Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy

"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.

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Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive

Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.

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Headstrong millennials take financial planning into their own hands

“As we observe how Americans look at their financial future, younger generations continue to rewrite the rules for the rest of us,” said Aron Levine, head of Merrill Edge

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UBS-PwC report: more billionaires in Asia than in US

"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."

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Northern Trust: Transparency standards for alternatives industry fall short of investor expectations

"Transparency has surged in importance since the 2008 financial crisis, but industry best practices lag demand,” said Penelope Biggs, chief strategy officer, corporate and institutional services at Northern Trust.

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World Wealth Report 2017: HNW population and wealth hits new high as ‘BigTech’ encroaches

More than half of HNWIs (56.2%) say they are open to using BigTech services for wealth management, expecting efficiency, transparency, innovation, and excellent online capabilities, the CapGemini report found.

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Fidelity sees larger – but many fewer – M&A transactions among independent BDs

Fidelity's custody and clearing unit's report examines how M&A is providing independent broker-dealers with an avenue to address market pressures to increase size, productivity and revenue potential.

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Institutional risk-management strategies need urgent overhaul, finds AllianzGI RiskMonitor

Neil Dwane, global strategist at AllianzGI said that that two-thirds of institutions are calling for innovative new strategies to help balance risk-return trade-offs, provide greater downside protection and replace traditional approaches to risk management.

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Report: Latam Offshore market strengthens while US Offshore increasingly Miami-centric

“According to our estimates, the overall size of the three asset-gathering segments stands at USD 105 billion, with the US offshore segment accounting for more than half of the total at USD 56 billion,” said Thomas Ciampi, founder and director of Latin Asset Management.