Managers of Wealth Americas

The World Ultra Wealth Report 2017

The number of super-rich 'ultra-high net worth' people in the world is growing

What Are Super-Rich Solutions?

According to John Bowen Jr., founder of BSW Inner Circle, “Some super-rich solutions are particularly applicable to successful entrepreneurs.

Schroders Global Cities 30 index

The Schroders Global Cities 30 index is compiled on a range of factors, including the projected growth of the economy, disposable incomes over the next decade and the size of the population.

Cerulli: Investment Consultants’ Influence Will Rise in 2017

The majority of institutional assets flowing in the U.S. is intermediated by investment consultants, according to new data from Cerulli Associates.

Trends, technology help make advisors better: Study

Just more than half, or 54 percent, of Americans trust the financial services industry. Similarly, only 51 percent of industry survey respondents said they had a "positive" impact on society.

Concerns over Scarcity of Short-Term Liquidity Push 80 Percent of Investment Managers to Diversify Funding

The survey of senior investment management executives from over 120 global firms, conducted during Q1 2017, found that more than 90% of companies saw demand for high-quality collateral

Barclays and Time Inc. Announce Exclusive Agreement

Barclays will initially launch the Barclays FORTUNE 500 Equal Weighted Index in July 2017.

Will Impact Investors Embrace Employee-Owned Companies?

There are primarily two types of employee ownership.

UBS Wealth Management launches white paper on millennial wealth

Global digital connectivity is reshaping how the world approaches wealth, especially in the case of millennials and their advisers.

Income Inequality Is Strongly Linked to How Well Countries Convert Wealth into Well-Being

Among the key findings this year and in past years is the fact that we find no evidence of a relationship between GDP and a county’s ability to convert wealth into well-being.

Investors with Advisors Are Adjusting Their Approaches

The vast majority of respondents (92 percent) said they plan to "discuss, reevalutate and adjust" their investment approach with an advisor.

The $4 Trillion Pension Problem

Retirement funds raise more contributions that have to go somewhere.

Sustainably Minded Indexers Get More Choices

Recent trends show that passive sustainable funds are growing significantly faster than active ones.

What worries the wealthy

Dollar millionaires seem to worry most about global and national issues

Surge in Demand Shows Transparency is Key to Success for Alts Investing

Responsibility for Ensuring Transparency is in Flux

PE Panorama: Bonderman jibe accentuates underlying PE image problem

Mr. Bonderman’s situation wasn’t helped by the fact that the meeting was called to address issues of sexual harassment and discrimination at the company.

Current RIA M&A Pricing May Be Too High

Over the past year, Morgan Stanley, Merrill Lynch and UBS have all signaled that they’re steering away from luring top producers

Into the Wilderness

“We are releasing the computer into the wilderness” announced Hendrik Leber of Acatis Asset Management in March.

Female Wall Street executives launch nonprofit to help girls get started in asset management careers

While many people in the industry acknowledge the gender-gap problem of a shortage of women, most don’t progress past talking or writing about it.

RIAs are Drawing Rich Buyout Offers

Shoppers include banks and family office firms, “including billionaires who want in to the RIA business,” Financial Advisor writes.

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