FREE White Papers
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Future of wealth management KPMG Connected Enterprise for wealth management by: KPMG | Date published : May 2022 [Download] |
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Valuing Collateral and Managing Risk in Structured Lending A Systematic Approach by: SS&C Advent | Date published : February 2022 [Download] |
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Iress ESG Report 2021 This report provides an overview of Iress Limited and its subsidiaries’ (‘Iress’) environmental and social impact for the period 1 January 2021 to 31 December 2021. The report has been prepared in accordance with the GRI Standards: Core Option of reportin by: IRESS | Date published : January 2022 [Download] |
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The Global Family Office Report Series: Asia-Pacific 2021 Download The Asia-Pacific Family Office Report 2021 by: Raffles Family Office | Date published : November 2021 [Download] |
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Blockchain & Cryptocurrency Regulation Fourth Edition by: Latham & Watkins | Date published : November 2021 [Download] |
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2021 Global Climate Survey How investors are taking on the risks and opportunities of climate change by: Robeco | Date published : November 2021 [Download] |
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ESG – what are investors’ true ESG preferences? There’s a yawning gap between investor interest in ESG and confidence that their portfolios reflect their interest. by: Capital Group | Date published : November 2021 [Download] |
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Technology innovations in wealth management & private banking This whitepaper explores the technology innovations in the Wealth Management (WM) and Private Banking (PB) industry, identifies key trends and provides an outlook on the way forward for the industry on digitising processes in Tier 2-3 banks. by: ERI | Date published : October 2021 [Download] |
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ESG Global Study 2021 How are different regions embracing ESG? We surveyed more than 1,000 investors globally about their thoughts on #ESG investing. by: Capital Group | Date published : October 2021 [Download] |
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Greening Finance A Roadmap to Sustainable Investing by: HM Treasury | Date published : October 2021 [Download] |
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Measuring impact – the next frontier in sustainable investing It’s safe to say that sustainable investing has gone mainstream and asset volumes will continue to swell as investors realize its value in mitigating future investment risks and generating stable returns by: Robeco | Date published : October 2021 [Download] |
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Wealth Management Review 2021 – Sector Transformation This 34-page whitepaper analyses survey findings from over 120 senior executives from UK wealth managers on the sector’s transformation in 2021. by: Cashfac | Date published : June 2021 [Download] |
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Holistic Digital Policy Latest Report advocates Digital Policy as a complement to Monetary and Fiscal Policy by: Citi | Date published : October 2021 [Download] |
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Global investor behaviours and attitudes: A cross-generational overview Retail investors have signalled their increased confidence and growing appetite for investment solutions in a new behavioural survey conducted by Calastone across six key markets. The survey, which builds on research conducted at the start of the pandemic by: Calastone | Date published : September 2021 [Download] |
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Meeting the Operational Challenges of After-Tax Performance Measurement Substantial investors who rely entirely on passive approaches are missing opportunities to outperform the market by optimizing tax strategies. Investment and wealth managers need the right tools to build, manage, monitor and report on tax-managed strategi by: SSC | Date published : July 2021 [Download] |
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Challenges of Regulatory Reporting 2021 Throughout 2020, Regulatory Reporting obligations created a plethora of challenges across different organisations within the financial service industry. These challenges are set to continue into 2021 and beyond, as the sector continues to deal with unprec by: AutoRek | Date published : January 2021 [Download] |
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The Front-to-Back Office Report How should financial institutions react to changing investor needs? And what are the most important topics in the Front, Middle, and Back Office of today and tomorrow? Avaloq’s Front-to-Back Office Report will answer just that. by: Avaloq | Date published : January 2021 [Download] |
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Future of Operations - Changing the Nature of Work What have business leaders learned from the uncertainties of the present? by: Broadridge | Date published : January 2021 [Download] |
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Wealth Managers: Time to Shift your Technology Priorities Digital transformation is a critical item on any wealth manager’s priority list. by: SSC | Date published : January 2021 [Download] |
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Personalizing advice from a digital distance Surprising findings from Broadridge investor survey show how Covid-19 is deepening the bond between financial advisors and their clients. by: Broadridge | Date published : January 2021 [Download] |
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ESG and Sustainable Investing Around the World A Look at the New Normal in Wealth Management by: cor-financial | Date published : January 2021 [Download] |
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Digital in wealth: what makes a future-ready firm? How are the leading firms tackling the challenges and opportunities of digital wealth management? by: CREALOGIX and Compeer | Date published : January 2021 [Download] |
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UK Wealth Technology Landscape Report 2020 For any wealth manager in the UK, the report provides a uniquely focused, accessible and relevant resource that can be used in combination with The Wealth Mosaic website to support their technological knowledge, planning and strategy. by: The Wealth Mosaic | Date published : January 2021 [Download] |
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Global Wealth Report 2020 lobal household wealth holds steady in 2020 despite economic turmoil by: Credit Suisse | Date published : October 2020 [Download] |
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Conversational banking transforms mobile client advice Social messaging apps, such as WhatsApp or WeChat, fundamentally changed the way we interact with each other. by: Avaloq | Date published : August 2020 [Download] |
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API is the connector of Open Banking The explosive growth in the use of application programming interface (API) is reshaping the way businesses communicate, how innovations are developed and delivered to customers. by: PCCW Solutions | Date published : August 2020 [Download] |
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From Chaos to Catalyst Surf the pandemic shockwaves to keep your business relevant by: Cognizant | Date published : May 2020 [Download] |
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World FinTech Report 2020 FinTech collaboration is even-more essential now for banks to achieve customer-centricity by: Capgemini | Date published : April 2020 [Download] |
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Artificial Intelligence Gets Real In this white paper, we explore 10 ways that investment managers can apply existing, real-world AI solutions to critical operational and accounting functions, along with the resulting potential cost savings. by: SSC | Date published : April 2020 [Download] |
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FREE WHITE PAPER: Five mistakes to avoid when implementing an SFTR solution Under the new requirements any European Economic Area (EEA) firms - including any branches located in non-EEA countries - trading securities financing transactions (SFTs) will have to report the daily transaction, valuation, collateral, reinvestment, fund by: SSC | Date published : March 2020 [Download] |
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Technology Traps Wealth Managers Must Avoid Over 11 succinct but insight-heavy chapters, we have experts highlighting all the issues #wealthmanagers need on their radars - ranging from the broad and strategic to the granular and technical. by: ClearView Financial Media | Date published : March 2020 [Download] |
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Report: SS&C Intralinks Deal Flow Predictor for Q2 2020 The SS&C Intralinks Deal Flow Predictor provides a six-month forecast of global and regional mergers & acquisitions (M&A) announcements, as well as actionable market intelligence, by tracking early-stage M&A activity by: SSC | Date published : March 2020 [Download] |
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Predicts 2020: Corporate Legal and Compliance Technology A New Gartner Report by: Exterro | Date published : March 2020 [Download] |
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A GDPR Road Map for E-Discovery Professionals Find out ways to leverage existing e-discovery technology and processes to create a long-term GDPR compliance at your organization by: Exterro | Date published : March 2020 [Download] |
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The drive for a global transfer agency model Today, a large global fund complex is likely to be working with multiple transfer agents in its mutual fund business alone. It is not unusual for such firms to work with 10 or 12 transfer agents, and with different arms of the same organization. by: SSC | Date published : March 2020 [Download] |
