Profitability, Talent and the Competitive Landscape

Drawing on insights from FOX’s recent benchmarking initiative for multi-family office and wealth advisory firms, this presentation will explore profitability trends and related challenges.  FOX will complement the perspectives of leading multi-family offices and advisory firms with high-quality benchmarking data that focus specifically on what matters most to industry managers; profitability and growth, pricing strategies, talent and compensation.  A wealth advisory firm's success often depends on promoting an innovative, entrepreneurial and client-centric culture.  David Lincoln will continue our session by providing essential context for the exploration of talent strategies and, specifically, will consider the implications of hiring trends on the industry's overall financial health.