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Latest News

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Statistics - April 9, 2021

Global IPO Deals, Values Surge In Q1

The number of IPOs worldwide has risen sharply, with considerable activity in the US and Asia in the first three months of this year, coming off the back of a busy 2020. Much of this came from SPACs - "blank che...

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M and A - April 8, 2021

Wealth Management M&A Sets Fresh Record

The first three months of 2021 set a fresh record for M&A deals in the wealth management space. Within the data mix, numbers show that banks weren't major players, although the SVP/Boston Private transaction was...

Comment and Analysis

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Technology - April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

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Technology - March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

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Family Office - March 30, 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the life sciences sector by a Middle East sovereign wealth fund made headlines. But family offices have been quietly working in the space for years. And the latest deve...

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Technology - March 29, 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be – and in many senses. Thomas Imhof, Regulatory Engineer at Apiax, explains how firms are turbocharging their ...