Private Wealth and Family Offices

Wealth Management – the best papers of 2016 so far

Wealth Management – the best papers of 2016 so far

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Savvy Investor is a free research library and networking platform, with over 9000 members and 12,000 white papers. Register today for free access to all of our resources.

The site includes a dedicated section for wealth management, which will keep you abreast of the best and latest research. Here are some of the most popular papers within the wealth management section:

Best papers of 2016 so far:

Introducing a Comprehensive Investment Framework for Goals-Based Wealth Management (EDHEC)
This paper develops a framework to be used by financial advisors. Allowing individual investors to optimally allocate assets to risk categories that are faced across all stages of life and segments of wealth, the framework achieves financial goals that are meaningful and relevant to the individual. 

How much can retirees spend? The "virtual annuity" approach (Barton Waring & Laurence Siegel)
The authors of this paper propose a "virtual annuity" approach to help determine a retirees' spending rule. They state that every year, a pensioner should only spend the amount a recently purchased annuity would pay out that year - with a buying price that equates to the then-present portfolio value.

The most popular papers of 2015:

The Inconvenient New Truth - Social media: Is it too big to be ignored by wealth managers (KPMG, 2015)
As wealth management professionals struggle to adopt today's social media practices, the future of the industry could be at stake. The authors of this paper journey through the wealth management industry, revealing how social media is being used in client relationships, both today and into the future: to manage social media disruption; to understand social risks and regulations; and to learn the steps that should be taking immediately.

Nine key drivers of change for the global wealth and asset management industry (Ernst & Young, 2015)
This 12 page, 2015 report from Ernst & Young suggests that the global wealth and asset management industry will see huge change in the year adead. The ongoing rise of automation, including robo-advisors and electronic distribution platforms, is expected to transform distribution and disrupt the operating model at the core of many firms — for both institutional and retail business.

Global Wealth Databook 2015 (Credit Suisse)
This 150 page tome from Credit Suisse is a reference document for global wealth, providing data for household wealth throughout the world for the last fifteen years up to 2015.

The Wealth Allocation Framework Revisited (Merrill Lynch, 2015)
In the 2008 financial crisis, investor perceptions of financial market stability were transformed. This paper looks again at the WAF (Wealth Allocation Framework) to account for clients’ newly developed conservatism with respect to personal finances and the economic climate of the future.

The future of wealth in the United States: Mapping trends in generational wealth (Deloitte, 2015)
The future of U.S. wealth management is bright, with household assets set to increase from $87 trn in 2015 to over $140 trn in 2030. This means for the wealth management industry, between $150 billion and $250 billion in fees could be up for grabs. This 28 page paper from Deloitte explores how generational trends will imapct the wealth management industry, and how firms can maximise the huge opportunities by better understanding how this wealth will be spread among the different age cohorts.

2015 Evolution Revolution: A Profile of the U.S. Investment Adviser Profession
The 15th annual Evolution Revolution report, as prepared by National Regulatory Services in collaboration with the Investment Adviser Association, is the most comprehensive profile available of SEC-registered investment advisers.

The Institutionalization of Asian Family Offices (INSEAD, April 2015)
Numerous questions arise when families decide to set aside their liquid assets, partly or fully, in order that they be managed separately from their business operations. These questions include: Is there capability to manage the assets within the family? How should the transfer of wealth be managed with respect to the children? What is the precise nature of the investment goals for the family's assets?

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