Managers of Wealth Americas

SS&C GlobeOp Forward Redemption Indicator at 3.27 per cent for February

This February also marked the fifth consecutive month of year-over-year improvements in the Indicator, occurring against a backdrop of severe market conditions.

Coutts Global Markets Weekly: US data calms recession fear

The jittery start to 2016 for global stock markets has been partly the result of mounting fears that the US economy is on the brink of another recession.

Research reveals AIFMD having little impact on US manager attitudes towards Europe

The ‘Impact of AIFMD on the European & US alternative fund industries’ research, conducted by IFI Global and sponsored by fund and corporate service provider Crestbridge, was published last month.

Motif Launches New App to Connect Investors to Markets

With this new mobile app in your hand, we will keep you updated with news tailored to your holdings and will begin rolling out risk management features.

The Dangers of Being Wealthy on Social Media

Social media is now fully part of the fabric of life. So it is unrealistic to ask family members of individuals at high risk, such as billionaires, to not be ‘on’ social media.

Why Regulators Are to Blame for the MiFID II Delay

The other part of the problem is the complete lack of vision and courage among U.S. and European politicians and regulators — a global recession might have needed a global, coordinated response.

How transferring wealth from parents to kids can rip families apart

The problem aging parents face is how to evenly distribute that wealth to their kids, without starting a family feud.

In Which Industries are Millionaires and Ultra High Net Worth Most Likely to Invest in 2016?

There is continued interest among Millionaire and UHNW investors in the healthcare and pharmaceutical sectors.

Five Ways to Get Thrifty Clients to Spend

Here’s how advisors can help them open their wallets in retirement.

In Which Industries are Millionaires and Ultra High Net Worth Most Likely to Invest in 2016?

The highest percentage of Millionaire investors who indicate they will invest in the technology sector are Baby Boomers and Gen Xers.

USA: The Investor's Second Home

Florida is the state most often chosen for the site of a second or vacation home for affluent investors.

Why the wealthy are heavily focused on real estate

It turns out that a good chunk of wealthy peoples’ investments is in real estate.

Point72: 'We are not capital constrained — we are talent constrained'

In January, the Securities and Exchange Commission said Cohen would be barred from running outside money until 2018

Offshore Tax Havens Are Strangling Local Government

The super-rich have stashed more than $1 trillion overseas. Bringing it home would help restore poor communities.

From Hedge Fund To Private Investment Company To Family Office

When hedge funds become family offices, except in a few cases, they are actually converting to a private investment company as money management is their only intent.

Here’s what’s really going on with Wall Street bonuses

This year, bonuses are expected to be flat or lower than last year.

Growth of Strategic Beta Assets Will Strain Active Managers' Ability to Retain Assets

The growth of strategic beta assets will continue to strain active managers' ability to retain assets, according to new research from global analytics firm Cerulli Associates.

The Risks of (Investing in) Marijuana

Anyone 18 or older can contribute less than 10 percent of their income without additional disclosures.

Comment: Privacy v transparency - Withers' Noseda on incoming OECD tax rules opening a new battle front

The standard borrows heavily from the Foreign Account Tax Compliance Act (FATCA), which was introduced in the US in 2010 to capture worldwide tax information on American taxpayers.

Should Fund Managers Get Paid for Performance?

A fund manager paid on results will be more aligned with investors, but such a fee structure may have unintended consequences.

Comment, Analysis & Research