Managers of Wealth Americas

Wealthy Families Are Winning Deals Away From Private Equity

Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate.

The Best Hedge Fund Managers Are Not Psychopaths Or Narcissists, According To New Study

Managers With Psychopathic Traits Made Less Profitable Investments Than Peers

How to Keep Clients Focused on the Long Term

As an advisor, one of your biggest value-adds is keeping clients focused on their long-term investment goals and helping them avoid these traps.

Transparency in alternative assets requires ‘collaborative partnership’ between investors and asset managers, says Northern Trust

The paper, Alts Transparency: Finding the Right Balance, is a follow-up to an industry-wide survey conducted earlier this year by The Economist Intelligence Unit for Northern Trust

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

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