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Digitizing the Client Experience to Compete and Grow Driving your business for the long run. by: SSC | Date published : March 2020 [Download] |
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Artificial Intelligence: A European approach to excellence and trust The white paper presents a framework for trustworthy AI based on excellence and trust, and sets out expectations of AI systems for both high-risk and low-risk cases. by: European Commission | Date published : February 2020 [Download] |
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Boost your client engagement - digitally Achieving ‘Value at Scale’ with digital advice and enhanced client engagement Efficiency is paramount when considering financial services, but so is client interaction. In this paper, Luxoft and Adviscent discuss how balancing automation and scale with a by: Avaloq | Date published : January 2020 [Download] |
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The new realities of premium mobility Several trends are reshaping the premium-automotive market. New research lays out pragmatic actions that can help players craft a winning strategy. by: McKinsey | Date published : November 2019 [Download] |
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Defining the Global Luxury Travel Ecosystem This is the first report to size the global ecosystem of businesses closely connected to luxury travel, comprised of a complex mixture of food & drink, cultural activities, wellness, sporting events, performing arts and outdoor pursuits. by: ILTM | Date published : November 2019 [Download] |
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The impact of technology on investment funds Where does the industry sit in its technology journey? How good is it at applying innovation? And in which areas can it improve? Funds Europe, in association with Calastone, surveyed the industry to provide answers to these questions. by: Calastone | Date published : November 2019 [Download] |
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Setting up an alternative fund in Europe: A guide for US-based managers Do you know how recent updates to the tax code impact alternative investment managers? In this paper, learn from one of the largest fund administrators how developing trends impact private equity, closed-end funds, real assets and hedge funds. by: SS&C | Date published : October 2019 [Download] |
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Weighing the risks of an inefficient middle-office What is at stake? by: SS&C | Date published : October 2019 [Download] |
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Global Wealth Report 2019 Global wealth rises by 2.6% driven by US & China, despite trade tensions by: Creit Suisse | Date published : October 2019 [Download] |
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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] |
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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] |
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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] |
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SS&C Intralinks 2020 LP Survey What General Partners Need to Know About Their Investors by: SS&C | Date published : September 2019 [Download] |
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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] |
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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] |
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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] |
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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] |
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Top 10 Trends in Wealth Management 2019 What you need to know by: Capgemini | Date published : July 2019 [Download] |
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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] |
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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] |
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Global Wealth 2019 Reigniting Radical Growth by: Boston Consulting Group 2 | Date published : June 2019 [Download] |
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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] |
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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] |
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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] |
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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] |
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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] |
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Research: Compliance and regulation in UK wealth management Perspectives, budgets, views and intentions by: JHC | Date published : January 2019 [Download] |
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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] |
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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] |
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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] |
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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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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] |
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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] |
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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] |
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How to Manage the Impending Wealth Transfer: Three critical strategies for advisors by: SSC | Date published : October 2018 [Download] |
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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] |
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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] |
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Myths surrounding the purposes of tax havens The benefits of capital mobility by: IEA | Date published : June 2018 [Download] |
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How to Improve the Quality of Client ServiceE as Well as Profitabilty by: Objectway | Date published : May 2018 [Download] |
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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] |
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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] |
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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] |
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Digitalization of Wealth Management Providing High Tech Service in a High Touch Industry by: Thomson Reuters | Date published : March 2018 [Download] |
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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] |
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World FinTech Report 2018 The future is now by: Capgemini | Date published : February 2018 [Download] |
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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] |
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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] |
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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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Asset & Wealth Management Revolution Embracing Exponential Change by: PwC | Date published : November 2017 [Download] |
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets? Success is measured by how fast we act on it. by: SS&C | Date published : November 2017 [Download] |
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The Future of Global Wealth Management Technology Don’t let technology be a barrier to the growth and profitability of your wealth management firm. by: SS&C | Date published : November 2017 [Download] |
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Derivatives in Wealth Management by: ObjectWay | Date published : November 2017 [Download] |
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Global Wealth Report 2017 According to the eighth edition of the Credit Suisse Research Institute's Global Wealth Report, in the year to mid-2017, total global wealth rose at a rate of 6.4%, the fastest pace since 2012 and reached USD 280 trillion. by: Credit Suisse | Date published : November 2017 [Download] |
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A Digital Future: Financial Services and the Generation Game It assesses how people’s expectations of their financial services providers are changing and how technology must be deployed to meet them. by: The Economist | Date published : November 2017 [Download] |
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Effective Inter-Agency Co-Operation in Fighting Tax Crimes and Other Financial Crimes Financial crimes are increasingly sophisticated, with criminals accumulating significant sums through offences such as drug trafficking, fraud, extortion, corruption and tax evasion. by: OECD | Date published : November 2017 [Download] |
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Fighting Tax Crime: The Ten Global Principles Fighting Tax Crime: The Ten Global Principles sets out the 10 essential principles for effectively fighting tax crimes. It covers the legal, institutional, administrative, and operational aspects necessary for putting in place an efficient system for figh by: OECD | Date published : November 2017 [Download] |
