Managers of Wealth Americas

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.

Who wants to be a Chief Investment Officer? by Gary Dugan

This Chief Investment officer is going to stay engaged... it's too much fun to miss!

Third Annual Survey Finds Record Levels of Interest in M&A from Leaders of Privately Held Companies

Ninety Five Percent of Business Leaders are Interested in M&A and are Optimistic on the Prospects for Their Businesses

Customer Service from Financial Firms Driven By AI and Predictive Analytics

The rise of the technology has transformed how financial businesses are providing their services to customers.

SS&C Second Annual Study Reveals Top Concerns of CECL Transition

Despite initial plans to begin early, only eight percent of banks are actively implementing requirements

Family offices help multiple generations become good stewards of wealth

There is no single definition of a family office: whatever circumstances develop the need for an outside expert defines the term.

To Excel Multi-Family Offices Require Process As Well As Platform

What was evident is that even though the model is in high demand by the ultra-wealthy, many multi-family offices are not reaching their potential.

Capsicum Re report addresses non-affirmative cyber

Capsicum Re identifies that reinsurers are responding with both non-affirmative solutions

Investor Confidence Indices Climb in September; Affluent Confidence Reaches Highest Level in Three Years

Investors seem to believe the market will continue to thrive through the end of the year

Alliant’s Jay Laschinger Named to 2017 Financial Times 401 Top Retirement Plan Advisers

Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans

Comment, Analysis & Research