FREE White Papers

	Code Red - Asia Pacific’s Time To Go Green Currently the world is far below the required 12.9% per year decarbonisation rate to reach the 1.5 °C Paris Agreement goal. Global decarbonisation must accelerate to five times its current rate of just 2.5% in 2020. This requires a net zero transformation by: PwC \| Date published : November 2021 [Download]
	The Global Family Office Report Series: Asia-Pacific 2021 Download The Asia-Pacific Family Office Report 2021 by: Raffles Family Office \| Date published : November 2021 [Download]
	keys for success in Cybersecurity Download this report to discover the keys for success in Cybersecurity in APJ in today’s rapidly evolving threat landscape. Based on an independent survey of 900 cyber and information security decision makers in APJ, the report reveals among other things: by: SOPHOS \| Date published : August 2019 [Download]
	Navigating Regulatory Change in Asia Pacific Regulation has always been the bugbear of the financial sector. On the one hand, it is a necessary part of stable industry growth. On the other, regulatory requirements are one of the biggest challenges for financial institutions today. by: Broadridge \| Date published : January 2019 [Download]
	Asia-Pacific Wealth Report 2018 Asia-Pacific confirmed its status as the current high net worth individual powerhouse, generating 41.4 percent of all new high net worth individual (HNWI) wealth globally in 201 by: Capgemini \| Date published : November 2018 [Download]
	Asia-Pacific Ready for Take-Off? The report, the most accurate and complete of its kind, draws on quantitative and qualitative data collected from 66 key leaders from the intermediaries industry in Hong Kong and Singapore by: Julius Baer \| Date published : June 2018 [Download]
	The Wealth Report 2018 Super-rich populations are rising, but Europe is slipping down the ranks of the world’s wealthiest regions by: Knight Frank \| Date published : March 2018 [Download]
	Getting Active: The Next Evolution in Exchange Traded Funds Active ETFs – a broad appeal by: BetaShares Capital \| Date published : October 2017 [Download]
	Asia-Pacific Wealth Report 2016 The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. by: Capgemini \| Date published : October 2016 [Download]
	Julius Baer Wealth Report: Asia As always, we monitor how our Julius Baer Lifestyle Index basket of goods and services and its composition has changed over the past year. by: Julius Baer \| Date published : October 2015 [Download]
	Asia-Pacific Wealth Report 2015 The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. by: Capgemini & RBC Wealth Management \| Date published : September 2015 [Download]
	Emerging Best Practices of Chinese Globalizers: Develop the Innovation Models In the past half century, China’s economic rise has brought about dramatic change in global development as the role of Chinese companies has expanded and evolved by: World Economic Forum \| Date published : April 2015 [Download]
	2014 Global Hedge Fund Technology Benchmark Study Our 2014 Global Hedge Fund Technology Benchmark Study is an impression of the investment management industry and the vendors, systems and solutions firms are using today to support their day-to-day operations by: Eze Castle Integration \| Date published : Novemer 2014 [Download]
	The Asia-Pacific Wealth Report With Japan and China leading the way, the Asia-Pacific region registered world-leading levels of High Net Worth Individual (HNWI)1 population and wealth growth in 2013, with no signs of slowing down, according to the Asia-Pacific Wealth Report 2014 by: Capgemini and RBC Wealth Management \| Date published : October 2014 [Download]
	2014 India Attractiveness Survey Report According to the survey, India remains one of the top global destinations for FDI on account of its local labour cost, domestic market and availability of educated workforce. by: Ernst & Young \| Date published : June 2014 [Download]
	Retail Banking 2020 Evolution or Revolution? by: PwC \| Date published : April 2014 [Download]
	A Practical Framework for Asset Management in Asia-Pacific Asset management in Asia-Pacific is shifting: rising segments like retail and newer defined-contribution schemes will account for a larger share of future revenues, while legacy institutional segments will become less prominent. This paper outlines how as by: Casey, Quirk & Associates \| Date published : May 2014 [Download]
	RBC - China Property Market RBC Wealth Management Global Insight by: RBC \| Date published : December 2013 [Download]
	Why Business Process Outsourcing? As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders. Your business needs to grow revenues, become more flexible in the face of competitive and market pressures and provide customers with excell by: SS&C \| Date published : March 2014 [Download]
