Managers of Wealth Americas

Top Investment Managers’ Assets Reach Record Levels

U.S. asset managers increased their share of assets from 41% to over 50% during past decade

Report: U.S. Wealth Grows By $31.5 Trillion During Obama Presidency

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.

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.

5 Reasons Investopedia is Dead Wrong About Index Funds

When popular financial sites like Investopedia start bashing index funds, you know the gig is almost up for active management.

Key Differences Between Self-Made Billionaires And Ultra-Wealthy Inheritors

An Emerging Generation of Exceptional Wealth Is Increasingly Turning to the Family Office Sector for Solutions. It Starts With Understanding Their Motivations and Behaviors

Managing Your Wealth: Guide to Tax and Wealth Management -PwC

These themes and the necessary strategies to help support high-net-worth individuals and business owners are outlined in the latest edition of PwC US's Managing Your Wealth: Guide to Tax and Wealth Management, which launches today.

Newest Oxfam Report: The richest make $500,000-per-minute

Of their many recommendations, the Even It Up campaign called on governments to start taxing financial transactions

Banks Favored by High Net Worth Investors

More young high net worth investors prefer Wells Fargo.

Infuriating Facts About Our Disappearing Middle-Class Wealth

Much of the 1 percent wealth just sits there, accumulating more wealth.

2015 Global Investor Sentiment survey

The 2015 Global Investor Sentiment survey confirmed many of the trends we have seen recently—capital is moving around the globe at a pace not previously witnessed as investors seek yield

BofA Merrill Lynch Global Research Launches Green Bond Index

BofA Merrill Lynch Global Research announced the October 30 launch of the BofA Merrill Lynch Green Bond Index

Key Accounts Role Magnified as Largest B/Ds Increase Negotiating Power

New research from global analytics firm Cerulli Associates finds that the key accounts role is magnified as the largest broker/dealers have increased negotiating power.

Asset managers vie to host no-surprise parties

Talking to one asset management company chief executive last week, “culture” was an issue that really pushed his buttons, sparking a long complaint about how box-checking investment consultants fail to give firms enough credit for their values

The LGBT rich are a fast-growing market

Gay and lesbian CEOs may still be few in number—but the ranks of openly gay and lesbian millionaires and billionaires are growing rapidly. The announcement by Apple CEO Tim Cook on Thursday highlights just how rare it is for a Fortune 100 CEO to co

Hedge Fund And Money Managers In Collateral Optimization

The survey is an extension of a previous Citi report published earlier this year that examined how demand to cover short exposures, collateralize synthetic, derivative or margin loan obligations is rising.

BlackRock Global Investor Pulse Survey: Despite Strengthening U.S. Economic Growth, Americans "Holding Back" as Investors

About half of Americans (52 percent) have a positive view of their financial future

Comment, Analysis & Research