Managers of Wealth Americas

Fund managers turn their focus to millennials

New funds aim to mimic millennial spending habits, while targeting them as clients

Investor uncertainty will continue to impact Canadian M&A momentum

A survey of M&A and capital markets professionals across 53 countries completed by Refinitiv in January anticipated that uncertainty caused by escalating global trade tensions and political instability in key economies would slow M&A activity.

Single family office numbers up 38 per cent

This increase is spurred by a number of factors, including those outlined by Dr Rebecca Gooch: “Asia Pacific and the Middle East, in particular, have experienced a surge of growth in business which is leading to a rise in the ultra-high net worth po

SS&C GlobeOp Forward Redemption Indicator

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Russ Prince: How Single-Family Offices Prefer To Pay Their Lawyers

One of the big points of contention between lawyers and single-family office executives is their fees.

SEI Study Uncovers the Impact of Advisor Biases on Client Outcomes

It's important for advisors to understand risk along two dimensions

Elizabeth Warren Declares War on Private Equity ‘Vampires’ in 2020 Plan

Democratic candidate says she’ll combat Wall Street ’looting’

The 5 Paradigms That Are Shaping Industry 4.0 And Their Impact On Family Office Investments

At the recent Global Manufacturing and Industrialization Summit (GMIS) in Yekaterinburg, Russia, this fourth revolution and everything around it took center stage.

BNY Mellon net income slips in second quarter

The group’s assets under management totalled $1.8 trillion at the end of June 2019, up 2% from a year ago.

US high rollers buy London homes expecting post-Brexit bounce

The company says it plans expansion in the prime central London market

ViewPoint by SS&C Technologies

Whether it regards user experience, staffing needs post-outsourcing

How Wealth Managers Are Using Technology To Understand Their Clients Better

Almost half (45%) of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients.

Who will write the wealth industry’s future: Big banks or robo advisors?

To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.

Burgeoning family offices manage $5.9 trillion - Campden

The total estimated wealth of the families they work for stood at $9.4 trillion.

Succession Planning Options for Family-Owned Companies

Succession plans involve lengthy and potentially emotional conversations about legacy, values and where the company should go once you've stepped down.

Challenges facing family offices: what is holding you back?

Family offices are often managing assets that range from traditional equity to global markets to private equity to real estate holdings and fine art.

US bonds present ESG problem

Investors with otherwise sound ESG integration could be exposed to these companies - especially as many of the companies in question are unlisted.

Citigroup Reports Profit, Revenue Boost

Revenues increased 2% from the prior-year period

Wealth Management Platform Market to Set Phenomenal Growth from 2019 to 2025

Some are the key players taken under coverage for this study are SS and C, Fiserv, Broadridge, FIS, Profile Software, Temenos, SEI Investments, Investedge, Finantix, Comarch, Objectway & Dorsum.

Hedge Funds Post Best First Half in Decade

Equity funds were the best-performing broad strategy, gaining almost 9% in the period.

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