	Caged Tiger: The Transformation of the Asian Financial System ANZ report predicts Asian financial system to dominate international markets by 2030 by: ANZ \| Date published : March 2014 [Download]
	Paradigm Shift The Cloud’s Role in Asset Management by: SS&C \| Date published : March 2014 [Download]
	Protecting Private Wealth from Europe to the Far East ... As the world becomes increasingly interconnected, death and taxes (according to Benjamin Franklin) remain certaines in an uncertain economic landscape. by: RHT Law Taylor Wessing LLP \| Date published : February 2014 [Download]
	Julius Baer Releases Asia Insights 'Investment Opportunities' February 2014 Are China and South East Asia swapping places in terms of investment appeal? by: Julius Baer \| Date published : February 2014 [Download]
	World Ultra Wealth Report 2013 The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. by: Wealth-X and UBS \| Date published : September 2013 [Download]
	Global Private Banking and Wealth Management Survey 2013 Navigating to tomorrow: serving clients and creating value by: PwC \| Date published : June 2013 [Download]
	Rise of the Asian Champions In this study, we look at how some of the large Asian companies have grown over the years, and in some cases became leaders in their respective industry. by: Citi \| Date published : April 2013 [Download]
	Chinese Private Banking Report 2012 China is Asia’s most important high-net worth (HNW) market contributing to over 50% of the region’s growth by 2015. by: China Minsheng Bank and McKinsey \| Date published : October 2012 [Download]
	Top 50 Global Private Banks, 2005-2010 Total size of top 50 offshore client assets = $12.5 trillion by: Tax Justice Network \| Date published : July 2012 [Download]
	Futurepriority Report 2012: Asia’s emerging wealthy by Scorpio Partnership Groundbreaking insight from 2,800 HNWs across nine Asian markets has revealed that Malaysians, Indians, Indonesians and Thais are the most content when it comes to their life-wealth balance by: Scorpio Partnership \| Date published : 2012 [Download]
	Portfolio & Relationship Management Software without the Technology Headaches Can you have your cake and eat it? by: Object Way \| Date published : May 2013 [Download]
	THE GLOBAL DIAMOND INDUSTRY, Lifting the Veil of Mystery Diamonds are one of the world’s major resources—and historically one of the least understood. For many years observers and even many participants have considered the diamond industry to be complex and difficult to comprehend, even impenetrable. This repor by: Bain & Co \| Date published : 2011 [Download]
	Trends in the Banking and Finance Sector The financial crisis has had a profound effect on the wealth management industry. It is reshaping the way investors think about their managers, while inciting firms to reconfigure the types of services they offer in return, and the manner in which they ar by: Advent Software \| Date published : 2011 [Download]
	Seven Reasons to Consider Emerging Market Emerging markets offer more investment opportunities than developed economies in terms of economic growth potential. by: Mirae Asset Global Investments \| Date published : 2011 [Download]
	Best of Breed The focus for over a decade was on ‘best of breed’ analytical engines to satisfy specific requirements for asset classes, strategies and geographies. This has resulted in asset managers renting, owning or subscribing to various systems, services or calcul by: DST Global Solutions \| Date published : 2011 [Download]
	The impact of the wealth continuum on analytical platforms In DST Global Solutions’ latest White Paper, Graeme Condie, Sales Director - UK, Europe and Middle East, explores the challenges many wealth management firms are facing in view of increasingly sophisticated investors demanding ever more transparency of th by: DST Global Solutions \| Date published : 2011 [Download]
	Client Reporting Teams: The Unsung Heroes of the Investment Management World The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-adde by: 3i Infotech \| Date published : 2011 [Download]
	World Wealth Report Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2011 World Wealth Report. Our two firms have been working together for over 20 years to study key trends that affect high net worth individuals (HNWIs) around the globe. by: Capgemini and Merrill Lynch Global Wealth Management \| Date published : 2011 [Download]
	FATCA and its Impact on Wealth Management Systems As the FATCA rollout draws near, Foreign Financial Institutions worldwide are under pressure to assess and overcome the challenges posed by the new US reporting and withholding regime. by: 3i Infotech \| Date published : 2011 [Download]
	Client Reporting - Data is King 3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process. by: 3i Infotech \| Date published : 2011 [Download]
	China Private Wealth Report China’s private banking industry: Competition is getting fierce by: Bain & Co \| Date published : 2011 [Download]

