Managers of Wealth Americas

George Soros foundations now control $18 billion

The foundations already controlled billions of dollars.

Trump wealth slides $600m on NY property market, ‘new information’

The magazine now had two people covering the president full time.

Sorry, investigative journalists—rich Canadians apparently aren’t massively stashing wealth offshore

William Watson: A new academic study suggests there may be less Canadian-owned foreign money than typically meets the investigative eye

Women Get an Earlier Start Than Men in Financial Planning

A new report, The Cerulli Edge―U.S. Monthly Product Trends Edition, showed that by gender 31.3 percent of women are financial planners, compared to 21.6 percent of men.

CIBC Mellon named "Category Outperformer" and "Market Outperformer: Canada

The survey, which identifies high-performing financial services companies as rated by global institutional investors, saw CIBC Mellon achieve its highest scores for settlement and relationship management.

McKinsey highlights importance of LEIs - RESEARCH

This resulting easier counterparty identification will open the door to further automation and digitalization of financial and commercial transactions across the globe.

Is Sallie Krawcheck’s Women-Centric Investment Firm, Ellevest, Another Example Of The “Pink Tax”?

Women who sign up for Krawcheck’s investment service, rather than Betterment or Wealthfront, will pay a premium–but it may well be worth it.

What you should know before starting a private foundation

The word “foundation” is commonly incorporated into the names of several types of nonprofits.

Meet the new class traitors who are coming out as rich

For many, talking about money, especially their own, is a social taboo. But now wealthy progressives are opening up about a system that is skewed in their favor

Most Large Global Banks Planning Major Investments in Open Banking

Half believe competitive pressure will force them to give data-access to third-parties as a service to customers

Successful Entrepreneurs Rely On Wealth Managers

When it comes to wealth management the biggest decision is not about the efficacy of a particular product or strategy.

How The Giving Habits Of The Super Rich Are Changing

Wealthy people who are getting engaged in philanthropy also want to be knowledgeable about the issues that they care about.

SS&C GlobeOp Hedge Fund Performance Index for September 2017 measured 0.67%.

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

Timing a correction is a fool’s errand

He explained because there is a very low level of correlation across global equity indices, it is more efficient to build a portfolio by taking a set of small diversified bets across a range of indices rather than take long/short bets.

Third Quarter 2017 Results and Key Metrics

Revenues increased 2% from the prior year period

The Changing Landscape of the Female Investor

Within the U.S., women control approximately 51% of personal wealth totaling $14 trillion.3

Women Represent 19% of Alternative Assets Employees

Average proportion of women among senior staff is 11% across the industry

International Survey Finds Complexity of Retirement Risks Is a Challenge Common to Future Retirees in U.S., U.K., Australia

The survey recommends targeted financial education, greater use of default features in private retirement plans

Wealthy Remain Curious But Skeptical About Bitcoin, UBS CEO Says

Bitcoin has surged more than 300 percent this year.

Rich Europeans Have $14.7 Trillion and Are Ready to Pile Into Credit Markets

Frustration over negative interest rates in the euro zone is likely to drive much of that money into credit.

Comment, Analysis & Research