FREE White Papers

Asia-Pacific Wealth Report 2018
Asia-Pacific confirmed its status as the current high net worth individual powerhouse, generating 41.4 percent of all new high net worth individual (HNWI) wealth globally in 201
by: Capgemini | Date published : November 2018 [Download]
Next-generation connectivity
Equipped with next-generation connectivity, business leaders have the opportunity to rethink the ways they do business, to reduce inefficiencies, reach new audiences, better serve existing ones and open up new revenue streams. They also face new competiti
by: Osborne Clarke | Date published : October 2018 [Download]
Allianz Global Wealth Report
600 million people have moved up to join the ranks of the global wealth middle class in the last two decades.
by: Allianz | Date published : September 2018 [Download]
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]

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