Managers of Wealth Americas

Private Foundation Assets Up 48% Since Recession Finds New Report From Foundation Source

Trends in Private Foundation Investment Looks at the Portfolios, Performance, and Preferences of Foundations with Less than $50M

Cash And Private Equity Catch The Eye Of Tiger 21 Members - Research

A new survey of TIGER 21 Members shows that a majority of respondents plan to increase their allocation to Cash and Private Equity in the fourth quarter, while on average maintaining their allocations in all other categories.

SS&C GlobeOp Hedge Fund Performance Index: October performance -0.81%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.74% in November.

Office Fundamentals Improving in Many Markets Across the Americas, Asia and Europe

From a global perspective, 2014 was a stronger year for the office real estate sector

Here's What You Can Earn Working At JP Morgan

All together, JPMorgan Chase has an over 200-year history.

PNC among millionaires' top banks

PNC was in a three-way tie for fourth with SunTrust Banks Inc. and U.S. Bancorp at 2 percent. Scoring 1 percent were 42 financial institutions.

UHNW Asset Allocation

On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).

Who are the UHNW's Primary Advisor?

Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.

Millennials in the Workplace: Are They the Best Hires?

Next year, Millennials will replace Baby Boomers as the largest generation in the U.S. workforce.

SPDR slips down international ranks

In Asia, a small but fast-growing region for ETPs, BlackRock’s iShares ETP unit nabbed the number one ranking by market share at the end of September for the first time and kept that top spot in October.

Real estate moves up to the big leagues

The decision marks the first change to the main sector classifications since the GICS structure was established in 1999 and will impact mutual funds and exchange traded funds that track the industries.

Breaking through the family glass ceiling

When it comes to women’s role on boards, it seems family businesses are showing the way.

Top Investment Managers’ Assets Reach Record Levels

U.S. asset managers increased their share of assets from 41% to over 50% during past decade

Report: U.S. Wealth Grows By $31.5 Trillion During Obama Presidency

President Barack Obama’s tenure hasn’t done much for the Democratic Party given the shellacking at the polls last week, but it’s coincided with a huge surge in wealth.

Rich people prefer to bank with Wells Fargo and Bank of America

The biggest complaint about large banks from Spectrem’s focus group is not enough personalized customer service. According to the study, 42% of bank customers bank with lesser known financial institutions.

5 Reasons Investopedia is Dead Wrong About Index Funds

When popular financial sites like Investopedia start bashing index funds, you know the gig is almost up for active management.

Key Differences Between Self-Made Billionaires And Ultra-Wealthy Inheritors

An Emerging Generation of Exceptional Wealth Is Increasingly Turning to the Family Office Sector for Solutions. It Starts With Understanding Their Motivations and Behaviors

Managing Your Wealth: Guide to Tax and Wealth Management -PwC

These themes and the necessary strategies to help support high-net-worth individuals and business owners are outlined in the latest edition of PwC US's Managing Your Wealth: Guide to Tax and Wealth Management, which launches today.

Newest Oxfam Report: The richest make $500,000-per-minute

Of their many recommendations, the Even It Up campaign called on governments to start taxing financial transactions

Banks Favored by High Net Worth Investors

More young high net worth investors prefer Wells Fargo.

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