Managers of Wealth Americas

Compliance complexity in America and Caribbean

North America and the Caribbean have different levels of complexity when it comes to compliance.

The Time Bomb Inside Public Pension Plans

There are plenty of reasons why state and municipal pensions are sorely underfunded, and those reasons sound unnervingly familiar.

Senator Barrasso Weighs-In on Bank of the West Announcement

The decision has not sat well with many of Wyoming’s elected officials. Sheridan Media’s Ron Richter has the details.

Canadian banks to post profit gains on rising interest rates

"All major businesses should report higher year-over-year earnings with the retail banking segments leading the way,"

What Can Advisors Do When Family Disputes Threaten Client Wealth?

Mediation can be an effective way to reach agreements.

Schroder Adveq Study Finds US Family Offices Are Missing Key Opportunities in Private Equity

The potential for a larger universe of buyers at the time of exit as well as the opportunity to better diversify investors’ portfolio of managers are additionally cited as top reasons smaller deals are appealing.

Morning Coffee: Behold the hot new role at Goldman Sachs and Citi. Schroders tries to keep it in the family

Separately, Schroders plc has a fairly unusual recruitment issue.

US Family Offices Are Missing Key Opportunities in Private Equity

Family offices are also failing to recognize private equity opportunities in emerging markets and in Europe

Here's where foreign real estate investors are buying in New York City

New York has remained one of the most expensive real estate markets in the world, helped by foreign buyers.

The 25 most generous philanthropists in America today

The Chronicle of Philanthropy publishes an annual list of the top 50 philanthropists (both individuals and couples) by calculating their yearly donations.

Investors welcome Trump move on quarterly reporting

A move away from quarterly reporting would allow companies to lift their head up

More money managers look to add value through M&A

The problem is that M&A has been like a junior-high dance

Endowments Maintain Streak

Continuing the trend from the first quarter, corporate and health care plans underperformed, with quarterly returns of 18bp, and 41bp respectively.

SS&C: Hedge Funds Return +0.97% In July

The SS&C GlobeOp Capital Movement Index represents the monthly net of hedge fund subscriptions and redemptions administered by SS&C GlobeOp on the SS&C GlobeOp platform.

Double or Nothing: Are Millennials Gambling with their Financial Future?

Only 1 in 10 Canadians (9 per cent) say they discussed how they will put their inheritance to use with the person they inherited from.

Milliman analysis: July's corporate pension funding ratio reaches 93.4%, highest in a decade

A majority of the Milliman 100 companies have heavy fixed income concentrations

Speaking truth to power by Tim Price

Informed and disciplined capital allocation – whether of unitholders’ funds, or of disparate corporate revenues – is the bedrock of our portfolios and moreover the heart of the modern free enterprise economy.

Governments Around The World Must Rethink Their Structure In The Face of Disruption

Rising Citizen Expectations, Rapid Technological Change, and Increasing Complexity Are Putting Major Pressure on Government—and Making the Traditional Hierarchical Public-Sector Structure Dangerously Outdated

Are You Managing Clients’ Money Like They’re Pro Athletes?

For those who aren’t making millions each year, developing a long-term budgeting strategy is still very important

HSBC: Earth is running out of the resources to sustain life

A group of analysts at HSBC said in a note that cited research from the Global Footprint Network (GFN) that the world spent its entire natural resource budget for the year by August 1

Comment, Analysis & Research