Managers of Wealth Americas

A List of Top Schools Feeding the Asset Management Industry

EVestment compiled several lists based on various criteria of which major U.S. universities and colleges currently have the most graduates working in asset management.

Investor Trends Report - Foundations and Endowments

Get a unique glimpse into what these decisions mean for alternative allocations and hedge funds in particular

Global M&A and dividend frenzy fed by easy money

On top of this central bank liquidity there are the funds ‘accumulated by European companies as a precaution after the liquidity crunches they experienced in 2008 and 2011

Money managers put financial crisis behind them

U.S. institutional tax-exempt assets under management by the largest 500 managers reached $13.22 trillion at year-end 2013.

How Women In Banking Can Rise to the Top

Just 11% of chief financial officers are women, while only 23% of all senior officer positions are held by women.

Who Wants to Trade With High-Frequency Traders?

No sane individual wants to take on a professional wrestler like The Rock.

The SS&C GlobeOp Forward Redemption Indicator for May 2014 measured 4.32%, up from 3.23% in April

“Forward redemptions increased for the month of May, with the bulk of activity representing typical semi-annual requests,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Financial Advisors Overlook Or Misread Fundamental Client Behavior, According To EY

Often wealth management firms listen only to financial advisors when they seek to understand client preferences and the important trends, issues and challenges facing their industry.

40% of Mid-Market Businesses Engage with BPO, Outbounders.com Reports

According to a Grant Thornton mid-market business survey, 40% of mid-market businesses either already outsourced non-core operations or are planning to. This is no coincidence; outsourcing is becoming a key factor for business growth.

2014 Wealth Management Survey -

Our third annual Wealth Management Survey presents the views of both financial advisors and wealth management clients in the Americas, across a wide range of age and wealth segments.

High Net Worth: Peace of Mind and Advisor Usage

“Don’t worry, be happy”

Young Millionaires Credit Smart Investing for Wealth

Young millionaires are more likely than older millionaires to credit running their own business

Global hedge fund assets hit record high in April

A total of $17.9 billion of new money was invested

Organizational Changes Driven by Supporting Distribution and Expansion of Digital Marketing

"Distribution relies on marketing for effective materials, sales ideas, and educational concepts in an easy, usable format," states Pamela DeBolt, associate director at Cerulli. "Firms attribute the need for improved efficiencies to driving

More than 50% of Asset Managers Plan to Focus on Fostering Consultant Relationships

Investment consultants are highly influential in the institutional market

Global survey finds two in five businesses open to outsourcing

New research from the Grant Thornton International Business Report reveals that two in five business leaders globally either currently use outsource back office processes.

World's Leading Retail Banks Outperform Peers in Both Customer Focus and Operational Efficiency, BCG Reports

The top performers among the world's leading retail banks are improving operational effectiveness while also becoming more customer-focused than their competitors

Wealthy property investors set to target less obvious city locations, report suggests

Melbourne, Tel Aviv and Chicago could outperform other prime property markets in top world cities in the next few years as global investors seek alternative locations, it is claimed.

Investors add to hedge fund holdings in May: SS&C

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.

The outlook for markets is positive despite ongoing risks, Dirk Wiedmann, Head of Investments, Rothschild Wealth Management

Our core views about the investment outlook remain unchanged. We believe the global economy is likely to grow steadily throughout 2014.

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