News results for White Papers

White Papers
23 February 2016

Wealth Inequality Means We're Less Joyous Over Rising GDP - Study

In comments that are likely to fuel demands for tax redistribution, academics from the UK and US...

White Papers
6 May 2014

Outsourcing Is Key Trend In Asset Management But Let's Do It Right - White Paper

SEI, the US-headquartered investment and technology consulting firm, has issued a white paper...

White Papers
11 March 2014

SEI Lays Out The Case For "Systematic Workflows" - White Paper

SEI has issued a new white paper setting out the workflows necessary to boost a wealth management...

White Papers
9 December 2013

Charities Playing "Catch-Up" When It Comes To Investment Management Services - White Paper

The expectations of charitable donors are “strongly influenced” by the level of investment...

White Papers
7 November 2013

Thirteen May Be Lucky Number As Study Shows How Swiss Banks Can Thrive

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White Papers
1 November 2013

Capturing IRA Rollovers In A Changing Regulatory Environment - White Paper

As the Baby Boomer generation retires, advisors will need help managing the transition of billions...

White Papers
1 November 2013

Research Bolsters Old Truth That Long-Term Career Progression Is Key To Hiring Best Talent

A report on the Asia-Pacific market by professional recruitment firm Robert Walters highlights the...

White Papers
29 October 2013

New Report Details How Impact Investments Can Compete With - And Outperform - Traditional Asset Classes

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White Papers
24 October 2013

Research Report Examines China's Hedge Fund Market

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White Papers
1 October 2013

Report Warns Against Use Of Technology "Quick Fixes" Among Wealth Management Firms

Wealth management firms should use a single platform for product distribution and client data...

Comment & Analysis results for White Papers

White Papers
30 November 2010

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...

White Papers
17 November 2010

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...

White Papers
19 October 2010

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...

White Papers
27 September 2010

Human Resources Issues In A Family Business – Law Firm

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White Papers
23 September 2010

Here Comes UCITS IV - The Challenges For The Fund Industry - Advent

Advent Software, along with many other wealth management and related firms, is grappling with the...

White Papers
17 September 2010

2020 Vision: The Most Critical Decade - BNY Mellon Wealth Management

BNY Mellon Wealth Management heralds the next decade as the most critical ever for HNW investors,...

White Papers
15 July 2010

Brands And Hedge Funds

Investors have become distrustful of hedge funds, and are seeking more than just good performance...

White Papers
15 July 2010

There Is More To Transparency Than Data - BK Communications Group

Transparency has typically been equated with access to data - trade, exposure, valuation and other...

White Papers
3 June 2010

Capital Gains - The Tax Trade-Off Explained - Rockefeller Financial

A new white paper by Rockefeller Financial explains the trade offs that investors face in choosing...

White Papers
26 May 2010

Exotic To Mainstream - Growth Of Alternative Mutual Funds - SEI White Paper

Demand for alternative or non-correlated strategies in US mutual fund and European UCITS formats is...