FREE White Papers

	How to Manage the Impending Wealth Transfer: Three critical strategies for advisors by: SSC \| Date published : October 2018 [Download]
	Family Fortunes The report also reveals the increasing concerns among families around new digital technologies and how they can tighten security to protect themselves and future generations. by: Sanlam \| Date published : October 2018 [Download]
	Five operational challenges facing the modern family offices Advancing technology, cybersecurity threats, increased financial complexity and generational change make running a family office today particularly challenging. This paper explores how family offices can master these challenges and deliver high-quality se by: SSC \| Date published : July 2018 [Download]
	Myths surrounding the purposes of tax havens The benefits of capital mobility by: IEA \| Date published : June 2018 [Download]
	How to Improve the Quality of Client ServiceE as Well as Profitabilty by: Objectway \| Date published : May 2018 [Download]
	Emerging Trends in Relationship Management Warren Buffett famously stated, “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” by: ERI \| Date published : May 2018 [Download]
	The Hidden Pressures on Asset Managers Even tiring runners accelerate when the road turns downhill, because gravity works in their favor. by: BCG \| Date published : May 2018 [Download]
	Five mistakes to avoid when selecting a fund administrator Read this whitepaper to see the five common mistakes to avoid in the selection process. by: SSC \| Date published : March 2018 [Download]
	Digitalization of Wealth Management Providing High Tech Service in a High Touch Industry by: Thomson Reuters \| Date published : March 2018 [Download]
	The Wealth Report Super-rich populations are rising, but Europe is slipping down the ranks of the world’s wealthiest regions by: Frank Knight \| Date published : March 2018 [Download]
	World FinTech Report 2018 The future is now by: Capgemini \| Date published : February 2018 [Download]
	How to manage the impending wealth transfer This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history. by: SSC \| Date published : February 2018 [Download]
	The Rise of the Bionic Advisor Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges. by: Wealth Dynamix \| Date published : January 2018 [Download]
	The Future of Fintech ~ Disrupt, Collaborate or Die Our complimentary whitepaper, The Future of Fintech ~ Disrupt, Collaborate or Die, provides detailed insight on the approaches taken by Fintech vendors and incumbents, as well as a forecast breakdown of Fintech platform revenues in 2018. by: Juniper \| Date published : January 2018 [Download]

Archived Free White Papers

	How to Manage the Impending Wealth Transfer: Three critical strategies for advisors by: SSC \| Date published : October 2018 [Download]
	Family Fortunes The report also reveals the increasing concerns among families around new digital technologies and how they can tighten security to protect themselves and future generations. by: Sanlam \| Date published : October 2018 [Download]
	Five operational challenges facing the modern family offices Advancing technology, cybersecurity threats, increased financial complexity and generational change make running a family office today particularly challenging. This paper explores how family offices can master these challenges and deliver high-quality se by: SSC \| Date published : July 2018 [Download]
	Myths surrounding the purposes of tax havens The benefits of capital mobility by: IEA \| Date published : June 2018 [Download]
	How to Improve the Quality of Client ServiceE as Well as Profitabilty by: Objectway \| Date published : May 2018 [Download]
	Emerging Trends in Relationship Management Warren Buffett famously stated, “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” by: ERI \| Date published : May 2018 [Download]
	The Hidden Pressures on Asset Managers Even tiring runners accelerate when the road turns downhill, because gravity works in their favor. by: BCG \| Date published : May 2018 [Download]
	Five mistakes to avoid when selecting a fund administrator Read this whitepaper to see the five common mistakes to avoid in the selection process. by: SSC \| Date published : March 2018 [Download]
	Digitalization of Wealth Management Providing High Tech Service in a High Touch Industry by: Thomson Reuters \| Date published : March 2018 [Download]
	The Wealth Report Super-rich populations are rising, but Europe is slipping down the ranks of the world’s wealthiest regions by: Frank Knight \| Date published : March 2018 [Download]
	World FinTech Report 2018 The future is now by: Capgemini \| Date published : February 2018 [Download]
	How to manage the impending wealth transfer This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history. by: SSC \| Date published : February 2018 [Download]
	The Rise of the Bionic Advisor Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges. by: Wealth Dynamix \| Date published : January 2018 [Download]
	The Future of Fintech ~ Disrupt, Collaborate or Die Our complimentary whitepaper, The Future of Fintech ~ Disrupt, Collaborate or Die, provides detailed insight on the approaches taken by Fintech vendors and incumbents, as well as a forecast breakdown of Fintech platform revenues in 2018. by: Juniper \| Date published : January 2018 [Download]