News results for White Papers
Private Debt To Evolve And Grow – UBP
Swiss private bank Union Bancaire Privée has just released a white paper entitled “Private...
The Bahamas: A Complete And Compelling Choice – Part 3
In the third of a four-part series, this news service issues a report about developments in the...
The EU AI Act: Impacts on Wealth Management and Beyond – Part 3
This is the last instalment in a three-part series examining how new European Union rules affecting...
The EU Artificial Intelligence Act: Effects On Wealth Management And Beyond – Part 1
This is the first in a three-part series examining how new European Union rules affecting...
Artificial Intelligence Could Render Universal Price Level "Meaningless" – UBS
As debate continues as to what AI means for global economics and investment, the world's largest...
Tech Firm Lauds Central Bank Digital Currency Study
The drumbeat of commentary on central bank digital currencies continues. They are seen as ways of...
Central Bank Digital Currencies Can Build New "Ecosystem" – White Paper
There are potentially major rewards – and some risks – with central bank digital currencies. A...
How A Day In The Life Of A Wealth Manager Changes With AI
This story forms part of a wider narrative on the type of skills and characteristics that wealth...
The Bahamas: A Complete And Compelling Choice – Part 2
In the second of a four-part series, this news service issues a report about developments in the...
How Complexity Affects Wealthy Families' Costs – Cambridge Associates White Paper
The US-based study examines the sort of cost considerations – with a few hard numbers – that...
The Bahamas: A Complete And Compelling Choice
In the first of a four-part series of studies, this news service issues a report about developments...
Demise Of The Dollar Is Greatly Exaggerated – Credit Suisse Paper
The bank's institute takes a look at underlying financial market trends, what forces are at work,...
What Should Family Offices Ask Their Lawyers – White Paper
The law firm has issued a new white paper series exploring the kind of points family offices should...
The Benefits Of "Seeding" Hedge Funds – Study
Prior to 2000, hedge funds were typically incubated within banks or seeded by wealthy individuals....
Wealth Firms Face Losing Millions in Digital Marketing Value In 2021
A new research report from this news service examines what wealth managers must do to protect their...
EDITOR'S CHOICE: Last Year's Equity Selloff Should Kill Industry Complacency - BCG
The BCG report that notes how firms must overhaul business models is the editor's choice article...
Julius Baer Charts Present, Future Japanese Wealth Drivers
The private bank has produced a white paper examining the changes it says are under way in Japan...
How Family Offices, Individuals Secure Privacy - Citi Private Bank
Privacy is under attack from official, private and criminal sources, and the private bank advises...
Financial Advisors Need To Adjust Business To Attract Younger Clients - Report
The report was carried out by BNY Mellon's Pershing, which examined the decisions made by young...
How Forex Markets Were Blindsided By Brexit Vote - Swiss Finance Institute White Paper
The SFI has issued a White Paper exploring how financial markets got Brexit so wrong, and how the...
Comment & Analysis results for White Papers
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
Understanding The Psychology Of The Super Rich
German academic and entrepreneur Rainer Zitelmann explores the psychology of wealth creators. ...
Views On Wealth: Why Most People Don't Admit They Envy Success
Wealthy people are under greater pressure in the era of the "one per cent" to justify what they...
Smart Strategies For Growth: A Study Of The UK Wealth Management Industry
Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a...
WealthBriefing Research Spotlights Social Media Use For Wealth Managers
This publication is pleased to release its latest white paper, focused on the growth of the...
Asia: Welcome To The "New Era Of Moderate"
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Hong Kong Leapfrogs UK, US And Singapore As World’s Top Financial Centre
...
Issues Will Always Exist In A Family Business – White Paper
A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick,...
Investors’ Attraction To The Asian Consumer - Rockefeller White Paper
A white paper published by Rockefeller Financial concludes that investors cannot ignore the ongoing...
Long/Short Equity Investing – Convergent White Paper
Long/short strategies continue to dominate the hedge fund landscape both in terms of number of...
Charity Top Spending Priority For Quarter Of HNW Individuals - Barclays Wealth
Barclays Wealth surveyed 2,000 high net worth individuals around the world and found that close to...
Directors Of Offshore Funds Fall Short On Governance - White Paper
Directors of offshore hedge funds often lack qualifications for the role and are unable to provide...
Family Transitions: Managing Inter-Generational Wealth Transfer - White Paper [DO NOT EDIT]
The shift toward an older population has enormous economic, social, and political implications and...
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WealthTalk - Awards Videos
WEALTH TALK: Focus On WealthBriefing's Swiss External Asset Manager Awards 2020
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