Managers of Wealth Americas

Beware the black swan

Forty-five percent believe private equity returns will be neutral, and only 4% expect it to underperform over that same period compared to other investments.

Top Real Estate Opportunities At Home And Abroad In 2019

There are three factors behind this trend, according to Pesce.

Financial Risks Mount As Household Wealth Climbs To Record Highs

Stock and housing prices tend to move in large swings around long-term trends

American parents are spending billions on their adult children

“You want to give … but sometimes giving them isn’t actually helping them,” said Gary Cooper, a private wealth adviser at UBS Financial Services. “Our job is to help them, not do for them, right?”

Death of the Hedge Fund Has Been Greatly Exaggerated

Despite all the big name closures, the overall number of liquidations has fallen this year. There are fewer launches too, but that suggests better quality.

Robinhood The Latest To Disrupt Traditional Banking

A favorite among millennials because of its no-fee mobile trading platform, it announced the launch of a savings and checking account that pays 3% interest.

HNW Investors Lean To Alternatives

The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.

How to hold on to the wealth you’ve got

The first rule is, don’t lose it, says Tom McCullough, a specialist in managing money for well-off Canadian families

Global Investment Management Software Market 2018 – Misys, SS&C Tech, SimCorp, Eze Software, eFront, Macroaxis, Dynamo Software, Elysys, S.A.G.E.

This comprehensive data allows the user for the strategic business planning.

Public managers see AUM rise in Q3 but operating margins fall — SS&C analysis

The increase in AUM for the quarter boosted fee revenues among the 18 firms by an average 30 basis points and overall revenues by 50 basis points, according to SS&C.

Family Offices Return to Their Roots

Kristi Kuechler of the Family Office Exchange describes a renewed focus on direct investing

HNW Clients Want More Than 'Good' Service From Their Advisors

Ranked just as high by clients are trust and transparency.

68% of wealth managers think their firm’s technology is poor

This number is set to increase even though a large proportion of wealth managers are behind on their mobile offerings.

Is This The End Of Blockchain?

With Bitcoin and other cryptocurrencies steadily losing value during 2018 – as much as 80% compared to their peaks last year – is it time to admit that the great experiment with decentralized, distributed ledgers has failed?

'Change the Only Constant' as Campden Conference Helps North American Families Plan for Future

Campden strives to help families engage with peers, experts, and best-in-class partners, to encourage stronger stewardship of their family’s wealth and legacy.

Buckley Sandler ranked for fintech by Chambers USA

Chambers cited Witeck’s areas of expertise to include “advising on regulatory compliance, commercial contracts matters and transactional work, with notable expertise handling M&A in the financial services sector.”

Marcus Goldman – Founder of the Goldman Sachs

Goldman started his career with jobs like a peddler with a horse-drawn cart, after which he tried his hands on Shop-keeping in Philadelphia.

It’s Been a Turbulent Year. Emerging Markets Are Waiting For a Better 2019

Emerging-market stocks slid deeper into a bear market in October as rising Fed rates pushed up the value of the dollar and a trade war intensified, hitting countries such as Indonesia and South Africa that had weaker fundamentals.

Hamilton Lane Again Named a ‘Best Place to Work’

Hamilton Lane has grown significantly in the years since it was first included in these rankings.

Macquarie Investment Management releases 2019 Global Investment Outlook

As we enter 2019, all eyes will be on rising rates, trade tensions, and inflation fears. Given this backdrop, we see a broad array of investment opportunities for active managers.

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