Managers of Wealth Americas

Top Law Firms in New York Remain in Growth Mode

An uptick in demand among the biggest New York firms is helping to drive head count increases, especially for associates.

The Hot Asset Class for Family Offices

As the number of family offices grows, so does their clout in venture capital.

Rising Volume and Cost of Securities Class Action Lawsuits is a Growing Tax on U.S. Business, Chubb Data Reveals

Average cost of a settled merger-objection claim has increased 63% to $4.5 million over four years, with little benefit to shareholders

Scotiabank provides details of impact of IFRS 9 accounting standard on recently completed acquisitions

Acquisition outlook and anticipated timing of accretion to Diluted EPS remain unchanged

Want to Appear Rich? Buy an iPhone

There are, of course, some caveats to this.

Asset Management Fee Compression Accelerates

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “ro

Fee pressure driving asset managers into wealth management

Advisers are saying they want to spend more time doing high-value planning for their clients

Why Many RIAs Refuse to Go Anywhere Near Bitcoin

But in the RIA space the lines are less clear. Most RIAs won’t let their clients anywhere near cryptocurrencies.

The wealthiest (and soon-to-be-wealthiest) people in the world live here

So the countries that have the most high-net worth individuals (HNWIs) moving to them tend to be considered safe for money.

Organizations struggle to make progress with their digital transformation investments

This research surveyed 1,338 business leaders at the manager level or above at 757 organizations.

The Future of Financial Advice Must Be More Diverse

How decades of groupthink may be the bottleneck for gender, ethnic and age diversity in wealth management.

More Americans are considering cutting their ties with the US — here's why

A steady stream of American citizens have renounced their citizenship since the implementation of stricter tax rules.

How Billionaire Investors Are Protecting Their Wealth

Let’s take a closer look at the actions that these billionaires are taking, and why they are so concerned in the first place.

Bankers on the breadline: why you still feel poor on $200k

Another third are neutral. Another third are unhappy. More tellingly, 27% say their earnings don't cover their "lifestyle requirements" - even though 58% of them are earning $100k+ (£75k).

5 Topics Wealthy Clients Are Clamoring to Discuss With Advisors

Eighty-seven percent of wealthy investors in a survey had advisors, but only 16% discussed wealth planning, U.S. Trust found.

Blind Item: Which Credit Suisse MD Is Giving Us Our First Inappropriate Intern Touching Scandal Of The Summer?

Per our tipster, “Group is now telling interns to hush or face repercussions if it leaks…They are going to let him off with a HR lecture.”

Women and Millennials Are the Fastest-Growing Forces in Art Collecting, a New Study Finds

Nearly one third of wealthy women own art or are interested in buying it.

Mercer's Annual Cost of Living Survey

According to Mercer’s 24th annual Cost of Living Survey, factors like instability of housing markets, low inflation, and fluctuating prices for goods and services are impacting the cost of doing business in various cities around the world.

The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting

The family office shuffle is when a financial or investment advisory firm holds itself out as a multi-family office but either does not offer non-investment expertise or does so in a very limited and ineffectual way.

Performance the biggest hurdle to ESG investment, say US advisors

One of the biggest hurdles between interest and actual investment, according to both users and non-users of ESG products, was their perceived impact on investment performance.

Comment, Analysis & Research