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Responsible deployment of AI in business We believe that AI could become the most transformative workplace technology of the 21st Century, with the associated need for business leaders to assure themselves that they are deploying AI effectively and responsibly. by: Slaughter and May | Date published : August 2017 [Download] |
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Robo-advice: A true innovation in asset management Robo-advisors are online investment platforms that use computer algorithms to manage client portfolios and are thus part of the FinTech universe. by: Deutsche Bank | Date published : August 2017 [Download] |
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Robo-advice is not a hype that will go away Robo-advice is a hotly debated topic in the fintech space by: Robeco | Date published : May 2017 [Download] |
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Digital Onboarding With trillions passing between generations each year, the need for a digital paperless process is key to being able to retain and grow AUM. by: Wealth Dynamics | Date published : August 2017 [Download] |
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UK Wealth Management at a crossroads 11 trends to watch by: SEI | Date published : July 2017 [Download] |
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Sustainable Finance Report This 71-page paper by Deutsche Asset Management examines how activity in sustainable investing is gathering momentum. by: Deutsche AM | Date published : June 2017 [Download] |
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Future State of the Investment Profession Pursuing better outcomes—for the end investor, the industry, and society by: CFA | Date published : June 2017 [Download] |
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The World Ultra Wealth Report 2017 The fifth edition of this flagship report analyses the state of the world’s ultra high net worth (UHNW) population by: Wealth-X | Date published : June 2017 [Download] |
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Global Wealth 2017 The overall growth of global private wealth picked up momentum in 2016, allowing for a good deal of regional variation. by: Boston Consulting Group | Date published : June 2017 [Download] |
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Family Offices and Cybersecurity “Cybersecurity threats continue to grow in volume, complexity, and are increasingly more targeted against specific companies or people where the greatest financial gains can be achieved.” by: Citi | Date published : May 2017 [Download] |
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The seven key trends hedge fund managers must address to embrace rapid digital change Technological change and digitization is now sweeping the financial services industry. by: SS&C | Date published : May 2017 [Download] |
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Boutique asset managers: The path to scale Servicing a boutique asset manager requires a lot of effort, but often at a fraction of the revenues that a larger fund house brings in. by: SS&C | Date published : May 2017 [Download] |
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Digital Wealth Burnmark looks at the trends, drivers and market dynamics of the digital wealth and robo-advisory space in the April 2017 report, in partnership with Robo-Investing Europe. by: Burnmark | Date published : April 2017 [Download] |
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GCC Wealth Insight Report 2017 The GCC Wealth Insight Report 2017 is based on a survey of 100 High Net Worth Individuals (HNWIs) across the Gulf Cooperation Council (GCC), which comprises Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the United Arab Emirates (UAE). For the purposes of by: Emirates Investment Bank | Date published : March 2017 [Download] |
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Billionaires Insights Are billionaires feeling the pressure? by: UBS/PwC | Date published : January 2017 [Download] |
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The Wealth Landscape: The Manager’s Perspective The survey examines how wealth managers and private banks cope with the multitude of new regulatory requirements and continuous market reforms. by: Clearstream | Date published : November2016 [Download] |
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets? Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough. by: SS&C | Date published : November2016 [Download] |
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Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth Don’t let technology be a barrier to the growth and profitability of your wealth management firm. by: SS&C | Date published : November2016 [Download] |
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Asia-Pacific Wealth Report 2016 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 : October 2016 [Download] |
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Key Technology and Operations trends in wealth management Having surveyed wealth management professionals from all around the world, it has been fascinating to see the evolution of the industry’s approach to technology and operations optimisation. by: SS&C | Date published : September 2016 [Download] |
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Wealth and Asset Management 2021 Preparing for Transformative Change by: Bank of Montreal, Broadridge, CFA Institute, Cisco, eToro, Schroders, SEI, and State Street | Date published : September 2016 [Download] |
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Family Wealth Transfers Report Wealth-X's researchers and analysts in 13 offices across five continents have compiled and analysed data on the world's UHNW population by: Wealth-X and NFP | Date published : September 2016 [Download] |
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FinTech in Canada The purpose of this FinTech Report is to present a vision to position Canada, and in particular Vancouver, as a global hub for FinTech by: Digital Finance Institute; McCarthy Tétrault LLP | Date published : September 2016 [Download] |
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Ten Calls to Action for the Wealth Industry The needs of HNWIs are changing. To better understand these changes and how they impact the wealth management community, FactSet and Scorpio Partnership conducted a thorough evaluation of more than 1,000 wealthy investors from the US, UK, Singapore, and S by: FactSet | Date published : August 2016 [Download] |
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Disaggregating the impact of fintech Traditional financial services firms are confronted with several questions in the face of fintech disruption. by: Deloitte | Date published : June 2016 [Download] |
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Retooling wealth management for the digital age A look at consumers’ digital propensity by: Deloitte | Date published : September 2016 [Download] |
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Aligning the organization for its digital future Findings from the 2016 digital business global executive study and research report by: Deloitte | Date published : July 2016 [Download] |
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Substance continues to be a key focus for funds sector In the current climate of regulatory reforms, and the political impetus behind improving tax transparency, the need to prove that an offshore fund manager has the necessary ‘substance’ to its business dealings and functionality has never been more acute. by: Guernsey Finance | Date published : August 2016 [Download] |
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Are You Ready for the Rise of Digital Influence? Why the future of Influencer Marketing starts with people and relationships, not popularity. Learn how to support your marketing and ROI through influencers. by: Tap Influence | Date published : August 2016 [Download] |
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Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth Don’t let technology be a barrier to the growth and profitability of your wealth management firm. by: SS&C | Date published : July 2016 [Download] |
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets? Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough. by: SS&C | Date published : July 2016 [Download] |
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World Wealth Report 2016 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 : June 2016 [Download] |
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Blurred lines: How FinTech is shaping financial services We estimate within the next 3-5 years, cumulative investment in FinTech globally could well exceed $150bn. by: PwC | Date published : June 2016 [Download] |
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Digitalisation of Wealth Management in an international context A paper in the ERI Thought Leadership series by: ERI Bancaire | Date published : May 2016 [Download] |
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Trending Conversations 2016 What matters to affluent investors worldwide? Do millennial investors truly view the world differently? by: Legg Mason | Date published : May 2016 [Download] |
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The Rise Of Bionic Wealth he future of wealth management is about the successful use of technology but also about relationships by: Forbes & Temenos | Date published : May 2016 [Download] |
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How FinTech is shaping Financial Services It is difficult to imagine a world without the internet or mobile devices. They have become core elements of our lifestyle and have brought a high degree of disruption to virtually every area of business. The financial services (FS) industry is no exce by: PwC | Date published : March 2016 [Download] |
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Global Wealth Management Research 2016 The wealth management industry is experiencing an unprecedented level of change: depending on where you stand, these changes can feel like opportunities or threats. by: Ernst & Young | Date published : May 2016 [Download] |
