FREE White Papers

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]
Digitalization of Wealth Management
Providing High Tech Service in a High Touch Industry
by: Thomson Reuters | Date published : March 2018 [Download]
World FinTech Report 2018
The future is now
by: Capgemini | Date published : February 2018 [Download]
FREE WHITE PAPER: How to manage the impending wealth transfer
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 wealt
by: SSC | Date published : February 2018 [Download]
FinTech in the Channel Islands
The Financial Technology (‘FinTech’) sector is fundamentally changing the way financial services firms operate and transforming the way we transfer, borrow, protect and manage our money.
by: EY | Date published : January 2018 [Download]
The Rise of the Bionic Advisor
Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.
by: Wealth Dynamix | Date published : January 2018 [Download]

Archived Free White Papers