Managers of Wealth Americas

Voices 4 key points on wealth management's disruption

While opinions were varied, the dialogue revealed one clear consensus: technology is driving the disruption and disintermediation of financial advice.

Citigroup, HSBC Jettison Customers As Era Of Global Empires Ends

Once upon a time, about a decade ago, the New York-based bank had a global retail empire stretching from Tokyo to Tegucigalpa.

Phew, what a summer! by Justin Urquhart Stewart

From failed military coups, suspicious or otherwise, to political leaders changing, or not in Labour's case, and the economic uncertainty that results from Brexit.

Q&A: Former Wall Street CEO wants women to invest — that includes you, millennials

What you need to know about investing but were too afraid to ask

Large Outflow of Money Witnessed in SEI Investments Company

SEI Investments Company is a provider of investment processing, investment management and investment operations solutions.

How Billionaire Tepper's Move to FL Changed NJ's Economy

The state now has to find a way to offset that significant loss of revenue.

SS&C GlobeOp Forward Redemption Indicator: July notifications 2.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices

Why aren't there more women fund managers?

Men still overwhelmingly dominate investment management, but inroads have been made

US consumers buoy big lenders’ profits

Retail divisions ‘firing on all cylinders’ with lending as default rates run near historic lows

Global X Survey Finds Key Behavioral Distinctions Among High Net Worth Gen X and Millennial Investors

Although it is important to recognize that one investor could be very different from another, we found that there are key commonalities when grouping investors by age and wealth bracket.

BNY Mellon Q2 Profit Tops Estimates, Revenues Miss

Earnings per common share up 3%, or down 1% on an adjusted basis year-over-year

401(k) Investors Feel Confident, Know Little About Their Investments

About a quarter of those surveyed said they feel totally uneducated on the subject.

Union Bank's Head of Wealth Group Takes Team Approach To Grow Business

Ever since Michael Feldman took over the Wealth Markets Group in June of 2015, he has reached out to other areas of the bank to coordinate how best to mutually drive business.

Four Things To Know About Ultra-High Net Worth Clients

Celebrities and the ultra rich, to put it simply, buy differently than most other people

Why Public And Private Organizations Have Different Time Frames

The logic is all about risk and reward.

The Difference Between Having An Estate Plan And A Wealth Transfer Plan

Having proper estate planning documents can speed the transfer process, decrease costs, and help keep family harmony.

Global AUM Figures Reflect Tough Private Banking Market

Most institutions showed a notable slowdown in AUM growth and a squeeze on operating margins with market conditions and hesitant clients also suggesting tough times ahead.

Morning Coffee: Citi and J.P. Morgan show how Brexit’s helping banks. “Most unusual economic environment for 30 years”

Last year, investment banking revenues were $228bn, says BCG.

Former World Leaders and Central Bank Chiefs Are Flocking to Join Investment Banks

Banks and investment firms have more than 30 advisers who in the past sat at the top table of global politics and central banking, according to analysis by IFR.

Only 13% of hedge funds have in-house cyber security personnel, 27% report attacks

The average hedge fund organization surveyed budgeted $51,000 a year on cyber security issues.

Comment, Analysis & Research