Managers of Wealth Americas

BofA Merrill Lynch Fund Manager Survey Finds Investors Regaining Risk Appetite

The survey was conducted by BofA Merrill Lynch Global Research with the help of market research company TNS.

Standard Life Investments to manage new John Hancock global real estate fund

The objective of the Fund is to provide consistent long-term returns, within acceptable levels of risk, through exposure to global real estate securities markets.

When to Call It Quits on Your Wealth-Management Unit

Those practices together represented just 12% of the company’s revenue

Fears over sovereign wealth funds pulling assets overblown, Morgan Stanley says

Their research identified over $1.1tn of public equity holdings for 11 SWFs, representing about 24% of assets under management.

World’s ten largest investment banks’ revenue is on course to decline

It has declined by about 50 percent at the top 10 investment banks globally since 2009

MFOs and Wirehouses Most Efficiently Adapting to HNW Trends

Multi-family offices and wirehouses are the most efficient when adapting to high-net-worth trends, according to new research from global analytics firm Cerulli Associates.

Prime brokerage pendulum swinging back to US banks

According to research by Preqin, Goldman Sachs and Morgan Stanley are the two largest prime brokers, servicing 2,240 hedge funds

Coutts International Million Dollar Donors Report captures 1,831 donations

Donations to universities and higher education institutions are commonplace because of their ability to absorb large amounts and the wide appeal they have for major donors.

Forrester Report-The State of Mobile Banking, 2015

Mobile banking continues to gather momentum across developed countries, fueled by rising smartphone use and the steadily improving supply of mobile banking from banks worldwide.

Financial Institutions flock to blockchain technology, while bitcoin divides opinions

Investments into blockchain tech companies has already exceeded the 2014 total, and many of the world's biggest banks have publicly stated an interest in exploring the use of blockchain technology.

Changing Interest Rate Environment Top Concern for U.S. Insurance Industry

These issues are clearly on the minds of insurance chief investment officers and their investment teams

Pershing Study Highlights Investor Demand for Financial Advice Tailored to Specific Life Events

The survey found that 76% of wealthy clients now conduct their financial affairs fully or mostly online.

Wealth Management: Where Will the Largest Fee Pool Be in 2030?

For banks and financial services firms looking for a piece of the action, baby boomers are still their best bet

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

Retail Adoption of Strategic Beta Most Promising in Wirehouse and RIA Channels

These findings and more are from the November 2015 issue of The Cerulli Edge - U.S. Edition

Taking the lead - St. James's Place Market Bulletin

Sometimes it is indecision, rather than action, that keeps audiences on the edge of their seats.

Here’s how much you’ll be paid in private equity

Private equity pay is increasing and the buy-side has become the de facto vocation for junior investment bankers looking for a more secure career and an opportunity to earn big money as regulators crack down on banking compensation.

Credit Suisse's Brazil CEO Sees Crisis Dragging On for Years

The trajectory looks like this: At the end of 2013, Brazil had a budget deficit equal to 3 percent of gross domestic product; today, that figure is over 9 percent.

Five questions to ask before you sell your business

The result was a far bigger valuation than if he had sold 100 per cent of the business in one transaction.

RBC Wealth Management outlines four key risks weighing on investors’ minds

Although a concern, investors should accept volatility as the new norm and look for opportunities for those businesses where fundamentals remain strong

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