Managers of Wealth Americas

Impact investing and what it means for financial advisers

The clients expressing the greatest interest in impact investing are millennials

Wealthy US Investors Turning to Impact Investment

A growing number of high net worth investors in the US are turning to impact investment, and it’s millennials who are leading the charge, according to recent survey findings.

How Hedge Funds, PE Funds And I-Bankers Can Raise Capital By Teaming Up With Multifamily Offices

Based on extensive empirical studies, a number of actions increase the probability of fund managers and investment bankers getting traction with multifamily offices.

How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards

Tax matters have legal consequences that an attorney would need to know about, while financial advisors should have insight into tax payments because they can directly impact both cash flow and a business owner’s net worth.

How to plan for wealth that lasts for generations

Investments and trusts often do not last to the third generation, says Castoro.

Rich keep getting richer: study

The $30-million figure isn't random — that's what Wealth-X says it takes to be considered an ultra-high net worth individual.

SEI Earns HFMA Peer-Reviewed Designation for its Institutional Healthcare Solution

This recognition differentiates SEI in the healthcare space, as it illustrates the value that we provide as a fiduciary to our healthcare clients through both our solutions and superior client service.

Lehman Brothers collapse: where are the key figures now?

Ten years ago this weekend the investment bank’s bankruptcy caused panic in US and UK

Sustainable investment not core investment consideration for institutional investors

The study however found that sustainability was a bigger focus for larger institutional investors.

Mercer slams ‘unfair’ fund fees

Consultancy calls for new framework based on calculations of realistic outperformance

State Street chief takes aim at high-cost index providers

Ron O’Hanley sees Fidelity’s no-fee funds move as a warning for brand-name benchmarks

Rich parents are paying millions to be able to walk their kids to school

Rich families are spending millions to live within walking distance of the best schools, according to data by Realtor.com, cited by Mansion Global.

Canada Ranks 9th in 2018 Natixis Global Retirement Index

“We hope this report will serve as a framework for much-needed dialogue among policymakers, pension managers, workers and the financial industry about how to meet the needs of today’s retirees while preserving retirement security for future ge

Closing the gap: Leadership perspectives on promoting women in financial services

Our research for Women in the Workplace, a collaborative initiative between LeanIn.Org and McKinsey, examines the gender-parity gap in financial services and looks at what can be done to close it.

Canada a Pawn in Global Money Laundering

“More scrutiny is given to individuals registering for library cards, than to those setting up companies in Canada” says Meunier.

United States top, Britain second in financial activity

It gave the United States the top overall score of 79 out of 100.

Why Many Entrepreneurs Are Missing Opportunities To Maximize Their Wealth

For entrepreneurs, the key to maximizing personal wealth regularly requires working with highly proficient client-focused professionals.

Institutional Investors Have High Hopes for Hedge Funds in 2019

Despite mediocre returns in 2018, most investors are optimistic about the next 12 months.

CLOs Are a Hot Investment for Wealthy Families

Yield-hungry investors are snapping up collateralized loan obligations, but some worry there’s trouble ahead.

A.I. could spur global growth as much as the steam engine did, study shows

The analysis examines how economic gains and losses are likely to be distributed among firms

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