FREE White Papers

RBC - China Property Market
RBC Wealth Management Global Insight
by: RBC | Date published : December 2013 [Download]
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]
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]
Paradigm Shift
The Cloud’s Role in Asset Management
by: SS&C | Date published : March 2014 [Download]
Protecting Private Wealth from Europe to the Far East ...
As the world becomes increasingly interconnected, death and taxes (according to Benjamin Franklin) remain certaines in an uncertain economic landscape.
by: RHT Law Taylor Wessing LLP | Date published : February 2014 [Download]
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]
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]
Global Private Banking and Wealth Management Survey 2013
Navigating to tomorrow: serving clients and creating value
by: PwC | Date published : June 2013 [Download]
Rise of the Asian Champions
In this study, we look at how some of the large Asian companies have grown over the years, and in some cases became leaders in their respective industry.
by: Citi | Date published : April 2013 [Download]
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]
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]
Futurepriority Report 2012: Asia’s emerging wealthy by Scorpio Partnership
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]
Portfolio & Relationship Management Software without the Technology Headaches
Can you have your cake and eat it?
by: Object Way | Date published : May 2013 [Download]
MiFID II
Need for action for Swiss investment firms
by: Ernst & Young [Download]
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]
Trends in the Banking and Finance Sector
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]
Seven Reasons to Consider Emerging Market
Emerging markets offer more investment opportunities than developed economies in terms of economic growth potential.
by: Mirae Asset Global Investments | Date published : 2011 [Download]
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]
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]
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]
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]
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]
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]
China Private Wealth Report
China’s private banking industry: Competition is getting fierce
by: Bain & Co | Date published : 2011 [Download]

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