Managers of Wealth Americas

Clinton, Trump and Markets

Comment from Sushil Wadhwani, CTA investment manager for GAM and CEO of Wadhwani Asset Management.

Investors Flock to Fixed Income as Bond ETFs Reap Flows of Nearly $3.4 Billion in April

Providing technology to construct and manage portfolios helps to recapture lost fees by taking some from wealth management firms.

Private Wealth Systems is Revolutionizing the $56 Trillion Private Wealth Industry

Private Wealth Systems Inc., an industry defining financial technology company that is transforming the way private wealth information is analyzed and reported, is featured on an upcoming segment of Worldwide Business with kathy ireland.

Chinese Investors Pour Money Into U.S. Property

China Life Insurance teams with U.S. developer to purchase Manhattan office tower that houses UBS

The 6 Most Important Wealth-Building Lessons From Multi-Millionaires

Among the study’s most striking conclusions: much of the 1%’s road to wealth was paved not with gold but remarkably average upbringings and investment strategies.

Coalition quantifies banks’ awful first quarter

New data released on May 24 by Coalition underlines just how bad the first quarter was for investment banks.

Global investment banks see 'slowest start to the year' since financial crisis

For the 12 banks as a whole, the Investment Banking division saw a 25 percent drop in revenues to $7.8 billion in the first quarter from the same period last year

25% of millennials tap retirement funds: How to turn it around

Millennials continue to make headlines.

Five Major Technology Firms Control One-Third Of All Corporate Wealth In US

A new report released Friday finds that just five major technology companies control almost one-third of all corporate cash in the United States, amounting to some $504 billion.

EFG Hermes: Beyond the horizon

In terms of country exposure, Saudi Arabia represents the single largest percentage, with the UAE also quite large.

SS&C GlobeOp Forward Redemption Indicator at 4.38 per cent for May

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

Sallie Krawcheck Explains Why Women Don't Help Other Women—And How To Start

This public-private program brings women from emerging markets to the U.S. to be hosted by senior female executives.

The highest paying Wall Street and City internships in finance

But which firms pay the best?

Apple went from the hottest hedge fund stock to the coldest in just 3 months

Hedge funds unloaded about $7 billion worth of Apple stock in the first quarter.

Appway Releases Study Exploring Successful Digitalization Strategies for Wealth Managers Worldwide

The results revealed that even leading wealth managers are facing critical challenges such as organization legacies and cost pressures.

Wealth Management Firms Must Blend Technology and Human Expertise, Says New Study

Generations X and Y move effortlessly across both the analog world of face-to-face meetings and the virtual world of digital platforms that enable the fast and accurate service they expect.

The Rise Of Bionic Wealth

And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.

Robo-Advisors to Target High Net Worth Individuals Through Innovative Business Models

The robo-advisors are constantly being upgraded and modified to serve the ever-growing needs and markets.

Island of 60,000 emerges as US$265 billion US Treasuries haven

The stockpile makes the British territory, an offshore tax haven with about 60,000 residents

REVEALED: High net worth individuals’ investment mistakes

A sample of 652 deVere clients in the UK, Asia, Africa, the Middle East and the U.S. who have investable assets of more than £1m (or the equivalent) were polled.

Comment, Analysis & Research