ClearView Financial Media Media Pack 2024

MEDIA PACK 2024

For over 20 years, ClearView Financial Media has provided 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, 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 and research reports, 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, including annual technology and investment summits as well as Executive Club lunches and dinners, 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 fastmoving 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.

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.

“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 formatstraight 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.

MEMBERSHIP RATES

RECENT RESEARCH OUTPUT*

ANNUAL SERIES:

Tech & Ops 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.

Global Healthcare Trends

This report explores the many facets on how the health ecosystem and healthcare Interact. China-based Hywin Wealth has issued a global healthcare trends report in conjunction with WealthBriefingAsia. The 44-page study highlights how high net worth individuals and families are putting more focus on health and wellbeing, particularly following the pandemic.

Winning Women in MENA

This ground breaking new research examines the growth of fe male entrepreneurship in the region. More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.

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.

Decoding The Digital Landscape for UHNWIs

This report explores the digitalisation of - and digital assets in - Jersey’s wealth management sector. It explores the shifting sands - both economic and regulatory - on which the digital sector rests.

Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis

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.

(*prices are bespoke)

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.

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.

Advertising rates on the news sites: www.wealthbriefing.com, www.wealthbriefingasia.com and www.familywealthreport.com

*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

advertising rates in the daily email

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.

Sponsorship cost

*Discounts are available for a series of articles. This fee includes full and unlimited reprint rights for the article by the sponsoring company.

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 independent judging process which involve specially convened expert panels in each geographical area.

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 event in prestigious venues around the world during which the winners and the shortlisted entrants are announced.

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:

• Included in all signage at the awards ceremony.

• Opportunity to present awards to the category winners.

• Verbal acknowledgement from the host.

• 5 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:

• Recognition as headline sponsor in all marketing touch points, branding and editorial coverage.

• 10 Guest passes in total to attend the awards ceremony.

• Opportunity to make welcome speech from main awards podium.

• Profile/feature about the sponsoring company or an interview with the CEO.

FOR AWARDS SPONSORSHIP & PARTICIPATION ENQUIRIES, PLEASE CONTACT:

Rachel Fokes rachel.fokes@clearviewpublishing.com

EXECUTIVE CLUBS

EXECUTIVE CLUB FEATURES & DESCRIPTION

• Invite-only and Chatham House Rules.

• 10 - 16 Senior Executives/Award Winners from our network, awards and readership community (1x sponsor, 1x ClearView team member and a minimum of 8 guests)

• Peer-to-peer discussion group.

• Comfortable and safe forum to discuss common interests and concerns.

Premium Option

To enhance the value our Executive Club partner receives from the event, we offer a premium option which includes the following elements:

Attendee Survey

The sponsoring partner is given the option to produce a questionnaire. This questionnaire is sent to the confirmed guests to complete prior to the Executive Club. The responses are collated and offered for review and analysis by the partner. The output of this research offers the benefit of driving precise and targeted discussions at the event.

Sponsored Article

As an additional part of the Premium Package, the Executive Club partner is offered the opportunity to write a sponsored article, showcasing their product or services, and their thought leadership credentials to our global audience. After a light edit, the article is published with a company logo and links to the partner’s website along any other information the firm wishes to include. Each article will run typically for a four week period on the most geographically relevant news site and made available in a PDF format for use in the firm’s own marketing.

SPONSORSHIP RATES

SPONSOR BENEFITS

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

• Only one partner organisation per lunch.

• Curated attendance in collaboration with our partner.

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

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

• Facilitated by a senior member of the ClearView team.

• Partner receives the participants’ contact details.

THE FOLLOWING IS INCLUDED

• Venue arrangements (with a venue of the sponsor’s choice, venues suggestions by ClearView events team).

• Invitations to the ClearView network.

• Design and printing of name cards.

• Liaison with the sponsoring partner on discussion points.

• The dinner or lunch is hosted by ClearView and the sponsor is co-host. ClearView will introduce the sponsor at the beginning and thank the sponsor at the end of the event.

• Networking opportunity before sit-down to dinner and/or after dinner (in the same room/another private room/semi-private area). Note that this might be an additional venue cost which will be passed to the sponsor

EVENT DATE

• To be confirmed with the Sponsor.

FAMILY OFFICE CONFERENCES

The Family Wealth Report conferences are multi-panelled, multi-sponsored, thought-leadership and networking events organised for members of the Family Wealth Report community. Hosted as half or full day events, they offer unique and highly regarded opportunities which foster intellectual debate on the challenges and opportunities facing the industry.

The annual family office fintech events are designed for C-level business leaders and senior executives (in operations, technology, finance, compliance, client experience, investment and relationship management functions) at single and multi family offices and high-net-worth wealth management who are involved in technology and operational decisions or managing systems. We also welcome investors and wealth owners considering setting up a family office.

The annual investment summit is designed for C-level business leaders, investment professionals at family offices and UHNW management firms who are involved in investment decision making, such as chief investment officers, family office principals, portfolio managers and directors, investment committee members, investment consultants and advisors, investment analysts, heads of private clients, relationship managers, private bankers, financial planners.

EVENTS PROGRAM

EXAMPLE SUMMIT AGENDA

08.00 am Registration and Breakfast 09.00 am Welcome 09.05 am Keynote 1 09.20 am Panel Discussion 1 10.00 am Refreshments & Networking

10.30 am Panel Discussion 2 11.15 am Round 1: Presentations/Tech Demos 12.30 pm Lunch & Networking

1.30 pm Keynote 2 1.45 pm Panel Discussion 3

2.30 pm Round 2: Presentations/Tech Demos

3.45 pm Refreshments & Networking 4.15 pm Panel Discussion 4 4.55 pm Fireside Chat

5.15 pm Summit Close - Cocktail Reception with Networking

FORQUESTIONSABOUTSPEAKEROPPORTUNITIES &ATTENDANCE,CONTACT:

TheodoraViney theodora.viney@clearviewpublishing.com