11/17/2014
Fitch Ratings' 2015 rating and sector outlooks for investment managers are stable despite increasing competition between traditional and alternative investment managers to meet retail investors' growing appetite for alternative investments and s
11/17/2014
Study Shows MFOs on the Rise
Their research indicates that the multi-family office (MFO) channel features over 200 firms controlling more than $700 billion in assets.
11/17/2014
To reform their culture banks must also become smaller and simpler
11/14/2014
Sales of multi-million dollar homes have surged across the US as wealthy investors hope on cashing in on the bullish upscale property market of the country.
11/14/2014
"We estimate that the multi-family office channel is comprised of more than 200 firms that control more than $700 billion," states Donnie Ethier, associate director at Cerulli.
11/14/2014
Trends in Private Foundation Investment Looks at the Portfolios, Performance, and Preferences of Foundations with Less than $50M
11/13/2014
Cash And Private Equity Catch The Eye Of Tiger 21 Members - Research
A new survey of TIGER 21 Members shows that a majority of respondents plan to increase their allocation to Cash and Private Equity in the fourth quarter, while on average maintaining their allocations in all other categories.
11/13/2014
SS&C GlobeOp Hedge Fund Performance Index: October performance -0.81%
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.74% in November.
11/13/2014
Office Fundamentals Improving in Many Markets Across the Americas, Asia and Europe
From a global perspective, 2014 was a stronger year for the office real estate sector
11/13/2014
Here's What You Can Earn Working At JP Morgan
All together, JPMorgan Chase has an over 200-year history.
11/12/2014
PNC among millionaires' top banks
PNC was in a three-way tie for fourth with SunTrust Banks Inc. and U.S. Bancorp at 2 percent. Scoring 1 percent were 42 financial institutions.
11/12/2014
UHNW Asset Allocation
On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).
11/12/2014
Who are the UHNW's Primary Advisor?
Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.
11/12/2014
Next year, Millennials will replace Baby Boomers as the largest generation in the U.S. workforce.
11/12/2014
In Asia, a small but fast-growing region for ETPs, BlackRock’s iShares ETP unit nabbed the number one ranking by market share at the end of September for the first time and kept that top spot in October.
11/12/2014
The decision marks the first change to the main sector classifications since the GICS structure was established in 1999 and will impact mutual funds and exchange traded funds that track the industries.
11/12/2014
When it comes to women’s role on boards, it seems family businesses are showing the way.
11/11/2014
U.S. asset managers increased their share of assets from 41% to over 50% during past decade
11/11/2014
President Barack Obama’s tenure hasn’t done much for the Democratic Party given the shellacking at the polls last week, but it’s coincided with a huge surge in wealth.
11/10/2014
Rich people prefer to bank with Wells Fargo and Bank of America
The biggest complaint about large banks from Spectrem’s focus group is not enough personalized customer service. According to the study, 42% of bank customers bank with lesser known financial institutions.