Managers of Wealth Americas

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.

Here's what happened to three elite law firms when they came to Chicago

Before declaring mission accomplished, however, they should consider what happened to three elite firms—Paul Hastings, Morgan Lewis & Bockius and Ropes & Gray

Volatility is an opportunity to invest

Europe’s story is still one of economic recovery, he says, and in the US consumer continues to be “very strong”, with hourly earnings consistently increasing over recent months, and one million jobs added since 2010.

What high-net-worth investors are doing with their money right now

The group conducts these surveys by giving members a detailed, confidential questionnaire asking how much of their portfolios are allocated to which investments

Think the financial crisis is over? Not for these jobs

The most significant change is the massive reduction of employment on Wall Street, especially in the front office.

Should Fund Managers Get Paid for Performance?

It’s no secret that active management has been a tough sell recently. Yes, there are talented managers who justify their higher fees, but investors increasingly aren’t willing to take that gamble.

CFP Certification Could Bring Big Pay Bump

Advisors with a CFP designation earn more money and enjoy improved relationships with clients, while their firms pull in more high net worth investors

Misconceptions May Hurt Advisors, Investors, Spectrem Says

There’s a knowledge gap between financial advisors and their affluent clients

Comment, Analysis & Research