Managers of Wealth Americas

White Paper - Shaping the future of fiduciary services in global wealth management

They discussed the extent of changes to future operating and business models and how they will offer wealth structuring solutions going forward.

BNY Mellon: real assets increasingly attractive

Among its findings was the forecast that appetites for these assets will continue to grow, with 60 percent of infrastructure managers.

Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation

Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.

Finance-related jobs are just not happening any more

Sector is going through a depletion in new numbers from their 1990 highs

SS&C GlobeOp Hedge Fund Performance Index: April performance 1.19%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.53% in May.

Fitch Updates Closed-End Fund Rating Criteria

In addition to the changes above, Fitch also updated the criteria to apply ratings modifiers to CEFs and MVs when applicable.

The Law Firm Multi-Family Office: A Problem Solving Think-Tank

A pronounced trend in the world of multi-family offices is having exceptional expertise in one or a few areas and managing a team of external experts on behalf of ultra-wealthy families.

Best-paid U.S. hedge fund managers take home $13 billion

Citadel's Kenneth Griffin, who started trading from his Harvard dormitory in the 1980s, and Renaissance Technologies' James Simons, a former code breaker who launched his fund in 1982, each took home $1.7 billion in 2015 to tie for top honors.

Case in Point: The fine art of financing art

The collection has come in handy, especially for clients of JPMorgan’s private bank who invested in art

BAML: We're Revising Our Fed Rate Hike Call Because of a 'Loss of Momentum' In US Data

Friday’s release of the April non-farm payrolls data in the US was a big miss with a print of just 160,000 jobs and a negative revision of 19,000 to previous months results.

More Investors Seeking Financial Advice Are Turning To Lower-Cost Options

When John Rocca began earning enough money to start socking some away for retirement about 10 years ago, he took a time-honored approach to investing: hiring a broker from a large investment bank.

The “prestige” of a career in finance is a marketing tool to elite but aimless undergraduates

But this exclusive image is at odds with the ambivalence that many bankers feel about working in a world with long hours, brutal management styles, and few perks.

Brexit outcome may play into rate decision, Fed officials say

Williams on Thursday told CNBC that given strong U.S. jobs gains and signs of stirring inflation, two or three rate hikes this year seem reasonable.

New Research Reveals State of Content Marketing Within Asset Management

Developing a strategy and producing content frequently enough are the two biggest challenges to initiate and sustain a content marketing program

Packaged Portfolios Frequently Outperform Their Advisor-Driven Counterparts

Digital advice firms are partnering with advisors to deliver packaged offerings to low-balance accounts in a scalable way.

What might a President Trump mean for investors? by Tilney Bestinvest

Trump is at heart a protectionist who wants to impose trade tariffs, renegotiate NAFTA and who has lined up with the blue collar workers of "Main Street" against Wall Street.

Funded Status of U.S. Corporate Pensions Falls in April, to 79.9 Percent

Over the course of April, liabilities grew by 1.6 percent, which outpaced a modest 1.2 percent return in assets.

Good news and bad news in latest BoA Merrill Lynch report

BoA Merrill Lynch estimates global output is set to contract year-on-year for the first time since the first quarter of 2013 as OPEC growth no longer offsets non-OPEC declines.

Two Sigma Co-Founder `Very Worried' Machines Will Take Jobs

David Siegel, co-founder of $35 billion quantitative hedge fund firm Two Sigma, says he’s “very worried” that machines could soon cost large swaths of the workforce their jobs.

World's Biggest Investors Step Up Action to Protect Millions of Pensions from Climate Risk

Pension funds account for nearly two thirds of the index (322) and insurers nearly a quarter (118).

Comment, Analysis & Research