Managers of Wealth Americas

SEI's Collective Investment Trust Business Experiences Significant Growth

Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends

Standard Chartered research finds continued confidence in growth outside home markets amongst European and US companies

Asia remains a major growth region with Africa and Middle East seeing incremental increase

Billionaire Mackenzie Scott is giving her fortune away and turning philanthropy on its head

On the Giving Pledge website, which encourages billionaires to give away a majority of their wealth to charity, Mr Jewett wrote publicly for the first time about their marriage, and declared that he planned to join Ms Scott in giving away most of their we

CI Financial to Acquire New York-Based RIA Barrett Asset Management

CI’s U.S. assets to reach $50 billion

Wells Fargo Asset Management Wins Five Refinitiv Lipper Fund Awards

We are honored that Refinitiv Lipper has once again awarded several of our mutual funds

Wells Fargo Wins Celent Model Bank Award for Embedded Finance

Wells Fargo’s SDK revolutionizes the customer experience by providing a card open experience within the online purchase flow; for example, during shopping cart check-out.

JP Morgan Shows More Digital Assets Love

JP Morgan will offer investment notes with a $1,000 minimum investment, which will pay out based on basket companies’ market performances.

CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 Billion for the First Time

All financial amounts in Canadian dollars unless stated otherwise.

Jefferies Committed to Wealth Management, Executive Says

Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle

Wells Fargo to end its Abbot Downing wealth management brand for the ultra-rich

Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.

Savant Wealth Management: Reaches $10 billion milestone

The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services

Morgan Stanley’s Portfolio Risk Platform Wins Celent Model Wealth Manager 2021 Award for Products and Platforms

Firm recognized for industry-leading risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios.

Insights from our survey of family offices across the globe

In uncertain markets, family offices have been relatively unflustered, with only 23% anticipating making material portfolio changes.

Credit Suisse Releases 2021 Hedge Fund Investor Survey

Hedge funds are favored asset class to enhance traditional 60 / 40 model – 70% of investors plan to make changes to their portfolio in 2021 due to the current environment of lower bond yields.

Future Returns: How UBS Surpassed a $5 Billion Impact Goal

The fund also financed grants for academic cancer therapy research and access to cancer care in developing countries through a percentage of the manager performance fee and 1% of royalties on any drugs that came to market.

Northern Trust Launches Operational Risk Consulting Service for Front Office Solutions Business

The new capability provides expertise to investment organizations seeking to optimize operations and identify risks across their front, middle and back offices.

Reaching High-Net-Worth Investors Means Funneling the Right Resources

Engaging the HNW market will require asset managers to shift distribution models and adopt technology

Canaccord Genuity Group Inc. Provides Shareholder Update

Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.

Rotating the Old Normal

We are now even more strongly of the view that yields need to rise to levels closer to 3%.

The challenge of rising bond yields

Investment Insights by our experts and thought leaders

Wealth and Asset Management