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Global wealth and asset management industry outlook Survive, sustain, grow. That, in a nutshell, describes the global wealth and asset management industry from the inception of the global financial crisis (GFC) through today. by: EYGM Limited | Date published : May 2016 [Download] |
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Ghosts in the machine Artificial intelligence, risks and regulation in financial markets by: Baker & McKenzie | Date published : April 2016 [Download] |
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Biometricsand Banking This white paper provides an updated overview and market synopsis of biometrics for the global financial sector. by: Biometrics Research Group | Date published : April 2016 [Download] |
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UBS white paper on the Fourth Industrial Revolution It outlines a brief history of the four industrial revolutions that have taken place since the late 18th century. by: UBS | Date published : January 2016 [Download] |
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DIGITAL DISRUPTION How FinTech is Forcing Banking to a Tipping Point by: Citi | Date published : March 2016 [Download] |
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The Emerging Digital Advisor According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditi by: Pershing | Date published : March 2016 [Download] |
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Swiss FinTech Report 2016 The role of Switzerland as a FinTech hub by: Swiss Finance + Technology Association | Date published : March 2016 [Download] |
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Wealth Management in the Digital Age Understand demand for digital technology in wealth management, as well as cloud-based solutions for firms to transform their businesses by: Capgemini | Date published : March 2016 [Download] |
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Asset Management Technology Hidden Deterrent or Enabler to Success in High-Growth, Global Markets? by: SS&C | Date published : February 2016 [Download] |
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Evolution in the Hedge Fund Landscape How managers should embrace rapid digital change whitepaper by: SS&C | Date published : February 2016 [Download] |
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Trusts and Privacy - A new battle front Human Rights concerns surrounding the OECD’s Common Reporting Standard rules on trusts, the EU registers of beneficial ownership and other fundamental issues arising from suspicion and ignorance by: Withers | Date published : February 2015 [Download] |
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The International Comparative Legal Guide to: Private Client 2016 A practical cross-border insight into private client work by: ICLG | Date published : January 2016 [Download] |
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Family Office Compensation Report Family Office Metrics and Botoff Consulting recently conducted a study of compensation trends in family offices for 2015. by: Family Office Metrics and Botoff Consulting | Date published : April 2015 [Download] |
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Strategies for competing in the digital age Digitization is rewriting the rules of competition in asset management. by: SS&C | Date published : December 2015 [Download] |
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Managing Risk in a New World Investor demands for transparency. Rising regulation. Complex counterparty relationships. And a global market that never sleeps. From a risk perspective, it really is a new world. Find out the five hurdles that make it harder for asset and hedge fund ma by: SS&C and Advent | Date published : December 2015 [Download] |
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Adviser’s Toolkit For Business Development Download your Adviser’s Toolkit for Business Development for full insights now! by: IRESS | Date published : December 2015 [Download] |
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BILLIONAIRES Master architects of great wealth and lasting legacies by: UBS & PwC | Date published : December 2015 [Download] |
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U.S. Wealth Report 2015 The industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and wealth management trends in the United States by: Capgemini & RBC Wealth Management | Date published : December 2015 [Download] |
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Banking on the future The expectations of the Gen Y professional by: KPMG | Date published : April 2015 [Download] |
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Mobile Banking 2015 Global Trends and their Impact on Banks by: UBS Evidence Lab | Date published : July 2015 [Download] |
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Global Family Office Report 2015 The report provides an analysis and evaluation of the current and prospective outlook of family offices around the world. by: Campden Wealth & UBS | Date published : September 2015 [Download] |
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Digital disruption and the game-changing role of technology in global wealth management IT in Wealth Management 2015 by: EY | Date published : September 2015 [Download] |
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Julius Baer Wealth Report: Asia As always, we monitor how our Julius Baer Lifestyle Index basket of goods and services and its composition has changed over the past year. by: Julius Baer | Date published : October 2015 [Download] |
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Global Wealth in 2015 Global wealth reached 250 trillion US dollars in 2015, slightly less than a year earlier, due to adverse exchange rate movements. by: Credit Suisse | Date published : October 2015 [Download] |
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Asset Management 2020 and beyond Transforming your business for a new global tax world by: PwC | Date published : October 2015 [Download] |
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The Global Competitiveness Report 2015–2016 The Global Competitiveness Report 2015–2016 is being launched at a pivotal time for the global economy. by: World Economic Forum | Date published : September 2015 [Download] |
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Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough. by: SS&C | Date published : September 2015 [Download] |
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets Success is measured by how fast we act on it. by: SS&C | Date published : September 2015 [Download] |
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Asia-Pacific Wealth Report 2015 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 & RBC Wealth Management | Date published : September 2015 [Download] |
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The investment drought: How can the problem of weak investment be fixed? This whitepaper explores the perceived investment deficit – driven by the reluctance of investors, governments and companies all over the world to engage in long-term investment - which comes at a cost of slower economic growth. by: UBS | Date published : September 2015 [Download] |
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Corporate governance the tone from the top Grant Thornton global governance report 2015 by: Grant Thornton | Date published : August 2015 [Download] |
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Serving the High Net Worth Investor Generation D Europe Research by: Accenture | Date published : July 2015 [Download] |
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Operational challenges facing investment managers in 2015 Research findings from an independent survey of the investment management industry by: SWIFT | Date published : July 2015 [Download] |
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Affluent Millennials Winning the generation that is transforming the financial world by: LinkedIn & Ipsos | Date published : July 2015 [Download] |
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The Future of Financial Services The mandate of the study was to explore the transformative potential of new entrants and innovations on business models in financial services. by: World Economic Forum | Date published : June 2015 [Download] |
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Global Powers of Luxury Goods Global luxury brands should take advantage of evolving technological and consumer demands to help boost profits and remain competitive by: Deloitte | Date published : July 2015 [Download] |
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Second citizenship & the migration of HNWIs “the main reason people apply for a second residence or citizenship is to ensure freedom of global mobility and access, as well as security and wealth protection for their families.“ by: New World Wealth | Date published : July 2015 [Download] |
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Investing in the future How megatrends are reshaping the future of the investment management industry by: KPMG | Date published : July 2015 [Download] |
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Succession Planning and the role of the Single Family Office For an International Finance Centre such as Guernsey – widely regarded as a jurisdiction of choice for both investment funds and wealth management – the provision of family office solutions and services makes perfect sense by: Guernsey Finance | Date published : June 2015 [Download] |
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Digitisation in practice A more expansive definition goes far beyond this IT context into the value and possibilities of harnessing digital information to enable financial institutions to develop more effective and innovative services for their customers. by: ObjectWay and EFMA | Date published : January 2016 [Download] |
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The European Alternative Finance Benchmarking Report Moving Mainstream by: University of Cambridge | Date published : February 2015 [Download] |
