Publications

Article 19 Dec 2022 - 5 minutes read

Virtual Advice: A Call Center Based Approach to Managed Accounts

Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.

Research and Report 12 Dec 2022 - 6 minutes read

Catalyze your transformation with a TMO

Building a New Organisational Capability Vital to Future Sustained Market Competitiveness

Research and Report 06 Dec 2022 - 2 minutes read

Study on connected services and car-features

The automotive sector has had to evolve to meet the expectations of consumers who are becoming consistently more digital.

Article 05 Dec 2022 - 9 minutes read

T+1 Operational Impacts: Today and Beyond

In 2022, the SEC proposed to shorten the current two-day trade settlement cycle to a one-day cycle. This change will require early action to achieve a full transition by the end of 2024. It is critical for firms to make operational and technological enhancements to meet the demands of T+1 settlement

Research and Report 02 Dec 2022 - 1 minute read

Methane Emissions in Upstream Oil & Gas

Sia Partners has analyzed and benchmarked the technologies available in the market that can help Oil & Gas actors to tackle methane emissions related to their upstream activities and comply with environmental policies.

Article 01 Dec 2022 - 8 minutes read

Alternative Investment: the road ahead

We examine the road ahead for Managers, Fund Administrators and Broker-Dealers as well as industry challenges and potential operational improvements