Managers of Wealth Americas

OFR study: Form PF works for hedge fund risk reporting

Hedge funds reporting their risk exposures to the Securities and Exchange Commission use one method, Form PF, regardless of how dissimilar their risk profiles may be

Investors Want to "Like" Their Advisors on Facebook

The new study, Using Social Media and Mobile Technology in Financial Decisions, examines how investors are using social media and other emerging technologies in their financial dealings.

Millionaire Fact of the Day

Social media IS everywhere, but its use in the financial arena is still limited….but expected to grow

CMOs invest in client experience but less diligent in tracking results by David Lo

According to our diverse group of CMOs – drawn from across the wealth management spectrum, including global private banks, national and regional broker-dealers, and family offices – attention is also focused on client retention, adding value,

Affluent Floridians spend four times the national average on vacations

The study was conducted by BMO Private Bank, a unit of BMO Financial Group, based in Toronto, Canada.

Fortress to Scale Down Macro Hedge Fund Strategy for Revival

Fortress Investment Group LLC will shrink its macro hedge fund business to help turn around performance that’s struggled since the start of 2014.

Wealth Management Industry Suffering Trust Deficit Among Wealthy Investors - RESEARCH

A new survey by the independent and objective New York-based Luxury Institute reveals detailed perceptions of affluent investors regarding the securities industry, and the various regulatory entities entrusted with investor protection.

Investors Trust Uber Drivers More Than Brokers

Brokers also ranked behind lawyers, who are sometimes the butt of jokes when it comes to trustworthiness.

The World’s Largest UHNW-Led Private Foundations

Collectively, the foundations on the list have total assets of US$83.1 billion – equivalent to 29.7% of combined net worth of the UHNW individuals who established them.

Deloitte ranked as the No. 1 global consulting organization for the 5th consecutive year

Gartner annually analyzes and publishes its market share and rankings for the previous calendar year across all Technology related capabilities

1 in 4 fund managers believe it’s “highly likely” they will face competition from new entrants

The findings are from a global survey conducted by the FT Remark commissioned by State Street among 400 senior asset management executives for a new report entitled, “Opportunities for Optimism? A New Vision for Value in Asset Management.”

Alternative Alternative Income

With interest rates at floor level asset managers have ratcheted up their search for yield with alternative income funds. Which ones are best?

20 startups out to create a new world order on Wall Street

Some are worth hundreds of millions, while others are bootstrapped.

Mack International Founder and President Co-Chairs the Opal Family Office & Private Wealth Management Forum, “The Race For Returns,” in Newport, Rhode Island

The panelists also noted how important it is that families work with firms that have the infrastructure, expertise and operational capability

BofA: The U.S. Economy’s ‘Moment of Truth’ Has Almost Arrived

They expect we’ll learn that U.S. growth has been smoother and stronger than previously thought.

7 Messages Family Offices Give Emerging Managers

After attending a recent conference where experts discussed prevalent issues family offices struggle with in terms of their investment management activities, it struck me that there is a certain disconnect in the communications aimed towards and emanating

Money and the Modern Family: UBS Q3 Investor Watch Report Explores the Changing Dynamics and Financial Needs of the Family

The financial impact of blended, same-sex and multi-generational families

Comment, Analysis & Research