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Why Invest in Infrastructure? This paper considers the performance of direct investments in three real asset classes: natural resources (namely timberland and farmland), energy infrastructure, and commercial real estate. by: Deutsche Bank | Date published : June 2015 [Download] |
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Credible Deterrence In The Enforcement Of Securities Regulation This paper reflects the collective experience and expertise of the member jurisdictions of IOSCO’s Committee 4 on Enforcement and the Exchange of Information. by: IOSCO | Date published : June 2015 [Download] |
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World Wealth Report 2015 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 & RBC Wealth Management | Date published : June 2015 [Download] |
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Hedge Fund Survey 2015 The Hedge Fund survey presents an aggregated picture of industry activity in the UK, illustrating key trends and risks by: FCA | Date published : June 2015 [Download] |
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Achieving Regulatory Alpha through Regulatory Enterprise Risk Management Regulatory reporting has generated significant new challenges for the investment management industry by: maplesfundservices.com | Date published : June 2015 [Download] |
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The Changing Shape of Capital Markets in Emerging Economies Capital markets in emerging economies have remained significantly underdeveloped relative to their powerhouse underlying economies, but will likely experience profound shifts over the next 15 years, with implications for debt and equity investors, accordi by: Manulife AM | Date published : May 2015 [Download] |
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Digitalising the client experience Supporting banks and wealth managers through the digital transformation by: Avaloq | Date published : May 2015 [Download] |
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CRM II: Finding a Flexible Solution in the Compliance Era In light of forthcoming changes from CRM II, consider rethinking your compliance strategy as an opportunity for operational enhancement. by: SS&C | Date published : April 2015 [Download] |
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Generation Next - Millennials Prime While the Boomers have accumulated wealth and currently lead consumer spending, Millennials are emerging as the new dominant source of both by: BofA Merrill Lynch | Date published : May 2015 [Download] |
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Pay-Performance Sensitivity and Risk-Taking Behaviors: Evidence from Closed-End Funds The managers’ pay-performance sensitivity (PPS) of closed-end funds is explicitly specified in the management contract as the marginal rate of funds’ net asset value. by: Tianna Yang University of Manchester - Division of Accounting and Finance | Date published : May 2015 [Download] |
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MEFA - Asset Allocation Strategies: Using Strategic Asset Allocation to Enhance Investment Returns and to Reduce Risk Major institutional investment managers, such as, hedge funds and large university endowments, have based their investment portfolios upon tactical asset allocation among multiple asset classes with low correlation with the goal of achieving superior risk by: Douglas Roberts Channel Capital Research Institute, LLC | Date published : April 2015 [Download] |
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Integrating Sustainability into Your Core Businesses—A Road Map The successful integration of sustainability into a company's core business requires strategic and practical decision making throughout the organization. by: The Conference Board | Date published : May 2015 [Download] |
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UBS Investor Watch report When is enough…enough? Why the wealthy can’t get off the treadmill by: UBS | Date published : May 2015 [Download] |
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Digital Customer Services Interface Over the past decade, the advance of B2C and B2B commerce via (mobile) Internet has sparked new payment service providers to introduce innovative payment methods by: EBA | Date published : May 2015 [Download] |
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Cryptotechnologies, a major IT innovation and catalyst for change EBA Working Group on Electronic and Alternative Payments by: EBA | Date published : May 2015 [Download] |
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Overcoming the Challenge of oTransparency White paper finds “transparency gap” between hedge fund managers, investors by: Northen Trust | Date published : May 2015 [Download] |
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Digitisation in Investment Management Few trends have generated as much attention in the financial services industry as digitisation. by: ObjectWay and EFMA | Date published : March 2015 [Download] |
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Voices on bank transformation: Insights on creating lasting change This paper draws together the perspective of McKinsey experts on organizational health, risk culture, and digital transformation with the experience of five successful CEOs and chairmen to illustrate the changes reshaping banks. by: McKinsey & Company | Date published : March 2015 [Download] |
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2015 FDI Confidence Index A.T. Kearney has just published the 2015 FDI Confidence Index, “Connected Risks: Investing in a Divergent World.” by: TB-Connected-Risks-Investing-in-a-Divergent-WorldA.T. Kearney | Date published : April 2015 [Download] |
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Emerging Best Practices of Chinese Globalizers: Develop the Innovation Models In the past half century, China’s economic rise has brought about dramatic change in global development as the role of Chinese companies has expanded and evolved by: World Economic Forum | Date published : April 2015 [Download] |
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World Happiness Report The happiest countries in the world are all in Northern Europe by: Sustainable Development Solutions Network | Date published : April 2015 [Download] |
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Retail Asset Management in a Connected World An In-Depth Industry White Paper Featuring Exclusive Interviews by: Brewin Dolphin, Cofunds, and SEI | Date published : April 2015 [Download] |
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2015 Insurance M&A Outlook Continuing acceleration by: Deloitte | Date published : April 2015 [Download] |
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2015 Banking M&A Outlook Poised for a rebound by: Deloitte | Date published : April 2015 [Download] |
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Creating Wealth. A Survey of Entrepreneurs Worldwide For the fifth consecutive year, Societe Generale Private Banking and Forbes Insights have published a study on the world's Ultra High Net Worth sector. by: Societe Generale Private Banking and Forbes Insights | Date published : March 2015 [Download] |
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Four Mistakes to Avoid When Choosing an Outsourcing Provider Success is measured by how fast we act on it by: SS&C | Date published : March 2015 [Download] |
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Beyond the baby boomers: the rise of Generation Y Opportunities and challenges for the funds management industry by: KPMG | Date published : March 2015 [Download] |
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Top 10 Emerging Technologies of 2015 Technology is perhaps the greatest agent of change in the modern world. While never without risk, technological breakthroughs promise innovative solutions to the most pressing global challenges of our time. by: World Economic Forum | Date published : March 2015 [Download] |
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2015 Futurewealth Report: The art and science of relationship management How can wealth managers help support their clients through their wealth creation and preservation journey? by: SEI | Date published : March 2015 [Download] |
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Wealth management and Private Banking – Connecting with clients and reinventing the value proposition The white paper is based on the results of a survey conducted among over 60 executives from wealth management institutions, family offices and private banks across 26 countries. by: Deloitte and Efma | Date published : March 2015 [Download] |
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One Bank Research Agenda World-class policymaking requires frontier research. The Bank of England is, therefore, publishing a co-ordinated One Bank Research Agenda , spanning all aspects of central banking and focusing in particular on the intersections between policy areas by: Bank of England | Date published : March 2015 [Download] |
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InformationTechnology Sector M&A Spotlight 2014 If there was a sector that truly dominated the headlines globally throughout the course of 2014 it was the Information Technology (IT) sector. by: Appleby | Date published : March 2015 [Download] |
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UK property market 'safe haven for stolen cash' London’s property market is being flooded by corrupt offshore money, with billions of pounds being laundered by foreign criminals and corrupt government officials, according to a report by Transparency International (TI). by: Transparency International | Date published : March 2015 [Download] |
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Football Money League Welcome to the 18th edition of the Deloitte Football Money League in which we profile the highest earning clubs in the world’s most popular sport. by: Deloitte | Date published : January 2015 [Download] |
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Technology, Media and Telecommunications trends This report by Deloitte reveals which Technology, Media and Telecommunications trends will be making an impact within the next 12 months. by: Deloitte | Date published : 2015 [Download] |