2024 Free White Papers

	Code Red - Asia Pacific’s Time To Go Green Currently the world is far below the required 12.9% per year decarbonisation rate to reach the 1.5 °C Paris Agreement goal. Global decarbonisation must accelerate to five times its current rate of just 2.5% in 2020. This requires a net zero transformation by: PwC \| Date published : November 2021 [Download]
	The Global Family Office Report Series: Asia-Pacific 2021 Download The Asia-Pacific Family Office Report 2021 by: Raffles Family Office \| Date published : November 2021 [Download]
	keys for success in Cybersecurity Download this report to discover the keys for success in Cybersecurity in APJ in today’s rapidly evolving threat landscape. Based on an independent survey of 900 cyber and information security decision makers in APJ, the report reveals among other things: by: SOPHOS \| Date published : August 2019 [Download]
	Navigating Regulatory Change in Asia Pacific Regulation has always been the bugbear of the financial sector. On the one hand, it is a necessary part of stable industry growth. On the other, regulatory requirements are one of the biggest challenges for financial institutions today. by: Broadridge \| Date published : January 2019 [Download]
	Asia-Pacific Wealth Report 2018 Asia-Pacific confirmed its status as the current high net worth individual powerhouse, generating 41.4 percent of all new high net worth individual (HNWI) wealth globally in 201 by: Capgemini \| Date published : November 2018 [Download]
	Asia-Pacific Ready for Take-Off? The report, the most accurate and complete of its kind, draws on quantitative and qualitative data collected from 66 key leaders from the intermediaries industry in Hong Kong and Singapore by: Julius Baer \| Date published : June 2018 [Download]
	The Wealth Report 2018 Super-rich populations are rising, but Europe is slipping down the ranks of the world’s wealthiest regions by: Knight Frank \| Date published : March 2018 [Download]
	Getting Active: The Next Evolution in Exchange Traded Funds Active ETFs – a broad appeal by: BetaShares Capital \| Date published : October 2017 [Download]
	Asia-Pacific Wealth Report 2016 The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. by: Capgemini \| Date published : October 2016 [Download]
	Julius Baer Wealth Report: Asia As always, we monitor how our Julius Baer Lifestyle Index basket of goods and services and its composition has changed over the past year. by: Julius Baer \| Date published : October 2015 [Download]
	Asia-Pacific Wealth Report 2015 The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. by: Capgemini & RBC Wealth Management \| Date published : September 2015 [Download]
	Emerging Best Practices of Chinese Globalizers: Develop the Innovation Models In the past half century, China’s economic rise has brought about dramatic change in global development as the role of Chinese companies has expanded and evolved by: World Economic Forum \| Date published : April 2015 [Download]
	2014 Global Hedge Fund Technology Benchmark Study Our 2014 Global Hedge Fund Technology Benchmark Study is an impression of the investment management industry and the vendors, systems and solutions firms are using today to support their day-to-day operations by: Eze Castle Integration \| Date published : Novemer 2014 [Download]
	The Asia-Pacific Wealth Report With Japan and China leading the way, the Asia-Pacific region registered world-leading levels of High Net Worth Individual (HNWI)1 population and wealth growth in 2013, with no signs of slowing down, according to the Asia-Pacific Wealth Report 2014 by: Capgemini and RBC Wealth Management \| Date published : October 2014 [Download]
	2014 India Attractiveness Survey Report According to the survey, India remains one of the top global destinations for FDI on account of its local labour cost, domestic market and availability of educated workforce. by: Ernst & Young \| Date published : June 2014 [Download]
	Retail Banking 2020 Evolution or Revolution? by: PwC \| Date published : April 2014 [Download]
	A Practical Framework for Asset Management in Asia-Pacific Asset management in Asia-Pacific is shifting: rising segments like retail and newer defined-contribution schemes will account for a larger share of future revenues, while legacy institutional segments will become less prominent. This paper outlines how as by: Casey, Quirk & Associates \| Date published : May 2014 [Download]
	RBC - China Property Market RBC Wealth Management Global Insight by: RBC \| Date published : December 2013 [Download]
	Why Business Process Outsourcing? As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders. Your business needs to grow revenues, become more flexible in the face of competitive and market pressures and provide customers with excell by: SS&C \| Date published : March 2014 [Download]
