Managers of Wealth Americas

Purpose, Stakeholders, ESG and Sustainable Long-Term Investment

I continue to hear that the shareholders own the corporation and therefore can order the directors to maximize value solely for the shareholders.

Linking Healthy And Wealthy

A new study shows that dramatic changes in income can increase or decrease the incidence of cardiovascular disease, and no, it is not about gaining or losing health insurance. Could there be something other than $$ at play?

New Study Shows the Digital Generation Prefers Analog Banking

Many of the youngest customers prefer to make deposits, withdraw cash, and even pay bills in-person.

Cause for hope: We hit peak optimism at 55

They analyzed a relatively large sample of 1,169 Mexican-Americans between ages 26 and 71 who were surveyed over a period of seven years.

The future of technology in regulatory compliance for hedge funds and private equity firms

There is a growing expectation that financial institutions need to strongly consider modernizing their regulatory operations

2020 vision: Five LatAm advisors reveal their fund bets for next year

That is why, aside from being very selective in traditional asset classes, such as US equity, European equity and global fixed income, his group is investing heavily in US real estate, as well as in multi-asset and market neutral strategies.

Keeping Pace in the GDPR Race: A Global View of GDPR Progress - McDermott Will & Emery

More than half of the US company respondents apply GDPR data subject rights to both US and European employees.

New hedge fund launches fall to lowest level since 2008

The YTD launch total puts the industry on pace to fall below 500 new launches for 2019,

Wealth Management In The The C-Suite: Don’t Let Confidence Breed Complacency

For instance, 92% review their fundamental wealth management goals, such as saving for retirement or giving to charity, at least annually, and 96% do the same regarding overall portfolio tax efficiency.

Ageing Society

The IESE Library has compiled some information sources to help you understand our ageing society and what sort of repercussions it could have in the coming years.

Regulatory burdens and industry shifts: The year 2020 in wealth management

With new regulation nudging it toward records, the RIA movement has put advisors at the center of every trend.

Millennial investors in California are fleeing to these 3 tax havens: survey

These millennials are headingfor Texas, Washington state and Colorado.

How the Battle Against Billionaires Could Reshape American Giving

Philanthropy is scoffed at for allegedly reflecting some great volume of giving on the part of rich donors that is simply not borne out by the data.

Here’s How The World Reacted To President Trump’s Impeachment

Globally, the largely predictable vote captured the world’s attention to varying degrees, ranging from full-blown analyses across Europe, to criticisms of U.S. democracy in China.

SEI Study: Astute Investors May Continue to Shape Advisory Firms in 2020

Advisors Share Market and Business Outlooks, Focus on Client Experience in the New Year

The 20 top female portfolio managers in the US

It is news to no one that asset management has a diversity problem. It is a topic that has drawn an increasing volume of column inches recently.

Powering Fund Distribution Performance

Asset managers love growth, but their own firms might struggle to achieve it if they don’t optimize the process of increasing AUM.

Private Equity Fundraising Will Slow Down Next Year

The record-setting sums raised by Blackstone and other large private equity firms this year are unlikely to be matched in 2020, according to PitchBook.

Top Three Trends In Wealth Management For 2020

The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women.

May River Capital’s $300 Million Fund Formation

The Winston team was led by Partners Rick Ginsberg and Zachariah Robert.

Comment, Analysis & Research