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2015 Private Wealth Outlook The ongoing institutionalization of the single family office by: Deloitte | Date published : February 2015 [Download] |
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No heavy lifting How Brooks Macdonald lightened the load for its investment committee by: BITA RISK | Date published : December 2014 [Download] |
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Paying Taxes 2015: The global picture The study investigates and compares tax regimes across 189 economies worldwide using a case study company, and ranks them according to the ease of paying taxes. by: PwC and the World Bank Group | Date published : Novemer 2014 [Download] |
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2014 Global Hedge Fund Technology Benchmark Study Our 2014 Global Hedge Fund Technology Benchmark Study is an impression of the investment management industry and the vendors, systems and solutions firms are using today to support their day-to-day operations by: Eze Castle Integration | Date published : Novemer 2014 [Download] |
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Transformational (and testing) times Amid the financial crisis, 2008 may not have seemed a particularly auspicious time to launch a new wealth management firm. by: BITA RISK | Date published : Novemer 2014 [Download] |
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The Asia-Pacific Wealth Report With Japan and China leading the way, the Asia-Pacific region registered world-leading levels of High Net Worth Individual (HNWI)1 population and wealth growth in 2013, with no signs of slowing down, according to the Asia-Pacific Wealth Report 2014 by: Capgemini and RBC Wealth Management | Date published : October 2014 [Download] |
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Three Forces Affecting Wealth Management Growth and Success in Europe This paper reports the results of an experiment soliciting offers for these prohibited anonymous shell corporations. by: ObjectWay | Date published : Novemer 2014 [Download] |
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Global Wealth Report 2014 The Credit Suisse Global Wealth Report provides the most comprehensive and up-to-date source of information on global household wealth. by: Credit Suisse | Date published : October 2014 [Download] |
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Redefining Global Competitive Dynamics 2014 BCG Global Challengers by: The Boston Consulting Group | Date published : September 2014 [Download] |
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Allianz Global Wealth Report 2014 Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003. by: Allianz | Date published : September 2014 [Download] |
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Art & Finance Report 2014 Based on the overwhelmingly positive response and feedback from the wealth management community, art professionals and art collectors in producing this report, we are delighted to say that the report is more than just a companion on a journey by: Deloitte | Date published : September 2014 [Download] |
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Riding a Wave of Growth: Global Wealth 2014 The growth of global private wealth may have surpassed expectations in 2013, particularly in developed markets, but wealth managers nonetheless need to take action on multiple fronts if they hope to gain market share and increase profits over the next few by: Boston Consulting | Date published : July 2014 [Download] |
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The Meaning of Wealth in the 21st Century: Unlocking the secrets of successful families unlocking the secrets of successful families by: Withers | Date published : July 2014 [Download] |
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Emerging Wealth 2014 Global Entrepreneurial Report. by: Oracle Capital Group | Date published : June 2014 [Download] |
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Investing in the future How megatrends are reshaping the future of the investment management industry by: KPMG | Date published : June 2014 [Download] |
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The Chinese Luxury Traveler Chinese outbound tourists in 2013 increased by close to 18% to 98 million, according to the National Tourism Administration, making China’s outbound market now the largest in the world; by: Hurun Report | Date published : June 2014 [Download] |
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2014 Internet Trends The latest edition of the annual Internet Trends report by: Kleiner Perkins Caufield & Byers | Date published : June 2014 [Download] |
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2014 Wealth Management Survey The core themes from this year’s survey apply across the Americas, but there are some important differences between North America and Latin America. by: Ernst & Young | Date published : May 2014 [Download] |
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2014 Private Wealth Outlook Redefining the roles and responsibilities of the evolving family office by: Deloitte | Date published : March 2014 [Download] |
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2014 BNP Paribas Individual Philanthropy Index Commitment measurement of individual philanthropists, according to the 2014 BNP Paribas Individual Philanthropy Index, reveals that the United States, Europe and Asia are roughly halfway to a philanthropic ideal; the Middle East seems to be about a third by: BNP Paribas | Date published : April 2014 [Download] |
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2014 CFO Outlook Asia Positive economic ratings, sales projections and hiring expectations have emboldened businesses to start a new wave of growth in 2014. by: Merrill Lynch | Date published : April 2014 [Download] |
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Mergermarket M&A Trend Report: Q1 2014 Including league tables of legal advisors by: Mergermarket | Date published : April 2014 [Download] |
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RBC - China Property Market RBC Wealth Management Global Insight by: RBC | Date published : December 2013 [Download] |
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The State of Retail Wealth Management, 3rd Annual Report In this edition of Insights, we examine multi-year results for key performance metrics in the North American retail wealth management industry. by: PriceMetrix | Date published : March 2014 [Download] |
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Why Business Process Outsourcing? As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders. Your business needs to grow revenues, become more flexible in the face of competitive and market pressures and provide customers with excell by: SS&C | Date published : March 2014 [Download] |
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Asset Management 2020 This report is the combination of over two years of research that PwC has done to look at key trends that are affecting not only our industry but all industries, globally. by: PwC | Date published : February 2014 [Download] |
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Hedge Fund Survey We collect data from hedge funds and hedge fund managers to inform our supervisory activity, with the aim of ensuring markets work well and of promoting market integrity. by: FCA | Date published : March 2014 [Download] |
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Caged Tiger: The Transformation of the Asian Financial System ANZ report predicts Asian financial system to dominate international markets by 2030 by: ANZ | Date published : March 2014 [Download] |
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GFCI - Global Financial Centres Index GFCI 15 provides profiles, rating and rankings for 83 financial centres, drawing on two separate sources of data by: Z/Yen Group | Date published : March 2014 [Download] |
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Forming a Hedge Fund: An Overview The whitepaper covers offshore and domestic funds, hedge fund structure, incubator funds, service providers, regulations, management fees, long with a performance-based allocation. by: Riveles Law Group | Date published : March 2014 [Download] |
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INTERNATIONAL INVESTMENT ATLAS SUMMARY A Cushman & Wakefield Capital Markets Research Publication by: Cushman & Wakefield | Date published : March 2014 [Download] |
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Putting the Luxe Back in Luxury How new consumer values are redefining the way we market luxury by: UNITY MARKETING | Date published : February 2014 [Download] |
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What Do HENRYs Want? 3/7/2014 What Do HENRYs Want? Reaching the Most Important Affluent Demographic by: UNITY MARKETING | Date published : February 2014 [Download] |
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Paradigm Shift The Cloud’s Role in Asset Management by: SS&C | Date published : March 2014 [Download] |
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Long-Run Investment Ambitions and Short-Run Investment Processes Findings of the 2013 Global Asset Owner Survey by: MCI | Date published : February 2014 [Download] |
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Protecting Private Wealth from Europe to the Far East ... As the world becomes increasingly interconnected, death and taxes (according to Benjamin Franklin) remain certain es in an uncertain economic landscape. by: RHT Law Taylor Wessing LLP | Date published : February 2014 [Download] |
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The Coutts Index: Objects of Desire The new Coutts Index aims to provide the global benchmark for monitoring the performance of passion assets by: Coutts & Co | Date published : January 2014 [Download] |
