Newsletter 3 - March 2024
Welcome to the March newsletter where we highlight our Thought Leader program, recap our latest posts and share the latest news from PWFO!
PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.
We are proud to announce that our Thought Leader for Hong Kong, Belinda Wong, has been appointed as Program Manager. She is busy working on new ways to reenergize the program and is hosting her first Thought Leader meeting next week.
Find out more about the PWFO Thought Leader Program
In case you missed our February posts, here's a recap:
Family offices are increasingly leveraging digital tools and platforms for streamlined operations. This includes the use of robust wealth management software, secure data analytics, and document management systems, all of which enhance data security and accessibility...
If you would like to explore this topic further or learn about specific case studies and success stories in the realm of impact investing, please feel free to reach out....
Today, I will share names of some family's whose success stories and case studies have made a remarkable impact in both wealth growth and social responsibility....
This month, we not only look into the transformative power of FinTech but also explore the groundbreaking impact of Artificial Intelligence (AI) in reshaping wealth management strategies...
We are delighted to share our collaboration with the Financial Times for the distinguished Innovation in Wealth Management Summit. This event stands as a testament to the innovative spirit of industry leaders and visionaries. As a privileged partner, we are pleased to offer our members an exclusive discount to attend this summit in London on May 2, 2024. Seize this unparalleled opportunity to immerse yourself in high-level discussions and network with the crème de la crème of the wealth management world. Join us to contribute to the pivotal conversations shaping the industry's future. For more information contact us at [email protected]
PWFO Nomad Financial Services Career Accelerator Program
Our Apprenticeship Program becomes PWFO Nomad Financial Services Career Accelerator Program.
We are proud to introduce the "PWFO Nomad Financial Services Career Accelerator," a groundbreaking program in collaboration with HEG-Genève. This initiative pioneers the fusion of structured learning with hands-on experience, guiding young graduates as they navigate real-world projects alongside industry experts. Our current focus is twofold: establishing an incubation fund to bolster African MSMEs, with anticipated launches in Mauritius and Geneva, and creating a savings investment vehicle for Mauritian micro savers to invest in local MSMEs eyeing global markets. Join us in shaping the future of finance and entrepreneurship.
