Managers of Wealth Americas

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.

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.

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