As jurisdictions worldwide compete to attract fintech investment, a strong regulatory environment is no longer enough. The most successful fintech hubs are those that combine robust frameworks with strategic branding, community building, and digital engagement.
Family wealth management is experiencing a remarkable evolution, with family offices taking on roles that extend far past their traditional wealth preservation mandate. This evolution reflects changing priorities in wealth management, driven by next-generation leadership and technological advancement, with recent industry research from PwC's 2024 Global Family Office Study providing
Discover why 70% of family wealth transitions fail and learn research-backed strategies for successful multi-generational wealth preservation from leading family offices.
As jurisdictions worldwide compete to attract fintech investment, a strong regulatory environment is no longer enough. The most successful fintech hubs are those that combine robust frameworks with strategic branding, community building, and digital engagement.
Family wealth management is experiencing a remarkable evolution, with family offices taking on roles that extend far past their traditional wealth preservation mandate. This evolution reflects changing priorities in wealth management, driven by next-generation leadership and technological advancement, with recent industry research from PwC’s 2024 Global Family Office Study providing compelling evidence of these shifts.
Discover why 70% of family wealth transitions fail and learn research-backed strategies for successful multi-generational wealth preservation from leading family offices.
Itriom, the transformation digital solution for UHNW families and wealth managers, has been recognised with two prestigious awards at the WealthBriefing Channel Islands Awards 2024: “Best Family Office Governance” and “Best Thought Leadership.”
In the social age where reputation can be made or broken at the speed of a tweet, UHNW families face real challenges in protecting their digital identity.
Family wealth management is experiencing a remarkable evolution, with family offices taking on roles that extend far past their traditional wealth preservation mandate. This evolution reflects changing priorities in wealth management, driven by next-generation leadership and technological advancement, with recent industry research from PwC’s 2024 Global Family Office Study providing compelling evidence of these shifts.
Discover why 70% of family wealth transitions fail and learn research-backed strategies for successful multi-generational wealth preservation from leading family offices.
Itriom, the transformation digital solution for UHNW families and wealth managers, has been recognised with two prestigious awards at the WealthBriefing Channel Islands Awards 2024: “Best Family Office Governance” and “Best Thought Leadership.”
In the social age where reputation can be made or broken at the speed of a tweet, UHNW families face real challenges in protecting their digital identity.
As jurisdictions worldwide compete to attract fintech investment, a strong regulatory environment is no longer enough. The most successful fintech hubs are those that combine robust frameworks with strategic branding, community building, and digital engagement.
Family wealth management is experiencing a remarkable evolution, with family offices taking on roles that extend far past their traditional wealth preservation mandate. This evolution reflects changing priorities in wealth management, driven by next-generation leadership and technological advancement, with recent
Discover why 70% of family wealth transitions fail and learn research-backed strategies for successful multi-generational wealth preservation from leading family offices.
© 2024 Itriom Limited. Company Registration Number 134815 Jersey Financial Services Commission. Registered Office 9 Bond Street, St Helier, Jersey, JE2 3NP
ESG Consultant
Alizah is an ESG Consultant and researcher. She supports Itriom developing sustainability related products and services, helping our clients identify potential opportunities for creating positive environmental, social and sustainable impact.
ESG Analyst
Georgie is an ESG Analyst and researcher. She researches trends, develops insights and reports, and writes insight articles on sustainability and ESG related topics to ensure Itriom’s clients are up to date on the latest policy, progress and initiatives to inform the platform and help our clients maximise their positive impact.
Senior Partner
Practice Leader – Leadership & Resilience
Renowned family office thought leader, Tim works with UHNW families to ensure they are fully equipped to deliver their legacies inter-generationally and effectively.
Associate Partner
Practice Leader – Sustainability
Dr. Herb creates methodologies and frameworks for managing, measuring and assessing sustainability performance. His work identifies where maximum impact can be made.
Senior Partner
Practice Leader – Geostrategy
Simon harnesses research, liaison and networks globally to identify opportunities for Itriom, building the knowledge needed to deliver intergeneration legacies for UHNW families.
Managing Partner
Practice Leader – Strategy