	Caged Tiger: The Transformation of the Asian Financial System ANZ report predicts Asian financial system to dominate international markets by 2030 by: ANZ \| Date published : March 2014 [Download]
	Paradigm Shift The Cloud’s Role in Asset Management by: SS&C \| Date published : March 2014 [Download]
	Protecting Private Wealth from Europe to the Far East ... As the world becomes increasingly interconnected, death and taxes (according to Benjamin Franklin) remain certaines in an uncertain economic landscape. by: RHT Law Taylor Wessing LLP \| Date published : February 2014 [Download]
	Julius Baer Releases Asia Insights 'Investment Opportunities' February 2014 Are China and South East Asia swapping places in terms of investment appeal? by: Julius Baer \| Date published : February 2014 [Download]
	World Ultra Wealth Report 2013 The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. by: Wealth-X and UBS \| Date published : September 2013 [Download]
	Global Private Banking and Wealth Management Survey 2013 Navigating to tomorrow: serving clients and creating value by: PwC \| Date published : June 2013 [Download]
	Rise of the Asian Champions In this study, we look at how some of the large Asian companies have grown over the years, and in some cases became leaders in their respective industry. by: Citi \| Date published : April 2013 [Download]
	Chinese Private Banking Report 2012 China is Asia’s most important high-net worth (HNW) market contributing to over 50% of the region’s growth by 2015. by: China Minsheng Bank and McKinsey \| Date published : October 2012 [Download]
	Top 50 Global Private Banks, 2005-2010 Total size of top 50 offshore client assets = $12.5 trillion by: Tax Justice Network \| Date published : July 2012 [Download]
	Futurepriority Report 2012: Asia’s emerging wealthy by Scorpio Partnership Groundbreaking insight from 2,800 HNWs across nine Asian markets has revealed that Malaysians, Indians, Indonesians and Thais are the most content when it comes to their life-wealth balance by: Scorpio Partnership \| Date published : 2012 [Download]
	Portfolio & Relationship Management Software without the Technology Headaches Can you have your cake and eat it? by: Object Way \| Date published : May 2013 [Download]
	THE GLOBAL DIAMOND INDUSTRY, Lifting the Veil of Mystery Diamonds are one of the world’s major resources—and historically one of the least understood. For many years observers and even many participants have considered the diamond industry to be complex and difficult to comprehend, even impenetrable. This repor by: Bain & Co \| Date published : 2011 [Download]
	Trends in the Banking and Finance Sector The financial crisis has had a profound effect on the wealth management industry. It is reshaping the way investors think about their managers, while inciting firms to reconfigure the types of services they offer in return, and the manner in which they ar by: Advent Software \| Date published : 2011 [Download]
	Seven Reasons to Consider Emerging Market Emerging markets offer more investment opportunities than developed economies in terms of economic growth potential. by: Mirae Asset Global Investments \| Date published : 2011 [Download]
	Best of Breed The focus for over a decade was on ‘best of breed’ analytical engines to satisfy specific requirements for asset classes, strategies and geographies. This has resulted in asset managers renting, owning or subscribing to various systems, services or calcul by: DST Global Solutions \| Date published : 2011 [Download]
	The impact of the wealth continuum on analytical platforms In DST Global Solutions’ latest White Paper, Graeme Condie, Sales Director - UK, Europe and Middle East, explores the challenges many wealth management firms are facing in view of increasingly sophisticated investors demanding ever more transparency of th by: DST Global Solutions \| Date published : 2011 [Download]
	Client Reporting Teams: The Unsung Heroes of the Investment Management World The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-adde by: 3i Infotech \| Date published : 2011 [Download]
	World Wealth Report Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2011 World Wealth Report. Our two firms have been working together for over 20 years to study key trends that affect high net worth individuals (HNWIs) around the globe. by: Capgemini and Merrill Lynch Global Wealth Management \| Date published : 2011 [Download]
	FATCA and its Impact on Wealth Management Systems As the FATCA rollout draws near, Foreign Financial Institutions worldwide are under pressure to assess and overcome the challenges posed by the new US reporting and withholding regime. by: 3i Infotech \| Date published : 2011 [Download]
	Client Reporting - Data is King 3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process. by: 3i Infotech \| Date published : 2011 [Download]
	China Private Wealth Report China’s private banking industry: Competition is getting fierce by: Bain & Co \| Date published : 2011 [Download]