Managers of Wealth Americas

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

15 Rich Countries That Control 84% of the World's Wealth

When it comes to global wealth, there are a handful of "haves" but most countries are "have nots."

Fiduciary Relationships and the Wealthy Investor

Among high net worth investors, those under 50 have an average net worth higher than those over 65.

Advisor Communication with the Mass Affluent Investor

A majority of affluent investors expect return communication from their advisors within hours of delivering the message, either by phone or by email, according to Spectrem’s quarterly report on wealthy investors and their relationship with advisors.

Market Conditions Impact Affluent Investment Plans Most

Considering market volatility in the past month, it is not surprising that the highest percentage of Affluent investors surveyed in October by Spectrem Group report that “Stock Market Conditions” is the primary factor affecting their current i

Some Next-Gen C-Suite Executives Think Differently than Boomers

If you become the type of advisor who can say emotional intelligence without laughing, listening to what clients (and people) are telling you, helping them to separate the signal from the noise, you can be a man who can think like a woman

The Next 3 Surges That Will Change the Future of Crowdfunding

The ruling by this regulatory body will likely come about in late 2014, but even while the public is eagerly waiting in anticipation, due diligence is still recommended.

Investment adviser regulatory assets under management reach USD61.7trn

Total regulatory assets under management (RAUM) reported by all investment advisers as of 7 April was USD61.7 trillion, representing a substantial increase from the USD54.8 trillion RAUM reported in April 2013.

Most Millionaires Say They Are Concerned About Income Inequality

The survey, from PNC Wealth Management, found that 64 percent of millionaires are "concerned" about economic inequality in America, and about half of those millionaires are "extremely concerned."

Bonuses near pre-crisis peak for US fund managers

US asset managers' bonuses for 2014 will be close to their pre-crisis peak, according to new research, while investment bankers and hedge fund managers continue to see pay lag levels of the boom years.

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.

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