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Julius Baer Releases Asia Insights 'Investment Opportunities' February 2014 Are China and South East Asia swapping places in terms of investment appeal? by: Julius Baer | Date published : February 2014 [Download] |
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Closing the e-Delivery Gap: The 2013 e-Delivery Survey The slow adoption of e-delivery concerns most custodians and financial organizations. This 2013 e-Delivery Survey provides useful, actionable data and analysis that can help firms begin to close the "e-delivery gap. by: Pershing | Date published : February 2014 [Download] |
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Bitcoin to replace AUD? The rise in crypto-currency by: National Australia Bank | Date published : December 2013 [Download] |
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A Data-Centric Approach to Portfolio Management, The paper reveals that nearly half of the survey respondents believe it is presently quite difficult to adapt their organization's portfolio management infrastructure in the face of changing internal or external environments such as the integration of new by: Eagle Investment Systems | Date published : January 2014 [Download] |
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UBS Investor Watch Think you know the Next Gen investor? Think again. by: UBS | Date published : January 2014 [Download] |
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Women in Alternative Investments A Marathon, Not a Sprint by: Rothstein Kass | Date published : December 2013 [Download] |
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The Family Office Dynamic Pathway to Successful Family and Wealth Management by: Credit Suisse | Date published : January 2014 [Download] |
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Wealth Management –State of The Nation, New Access The private banking industry is currently undergoing a fundamental transformation. by: David Sikorsky - Head of Market Research, | Date published : December 2013 [Download] |
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Global Market Sentiment Survey 2014 The Future of Finance initiative is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. by: CFA Institute | Date published : 2013 [Download] |
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The back office: not a differentiator, but a business enabler THE CHANGING FACE OF UK WEALTH MANAGEMENT by: Equiniti | Date published : September 2013 [Download] |
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Family & Retirement: The Elephant in the Room A Merrill Lynch Retirement Study, conducted in partnership with Age Wave by: Merrill Lynch | Date published : November 2013 [Download] |
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World Ultra Wealth Report 2013 The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. by: Wealth-X and UBS | Date published : September 2013 [Download] |
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The Wealth Report 2013 The Wealth Report provides the definitive global perspective on prime property and wealth. by: Knight Frank | Date published : August 2013 [Download] |
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What is “wealthy”? Investors are telling us that wealth isn’t just about having a certain amount of money. The majority of investors define wealth as having no financial constraints on what they do. But when asked to assign a dollar amount to being wealthy, they say it take by: UBS | Date published : July 2013 [Download] |
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Global Built Asset Wealth Index 2013 The principle behind this report is simple - how does the money spent on developing a country’s built environment impact its social and economic success? by: EC Harris | Date published : July 2013 [Download] |
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Global Private Banking and Wealth Management Survey 2013 Navigating to tomorrow: serving clients and creating value by: PwC | Date published : June 2013 [Download] |
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Update on the Alternative Investment Fund Managers Directive On 21 July 2011, the EU Alternative Investment Fund Managers Directive (“AIFMD”) came into force with the result that each EU Member State must transpose it into national law no later than 22 July 2013. by: SEI | Date published : July 2013 [Download] |
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The Retail Alternatives Phenomenon What enterprising private fund managers need to know by: SEI | Date published : June 2013 [Download] |
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Millennials and Money They are savvy, independent, skeptical and far more conservative than some might think. An exclusive, in-depth look at the new investment generation gap. by: Merrill Lynch Private Banking | Date published : March 2013 [Download] |
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Wealth Management Client Satisfaction Study 2012 saw a 3.4% increase in UK wealth management client satisfaction as measured by the MDRC index. by: MDRC | Date published : April 2013 [Download] |
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Aggressive Tax Planning based on After-Tax Hedging This report focuses on aggressive tax planning (ATP) schemes based on after-tax hedging. by: OECD | Date published : March 2013 [Download] |
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Succession Planning the Next Gen Way In an era of tough markets, aging clients and declining valuations, it won’t surprise you to learn your practice is probably not worth as much as you think it is. Standing still is no longer an option. Targeting younger investors and creating a company c by: SEI | Date published : January 2013 [Download] |
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Targeting the Rich: Liability Lawsuits and the Threat to Families with Emerging and Established Wealth Wealthy families increasingly worry that their wealth alone makes them a target for a high-stakes liability lawsuit in this uncertain economy, according to a survey commissioned by ACE. But many remain poorly prepared for such lawsuits in spite of their c by: ACE Group | Date published : March 2012 [Download] |
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Friends Provident International Investor Attitudes Report Friends Provident International (FPI) Investor Attitudes report found that there has been a rally in investor sentiment by: Friends Provident International | Date published : November 2012 [Download] |
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Chinese Private Banking Report 2012 China is Asia’s most important high-net worth (HNW) market contributing to over 50% of the region’s growth by 2015. by: China Minsheng Bank and McKinsey | Date published : October 2012 [Download] |
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Spotlight Germany Germany is feeling the pinch from GDP contraction across the Eurozone and the lapsing back into recession of countries mainly from the European periphery, although its economic strength continues to keep its growth prospects the brightest in Europe. by: Coutts & Co | Date published : October 2012 [Download] |
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Benchmarking the Single Family Office Identifying the Performance Drivers, 2012 by: Wharton Global Family Alliance | Date published : September 2012 [Download] |
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Evolution of the asset manager The asset management industry is undergoing profound changes in response to economic, demographic and industry-specific pressures by: UBS | Date published : October 2012 [Download] |
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Putting a price on financial advice From 2013 many investment advisers in the UK face a major change in how they operate. Our latest report offers firms a practical guide on making the successful transition from commission-based charging to fees. by: JPMorgan Chase & Co | Date published : September 2012 [Download] |
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Shining a Light on the Shadow Banking System Its History, Mystery and Future in a More Transparent Environment by: Advent Software | Date published : October 2012 [Download] |
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Rothschild asset Allocation - October 2012 The world’s two most important central banks are now committed to stimulus programmes that are potentially unlimited in size. by: Rothschild | Date published : October 2012 [Download] |
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Dimensions of European Wealth 2012 This report examines the size of the HNW sector in the EU by country and looks at the key issues which have affected the HNW sector in the 2 years since our last report on this topic. by: MDRC | Date published : September 2012 [Download] |
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The challenge and the opportunity for wealth managers To date, the bulk of attention has been focused on what the Retail Distribution Review (RDR) means for IFAs, with little attention paid to the implications for Wealth Managers. Our latest report will concentrate on this vital segment of the advice communi by: JPMorgan Chase & Co | Date published : July 2012 [Download] |
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The consumer market post-RDR Winning Propositions establishes the attributes an advisory business will need to demonstrate to prosper in a post-RDR world. by: JPMorgan Chase & Co | Date published : August 2012 [Download] |
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Top 50 Global Private Banks, 2005-2010 Total size of top 50 offshore client assets = $12.5 trillion by: Tax Justice Network | Date published : July 2012 [Download] |
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UK Wealth Management at the tipping point? This report, the product of a major research exercise conducted in conjunction with benchmarking specialist Compeer, shares KPMG perspectives on where the industry is heading. by: KPMG | Date published : July 2012 [Download] |
