News results for GIC

Strategy
21 July 2022

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...

Strategy
27 June 2022

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...

Asset Management
10 May 2022

Amati Announces New Strategic Innovation Fund

Specialist asset manager Amati Global Investors has announced a new strategic innovation fund, due...

Family Office
12 April 2022

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...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

Technology
7 April 2022

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...

Reports
31 March 2022

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...

Alt Investments
10 December 2021

UBS, iCapital Expand Strategic Partnership

The development speaks to how the market for accessing alternative investments continues to expand....

People Moves
29 October 2021

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...

M and A
27 October 2021

Schroders Scoops RMG Pensions Business

Schroders has made a strategic purchase to strengthen its pensions funds services. ...

Comment & Analysis results for GIC

Technology
9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family...

WM Market Reports
18 March 2020

New Research: “Technology Traps Wealth Managers Must Avoid”

Wealth management professionals with a stake in technological change should read this...

Family Office
25 March 2019

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...

Technology
24 October 2016

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...

WM Market Reports
9 March 2016

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...

Strategy
11 July 2013

INTERVIEW: Regulatory Change Provides A Wealth Of Opportunity - Raymond James

Chet Helck, chief executive for Raymond James Financial's Global Private Client Group, talks...

Client Affairs
5 March 2013

The New Normal: Codifying Superior Client Experience in Wealth Management

The New Normal: Codifying Superior Client Experience In Wealth Management is a groundbreaking...

Alt Investments
10 July 2012

A Few Observations On Owning "Treasure"

Matthew Erskine, principal of The Erskine Company, a strategic advisory firm located in Worcester,...

Philanthropy
15 June 2012

A Family Foundation Trustee “To Do” List

In her quarterly column for Family Wealth Report on trends in the world of philanthropy, Meg Lassar...

People Moves
18 April 2012

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...