FREE White Papers

	Sharpening the Competitive Edge: A Tier 2 /Tier 3 Bank Perspective The Euro region experienced a positive growth of 2.4% in 2017. However, the following two metrics indicate the banking industry did not perform well compared to 2015 and 2016. by: ERI \| Date published : October 2019 [Download]
	Assessment of Value: Managing data & design Within the UK market there are approximately 2,345 unique funds, with approximately 11,100 share classes. by: Broadridge \| Date published : October 2019 [Download]
	Future 2024 One is the rise of artificial intelligence as a new heartland technology capable of disrupting every industry. The other is growing societal concern about global warming, which is set to transform the ecosystem of today’s financial markets. by: BNY Mellon \| Date published : September 2019 [Download]
	SS&C Intralinks 2020 LP Survey What General Partners Need to Know About Their Investors by: SS&C \| Date published : September 2019 [Download]
	Address operational impacts and risks through component outsourcing services In the quest to maximize portfolio returns in a sustained period of record low interest rates and yields, investments in complex asset classes are gaining greater acceptance among insurers and the asset managers that serve the insurance industry. by: SS&C \| Date published : August 2019 [Download]
	WHITEPAPER: Turning Heirs into Clients Are you prepared for the transfer of wealth from boomers to their heirs? by: SS&C \| Date published : August 2019 [Download]
	Global Fintech Report We use CB Insights to find emerging trends and interesting companies that might signal a shift in technology or require us to reallocate resources. by: CB Insights \| Date published : August 2019 [Download]
	Future of Operations: Finding a Home for Fintech Could new technologies free your workforce from ‘soulless business processes’ and allow them to focus on value-added client engagement? by: Broadridge \| Date published : July 2019 [Download]
	Top 10 Trends in Wealth Management 2019 What you need to know by: Capgemini \| Date published : July 2019 [Download]
	World Wealth Report 2019 The World Wealth Report 2019 is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. by: Capgemini \| Date published : July 2019 [Download]
	South Africa Wealth Report 2019 The AfrAsia Bank South Africa Wealth Report 2019 provides insights gathered by our research partner, New World Wealth, on wealth trends in South Africa over the past 10 years. by: AfrAsia Bank \| Date published : June 2019 [Download]
	Global Wealth 2019 Reigniting Radical Growth by: Boston Consulting Group 2 \| Date published : June 2019 [Download]
	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 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]
	TheWealthReport 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]

Archived Free White Papers

	Sharpening the Competitive Edge: A Tier 2 /Tier 3 Bank Perspective The Euro region experienced a positive growth of 2.4% in 2017. However, the following two metrics indicate the banking industry did not perform well compared to 2015 and 2016. by: ERI \| Date published : October 2019 [Download]
	Assessment of Value: Managing data & design Within the UK market there are approximately 2,345 unique funds, with approximately 11,100 share classes. by: Broadridge \| Date published : October 2019 [Download]
	Future 2024 One is the rise of artificial intelligence as a new heartland technology capable of disrupting every industry. The other is growing societal concern about global warming, which is set to transform the ecosystem of today’s financial markets. by: BNY Mellon \| Date published : September 2019 [Download]
	SS&C Intralinks 2020 LP Survey What General Partners Need to Know About Their Investors by: SS&C \| Date published : September 2019 [Download]
	Address operational impacts and risks through component outsourcing services In the quest to maximize portfolio returns in a sustained period of record low interest rates and yields, investments in complex asset classes are gaining greater acceptance among insurers and the asset managers that serve the insurance industry. by: SS&C \| Date published : August 2019 [Download]
	WHITEPAPER: Turning Heirs into Clients Are you prepared for the transfer of wealth from boomers to their heirs? by: SS&C \| Date published : August 2019 [Download]
	Global Fintech Report We use CB Insights to find emerging trends and interesting companies that might signal a shift in technology or require us to reallocate resources. by: CB Insights \| Date published : August 2019 [Download]
	Future of Operations: Finding a Home for Fintech Could new technologies free your workforce from ‘soulless business processes’ and allow them to focus on value-added client engagement? by: Broadridge \| Date published : July 2019 [Download]
	Top 10 Trends in Wealth Management 2019 What you need to know by: Capgemini \| Date published : July 2019 [Download]
	World Wealth Report 2019 The World Wealth Report 2019 is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. by: Capgemini \| Date published : July 2019 [Download]
	South Africa Wealth Report 2019 The AfrAsia Bank South Africa Wealth Report 2019 provides insights gathered by our research partner, New World Wealth, on wealth trends in South Africa over the past 10 years. by: AfrAsia Bank \| Date published : June 2019 [Download]
	Global Wealth 2019 Reigniting Radical Growth by: Boston Consulting Group 2 \| Date published : June 2019 [Download]
	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 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]
	TheWealthReport 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]