News results for GIC
Wealth Managers Who Can Make It Rain – Overcoming Short-Term Thinking
Wealth managers need to think more strategically, and bring in the kind of change-making...
Bank Of America Takes Strategic Stake In iCapital
The rise of iCapital speaks to a wider story of how firms, using technology, are widening investor...
Amati Announces New Strategic Innovation Fund
Specialist asset manager Amati Global Investors has announced a new strategic innovation fund, due...
Why Bill Payment Is The Technological Weakest Link
Bill pay can be a real value-add to family office clients, but it is frequently beset by...
How To Interface Digital Assets With The Family Office
Family offices will need to update their thinking – and their technological capabilities – just...
The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity
The wealth management sector has embraced outsourcing as a strategic option, but this is a journey...
Citigroup Names Wealth, Strategic Investments Group Head
The move comes at a time when the US banking group has been pivoting towards wealth management as a...
UBS, iCapital Expand Strategic Partnership
The development speaks to how the market for accessing alternative investments continues to expand....
Pictet, Bangkok Bank Forge Strategic Wealth Alliance
The Swiss and Thai bank are forming a wealth management pact, continuing a trend of Swiss and other...
Schroders Scoops RMG Pensions Business
Schroders has made a strategic purchase to strengthen its pensions funds services. ...
Comment & Analysis results for GIC
Protecting Family Offices In Remote Working Age
What steps should family offices take to protect cybersecurity at a time when family and non-family...
New Research: “Technology Traps Wealth Managers Must Avoid”
Wealth management professionals with a stake in technological change should read this...
Family Office Focus: Efficiency in Accounting and Investment Analysis - Research
This publication’s research arm has taken a deep dive into the key technological and operational...
Digitalising The Everyday: Incorporating Data Management Into Client Lifecycles - White Paper
WealthBriefing is pleased to share with you our latest white paper, centred on how optimal use of...
Towards True KYC: Technological Innovations in Client Due Diligence
There are worrying gaps in the practices used by wealth managers to screen clients, new research...
INTERVIEW: Regulatory Change Provides A Wealth Of Opportunity - Raymond James
Chet Helck, chief executive for Raymond James Financial's Global Private Client Group, talks...
The New Normal: Codifying Superior Client Experience in Wealth Management
The New Normal: Codifying Superior Client Experience In Wealth Management is a groundbreaking...
A Few Observations On Owning "Treasure"
Matthew Erskine, principal of The Erskine Company, a strategic advisory firm located in Worcester,...
A Family Foundation Trustee “To Do” List
In her quarterly column for Family Wealth Report on trends in the world of philanthropy, Meg Lassar...
Heavy Hitters Huddle In New York For Tiburon CEO Summit
How will the financial services industry divvy up the $28.6 trillion Americans currently have in...
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