Managers of Wealth Americas

New York City Has The World’s Largest Billionaire Population, But Asian Cities Dominate Global Top 20 List

The combined wealth of the world’s billionaires increased by 12% to US$7.3 trillion

US Demographic Changes May Buoy Country's Growth

US residents not only live longer than they did in the past. They also live differently, with many people working longer.

Shifting to the Center: Financial Planning is the Hub of Wealth Management - Sungard

Nearly seven out of ten high-net-worth clients don’t currently have a financial plan, yet the majority of clients in North America use financial planning services more than any other provided by their wealth management firm.

JPMorgan tops investment bank league table in first half

The result, which is closely watched by the industry, puts JPMorgan on track to keep its top slot in the full-year league tables. It has ranked first since Coalition began publishing its rankings in 2010.

'Calculated Aggression' Distinguishes the Best Firms from the Good Firms, Pershing Study Says

Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results

Wealth Managers to Become More Like Financial Quarterbacks - RESEARCH

On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers

Allianz unveiles fifth edition of its 'Global Wealth Report'

Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003.

How ‘best wealth manager’ lists mislead you

Selecting a financial adviser is a decision that will affect the quality of your lifestyle for many years, even for the rest of your life.

How Banks Can Survive In a Post-2020 Payment Market

What a payment represents in 2020 will be much different from it does today, as it will represent much more than just the settlement of a transaction or the movement of funds.

Centralization of Product Groups Leads to Better Portfolio Manager Relationships

"Another benefit of centralizing these efforts is streamlining the conversations between product and portfolio managers," DeBolt explains.

More People Buying Art as Investment

Investing successfully in art has always been a bit of a quagmire: opaque, inscrutable, unpredictable, ruled by passionate collectors and secretive insiders, a dangerous game for amateurs.

US Banks Still Unwilling To Take Chance On Sukuk

Goldman Sachs, the fifth-biggest bank in the US, sold its debut sukuk last week

Hitting the Target with Risk Factor Investing - Northern Trust

As greater numbers of institutional investors turn to equity strategies that capture style factors such as volatility, value, momentum or yield, most continue to lack clarity on the factor exposures across their combined equity portfolios

Morgan Stanley: High-Net-Worth Investors More Positive On Economic Outlook

A Morgan Stanley Wealth Management poll shows a bullish attitude among investors from the Tri-State region.

SS&C GlobeOp Forward Redemption Indicator: September Notifications 3.25%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds

The Time for Succession in U.S. Family Businesses is Now - KPMG

Parents wanting to pass on the torch, or even just increase their heirs’ investment in the family business have a few options to transfer stock to their children while mitigating transfer costs.

U.S. household net worth rises to record $81.5 trillion

House prices rose 0.8 percent in the second quarter of 2014

Banking Vs. Google, Apple and Amazon

he annual Temenos survey checked with 198 senior bankers, so it measures their perceptions of the marketplace.

Average Family Office Has $890M, Reports 9% Return In '13

This report provides an analysis and evaluation of the current and prospective outlook of family offices around the world.

Population and Wealth of U.S. High Net Worth Individuals Reaches Record Levels - Capgemini and RBC Wealth Management

Twelve Cities Are Home to the Majority of U.S. HNWIs

Comment, Analysis & Research