Wealth Management Intel
Navigate an uncertain world with the Intelligence Director’s Brief. Build your book of business by helping your clients decipher global events and understand how a range of micro and macro developments impact investments and economic growth.
Help Your Clients Understand Geopolitical Implications
Access to the true picture of what’s happening on the ground—coupled with analysis that identifies the full implications of these developments—has been hard to come by. For years, meaningful global political insights and analysis were a closely-guarded secret, reserved for those at the very top. But that’s changing. With content from TAG Intel, you can help clients understand the impact of complex global events, such as:
China’s Strategic Advantage in Critical Metals and Minerals
The growing power of autocracies worldwide
Downstream Economic & Political Effects of Russia’s Ukraine Invasion
The Middle East Crisis and Implications for the Global Market
The Intersection of
Geopolitics and Finance
For RIA's and Their Clients
Intelligence Director’s Weekly
- Gain a comprehensive understanding of global events and their potential impact on your clients’ portfolios.
- Receive insightful analysis delivered every week, keeping you and your clients ahead of the curve.
- The format of the briefings provides the perfect opportunity for RIA’s to highlight their own value add when they forward to clients.
Intelligence Director’s Weekly & Crisis Report
Why You Need It
- All the benefits of the Intelligence Director’s Weekly, plus in-depth analysis of critical geopolitical events as they unfold.
- Timely insights to help you and your clients navigate market volatility and make informed decisions.
- Delivered weekly and as global crises unfold.
Intelligence Director’s Brief
The full spectrum of TAG Intel’s intelligence offerings, including the Intelligence Director’s Weekly, the Intelligence Director’s Crisis Report, plus:
- Intelligence Analysts’ Calls: Engage with our experts in live Q&A sessions, monthly.
- Intelligence Director’s “Intelligence Director’s Cut” Podcast: In-depth discussions on key geopolitical issues, led by Jack Devine.
- Intelligence Director’s Reports: Access a library of comprehensive reports on critical topics on demand.
Why You Need It
- Equip yourself with the most comprehensive geopolitical intelligence available.
- Deepen client relationships by providing unparalleled insights and fostering trust.
For Firms and Asset Managers
Intelligence Director’s Brief
The full spectrum of TAG Intel’s intelligence offerings, including the Intelligence Director’s Weekly, the Intelligence Director’s Crisis Report, plus:
- Intelligence Analysts’ Calls: Engage with our experts in live Q&A sessions, monthly.
- Intelligence Director’s “Intelligence Director’s Cut” Podcast: In-depth discussions on key geopolitical issues, led by Jack Devine.
- Intelligence Director’s Reports: Access a library of comprehensive reports on critical topics on demand.
Why You Need It
- Equip yourself with the most comprehensive geopolitical intelligence available.
- Deepen client relationships by providing unparalleled insights and fostering trust.
Intelligence Director’s Speaking and Advisory Service
- Key political and security developments including military actions and diplomatic initiatives
- Indicators of heightened or reducing risk
- Thinking of key political leaders
- Impact of shifting domestic and regional fault lines
- Analysis of critical incidents
Bring a different caliber of analysis to your client events or on a more sustained basis to deepen your understanding of an issue or region ahead of making key investment decisions.
Access Intelligence You Can Use Today
Stay abreast of global risks and make informed decisions with the Intelligence Director’s Brief, your trusted source for independent geopolitical insights.