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Evolving Investment Management Regulation Disoriented by the rate and range of regulatory change, many investment managers find themselves squeezed between new requirements and the needs of institutional and individual investors. by: KPMG | Date published : July 2012 [Download] |
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The health of the global private banking industry In spite of their different challenges, large and small wealth management firms navigated the complex economic and regulatory environment successfully, reporting solid growth in profitability. by: Scorpio Partnership | Date published : July 2012 [Download] |
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Responsibility in Wealth With great wealth comes great responsibility. by: The Kaiser Partner Special Report Series | Date published : July 2012 [Download] |
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The rise of Asia Why more global hedge funds, family offices chose Singapore by: Opalesque | Date published : 2012 [Download] |
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Futurepriority Report 2012: Asia’s emerging wealthy Groundbreaking insight from 2,800 HNWs across nine Asian markets has revealed that Malaysians, Indians, Indonesians and Thais are the most content when it comes to their life-wealth balance by: Scorpio Partnership | Date published : 2012 [Download] |
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Africa - Building bridges Ernst & Young's 2012 attractiveness survey by: Ernst & Young | Date published : 2012 [Download] |
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BlackRock Sovereign Risk Index The BlackRock Sovereign Risk Index (BSRI) provides investors with a framework for tracking sovereign credit risk. by: BlackRock | Date published : 2012 [Download] |
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MIFID MATTERS – ASSESSING THE WIDER AGENDA Services from third countries: what are the regulatory challenges? by: KPMG | Date published : 2012 [Download] |
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Portfolio & Relationship Management Software without the Technology Headaches Can you have your cake and eat it? by: Object Way | Date published : May 2013 [Download] |
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A Tale of Two Millionaires The Best of Times for Private Banks to Look Beyond the Ultra-High-Net-Worth Market by: McKinsey & Company | Date published : 2012 [Download] |
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Streamlining margin and financing costs no longer on the sidelines for hedge funds Effective margin and financing management is an essential component in the operational arsenal of today’s hedge fund firms. During the boom years it was an issue which was generally given low priority, but these days as volatile markets make generating co by: Advent Software | Date published : 2012 [Download] |
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THE Wealth Report Never before have wealth creation, economic risk and politics been so closely intertwined with the performance of prime residential and commercial property markets. Drawing on insight from Knight Frank, Citi Private Bank and other leading commentators, Th by: Knight Frank and Citi Private Bank | Date published : 2012 [Download] |
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“Value for Money” drives Client Satisfaction in 2011 2011 saw a slight fall in UK wealth management client satisfaction as measured by the MDRC index. by: MDRC | Date published : 2012 [Download] |
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‘Islamic Finance for Investment Managers: Five Steps to a Shari’ah-Compliant Portfolio’ ‘Five Steps to a Shari’ah-Compliant Portfolio’ explains the principles of Shari’ah, lists the most common Islamic products and transactions and gives the Shari’ah view on conventional instruments along with recommendations on how to pick shares for a Shar by: Advent Software | Date published : 2012 [Download] |
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The Wealth Report Much has changed since The Wealth Report was first published by Knight Frank and Citi Private Bank in early 2007. Indeed, given the small matter of a global credit crunch and a growing number of historic political events, how could the world not be a vast by: Knight Frank and Citi Private Bank | Date published : 2011 [Download] |
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The 2011 Study of High Net Worth December 2011 : Women’s Philanthropy The 2011 Study of High Net Worth Women’s Philanthropy is the latest in a series of industry-leading reports that began in 2006. The latest report is based on nationwide surveys of wealthy donors completed in 2010 and 2011, and was again conducted in partn by: Bank of America | Date published : 2011 [Download] |
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THE GLOBAL DIAMOND INDUSTRY, Lifting the Veil of Mystery Diamonds are one of the world’s major resources—and historically one of the least understood. For many years observers and even many participants have considered the diamond industry to be complex and difficult to comprehend, even impenetrable. This repor by: Bain & Co | Date published : 2011 [Download] |
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Trends in the Banking and Finance Sector Building on the insight provided by our inaugural Jones Lang LaSalle Global Corporate Real Estate (CRE) Survey 2011 and a series of discussions with our clients, this report delves into responses received from banking and finance executives, highlighting by: Jones Lang LaSalle | Date published : 2011 [Download] |
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Building Tomorrow’s Winning Asset & Wealth Management Leadership Europe in disarray… American politics gridlocked… Continued deleveraging and headcount reductions across financial services… by: Russell Reynolds Associates | Date published : 2011 [Download] |
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Best of Breed The focus for over a decade was on ‘best of breed’ analytical engines to satisfy specific requirements for asset classes, strategies and geographies. This has resulted in asset managers renting, owning or subscribing to various systems, services or calcul by: DST Global Solutions | Date published : 2011 [Download] |
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The impact of the wealth continuum on analytical platforms In DST Global Solutions’ latest White Paper, Graeme Condie, Sales Director - UK, Europe and Middle East, explores the challenges many wealth management firms are facing in view of increasingly sophisticated investors demanding ever more transparency of th by: DST Global Solutions | Date published : 2011 [Download] |
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La Lettre - The Final Withholding Tax The final withholding tax or how to reconcile tax conformity with the protection of financial privacy by: Geneva Private Bankers | Date published : 2011 [Download] |
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Trends in Wealth Management in EMEA The financial crisis has had a profound effect on the wealth management industry. It is reshaping the way investors think about their managers, while inciting firms to reconfigure the types of services they offer in return, and the manner in which they ar by: Advent Software | Date published : 2011 [Download] |
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DEDICATION: Portraits of Women in Family Business A new report by Coutts & Co, entitled ‘Dedication – Portraits of Women in Family Business’, reveals the top factors that women should take into consideration when working for a family business. by: Coutts & Co | Date published : 2011 [Download] |
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The past, present & future of THE HEDGE FUND INDUSTRY The BNP Paribas Hedge Fund Centre at SMU is one of the few specialist centres for hedge fund research and education in the world. We bring together leading academics, industry practitioners, and students with a view to enhancing the understanding of the h by: BNP Paribas Hedge Fund Centre at SMU | Date published : 2011 [Download] |
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Client Reporting Teams: The Unsung Heroes of the Investment Management World The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-adde by: 3i Infotech | Date published : 2011 [Download] |
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World Wealth Report Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2011 World Wealth Report. Our two firms have been working together for over 20 years to study key trends that affect high net worth individuals (HNWIs) around the globe. by: Capgemini and Merrill Lynch Global Wealth Management | Date published : 2011 [Download] |
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High Net Worth High Net Worth is a unique monthly publication that provides a digest of data and insights for professionals who market and sell to the wealthy. It covers finance and wealth management, luxury goods, lifestyle and philanthropy, as well as opinion pieces a by: Ledbury Research | Date published : 2011 [Download] |
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FATCA and its Impact on Wealth Management Systems As the FATCA rollout draws near, Foreign Financial Institutions worldwide are under pressure to assess and overcome the challenges posed by the new US reporting and withholding regime. by: 3i Infotech | Date published : 2011 [Download] |
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Wealth Trends: 2011 Investment Survey Insights Families are feeling more confident about their investments and the economy, and appear more willing to make decisions about their families and wealth. by: Family Office Exchange | Date published : 2011 [Download] |
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Client Reporting - Data is King 3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process. by: 3i Infotech | Date published : 2011 [Download] |
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China Private Wealth Report China’s private banking industry: Competition is getting fierce by: Bain & Co | Date published : 2011 [Download] |