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Outsourcing 101: a provider's perspective 08/10/2015
Although still in its infancy and a topic of continued debate, outsourcing is now a reality for half of wealth management firms. As uptake looks set to continue, prospective clients should consider what they can do appeal to providers.

Global variations in regulatory compliance poses threat to financial institutions - research 07/10/2015
Financial institutions are struggling to manage regulatory compliance and entity data management obligations across multiple jurisdictions, according to research from Fenergo.

HNWIs most valuable for client referrals, social study finds 02/10/2015
Business development professionals looking to generate new income from client referrals should look to high net worth individuals, rather than their wealthier billionaire counterparts, a new social study suggests.

Advisory firm valuations hit a record high 30/09/2015
Advisory firm valuations have hit an all time high as supply continues to outweigh demand.

The week on eprivateclient - Affinity Wealth, Pinsent Masons and more 28/09/2015
A look at some of the big stories on eprivateclient last week

London reclaims title of leading finance centre 24/09/2015
London has reclaimed its position as the world’s number one finance centre, according to Z/Yen Group’s annual Global Financial Centres Index.

Strong ETF sales continue for under-45s - research 24/09/2015
Almost half of investors aged under 45 have bought and sold ETFs in the recent turbulent market, compared to just 15 percent of those aged over 45, research by sharedealing service provider Equiniti Selftrade has shown.

Costs climb for family offices – UBS report 22/09/2015
The cost of running a family office has risen from 92 to 99 basis points, and costs may well rise further according to The Global Family Office Report 2015, produced by Campden Wealth Research, in partnership with UBS.

The week on eprivateclient - Top 35 Under 35 revealed 21/09/2015
A look at the big stories on eprivateclient last week

Zurich, Geneva and New York rank as world's most expensive cities, says UBS study 18/09/2015
Zurich, Geneva and New York City top the world’s lists for most expensive, highest wages and best purchasing powers, UBS’ 16th edition of its UBS Prices and Earnings study has shown.

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