News, Comment & Analysis results for White Papers
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...
White Paper Recommends How To Boost Hong Kong's Wealth Industry
A new white paper from an industry group and university examines the steps that Hong Kong must take...
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult...
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...
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...
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...
Comment & Analysis results for White Papers
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...
Human Resources Issues In A Family Business – Law Firm
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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...
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,...
Brands And Hedge Funds
Investors have become distrustful of hedge funds, and are seeking more than just good performance...
There Is More To Transparency Than Data - BK Communications Group
Transparency has typically been equated with access to data - trade, exposure, valuation and other...
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...
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
Duration: 2.70m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m