Managers of Wealth Americas

How Financial Advisors Evolved into Full-Spectrum Marketers

Ready to spend more on marketing, top-performing advisors also do a better job of managing growth by measuring ROI.

The World’s Biggest Tax Haven Lurked Behind A Dos Santos Penthouse

As scrutiny of her business empire increased, African billionaire Isabel dos Santos turned to one of the world’s most secretive tax havens to conceal a $1.8 million luxury apartment.

How Family Offices Can Invest In Real Estate Projects

The most direct form of real estate investment in which a family office can engage is the purchase of real property for (i) development, (ii) trading, or (iii) rental purposes.

The economic toll of the coronavirus – from iPhones to solar panels to tourism

While much of the world’s attention is rightly focused on the human toll of COVID-19 – including the 1,873 deaths reported as of 18 February – the economic toll of the outbreak also has potentially disastrous implications.

Canadian DB Plans Rebound in 2019, Return 14%

Strong comeback from 2018 losses provides second-highest return in 10 years.

How female board-level representation affects corporate dealmaking: An SS&C Intralinks study

The SS&C Intralinks study analyzed more than 16,700 M&A deals announced between 1999 and 2018.

Revealed: America’s 100 Best Companies To Work For In 2020

To identify the 100 best companies to work for in 2020, magazine partners with Great Place to Work.

Investors have doubts about the latest American fintech bank

Companies like 14-year-old LendingClub were among the first generation of startups that sought to reinvent finance for the internet economy.

Creating LATAM’s Commerce ‘Digital Value Chain’

The ultimate goal is to provide what she termed a “friendly” process for the consumer, who can provide requested credentials easily, through the aid of technology — such as verification via facial recognition enabled by their mobile dev

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

Real estate companies see progress with digital strategies, as new technologies bite, finds KPMG analysis

Asset management is area most likely to benefit from IT and digital investments

Best Fintech Companies to Work for 2020

Employee totals for each company are for U.S. staff only, and some companies may have higher overall headcounts.

Tech Disconnect Costing Wealth Firms Younger Clients

Forty-six percent of wealth management firms aren’t satisfied or only partially satisfied with their company’s digital services.

The 2020 global wealth outlook

New Wealth-X Report Reveals Significant Growth Among Those with $5 to $30 million in Net Worth.

Emerging Forms Of The Family Office

Both single- and multi-family offices require a certain level of wealth to be considered viable and cost-efficient.

Revealed: Best Countries For Investment In E-commerce And Digital Sector, 2020

The rankings had India in sixth place, followed by France, South Korea, Canada, and the United Arab Emirates.

Brexit further complicates US, EU and China trade relations

Each side naturally likes to project itself as being in a strong position, but in fact all parties are feeling vulnerable

Emerging markets quarterly: Green shoots & liquidity vs coronavirus

Q4 2019 Insights

The Biggest Generational Wealth Transfer is Coming

How to Prepare the Next Generation

AI's Evolution: Trends To Watch In Investment Management

AI can make investment managers more efficient through better data easily accessed and understood.

Comment, Analysis & Research