Managers of Wealth Americas

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

SS&C GlobeOp Hedge Fund Performance Index: August performance 1.10%; Capital Movement Index: September Net Flows Advance 0.58%

BNY Mellon Named to Dow Jones Sustainability World Index

BNY Mellon, a global leader in investment management and investment services, has been named to the Dow Jones Sustainability World Index and, for the second consecutive year, to the Dow Jones Sustainability North America Index

Banks Sense Sea Change as Young People Seek Innovation

Fewer Americans say they’ve had positive experiences with banks this year, which may reflect a growing number of younger people who prefer mobile devices to access financial services, including those provided by non-bank companies

Financial adviser expects more women to join field

The Question and Answer feature helps readers learn more about prominent people in the business community.

Greenwich AI: Hedge Funds Rise 1.57%

Hedge funds enjoyed one of their better months of the year in August, but they continued to lag behind the rallying stock market.

Regulation Slows the Push for Alternatives

Interest and importance do not always equate to quick implementation

Mario Gabelli is Wall Street’s highest paid CEO

In 2012, he pulled in $69 million, up from $61.7 million in 2011 and $56.6 million in 2010.

The Fed Is Looking Like a Sovereign Wealth Fund

The Federal Reserve recently made clear it is planning to maintain its enormous balance sheet—roughly $4.5 trillion in Treasurys and mortgage-backed securities—for many years, while keeping interest rates near zero at least into 2015.

International fiduciary standards - where next?

Could the USA secure a significant competitive advantage in extending the fiduciary standard? Rosalyn Breedy of Forsters compares and contrasts developments in the UK and USA.

New Twists to the Active vs. Passive Debate

The growing popularity of passive equity investing seems to be an unstoppable feature of the evolving investment industry

U.S. Executives Remain Optimistic On Emerging Market Expansion: KPMG Survey

Expanding globally tops executive agendas; Continued interest in BRIC countries and beyond.

Millionaires, High-Net-Worth, Ultra-High-Net-Worth - RESEARCH

This new study, Millionaire Market Monitor, will deliver totally new and powerful insights to marketers that target the truly wealthy.

Financial Advisor Confidence Flattens in August

Wealthmanagement.com’s Advisor Confidence Index (ACI) is a monthly poll taken among some 150 independent financial advisors

Top pension fund assets hit $15 trillion

Total assets of the world’s largest 300 pension funds grew by over 6% in 2013 to reach a new high of almost US$15 trillion.

Luxury Home Values Rise In The Second Quarter Of 2014

There is increasing demand, along with appreciating prices, for luxury homes in prime areas of Los Angeles

Investors See 'Fee Only' & 'No Commission' as Interchangable

Successful Advisor Propositions Answer the Question, 'Why Should I Choose You?'

S&P Capital IQ Releases Quarterly Hedge Fund Tracker

Millennium Management up to 3rd; Info Tech and Healthcare Top Sector Buys, Financials Biggest Sell; Ackman Sparks Interest in Allergan; Apple, Netflix Hot; 21st Century Fox, Verizon, and Time Warner Not

Three ways to pass your wealth to your children without spoiling them

One of the perennial issues high-net worth families worry about is how they can pass their wealth to the next generation without spoiling their kids or destroying their drive or ambition.

The Costs of a Wealthy Lifestyle

The-Costs-of-A-Wealthy-Lifestyle More Sharing ServicesShare | Share on print Share on email Share on twitter Share on facebook Share on digg The Costs of a Wealthy Lifestyle The cost of living a wealthy lifestyle includes paying for util

Technology innovation a priority for wealth managers

The study is based on responses from 129 wealth and trust company executives from North American community banks, regional trust banks, large global banks, family offices, and registered investment advisors.

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