Managers of Wealth Americas

The Personal Advisor: A Growth Model For Attorneys

Transactional work – which characterizes much of the legal world – is replaced with ongoing retainer arrangements complemented with project work.

The Personal Advisor: A Growth Model For Attorneys

What is clear is that the most successful including the ultra-wealthy often find the Personal Advisor model highly appealing.

Institutional Investors Warn of Increasing Correlations, Finds Natixis survey

Most (95%) institutional investors are to some extent incorporating ESG strategies.

Salaries, Bonuses and Contract Rates Jump for U.S. Technology Professionals

Seven Markets Hit Six-Figure Salaries for the First Time

Private Equity And Hedge Funds Saw Global AUM Hit $7.4 Trillion

Private equity funds distributed a record US$475 billion back to investors in 2014, and returned a further US$189 billion in the first half of 2015.

J.P. Morgan’s Jamie Dimon joins the ex-billionaires club

Globally, 145 people, or 8% of all billionaires, over the past eight months have fallen from the 10-figure level.

Financial Institutions defends itself amid shareholder scrutiny

In a statement released this week, the parent company of Five Star Bank said it has “experienced robust growth” in the nearly three years since Martin Birmingham was appointed president and CEO.

BofA Cuts Pound Outlook as Deutsche AM Sees Sword of Damocles

The vote is a “sword of Damocles” hanging over the pound and deterring investors

Keeping the dividends: why banks must spend spare cash on technology

Bank shareholders disappointed by poor dividend returns in recent years are set for further anguish

The Biggest Myths About The Global Ultra Wealthy

Wealth-X data dispels the biggest myths around the ultra wealthy population's net worth, education, giving and luxury assets.

Millennials and their employers: Can this relationship be saved?

Business as a force for good. Millennials continue to hold business in high regard; three-quarters (73 percent) maintain that it has a positive impact on wider society.

Managers burned by plunging price of oil

Energy-rich sovereign wealth funds pull money from firms as value of crude decreases

Where will the world’s millionaires invest in 2016?

A Spectrem study shows where wealthy investors are investing their money currently.

Why 223-Year-Old State Street Is Trying To Think Like Silicon Valley

On a brisk October afternoon in Boston the second floor of State Street’s Channel Center office is swarming with a mix of executives, investors and entrepreneurs who think they have the next great idea for financial services.

How Boomer Parents Feel About Leaving Inheritances

One thing most of the parents had in common: They’re afraid of running out of money.

Investors dash to cash, reports latest fund managers’ survey

Investors remain overweight equities and underweight bonds, and stubbornly long tech, eurozone and Japanese stocks assets now most vulnerable to a redemption/recession shakedown

Bank Of America And Amex Tap Into Millennial Financial Behaviors

Additionally, coming of age and entering the work force in 2008 at the peak of the Great Recession drastically affected the Millennial perception of money management.

SCHRODERS - China, oil and the Fed: what they mean for Emerging Market Debt Relative in 2016

China: not the black hole that some investors believe

BNY Mellon White Paper Examines the Increasing Challenges and Potential False Sense of Security around Enterprise Risk Data Assumptions

The new role requires a significant amount of data to allow investment risks to be evaluated across all asset classes.

Wealth management compensation: What U.S. financial advisers get paid

Advisers typically charge clients a fee anywhere from 1% to 1.5% on assets under management.

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