Managers of Wealth Americas

The Markets Will Collapse As Economic Realities Sink In

This game is run every election cycle. This time around it was just worse than usual.

FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions

FactSet is well positioned to expand with the services that IDMS offers

Why Family Office Consortiums Are Such Successful Investors

These arrangements are referred to as single-family office consortiums.

Data shows Asian PEs not sitting on record dry powder: Juan Delgado-Moreira

The most relevant bit of data here is effectively… the time it would take you to deploy the capital overhang.

Don't Get Sucked In by These 2017 Tax Scams

The IRS has issued a list of "Dirty Dozen" tax scams. Learn how to avoid them, to minimize headaches and keep more of your dollars in your pocket.

Billionaire Falcons owner says government should tackle wealth gap

Inequality is not the only thing on the billionaire's mind, even as his team heads to the Houston NRG stadium.

View from the UK: Schroders' David Docherty weighs up the market impact of the Trump administration

Trump’s energetic commitment to deregulation is highly market and economy friendly and is actionable through executive orders.

Nearly Half of U.S. Advisors Plan to Increase ETF Use in Preparation for New Regulatory Environment

The shift to passive reached a new plateau during 2016, witnessing flows of more than $500 billion.

Harvard University to cut endowment staff and outsource its management

Other layoffs will occur by the end of 2017, according to the report.

Why wealthy families lose their fortunes in three generations

In some cases, the money itself disappears, and in others it’s the family business that’s lost.

Deloitte’s merger and acquisition compendium

For M&A to be successful, you can’t just make the deal, you have to make the deal work.

Here's how much people make working for a hedge fund

The median pay for hedge fund executives, including bonuses, was $400,000.

Seven Indicators You Should Upgrade To A Family Office

The difference between working with a slew of advisors and a family office lies not as much in competence, but in the infrastructure and overall mission.

Aspiriant's focus on scale and aggregation makes it a top-tier RIA consolidator

CEO Rob Francais turns RIA sellers into owners

Where high-net-worth investors are putting their money right now

All this is a strong signal that HNW investors remain in a “wait and see” defensive posture

Bank of America Merrill Lynch's turn for bonuses

While it is too early for recruiters to work out exactly what happened at Merrills, expectations were that they would be in line with rival banks.

Blockchain Technology could cut bank’s infra costs by 30%: Accenture

Blockchain is a type of database system that enables multiple parties to share access to the same data with a high level of confidence and security.

Reit investors reportedly concerned about succession plans

The real estate industry has expanded significantly over the last two decades.

Chinese dragons take FinTech lead, Citigroup

Europe, meanwhile, remains a laggard for startups/VC investing at about 10% of global FinTech VC investment in 2015-16, although it should be noted that Europe has a smaller VC market versus the US and its banking system (despite the sector’s weak s

St. James’s Place – “The East champions globalisation as the West talks protection.”

As the momentous decisions of 2016 began to take form last week, the sense of a historic shift was palpable

Comment, Analysis & Research