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The Best Private Wealth Management Papers - 2017 Q1

The Best Private Wealth Management Papers from Q1

The Savvy Research team has curated this list of the most popular private wealth management white papers from the last few months. Topics covered include the digitization of wealth management, the future of family offices, ESG integration, and more.

Our first paper, from CFA Institute, reveals insights from a recent ground-breaking survey, designed to understand the needs of both HNW investors and wealth managers.

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The Value of Premium Wealth Management (CFA Institute, 2017)
CFA Institute is a global leader in helping to facilitate the future of wealth management. This paper presents the findings of a recent survey into the needs of HNW investors and wealth managers, presenting the results both from an investor and an adviser perspective.

Delivering wealth management in the digital era (KPMG, 2017)
This paper by KPMG examines the digital disruption of the wealth management industry. After worries that the sector may be falling behind, it has now started to get strategic about digital.

Future of Digital Financial Advice (Heidrick & Struggles, 2016)
This paper explores what fast-changing world of machine learning and analytics and its impact on financial advice.

The Future of Family Offices (Bloomberg, 2016)
This paper explores what fast-changing world of machine learning and analytics and its impact on financial advice.

CEO Survey - Asset and Wealth Management: A new era of growth, disruption and opportunity (PwC, Feb 2017)
This paper by PwC provides the findings from a recent survey of global asset and wealth management industry CEOs. It looks into growth opportunities, globalization, technology, and more.

Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance (CFA Institute Research Foundation)
This paper by CFA Institute Research Foundation examines life insurance and why it's, on the whole, not often well integrated into the financial planning process

Innovation in Private Banking & Wealth Management: Embracing the Business Model Change (Deloitte, 2017)
This 40-page paper by Deloitte explores digital innovation in private banking and wealth management; current trends and future prospects.

Mobilizing private wealth for public good (UBS, 2017)
This 38-page paper by UBS Asset Management examines why private capital fails to reach projects associated with the UN's Sustainable Development Goals.

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