Managers of Wealth Americas

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.

Investors Doubting Strength of Recovery as Cash Levels Rise Again - BofA Merrill Lynch

Global investors have increased cash and scaled back risk-taking, amid fears of geopolitical instability and questions about the strength of the global economic recovery

Aite Group predicts that the dawn of the FX TCA industry has just arrived

Aite Group conducted a survey with a representative sample of buy-side FX TCA customers around the globe regarding their views on the quality of FX TCA tools available as well as their outlook on the current state of the FX TCA industry.

New Mood of Austerity Takes Hold Among Affluents, a New Unity Marketing Survey Finds

Those companies that market to the affluent consumer segment are going to have to be on the top of their sales game on this year, as a new attitude of austerity takes hold.

Standard Life predicts an expansion of M&A activity in 2015

There will be further expansion of mergers and acquisition (M&A) activity into 2015, according to Standard Life, the global investments manager.

Wealth Managers Capture Larger Share of Client Wealth Over a 20 Year Time Frame

According to a study released by SEI, NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.

Grasp of Complete Financial Picture Critical to Wealth Managers Retaining High-Net-Worth Clients

The world's up-and-coming wealthy, customer focus is the number one factor in their ongoing relationship with their wealth manager, and, generally, wealth managers are meeting clients' fundamental expectations.

Raise Taxes to Fix the Wealth Gap, Millionaires Say

In the heated debate over inequality, the wealthy are usually portrayed as the cause rather than the solution.

IRA Rollover Contributions Reach $321 Billion, 7.3% Increase

Individual retirement account (IRA) rollover contributions in the U.S. increased 7.3% and surpassed the $300 billion mark with $321.3 billion in assets, according to global analytics firm Cerulli Associates.

Want Your Wealth to Last for Generations?

Check Your Spending and Consider Talking to the Kids about Family Money, Merrill Lynch Study Finds

New Cerulli Research Finds 53% of Advisors Clients are between 50 and 70 Years Old

New research from global analytics firm Cerulli Associates finds that 53% of advisors' clients are between 50 and 70 years old.

The rising strategic risks of cyberattacks by Tucker Bailey, Andrea Del Miglio, and Wolf Richter

Research by McKinsey and the World Economic Forum points to a widening range of technology vulnerabilities and potentially huge losses in value tied to innovation.

Advisory Firms Need to Rethink Their Multigenerational Planning Offering to Adequately Prepare Clients for the Looming Wealth Transfer - Pershing

According to a study released from Pershing most advisors are not actively taking steps to prepare for the $30 trillion that investors will transfer to heirs over the next 30 years.

Criminal Charges Against Banks Risk Sparking Crisis

As U.S. Justice Department prosecutors angle to bring the first criminal charges against global banks since the financial crisis, they’ll have to stare down warnings of uncontainable collateral damage.

Investors Say Wealth Comes from Hard Work

Hard work, education and smart investing are the top three choices by investors

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