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Apr 11, 2019

Technology: the M&A Influencer

Mergers and acquisitions (M&A) in the wealth management space is a trend that’s not going away.

Feb 22, 2018

Corporate actions management : Reducing risks through increased automation

Processing corporate actions in the global services industry is riddled with risks. In fact, it’s arguably one of the most inefficient, complex and manual processes in the back office. We all want to be more efficient and accurate and we certainly want to reduce our operational risk, but how do we achieve that?

Feb 21, 2018

How to manage the impending wealth transfer: A guide for advisors

Will you be able to sustain your business beyond the lifetime of your oldest clients, after they leave their fortunes to their heirs? For investment advisors who built their businesses on the wealth of baby boomers, the impending transfer of an estimated $30 trillion – the largest intergenerational wealth transfer in history – poses a predicament.

Jan 15, 2018

Opportunities and challenges facing private banks in APAC

In North America and Europe, the majority of HNWIs put their capital in the hands of private bankers, whereas wealthy citizens in APAC have yet to fully embrace private banks and vastly prefer to remain with their tried and trusted wealth advisers, retail banks or family offices.


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