Managers of Wealth Americas

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.

SS&C GlobeOp Hedge Fund Performance Index: June performance

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index declined 2.24% in July.

Low Interest Rates and Market Volatility Affecting Investment Process of Institutional Investors

The demand of multi-asset-class solutions strategies should continue to grow over time given the challenges institutional investors face," explains Alexi Maravel, director at Cerulli.

Why The Miton US team Are Eyeing Up Small Caps

The pair, who have managed the fund since launch in March 2013, expect capital to flow to the US since the recent EU Referendum result left America a comparative ‘ocean of tranquillity’.

Think Like An Athlete To Win The Wealth Management Game

The mindset for advisers and successful athletes alike can provide the competitive advantage that they need.

Investment Banks Want To Hire More Non-Finance Majors

The British bank is on a drive to appeal to students with a broader range of degrees who are interested in more than earning a quick buck but have been deterred by the industry’s poor image.

SSGA Expects Continued Market Volatility and GeoPolitical Uncertainty Throughout 2016

Investors may also want to consider re-engineering core exposures to target better risk-adjusted returns amid a persistent low-growth environment.

Investors go alternative - RESEARCH

Total assets managed by the top 100 alternative investment managers globally reached $3.6 trillion up 3% on the prior year, according to research produced by Willis Towers Watson.

Global Asset Management Growth Stalls in Worst Year Since Crisis

Stalled Asset Growth, Tighter Revenue Margins, Volatile Markets, and Regulatory Requirements All Raise Pressure on Managers to Adopt Disruptive Capabilities in Leading-Edge Data and Analytics, BCG Report Says

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