News results for White Papers

White Papers
March 30, 2020

Best Practices To Help Family Offices Weather COVID-19 – Boston Private

Family offices, as important controllers of capital and often with a long-term investment horizon

White Papers
February 24, 2020

Wealth Firms Changing, Or Want To Change How They Segment Clients - Refinitiv Study

The organization released a new White Paper mapping out a series of trends and challenges for the

White Papers
August 12, 2019

Inheritance Mostly Overrated As A Source Of Wealth

Wealthy people are under greater pressure in the era of the "one per cent" to justify what they

White Papers
August 6, 2019

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

White Papers
February 4, 2019

Challenges Of Family Offices' CFOs - Citi Private Bank White Paper

The US bank looks at the challenges for chief financial officers at family offices and how they

White Papers
November 12, 2018

How Family Offices, Individuals Secure Privacy - Citigroup

Citi Private Bank has published a white paper explaining how family offices and others with

White Papers
October 24, 2017

Northern Trust Publishes Alternative Investments White Paper

The white paper is called Alts Transparency: Finding the Right Balance.

White Papers
August 8, 2017

Merrill Lynch Sets Out The Terrain For Families Handling Wealth Transfer

Aging and wealth transfer decisions are major issues for the wealth management sector, as this

White Papers
June 19, 2017

Financial Advisors Need To Adjust Business To Attract Younger Clients - Report

The report was executed by BNY Mellon's Pershing, which examined the decisions of young high net

White Papers
May 12, 2015

Better Data Standards Can Close Transparency Gap In Hedge Fund World – White Paper

The hedge fund industry can overcome transparency challenges by adopting clearer industry standards

Comment & Analysis results for White Papers

White Papers
May 29, 2020

RIAs' Digital Revolution Has Barely Begun - White Paper

There has been a lot of commentary recently about how wealth managers are having to embrace digital

White Papers
September 18, 2019

Understanding The Psychology Of The Super-Rich

An academic and investor is exploring the psychological drivers of entrepreneurship and wealth.

White Papers
January 25, 2017

Smart Strategies For Growth: A Study Of The UK Wealth Management Industry

Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a

White Papers
March 23, 2015

Q&A: Learning From The Industry's Growing Group Of "Super-Ensemble" Advisory Firms

A group of around 250 "super-ensemble" firms, those with over $1 billion in AuM, are setting new

White Papers
February 14, 2011

Issues Will Always Exist In A Family Business – White Paper

A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick,

White Papers
January 18, 2011

Investors’ Attraction To The Asian Consumer - Rockefeller White Paper

A white paper published by Rockefeller Financial concludes that investors cannot ignore the ongoing

White Papers
December 6, 2010

Long/Short Equity Investing – Convergent White Paper

Long/short strategies continue to dominate the hedge fund landscape both in terms of number of

White Papers
November 30, 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
November 17, 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
October 19, 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