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In July’s edition of The Lede, Adam Gale takes a look at the recent crypto crash, and how the private wealth sector could be affected. Many in the sector have become involved with crypto in the past few years, with companies such as JP Morgan offering clients access to crypto funds. Clients should tread carefully in the space and make sure they fully understand it first.
Public speaking opportunities are an important part of building your profile. However, finding events that are both relevant and beneficial can appear a difficult task. Whilst there is no strict rulebook on how to go about finding speaking opportunities, there are a number of things that you can do that will help in securing them, from searching the web, to using your network.
Managing Director, Jordan Greenaway, recently commented in Knight Frank’s The Rural Report 2022. The article 'Diversity matters' explains that according to rural business experts, those who embrace diversity will be the ones that thrive in future, and Jordan suggests that companies should be authentic and do more than simply claim to support diversity.
In July’s edition of the Lede, Adam Gale discusses the great wealth transfer. As things start to change with more next-gens becoming family principals, the private client sector is going to need to adapt. Families should be encouraged to talk regularly about their values and vision, so that they can clearly see their differences and try to understand each other.
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