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]

	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]