Managers of Wealth Americas

Global AUM up 8% in 2014; institutional inflows flat

Global assets under management grew to a record $74 trillion as of Dec. 31, up 8% from a year earlier, said a report from Boston Consulting Group.

Bull in a China shock by Tim Price

“No warning can save people determined to grow suddenly rich.” - Lord Overstone.

Only 27% of US Consumers View Their Banks as “Trusted Partners”

40% see their banks as merely necessary utilities

3 big ways the crisis in Greece could affect Americans personally

It strikes at the heart of the single currency that unites the 19-member euro zone and threatens to destabilize a fragile region.

Understand the difference between financial professionals

The advice from both professionals can sometimes be the same, but management of your assets is very different.

Foundations, Endowments Buying Emerging Market Debt

Shifting away from U.S. equities in search of income

What the financial crisis taught this Bank of America executive about risk

Five acquisitions and a financial crisis later, I still haven’t experienced the stability I originally sought.

Private Real Estate Fund Managers Have a Record Quarter of a Trillion Dollars in Capital to Invest

A buoyant fundraising market has provided managers of closed-end private real estate funds with more than $250bn in dry powder, or unspent committed capital for investments

Digital Media M&A Accelerated in First Half of 2015

The company said it tracked a total of 134 digital media M&A transactions over the past six months

Best Ideas From Leaders in Digital Wealth Management

It was clear to attendees at SourceMedia's InVest 2015 conference on disruption in wealth management that the age of digital advice is here to stay

Positive longer-term outlook for North American sector - Cofunds

Net sales data from the leading investment platform in the UK reveals the North America sector is currently placed at number 40 on the 2015 net sales leaderboard

New SimCorp White Paper Examines the Challenges of Globalization in Investment Management

The paper discusses some key considerations for investment managers in the process of globalizing their operations, with particular focus on the role of IT and operating model.

ETF Asset Growth Continues for Fourth Consecutive Month

U.S. Monthly Product Trends Edition Edition examines volatility management

A Closer Look at the 2015 Survey of Affluence and Wealth

Here are the deeper qualitative themes and trends that have been uncovered.

Bank of the West Named One of America's Most Reputable Banks

American Banker Magazine Recognizes Bank of the West as the Most Reputable Bank in California and Among the Top Five Banks in the U.S. in the Leadership, Workplace and Governance Categories

Advisor Loyalty Declines Due to Compensation and Leadership Concerns

Edward Jones Ranks Highest in Employee Advisor Satisfaction

There Will Be Blood

It’s been interesting to watch institutional and family office investors’ reactions to the sharp drop in oil prices this year.

Women in Investment Management: The Business Case for Diversity

Here are some interesting stats cited in the report: “A woman is less likely to be running a US mutual fund than working as a doctor 37%, lawyer 33%, or accountant or auditor 63%.

What Is Carl Icahn's Net Worth?

A look at the billionaire activist investor and hedge-fund manager, including some cautionary tales.

China trumps West in global bank ratings

Western banking giants are losing ground to China, as the world's second-biggest economy vies to establish its economic influence.

Comment, Analysis & Research