Media Pack ClearView Financial Media

MEDIA PACK 2023

Founded in 2004, ClearView Financial Media provides premium journalist-led commentary to its global community of wealth managers, family office professionals and their advisors.

ClearView’s portfolio of publications; WealthBriefing, WealthBriefingAsia and Family Wealth Report, together boast a global opt-in network of well over 60,000 private client professionals worldwide.

Being the only truly global player in this market, our market-leading publications are regarded not only as a source of business-critical information, but also as providing a real voice for these dynamic industries. Supported by its publications, ClearView offers a series of global and regional awards programmes recognising and rewarding excellence, achievement, top class performance and innovation in this industry.

ClearView offers a full range of events enabling companies to engage with their peer groups, and showcase their activities.

EXCLUSIVE GLOBAL INTELLIGENCE FOR WEALTH MANAGERS

WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe.

WealthBriefing subscribers are part of an international network for whom staying abreast of the latest industry developments is a crucial part of their professional lives.

Members of the network find our content on topics such as wealth strategy and planning, industry M&A, evolving business models in the light of technological innovations, important people moves, investment management trends and asset allocation techniques to be an essential resource in a fast-moving world.

Our global editorial team is dedicated to providing subscribers with exclusive news and insight, meaning that WealthBriefing readers are often the first to see the headline news affecting their industry.

Nowhere else can wealth managers access such a breadth and depth of business intelligence on their sector.

MEMBERSHIP RATES

Rates are in Pound Sterling and exclude VAT

*Multi-year prices with up to 20% discount are available on request

www.wealthbriefingasia.com

LEADING EDGE ASIA-PACIFIC WEALTH MANAGEMENT BUSINESS INTELLIGENCE

The Asia-Pacific region’s continuing meteoric rise as a major wealth management market has sparked huge demand for region-specific business information.

WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement, and as well as being the first is the most widely respected wealth management news site focusing exclusively on the Asia-Pacific region, particularly in Hong Kong and Singapore.

Included in the reporting are all the latest developments in the industry, from senior personnel moves and strategy to new product launches.

Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time.

MEMBERSHIP RATES

Rates are in US dollars and exclude VAT

*Multi-year prices with up to 20% discount are available on request

“As a regular reader of WealthBriefingAsia I find the precise and informative news and analysis of what is going on in the Asian wealth management industry invaluable.”

DAILY INSIGHT FOR THE NORTH AMERICAN FAMILY OFFICE WORLD

The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched, integral part of the private wealth management landscape and are often seen as world leaders.

Family Wealth Report provides need-to-know business intelligence in a convenient and easy-to-read format - straight to subscribers’ inboxes every day.

Nowhere else will you find such high quality, in-depth and exclusive content all in one place.

Family Wealth Report content comes from both our own dedicated editorial team as well as leading industry professionals, helping subscribers stay on top of all the important developments relating to wealth management, family offices, and the HNW/UHNW sectors in North America.

RECENT RESEARCH OUTPUT

ANNUAL

SERIES:

Technology Traps Wealth Managers Must Avoid

With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.

ANNUAL SERIES: Technology & Operations Trends in Wealth Management

This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between. It brings together datapoints and candid comments senior executives at leading consultancies across the world’s major wealth markets to create an invaluable peer benchmarking tool.

Why Wealth Managers are the Ultimate Private Market Matchmakers 2022

This report tackles both the supply and demand for private market opportunities in both the Asia-Pacific region and globally, a topic which will continue to be hugely important for the wealth management industry as H/UHNWs seek enhanced returns and diversification in a challenging investment environment and billions of “dry powder” await deployment.

Family Office Focus: Efficiency in Accounting and Investment Analysis 2022

A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities. Based on surveys and interviews among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.

MEMBERSHIP RATES

Rates are in US dollars and exclude VAT *Multi-year prices with up to 20% discount are available on request

GLOBAL ANNUAL AWARDS

For over a decade ClearView Financial Media has successfully engaged with the global private banking and wealth management communities by running annual awards programmes across all major jurisdictions.

The awards programmes are focussed around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types. The awards build upon the success of ClearView’s established events business and its unique position in the global wealth management market. Independence, integrity and genuine insight are the watchwords of the judging process which involve specially convened expert panels in each geographical area backed up by relevant expert third party organisations.

Background

The awards are supported primarily by ClearView’s global network of daily newswires for the wealth and private asset management communities: WealthBriefing, WealthBriefingAsia and Family Wealth Report

Award ceremony format

The culmination of the awards process is a gala black tie evening event in prestigious venues around the world during which the winners and the shortlisted entrants are announced. These networking events are conducted in a slick and snappy style.

GLOBAL ANNUAL AWARDS PROGRAM 2023

Media exposure

Entrants who are shortlisted are announced on all of ClearView’s newswires, as are the eventual winners. Additionally, extensive PR campaigns highlight all the winners and shortlisted entrants to relevant social media channels.

INDIVIDUAL AWARD SPONSORSHIP

Sponsor Benefits:

• Signage at the awards ceremony

• Opportunity to present awards to the category winners

• Verbal acknowledgement from the host

• Guest passes to attend the awards ceremony

• Logo attribution in awards guide

• Full-page four colour advertisement and 300-word profile in event guide distributed to all attendees and press

• Web banner on main awards event website with link

• Custom video interview published on social media and awards page

OVERALL HEADLINE SPONSORSHIP

As above and in addition:

• Awards to be billed “in association with…” in all marketing touch points and on all branding and all editorial coverage

• Opportunity to write a foreword/ introduction to the event guide

• Opportunity to provide two branded event collaterals

(Prices available on request)

GLOBAL EVENTS

In today’s dynamic and highly-competitive business environment few can afford to miss out on the opportunity to gain best practice ideas from industry leaders. Our international programme of events brings together those at the forefront of wealth management developments, allowing them to pool their collective expertise in an informal, yet purposeful setting.

