FREE White Papers

Building Transparency with API / Open Banking
Financial institutions have long been accumulating precious data about customers and their transactions, without taking full, or in some cases any, advantage of the effective value.
by: ERI | Date published : March 2019 [Download]
Forbes Insights: Accelerate Business Value with Intelligent Automation
Forbes Insights surveyed over 300 senior executives around the world and asked how and where they’re transforming their businesses with enterprise automation solutions, as well as the benefits—and barriers—to doing more.
by: Kofax | Date published : March 2019 [Download]
Offshore-i is an Appleby report that analyses offshore deal data and provides expert insight into the world of offshore transactions.
by: Appleby | Date published : March 2019 [Download]
European hospitality real estate market investment overview for 2019
International real estate investors have a positive outlook on the European hospitality market for 2019
by: Tranio | Date published : March 2019 [Download]
The global perspective on prime property and investment, including global wealth movements, property hotspots around the world and luxury investment trends.
by: Knight Frank | Date published : March 2019 [Download]
Research: Compliance and regulation in UK wealth management
Perspectives, budgets, views and intentions
by: JHC | Date published : January 2019 [Download]
Boutique asset managers: The path to scale
The asset management community is unique, comprising organizations that run diverse strategies covering multiple regions and asset classes. Each has its own bespoke structure and setup, and its own obligations and requirements. Due to their size, boutique
by: SSC | Date published : January 2019 [Download]
Credit Funds - The Growth of an Asset Class
Fund managers diversify their strategies to reduce risk and to deliver new and reliable sources of returns for end clients. As more institutional and alternative asset managers acknowledge the difficulties presented by today’s market conditions, such as c
by: SSC | Date published : January 2019 [Download]
Artificial Intelligence: Real Opportunity
In recent years, the evolution of artificial intelligence (AI) has rarely been far from the headlines.
by: Franklin Templeton | Date published : January 2019 [Download]
Transforming the adviser-client experience
With some 60% of firms citing the need to improve the client experience as a high or very high priority for their business, wealth managers must listen and do more to engage with and retain their clients and continue to offer the best client experience.
by: Wealth Dynamix | Date published : January 2019 [Download]

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