Managers of Wealth Americas

When Single-Family Office Consortiums Create Their Own Investment Funds

A consortium’s investment funds operate very much like an alternative investment fund without concerns over raising capital.

Elevating Trust Builds U.S. Investor Satisfaction and Referrals

"Cerulli found that the leading factors among satisfied clients are trustworthiness, overall relationships, and quality of advice."

UoB Researchers Develop an ‘Early Warning System’ to Avert or Mitigate Financial Crises Existing systems failed to predict the financial crisis of 2008 and its severity

University of Birmingham researchers have developed an 'early warning system' to avert or mitigate financial crises.

How Smaller Hedge Funds Can Raise Money From Single-Family Offices And The Super-Rich

Connecting with senior executives or family members directly can be very productive.

More Mobile Banking Does Not Make Customers Happier

This is because mobile banking does not mean they have shed old banking completely.

Bank Loyalty Is At All-Time High Among Consumers

The special report is based on insights and analyses of more than 83,000 consumer responses and interviews derived from J.D. Power syndicated studies.

Four HighTower Advisors Named to Forbes List of "America's Top Women Advisors"

At HighTower, more than one third of advisor teams include a woman advisor.

2017 Hedge Fund Compensation Report Indicates Pay Now Aligning With Fund Performance

The goal is to provide those interested in hedge fund compensation with a comprehensive, reliable and affordable benchmark.

Nearly Three-Quarters of Hedge Funds are Introducing New Fee Structures to Satisfy Investor Demand

The hedge fund industry is at a key inflection point.

Hedge Fund Titans Face What Comes Next as They Pass Certain Age

Are founders really wanting to let go?

Drain the swamp? Dismantling Dodd-Frank is a good place to start

Here are three actions that will help Congress and the president reduce cronyism and create a more equitable path to prosperity in the U.S.

This is where the ultra-wealthy want to put their cash: Knight Frank

Asia's UHNWI allocated around 29 percent of their portfolios toward real estate, compared with the global average of 24 percent, the survey of around 900 private bankers and wealth advisors representing more than 10,000 clients found.

Wealth Management Sector Feels Threatened by Technological Evolution

The rapid technological change is among the four major factors causing concern for wealth management CEOs

HFG Wealth Management named top wealth management firm

The development of the list is derived from information gathered from questionnaires.

Protecting Wealthy Clients From Cyber Attack

Family offices and high-net-worth individuals are at substantially increased risk of cyber attacks.

What sends the wealthy to psychologist’s couch?

But her big goal is to help clients develop a better relationship with money.

China awards first RQFII quota for a U.S.-based asset manager to BlackRock

The move was expected to deepen financial ties between the world's two largest economies and help internationalize the yuan.

Employees’ Retirement Confidence is on the Rise, but Many Not Prepared for Lower Investment Returns

Most DC Plan Participants Overestimate Likely Future Performance of Their Assets.

Financial Services Awards - Why They Matter

That is where professional wealth management firms come in.

Consultants and Multi-Family Office Analysts Give Rise to Stricter Due Diligence Processes in the U.S.

Analysts at the largest employee-based wealth managers and independent multi-family offices share many core responsibilities.

Comment, Analysis & Research