Cover Image of Wealth Management Review 2021 – Sector Transformation

Featured whitepapers and research

Wealth Management Review 2021 – Sector Transformation

This 34-page whitepaper analyses survey findings from over 120 senior executives from UK wealth managers on the sector’s transformation in 2021.

Find out more
Close modal

Wealth Management Review 2021 – Sector Transformation

Back-Office Transformation – Safeguarding the Future of UK Wealth Management
Whitepapers and Research

Back-Office Transformation – Safeguarding the Future of UK Wealth Management

This 18-page whitepaper analyses the four megatrends shaping today’s UK wealth management industry and outlines how the market should respond to remain competitive and profitable.

Read more

‘Dear Diary’: Recordkeeping under the FCA’s CASS Rules
Whitepapers and Research

‘Dear Diary’: Recordkeeping under the FCA’s CASS Rules

Broken down into four key sections, this whitepaper explores and challenges different points of consideration for maintaining adequate records to meet FCA CASS recordkeeping requirements.

Read more

Virtual Accounts: Closing the Service Gap in Corporate Banking
Whitepapers and Research

Virtual Accounts: Closing the Service Gap in Corporate Banking

This paper identifies and analyses key gaps in service expectations between banks and their corporate customers and explores the critical role of virtual accounts.

Read more

Virtual Bank Account Management
Guide to Accounting for CASS 7
Whitepapers and Research

Guide to Accounting for CASS 7

How to meet the Operational Accounting Challenges for Client Asset Protection. Discover how the functionality of a CASS Accounting Hub can help a firm achieve

Read more

Segregation of Funds
Virtual Accounts: Turning Adversity into Advantage
Whitepapers and Research

Virtual Accounts: Turning Adversity into Advantage

Discover how virtual account technology is helping banks adhere to Basel III and empowering corporate customers.

Read more

virtual banking
Protecting Client Money: Best Practices
Whitepapers and Research

Protecting Client Money: Best Practices

Read more

Asia Pacific Operational Cash Index
Whitepapers and Research

Asia Pacific Operational Cash Index

Only 35% of Asia Pacific Corporates have Real-Time Transparency on Cash. Multiple banking relationships, cost, reliance on customised bank systems and work-around solutions all hinder

Read more