

Finding the private bank that is the best fit for your wealth is a pain.

We help you ask the right questions about the key business areas affecting family offices and the private wealth owners that they work with. We offer realtime insights that allow you to think ahead on the issues that really matter. We know that the family office sector is fragmented. That’s why we work to build consensus and capacity amongst our network of experts.

We help you align on the ‘why’ and the ‘how’, bringing new perspectives thinking to existing problems. By building in-house resilience, we allow you to overcome some of the greatest challenges family offices face today: from cybersecurity to environmental concerns. We take a strong view on operational factors and provide you with the toolkit to professionalize your organization.

Family Office Events

We release our updated annual review in March. This is when many of our members reassess their service providers.

You will be part of a report that will help our readers to find the private bank or family office coverage unit that is best suited to their needs while we also highlight various future opportunities and challenges.

Additionally, we write and publish several annual roundups for other publications using this data. Some still rank number one Google search result for the keywords “family office banks”. Exposure in various articles brings participants remarkable traffic and new clients.

Reach your audience

By participating in the review you gain a unique chance to get connect to our growing number of private wealth focused readers through:

1. Join our dataset

Wealth owners, family offices and consultancies use our data to establish and improve their operations. Through the data points that we track we ensure that banks are more accessible for this segment.

2. Gain Exposure & Leads

Gain exposure to new private wealth clients and be part of the family office consideration set. Either directly on the Simple Platform or through our datasets used by various consultancies.

3. Stay on top of market Intel

Bi-annually we report back to all participants on both the practical and inspirational data that we tracked throughout the year. What are clients searching for, and what are the major shifts happening.

Process

Family wealth is a matter of trust. Therefore we take great measures to only include banks in our reviews that deliver a clear, proven value to our members.
If you’re interested to participate, please connect with us using the form below. We do a pre-assessment on the suitability of all banks to ensure they meet our criteria. After this we schedule a call to discuss details on participation and outline next steps which include an RFI survey and interview. Once we have all the required data we include this in our master data set. We have various promotional activities and media opportunities happening year round that is open for participants to join in on.

Note that there is a standard participation fee for all providers to cover our assessment.

Would you like to join?

Connect with us, using the form below and we will be in touch with the details

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