Whitepapers

 

Mass Portfolio Customisation and the Unique Investor

The attraction of mass customisation had its genesis in the fast moving consumer goods sector: now, its potential extends seamlessly to global wealth management. After all, why should consumers not be able to manage investment portfolios via their iTunes account?

 

Can Strategic Compliance Become a New Standard?

‘Strategic’ and ‘dynamic’ are not words automatically associated with compliance in wealth management. However, transactional and product-based compliance is extending into a new paradigm of strategic compliance to align organisational and client needs.

 

Why business re-modelling is essential in wealth management

The key aspect of change in the wealth management industry is that change, in itself, is not new. However, the transition to a new paradigm is now fundamentally different in two key aspects: pace and scope. Just what is changing and what will happen to anyone who cannot keep the pace?

 

Advances for custody and nominee platforms in the wealth management industry

With the desire for cost reduction and process rationalization, the role of custodians and investment platforms under the portfolio model are converging: the ‘end game’ is to support wealth managers with overall pricing competitiveness and operational efficiency via a single layer of ‘sub-registry’ (performed by the natural base custodian.

 

Why Individually Managed Accounts are Right, Right Now

Reflecting a number of converging trends in the wealth management industry – better information, better access and higher expectations – a new method of delivering sustainable investment value will simultaneously address the key issues of transparency, liquidity, tax effectiveness, client service, reward for performance, sustainability, margin and compliance / risk management.

 

Better Value for All: Commissions to Service in Wealth Management

In the transition from commission to 'fees for service" in wealth management, one thing is certain: clients will demand more tangible value for their money.  What are the implications for investment managers in attracting, and retaining, what is essentially a new breed of client? By providing a cost effective, and sustainable, means of promoting the fee for service model, new investment technology can deliver better value for all.