Managers of Wealth Americas

More Wealthy Clients Want Direct Investments

Advisers can help with due diligence

June is on track to be the biggest month for IPOs since 1999

June looks like it's on track to be the best month for initial public offerings since 1999.

The Increasing Power of Institutional Investors

The explosion of investment capital has given rise to a fundamental shift in the corporate governance paradigm, so much so that institutional investors often have the most important voice in the boardrooms of major companies, even those genuinely committe

Bank of America Corporate Social Responsibility Activities Contribute to Economic Growth and Address Important Global and Local Issues

Through its annual Corporate Social Responsibility Report released today, Bank of America shares successes and challenges of fulfilling its purpose of making financial lives better for customers

BlackRock stays top of insurance asset manager rankings

Its lead is now $45bn over second-placed Deutsche Asset & Wealth Management (Deutsche AWM).

NetBase Releases Comprehensive Brand Passion Report on Banking

Our proprietary approach taps into the power of social media quicker

Record Number of Hedge Funds Now Operating Around World - HFR

The hedge fund industry set a new record during the first quarter when an industry research group said 10,149 funds are operating around the world even after hundreds of existing funds shut their doors during the same time.

Client Segmentation is Key Element of Heightened Productivity and Profitability for Advisors

Effective segmentation tends to be difficult for advisors to establish and implement

Affluents Are Enjoying the Little Things in Life

The five key measures of how affluents feel about the overall economic health of the country and their personal financial situation all dipped in the most recent survey after rising in the first quarter 2015.

Financial Services Industry Losing Cachet And Losing Jobs

New York City remains the top city for the global financial services industry

Insurers Double IT Budget as Complex Asset Class Investing Gains Greater Acceptance - SS&C Survey

Risk and Operational Management of Complex Asset Classes Competitive Edge for Insurers

Why Most People Believe Affluence Is Wealth

As a guest lecturer for a college course, I can see how students tend to confuse the outward trappings of wealth

Repositioning Private Capital: Money Movements Around The Globe

Over the past six years, there have been substantial withdrawals from offshore client accounts, to the tune of as much as CHF350 billion.

SS&C GlobeOp Forward Redemption Indicator: June notifications 4.72%

“Though this represents only a small gain, it is the first positive monthly comparison since January and suggests that investor sentiment may be turning more optimistic regarding prospects for hedge fund performance.”

21 top gripes of investment banking interns

The training program is like drinking from a firehose

Time to Change How the Game is Played?

Almost three quarters of broker/dealer and RIA firm executives feel there is an advisor talent shortage, according to a recent poll by Fidelity Investments. But they’re not changing how they recruit.

Opportunities in an Improving Global Economy - Wells Fargo Investment Institute

The report offers a guide to help investors take full advantage of opportunities and position themselves for the potential of higher stock market returns for the rest of the year.

2015 Cost of Living Rankings

Mercer’s 21st annual Cost of Living Survey finds African, Asian, and European cities dominating the list of most expensive locations for employees working abroad

nvestors Taking ‘Risk-off’ Stance Amid Interest Rate and Grexit Concerns

BofA Merrill Lynch Global Research

4 Lessons From Warren Buffett On Business And Philanthropy

When Warren Buffett speaks, everyone listens—even a room full of fellow billionaires.

Comment, Analysis & Research