Managers of Wealth Americas

Investors exit EMs post Trump victory, buy into US markets: BofA-ML

35% of the fund managers surveyed expect the global growth to remain strong over the next 12 months

Credit Suisse Group AG (CS) Upgraded at Bank of America Corp.

Macquarie cut shares of Credit Suisse Group AG from an outperform rating to a neutral rating

A definitive breakdown of the gloomy state of Wall Street

One bright spot is fixed income, currencies, and commodities revenues, which were up 36% in the third quarter and 2% year-to-date.

Fitch: Investment Managers Could Face Performance Headwinds in 2017

From a financial metric perspective, Fitch-rated alternative IMs continue to exhibit strength, with average margins of 33.6%

Marrying Analytics and CRM Systems Is Key for Targeted Marketing and Sales Initiatives

User analytics from websites are a highly valuable way to gather data on current or prospective clients, especially when they can be tied back into a customer relationship management (CRM) system.

Why Some Single-Family Office Executives Become Wealthy

In order to potentially obtain the most focused effort from senior management, they must be properly incentivized

Asset Management websites are overly complex and confusing

Pressure is mounting for all website content to be clear, concise and relevant. For example, the Plain Language Act of 2010 requires all US Federal agencies to communicate clearly.

Create value in M&A transactions - Deloitte

Record deal activity has resulted in challenges for corporations and private equity (PE) firms considering mergers and acquisitions (M&A).

OCIO Mandates Moving Upmarket: Providers Serving More Clients With Over $1 Billion AUM

More volatile capital markets, the low-return environment, and new regulations are driving a wider range of institutions to adopt an OCIO solution.

St. James’s Place – “Verizon might take the number three spot in the digital market”

Why anti-internationalism will change investors’ thinking?

The Trump factor: have markets got carried away?

Some investors question sharp reaction and caution waiting for policy details

Middle Market CEO and CFO Pay Increases Show Momentum – BDO Study

Technology Tops Executive Pay, Healthcare, Real Estate and Energy Follows

Liquidity Management Top Priority for Fund Managers and Institutional Investors in New Market Environment

More than three-fifths of the survey respondents say current market liquidity conditions have impacted their investment management strategy

Barclays' CEO sees 'political pressure' on Fed after U.S. election

Britain's vote to leave the European Union would be less impactful than the election of Trump on the global economy and markets

Canada courts sovereign wealth for infrastructure bank sources

Investors seek alternatives to government bonds and volatile equity markets

Technology Project Starts Set to Soar in 2017 as Asset Managers Adapt to Evolving Regulatory and Client Demands

Over 52% of asset management companies surveyed are planning to replace out-dated or legacy technologies in the next 12 months

Remembering Jack Rivkin, Wall Street Research Giant

The firm was ranked 15th a humiliating dead last in the Institutional Investor annual survey.

PM touts stability as Canada competes with U.S. for investors in infrastructure

It also plans to create an Invest in Canada Hub to lure investment, and to relax restrictions on foreign investment.

Technology Project Starts Set to Soar in 2017 as Asset Managers Adapt to Evolving Regulatory and Client Demands

Adapting to regulatory change was cited as a key driver of change by nearly 65% of respondents

The wealthiest Americans have a new attitude about homebuying — and it has led to a crisis in the luxury market

The highest end of the American real-estate market has indeed seen a fair bit of softening over the past several months.

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