Managers of Wealth Americas

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

Lack of corporate access is limiting opportunities for non-North American companies

43% of investor respondents rate existing corporate access levels to non-North American companies as average or poor; 60% of respondents say lack of access eliminates a non-North American firm from their portfolio universe

6 Smart Things Heard at Raymond James Women's Symposium

At last week's Raymond James Women's Symposium, almost 300 female advisors from Raymond James' Private Client Group

Wealth growth in U.S. pushes global household wealth to $263tln, 20% above pre-crisis peak

The Number of Ultra High Net Worth Individuals Has Grown

Investors boost hedge fund holdings in August - SS&C

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for September 2014 measured 0.24%.

Evercore ISI Deal May Be Wave of the Future

Investment banks and independent research providers can become stronger by joining forces.

Fiduciary September and What’s Possible

The speakers at these events reaffirmed already-established views, but they also did more.

The Big Picture: Wealth and Estate Planning in Argentina

Individuals in Argentina used to keep their financial assets in foreign banks and companies

The Billionaire Guide to World Growth

Rankings of the wealthy are fun to read, but how the rich prospered can tell us much about a country’s health

How women are different from men, financially speaking| Wealth Management

Everyone wants financial security. Yet women often face financial headwinds that can affect their ability to achieve it.

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