Managers of Wealth Americas

2014 Asset Management Industry Trends Survey

The asset management industry is facing increasingly complex operational and regulatory challenges

Surge in Confidence Among World’s Largest Institutional Investors - RESEARCH

The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.

The coming deluge: Should the U.S. fear Chinese investment?

The greatest obstacle to outbound Chinese investment in the U.S. is not protectionism or discrimination, but a dearth of sophistication and management skills among Chinese investors.

US institutions sour on hedge fund fees, survey shows

The US responses appear to reflect growing dissatisfaction with the fees charged by hedge funds, in particular. Both hedge funds and private equity funds typically charge 2 percent upfront and keep 20 percent of the profits they generate for clients.

Women Get More Lead Roles, But the Script Hasn’t Really Changed

And as sister title Financial News’s annual list of the 100 most influential women in finance shows, there are now many women at the top of the industry in Europe.

73% Of Americans Abroad Consider Giving up Passport Due To FATCA

16 per cent said they would not consider relinquishing their U.S. citizenship and 11 per cent did not know.

Families That Discuss Financial Plans Feud Less, Says Fidelity COO

The heightened market volatility recently provided an opening for Chris McDermott, chief operating officer at Fidelity Private Wealth Management, and his colleagues to talk to their clients about long-term investing, patience and weathering the storm duri

Industry Research Awards Eight Financial Services Firms for Digital Marketing and Media Excellence in 2014

Brand New Media and Northwestern University research identifies eight financial services firms that are leading the way in digital marketing and media

Which Universities Produce The Most Billionaires?

Twenty-five billionaires obtained their bachelor’s degrees from the University of Pennsylvania, making it the top university in the world in terms of number of billionaire undergraduate alumni, according to this year’s Wealth-X and UBS Billion

Insights into Billionaires' Balance Sheets - UBS

Global Family Office Report 2014: Largest Family Office Research Study ever offers insight into Family Office Performance and Structures

Most U.S. Millionaires Give To Charity, But Few Plan Spending

The study found that American millionaires don’t shy away from cutting large donation checks either. Roughly a quarter have given at least $100,000 in their lifetimes, while three-quarters have given at least $25,000.

SS&C GlobeOp Forward Redemption Indicator: October Notifications 3.12%

The SS&C GlobeOp Forward Redemption Indicator for October 2014 measured 3.12%, down from 3.25% in September.

Why More Accounting Firms Are Creating Family Offices

The ability for accounting firms to distinguish themselves from their peers. The vast majority of services provided by accounting firms have become completely commoditized.

The Rich Are Getting Richer, but Many Brands May Be Missing the Wealth Effect

The U.S. market of millionaires is the largest in the world, yet the market potential of millionaires remains largely untapped by luxury brands, such as Louis Vuitton, Hermes, Gucci, Prada and Rolex

Research Shows Increased Client Satisfaction From Long-Term Advisor Relationships

Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor. Among Mass Affluent investors (with a net

Taxes are on the Minds of Wealthy Investors

Older wealthy investors are most active when it comes to dealing with their tax bite.

Geopolitical Risks and Volatility Temper Investment Manager Outlook

Most positive on U.S. corporate profit growth and Emerging Markets equities

North American Women Have Capacity to Give an Estimated $230 Billion Annually

Women Moving Millions Members in Attendance at Women's Forum Global Meeting in Deauville, France Launch New Report: ALL IN FOR HER Urging Women Donors to Invest in Women and Girls as Proven Solutions

BofA: Investors ditch equities amidst global recovery worries

Respondents have lost their appetite for Emerging Markets and European equities. Both current positioning and intentions for the next 12 months have turned negative or neutral. Instead, they have regained faith in the U.S. market and increased their prefe

Wealth-X Reveals: The Richest Individual In Each US State

Wealth-X today released a list showing the richest person in each of the US states, and 35 of the 50 individuals on the list are entrepreneurs who made their own fortunes, demonstrating the importance of hard work and entrepreneurship in attaining the &ld

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