Managers of Wealth Americas

Evercore to Buy Research Firm Institutional Strategy & Investment

The combined business, which will be known as Evercore ISI Institutional Equities, will be one of the two leading independent equity research

High-yield junk bond funds worldwide post $4.4 billion outflows: BofA

The high-yield market, which typically moves in sympathy with equities, has been on investors' radar after its multi-year rally.

New ETF Tracks the Billionaire Dream Team

If you can't beat 'em, join 'em.

Mirror, mirror on the wall, who’s the fairest financier of them all?

Look no further than Goldman Sachs, according to an analysis of one dating app’s data.

What Wealthy Investors Expect

What services do wealthy investors think should be included in a high net worth wealth management program?

WealthGuard’s Applauded CEO Provides Four Truths about Financial Advisors in The Motley Fool

For high-net-worth investors seeking background checks, ratings and rankings, WealthGuard recently delivered invaluable advice in The Motley Fool

Politically Connected Hedge Funds Earn Higher Profits: Study

An article in Social Science Research Network on July 24th was designed to test the hypothesis that “hedge fund managers gain an informational advantage in securities trading through their connections with lobbyists.”

Wealth Likely to Triple for US Hispanics by 2025, but Impact From Recession Still Lingers

The U.S. Hispanic population is on the rise, and so is Hispanic-owned wealth.

Global Consumers: Concerned and Willing to Engage in the Battle Against Fraud

Financial institutions must help consumers understand how they can protect themselves against fraud

Multimillionaires Favor Boutique Money Managers for Client Experience

LBSI scores comprise respondents' evaluations of each firm's product quality, exclusivity, social status and ability to deliver special client experiences.

SS&C GlobeOp Forward Redemption Indicator: July

"July's forward redemptions decreased by over 1%, but remain in line with historical averages," said Bill Stone , Chairman and Chief Executive Officer, SS&C Technologies.

Natixis To Fund Research On Investing

Investors worldwide are caught between a desire to achieve greater investment returns and an aversion to taking risk.

Asset Managers Post Strong Recovery From Crisis, With Record Assets and Near-Peak Profits

Global Assets Under Management Hit a Record $68.7 Trillion and Profits Surge to $93 Billion, Yet There Is Little Room for Complacency, Annual BCG Study Finds

More Than Half of High-Net Worth Missourians Engage in Some Form of Hobby Investing: BMO Private Bank Study

BMO Private Bank today released the results of a study on high-net worth Missourians and hobby investing.

Wirehouses Face Unique Challenges in Adding More Investor Relationships

According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.

Hispanic Share Of Wealth To Possibly Triple By 2025, Study Says

Hispanic wealth in the United States is expected to triple by 2025 – provided we are not hit by another mega recession and trends continue more or less as they are today.

Global Wealth 2014: Riding a Wave of Growth

The global wealth-management industry delivered a few surprises in 2013. Excellent growth did not always translate into higher profits.

Hedge Fund AUM Hits Another Record In H1 2014

The total size of the industry now stands at US$2.12 trillion.

Investors Positioning Aggressively for Recovery in H2 - BofA Merrill Lynch

A net 61 percent of global asset allocators are now overweight equities. This ranks as the survey's highest reading on this measure since early 2011 and represents the panel's second-strongest response ever.

How much do U.S. brokers make? Their business cards provide clues

Titles are conveyed virtually automatically to brokers who bring in enough money, even if they are relative newcomers, as long as they have not run afoul of regulations or internal rules.

Comment, Analysis & Research