EXECUTIVE CLUB LUNCHES (AND DINNERS)

The Executive Club is an elite network of senior wealth management and family office C-level executives who meet at ad hoc lunches or dinners for Chatham House Rules discussions of topics of mutual interest. These are informal peer-to-peer events which include one sponsoring guest amongst a group of up to 16 people to join in the discussion and to network amongst the club members.

SPONSORSHIP RATES

BRIEFINGS

Briefings are events held in prestigious venues, in all the major wealth management centres around the world. They are predominantly bespoke interactive thought- leadership events, where 25-40 relevant members of our community engage with the single sponsor and a panel of experts on a specific topic.

PRE-RECORDED WEBINARS

Pre-recorded webinars are panel discussions, in combination with a research report or as a stand-alone discussion, about a theme agreed with a sponsoring partner and in consultation with our editorial team. ClearView Financial Media organises the webinar, the questions, recording, speaker invitations and editing, and publication of the webinar recording through editorial and social media channels.

FAMILY OFFICE FINTECH SUMMIT

The Eighth Annual Family Wealth Report Family Office Fintech Summit 2023 is a unique forum for discussion of best practice and real-life examples of adopting and investing in technology by multi and single family offices. It is an unrivalled multi-panelled, multi-sponsored thought-leadership event which fosters intellectual debate on the challenges and opportunities facing the industry. This year the summit will be an in-person full-day event hosted in The Fall of 2023 in New York.

AUDIENCE PROFILE

This event is designed for business leaders and buy-side professionals at family offices and high net worth wealth management firms who are involved in technology and operational decisions or managing systems. We also welcome investors and wealth owners considering setting up a family office. Attendance by sell-side guests is strictly limited to ensure a good audience for our commercial partners.

• 100 - 200 guests.

• Business leaders and senior executives.

• Front to back office professionals.

• Operations, technology, finance, compliance, client experience, investment and relationship management functions.

• UHNW/HNW individuals and family members.

SUMMIT AGENDA

8.00 am Breakfast and Registration 9.00 am Welcome Address 9.05 am Keynote 1 9.20 am Panel Discussion 1 10:05 am Refreshments and Networking

10:45 am Panel Discussion 2

11:35 am Tech Demo Round 1 & 2

12.40 pm Lunch and Networking

1.30 pm Keynote 2

1.45 pm Panel Discussion 3

2.35 pm Tech Demo Round 3 & 4 3.40 pm Refreshments and Networking 4.10 pm Panel Discussion 4 4.55 pm Fireside chat 5.10 pm Summit Close Cocktail Reception

*Times are Eastern Standard Time

FINTECH WEEK WITH RANGE OF FAMILY WEALTH REPORT

EXECUTIVE CLUB LUNCHES AND DINNERS

(DURING THE WEEK IN WHICH THE SUMMIT TAKES PLACE)

EXECUTIVE CLUBS - NEW YORK

These invite-only peer-to-peer meetings are held under Chatham House rules in a comfortable and safe environment conducive to a relaxed discussion of common interests and concerns.

Guests typically include 10 - 16 senior executives (including one partner guest, one Family Wealth Report staff and a min of 8 guests). We work with one exclusive partner for each meeting.

The benefits:

• Chance to interact with and influence an exclusive group of senior executives in a friendly and relaxed environment without being explicitly sales-driven.

• Curated attendance in collaboration with our partner.

• Venue chosen in conjunction with partner to reflect their positioning and values.

• Facilitated by a senior member of the Family Wealth Report team.

• Partner receives the participants’ contact details.

• Demonstrable sales made through contacts in similar other geographical areas.

ADVERTISING

ONLINE BANNER ADVERTISING TO WEALTH MANAGERS & PRIVATE BANKERS DAILY EMAIL SPONSORSHIP

WealthBriefing, WealthBriefingAsia and Family Wealth Report, are the world’s premier wealth management business intelligence services, offering subscribers cutting-edge news, analysis and features from around the globe - all delivered daily straight into their inbox. Banners can be placed on the daily email and on the news sites.

Run of site advertising rates

*CPM is charged at the above rate per 1000 page impressions. For example, if you were to purchase 50,000 page impressions on the MPU, it would cost 50,000 X 65 / 1000 = £3,250

Monthly advertising rates

SPONSORED ARTICLES

Sponsored Articles allow companies to showcase their products and services to an audience of wealth management and family office professionals natively on each of the Clearview sites:

• Family Wealth Report (North America focus )

• WealthBriefing (Europe/MENA focus)

• WealthBriefingAsia (Asia focus)

Sponsored Articles typically contain a company logo as well as links to the company corporate website or other in-house generated content. Typically running for a four weekly period in a designated WealthBriefing / Family Wealth Report home page position and within the daily newsletter for that news site. After the “featured” period the article will reside in a designated archive area of the site for future reference by readers who want to access more information about specific companies that supply the wealth management industry.

ELECTRONIC DIRECT MARKETING (EDM)

We carry out EDM campaigns for only a select few partners, thereby maximising the impact that they generate. Sponsors have complete control of the message’s content and branding, and benefit from the fact that the email comes from a trusted source.

Type Prices start from

£2,995

For enquiries, please contact us: https://clearviewpublishing.com/contact/