Managers of Wealth Americas

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.

What You Need to Earn to Be in the Top 1%

And if you consider yourself relatively well-to-do, you may be in the top 5% or 10% already.

The rise and rise of private capital

Why investors are seeking higher returns away from public markets

Wealthy Clients Make Shift From U.S. Equities to Alts

Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.

Why Climate Change Concerns Don't Always Push Advisors Into ESG Investments

he plans to launch of a marketing campaign for customized impact investment portfolios, not based at all on those ratings.

The largest private banks in the US

The US bank is looking abroad to expand its wealthy client base. Earlier in the year, it acquired a minority stake in French asset manager Tikehau Capital Advisors.

Hedge Funds Are Tracking Private Jets to Find the Next Megadeal

Where there’s a plane, there’s a data trail.

Trend of hedge fund flows are ‘undeniably negative’, says eVestment

In the last nine months (before May), an estimated $77.4 billion has been removed from the hedge fund industry.

Americans Finding Financial Footing, but Still Feel Stressed

In addition to 401(k) plans, $535 billion was held in other private-sector DC plans, $1 trillion in 403(b) plans, $333 billion in 457 plans and $606 billion in the federal employees’ Thrift Savings Plan.

Would Higher Estate Taxes Save Social Security?

One lawmaker thinks so, and he's proposed legislation to make it law.

Philanthropy advice can be a useful add-on for clients

FT 300 adviser discovered an appetite for help with charitable donations

'Advisors not building up enough protection for clients'

This is especially true for those drawing an income and, according to White, advisors are failing to adequately protect this.

Swimming against the tide

Katinka expresses her delight at this development, saying “we have been fighting for this kind of change for some years and now we are in the middle of a revolution in our sport”.

The long road to investing in quality

High growth stocks, bound by large amounts of leverage have enjoyed the heady heights of one-directional travel for almost a decade. But things are starting to change.

Comment, Analysis & Research