Managers of Wealth Americas

Special Report: Where Smart Beta Works Best for High Net Worth Clients

Smart beta strategies can be applied in a wide variety of ways depending on an advisor’s goal

How to Keep Goldman Sachs From Stealing Your Clients

Three entrepreneurs in the RIA space told advisors at Schwab’s IMPACT conference what they see as the one common denominator shared by successful RIA firms, large and small alike.

University of California’s Pensions, Endowments Drive Asset Outperformance

An 8.1% total return sees the institution’s asset growth beat most benchmarks.

Sustainable investing assets reach $12 trillion

Sustainable investing assets reach $12 trillion as reported by the US SIF Foundation’s

9 things bankers fear this Halloween season

There's clearly more than one bogeyman haunting the industry.

Lazard Would Consider Bids for Asset Manager at Right Price

Lazard is the No. 8 adviser on mergers and acquisitions globally this year, according to data compiled by Bloomberg.

Global billionaire wealth soars 19% to record £6.8 trillion

Now in its fifth edition, the report draws on UBS and PWC’s extensive client network and access to data, and aims to promote a deeper understanding of the billionaire population globally.

How to Use Donor-Advised Funds to Make Impact Investments

There’s a vast missed opportunity to use DAFs for making impact investments in support of market-based solutions to the UN Sustainable Development Goals.

From the UK to Australia to Canada, Responsible Investment weeks highlight growing demand for more sustainable investing

The demand from individual investors is becoming an ever-greater driver of this growth, with more and more clients asking their banks, pension funds, investment managers and financial advisers to align their finances with their own personal values.

Majority of Investors Think All Advisors Make the Same Promises - RESEARCH

The study, conducted by The Harris Poll, mined the websites of Barron's Top 100 Independent Financial Advisors for 2017 and then surveyed over 1,000 high net worth investors to find out what investors think about the value statements of these firms.

BlackRock predicts ESG ETF growth to $400bn

Sustainable investments in exchange traded funds will rise from the current level of $25 billion to $400 billion by 2028, the fund manager predicts

Alternative assets under management to reach $14 trillion by 2023, Preqin predicts

Private equity funds are projected to grow 58%, rising to $4.9 trillion, overtaking hedge funds to become the largest alternative asset class.

Why Goldman Sachs's Marriage Of Marcus And Investment Management Makes Sense

Since, Marcus has lent out over $4 billion to more than 2 million customers, and it has a further $29 billion in deposits.

Sallie Krawcheck: This is the biggest challenge going from a cushy corporate gig to a start-up

But no one can really prepare you for the intense stress that comes along with running a start-up, she says, and the stress that comes with losing money on a daily basis.

Barclays releases new Impact Series study

The fourth report in Barclays’ Impact Series finds that tilting portfolios in favor of high ESG bonds can generate positive returns across multiple markets, geographies and sectors.

Analyst says James Gorman is Wall Street’s new banking king

“There is actually no one in his industry that has achieved more than he has,”

The Blurred Lines Of Private Wealth... And How To Manage The Risks

Negative market and popular sentiments aside, the concentration of wealth in the hands of business, investment and entrepreneurial leaders is one of the principal engines driving philanthropic activities around the world.

A Generational Divide at Family Foundations

As younger members join family foundations, they are bringing new ideas and approaches

Everything you think you know about promoting diversity is wrong. Here's how to do it

Companies that bring different points of view and perspectives and knowledge to the table make better decisions.

The Critical Issue Morgan Stanley and RBC Apparently Flubbed for Years

Lordi worked for Merrill Lynch leading its Merrill Lynch One strategy and business development prior to moving to Morgan Stanley.

Comment, Analysis & Research